Optinfer ERP is short for enterprise resource planning. Enterprise resource planning (ERP)
is business process management software that allows an organization
to use a system of integrated applications to manage the business and automate
many back office functions related to technology , services and human resources.
Optinfer ERP software integrates all facts of an operation, including product planning,
development, manufacturing, sales and marketing.
An ERP, which formerly would have been stand-alone applications,include: Manufacturing, Supply Chain, Financial,Customer Relationship Management (CRM), Human Resources, Warehouse Management and Site Settings Modules System.
Employee is created under an company with its login id and password under HR section. The Employee Self-Service module offers a range of features that employees can use to update. When an Employee login with his/her Login Id, He/She can only see his/her Profile Information , Payslips , Claim Status , Leaves, Project Details , Contacts , Time sheets.
Employees can be maintain
all the necessary information Related to his/her Profile like
Personal info , Contact info , Job information,
Salary information , Bank information , Document details if have ,
all the leaves info which are requested and Login detail.
An Employee can change his password through Login Tab , once password has been
changed , Employee cannot use the previous password as password.
In Payroll , An employee can see his generated pay-slips for a specific period with the financial aspects of employee's salary, allowances, deductions, gross pay, net pay, pay slip printing.. He/She can also view all Allowances Payslip and Deductions Payslip separately with status Approved or Disapproved. Action that can be performed are..can take out print and can view its payslip details as a preview.
Claim Enables an employee to make claim request and track their approval status. It includes total no of Claims, Approved claims, Pending claims, Rejected claims. Employee can view, add ,edit its claim which can either Transport, Traveling, Entertainment.
In Leave Management,an employee can mark his or her leave specified with type of leave,reason for leave etc. All leaves marked by Employees can be viewed with status marked as APPROVED with details like Employee Name , Leave type , Duration from , To , Application Date , Total days. All Allowed Leaves to that Employee can also view.It is up to the employer to grant or deny leave based on organization policies.
In Project Management,an employee can Add, View ,Edit his or her Projects specified with Project Name, Project Client, Project Code, Project Location, Price, Project Description , Due Date, Project Category, Attachments.
It includes developing a project plan, which includes defining and confirming the project goals and objectives, identifying tasks and how goals will be achieved, quantifying the resources needed, and determining budgets and timelines for completion.
Timelines and completion of an project in calendar can be viewed.
In Contacts has developed a way to make sure your contacts are created and classified correctly under associated company. It provides a simple form where an Employee can enter contacts information and distinguish them as an individual or a person associated to a company.
In Time line, an employee can Mark his Attendance and can edit until it is approved by the Supervisor.
Employee can edit or update its profile status , can maintain its monthly Payslips Records with regular update status. He/she will not be able to see information for any of their Employees nor any other information that Admin want to keep safe.
When an Company Admin login with his/her Login Id , He/She can see all the employee details
which are added within his/her Company.
He / she can edit , add , manage information of all those
employee only which are under his Company. He / she will not
be able to see employees information related to other Company
nor any other information that Admin want to keep safe.
ERP is a cross functional software that supports all the business processes within the organization. Depending on organizations need required components are integrated & customized ERP system is formed.
Human Resource module helps to HR team for efficient management of human resources. HR module helps to manage employee information, track employee records like performance reviews, designations, job descriptions, skill matrix, time & attendance tracking , leaves requested by an employee , claims , reports are generated according to data , hr settings and benefits . One of the important sub module in HR module is Payroll System which helps to manage salaries, payment reports etc . It can also includes Travel Expenses & Claims tracking. HR setting includes Employee/Leave Group , Allowances settings , Allowed Leaves .
Inventory module can be used to track the stock of items. Items can be identified by unique serial numbers. Using that unique numbers inventory system can keep track of item and trace its current location in organization. Inventory module includes functionalities like inventory control, master units , stock utilization reporting etc . There may be integration of inventory module with purchase module of ERP.
Sales process includes processes like Sales queries & enquiry analysis & handling , quotation drafting , accepting sales orders , drafting sales invoices with proper taxation , dispatch/Shipment of material or service , tracking pending sales order . All these sales transactions are managed by sales module of ERP. CRM module can take help of Sales module for future opportunity creation & lead generation.
Purchase modules take care of all the processes that are part of procurement of items or raw materials that are required for organization. Purchase module consist of functionalities like supplier/vendor listing , supplier & item linking , sending quotation request to vendors , receiving & recording quotations , analysis of quotations , preparing purchase orders , tracking the purchase items , preparing GRNs(Good Receipt Notes) & updating stocks & various reports . Purchase module is integrated with Inventory module & Engineering/production module for updating of stocks.
Whole inflow & outflow of money/capital is managed by finance module. This module keeps track of all account related transactions like expenditures , Balance sheet , account ledgers , tax management etc. Financial reporting is easy task for this module of ERP. Any Financial data that is required for running business is available on one click in Finance module.
CRM department is helps to boost the sales performance through better customer service & establishing the healthy relationship with customers. All the stored details of customer is available in CRM module.CRM module helps to manage & track detailed information of the customer like communication history , calls , meetings , details of purchases made by customer , contract duration etc. CRM module can be integrated with Sales module to enhance sales opportunities.
Administrative rights are automatically granted to manage all the information related to any Company
, Any employee. Admin can add , edit , remove any company Information.
He/she can able to add , edit , remove any information of an employee of any company.
He can Manage Setting, Manages users, Manages Companies details.
Manage companies includes planning , organizing , staffing , leading or directing , and controlling an organization to accomplish the goal or target.It includes all the management tools like Handling HR management , Customer relations , Inventory , leaves etc.
In Erp , System Setup is done through Manage setting menu.Here an admin or user can create , edit and delete system setup details.
In Erp system , user accounts can be added and manage through the manage users Menu. View authorized users with Details like user name, email address, type. User can define its type itself.
Manage companies includes planning , organizing , staffing , leading or directing , and controlling an organization to accomplish the goal or target.It includes all the management tools like Handling HR management , Customer relations , Inventory , leaves etc. It includes all the management tools like Handling HR management , Customer relations management , Inventory management , Financial management etc.
A New Company is added with details like company prefix code, company CSN, company name, authorized person, authorized person designation, authorized person email, company ROC, company type, bank name, company E-Mail, email address in correct format, account no, secure password is also provided.
Yes, this facility is provided under admin profile. All company details Can be seen at a time with details like company code , company name , company phone , company E-Mail , company address , profile status.
Yes..a company can be edit its profile at any time having details like company information ,
preferences information, bank information, IRAS information, company logo, accounts
information.
A company can delete its account if no longer needed.
Manage companies includes planning , organizing , staffing , leading or directing , and controlling an organization to accomplish the goal or target.It includes all the management tools like Handling HR management , Customer relations , Inventory , leaves etc. It includes all the management tools like Handling HR management , Customer relations management , Inventory management , Financial management etc.
New User can add register his/her company through Sign Up Tab.
Process for Signup :
After you have registered successfully, an email will send to your provided email id with login credential (login email id and password).Now you can login with this provided email id and password through Login Tab.
We will only bill after service been rendered. e.g. For the month of April you will receive an invoice by April 18th. We will collect payments by May 7th for service provided in April.
Since, we only will charge payment after service has been provided, there will be no refund if you have already used our service. However, you have option to cancel by 20th of each month and we will not bill you for that month. e.g. If you decide to cancel your service by April 20th then you will not be billed for anything for the month of April. Only, if you decide to reactivate your account then you will be charged.
We are here to provide world class service for our clients, please let us know the reason you are dissatisfied and we will try to rectify and issue a refund in the case still if decide to cancel.