What is an ERP and Why Should I Care?


If you are running a business (small or large) that has employees, you understand that it's hard to manage the dynamic nature of doing businesses. Small businesses are not so different from large ones. They experience most of the complexities of a large business along with many other constraints.

All businesses must communicate with customers, do accounts, pay taxes, do payroll, manage timelines, deliver quality goods and services, answer questions, and keep everyone happy, whether you are a large or small business.

Some Large businesses have the advantage of using advanced data systems to manage their process efficiently. Small businesses, on the other hand, typically struggle to keep things organized. They often use a mix of apps like spreadsheets, accounting software, web CRM etc to manage. The problem is, not everyone is on the same page.

An ERP changes that.




What is CloudERP?


CloudERP is an end-to-end business solution that helps you to manage all your business information in one application and use it to not only manage operations but also enables you to take informed decisions well in time to remain ahead of your competition. It forms a backbone of your business to add strength, transparency and control to your enterprise.

Among other things, CloudERP will help you to:

  • Track all Invoices and Payments.
  • Know what quantity of which product is available in stock.
  • Identify and track your key performance indicators (KPI's).
  • Identify open customer queries.
  • Manage payroll.
  • Assign tasks and follow up on them.
  • Maintain a database of all your customers, suppliers and their contacts.
  • Prepare quotes.
  • Tracking your budgets and spending
  • Determine effective selling price based on the actual raw material, machinery and effort cost.
  • Get reminders on maintenance schedules.
  • Publish your website.


And a lot lot lot more. CloudERP is a modern tool that covers not only accounting but also all other business functions, on an integrated platform. It has many benefits over both traditional accounting as well as other ERP applications.




Benefits of CloudERP over Traditional Accounting Software


  • Do a lot more than just accounting! Manage inventory, billing, quotes, leads, payroll and a lot more.
  • Keep all your data safe and in one place. Don’t keep hunting for data when you need it across spreadsheets and different computers. Manage everyone on the same page. All users get the same updated data.
  • Stop repetitive work. Don’t enter the same information from your word processor to your accounting tool. It's all integrated.
  • Keep track. Get the entire history of a customer or a deal in one place




Benefits over big ERPs


  • $$$ - Saves money.
  • Easier to configure: Big ERPs are notoriously hard to setup and will ask you a zillion questions before you can do something meaningful.
  • Easier to use: Modern web like user interface will keep your users happy and in familiar territory
  • Open Source : This software is always free and you can host it anywhere you like.




Desktop

A familiar sight for any smartphone user. It gives you quick access to all features.




Setup

CloudERP is designed for self-implementation. The Setup Wizard helps you get
started with your Company, Items, Customers, and Suppliers.


Customer Relations and Selling

Track Opportunities, prepare Quotations, and record Orders and Shipments.
Communicate with Customers via email, or send newsletters. Distribute
commission to a Sales Partner or among your Sales Team. Apply Pricing and
Discounts based on rules. Record Warranty Claims and their resolution.




Buying and Inventory

Automatically raise Material Requests, send Purchase Orders to Suppliers, and record
Purchase Receipts. Track inventory levels per Warehouse and make
required corrections on manual inspection. Use Batches and Serial Numbers, get
stock valuation, and use automated inventory accounting.




Manufacturing

Plan your Production and Material Requirements using Production Planning Tool.
Make production schedule based on Workstation availability. Use hierarchical Bill
of Materials and costing. Sub-contract / outsource part of the manufacturing
process and include its cost into the resulting products.




Billing and Payments

Bill your customers and record Supplier's Invoices. Manage pre and post
payments, track pending ones and provide Credit Notes. Use different currencies,
manage recurring invoices, and restrict approval based on amount. Budget your
purchases using monthly distribution of funds and Cost Centers.




Projects

Define and allocate Tasks for Projects and make Time Log entries for work done
against Tasks. Track orders, invoices and inventory against Projects, and bill your
Customers using Time Logs.




Leave, Expenses and Payroll

Track Attendence, allocate leaves to Employees, and manage Leave Applications.
Record and approve Expense Claims from Employees. Generate monthly Payroll
and integrate it with Accounting. Manage Openings and Job Applications in your
Company.




Help Desk

Capture Issues reported by your Customers, communicate via Email, assign it to
your team and track its status.




Retail Point of Sale

Use the touch-friendly Point of Sales interface to quickly record a Bill, its Payment
and the resulting Inventory reduction. Manage per-location settings like Currency,
Cash / Bank Account, Taxes, and Terms and Conditions.




Website and Shopping Cart

Generate and easily maintain your company's website with your Product Catalog,
Shopping Cart, Customer Portal, Blog and Contact Form. Track visits to your
website by plugging in Google Analytics.




Reporting

View reports like Balance Sheet, Profit and Loss, Sales and Purchase Register,
Project Gantt Chart, Item-wise Purchase History, Customer Acquisition and Loyalty,
and many more. Create your own reports using the Report engine or by writing
custom database query.




70+ Languages

Translated by our growing community using translate.clouderp.com




Role-based Permissions

Use a combination of Role and User Permissions to restrict access to a document.
Bypass permission rules for specific documents using the document's Share
feature.




Mobile / Tablet Friendly

Carefully designed to allow using all CloudERP features on a mobile browser.




Customize

Add Custom Fields, write Custom Scripts to modify behavior, hide non-required fields and features, design your own Print Formats or extend CloudERP features using Frappe Apps.