ERP System
ERP System is a modular, multi-tenant backend application designed to streamline core operational workflows across sales, procurement, and inventory management for organizations managing multiple distinct entities. The system emphasizes data integrity, strong access control, and comprehensive auditing to support compliance and efficiency.
Key Operational Features
| Feature | Functionality |
| User Activity Tracking | A dedicated section to monitor and audit user actions. It allows administrators to track user activity with comprehensive filters, including User Name, Action Type (e.g., Add, Update, Delete), and a customizable Date Range. |
| Views & Visualization | Offers List, Kanban, and Pivot views for major data listings, helping users analyze data from different perspectives. |
| Dashboard | Provides a high-level visual summary of key operational metrics, supported by visual imagery to demonstrate layout and data presentation. |
Core Business Modules
| Module | Primary Function | Key Features |
| Sales & Quotations | Manages the full lifecycle of customer quotes up to finalization. | Creation, Draft Finalization, and Status updates. Handles complex multi-line item updates, custom fields, and item images. Import functionality from Excel is available for quick quote population. Quotes are sequenced and numbered (e.g., PREFIX/NUMBER/YY). Customizable line-item columns allow users to add relevant data fields within the quote details. |
| Procurement (PO) | Controls purchasing and supplier relationships. | Creates POs from quotes or as standalone orders. Features automated PO numbering, detailed financial calculations (tax, discounts, charges), and status updates. |
| Inventory & Products | Centralized management of product details and stock levels. | Product CRUD and real-time stock management. Product Insights provide sales velocity, stock turnover, and predicted stockout date. |
| Supplier Relations | Provides a unified, data-rich view of supplier activity and performance. | Aggregates all associated Quotations and Purchase Orders. Supplier Insights offer advanced analytics, including: Total number of related POs and Quotations, Product-specific purchasing history, Profit Margin analysis (comparing cost-to-buy vs. price-to-sell for related products), and total volume bought and sold. Calculates financial statistics like Total and Average PO Value. |
System Architecture and Security
| Component | Description | Relevance to ERP System |
| Multi-Company Management | Allows a single deployment to manage data for multiple legal entities. Key processes (Dashboard, Listings, POs) are always filtered by the user's assigned company IDs. | Essential for organizations with multiple subsidiaries or clients, ensuring data isolation. |
| Access Control (RBAC) | Implements a Role-Based Access Control model, defining user permissions (View, Add, Update, Delete, Export) granularly across resources. | Ensures users only access features and data necessary for their role. |
| User & Admin Management | Handles user registration, profile updates, and assignment of users to specific roles and multiple companies. Self-profile updates automatically trigger a token refresh/re-login. | Provides full administrative control over the workforce and their data access. |
| System Configuration | Provides dedicated control panels to set global custom fields and specific settings for each company (e.g., currency, tax rate, logo, footer text) using an Upsert methodology. | Allows flexible branding and financial configuration per company entity. |
Operational Overview
The system is built around controlling and tracking the flow of materials and finances. It enforces strict separation of duties and data ownership through its multi-company structure. The core engine manages the complete Quote-to-Finalization cycle and the Procurement-to-Payment cycle.
The Dashboard provides a high-level visual summary of key operational metrics and is the first point of interaction for users.
User experience is highly adaptable, offering List, Kanban, and Pivot views across all major data listings (e.g., Quotes, POs) to suit different analytical and workflow needs.
It features a robust Supplier Insights module that provides real-time business intelligence empowering data-driven decisions. Critical activities are funneled through an Audit Log, ensuring every action is recorded with user and timestamp details.