Upload
lytuong
View
216
Download
1
Embed Size (px)
Citation preview
pg. 1
An application that rest your mind from thinking of how to use, tailored for you and grow with your business needs.
Select it Right...You will select it
once.
pg. 2
TrioERP® comprehensive ERP application built on the top of TrioBase technology and it serves small to enterprise
industries.
TrioBase® is the new generation of business development languages, the scalability and flexibility of TrioBase® allow
companies to build application/s in very short time.
TrioERP® is an ERP built by highly skilled business and technical team members using the best practice and international
standard
TrioERP® will integrate all your business processes together with easy collaboration, increase productivity by empowering
your team to monitor and control their daily work and allow immediate decision-making.
Engine Features
• DMS
• Policies & Rules
• Notes
• Security
• Workflow
• Dashboard & KPI
• Report designer
• Form designer
• Multi languages
• Collaboration
Business Modules
• HR & Payroll
• Score card
• CRM
• Financial
• Material
• Procurements
• Sales
• Retail
• Project
• Service
• Manufacturing
• Auditing
pg. 3
Human Resource Management Take advantage of a comprehensive framework of human resource
management capabilities including storing and managing employee records,
employee recruitment and training, and organization management with full
localization to Saudi and GCC
Organization Structure Management
Administer organizational structures, including formal and informal hierarchies and position management
Employee Administration Define organizational benefit plans, enroll workers in benefits, assign dependent coverage, and designate beneficiaries
Time Management Establish, communicate, and monitor absence policies Payroll Automate the payroll process easily for different rules
Loan Management Loans can be managed easily for different types. Scheduling and payments will be automated automatically
Self-service Achieve the paper-less environment by utilizing the self-service features and customized workflow design. Employees can perform vacation request, loan, document or any kind of request and the system will apply the predefined policies and procedures to ensure smooth and fast process.
CRM Sales and marketing in TRIO delivers powerful, integrated customer, sales, and marketing management capabilities that can help your people build and strengthen customer relationships and increase sales.
Campaigns Develop, conduct, follow up on, and analyze marketing campaigns for any defined group of customers and prospects.
Account Business relations with your prospect, suspect or customer can be managed easily from your team who is responsible to generate sales out of daily activities with your customers.
Lead management Manage leads and opportunities including the ability to create, review, update, and manage information about leads. Associate employees, responsibilities, and campaign data with stored information.
Opportunities Analyze your opportunities and your market share in each industry by monitoring the opportunity details along with precise stage definition and expected deal closure.
Activities Assign tasks to your sales team guiding them to follow-up with a professional manner with your customers.
pg. 4
Financial Management
Fast and efficient way to register financial transactions, manage relationships between subsidiaries and main organization.
General Ledger Multiple journal types and names can be used to manage Ledger entries. Get detailed financial statements by using dimensional cost center structure.
Cash and Banks
Managing daily bank activates, deposits, checks and reconciliation. Financial cash In/Out flow monitoring over organization transactions. Flexible cashier & cashbook integration with payments and retail invoices.
Custody Multiple custody accounts to maintain custody transactions, payments and expense claim.
Accounts Receivable Track invoices, terms, and discounts. Receive and enter customer payments. Monitor credit checks and manage collections, and track Sales order prepayments.
Accounts Payable Match and pay invoices, allocate charges, pay expenses, commissions, and salaries, and track purchase order prepayments.
Fixed Assets Accounting Manage the full accounting life cycle of assets from acquisition to depreciation, and transfer/disposition.
Ledger
Cash & Banks
Custody
Fixed AssetsAccounts Payable
Accounts Receivable
pg. 5
Material and Warehouse Management
Track items by inventory structural levels including site, store, Location, rack, shelf, Bin, batch, and serial number. Take advantage of multiple inventory control systems and inventory valuation methods including first in/first out (FIFO), standard cost and weighted average. Reduce inventory costs and eliminate waste by using the built-in notification engine for unusual stock transactions
Multisite storage structure Sites and stores cross all legal entities Transfer plan and distribution Apply business intelligent rules to Plan for distribution and refill stores from
the main warehouse according to the sales history, safety stock and priorities
Master Requirements Planning (MRP)
Forecasting
Enter and edit sales and purchase forecasts. Use specific parameters to propose Material plan
Procurement
Facilitate direct and indirect procurement of goods and services, and establish a centralized buyer capability across your organization to support procurement policies and processes.
Direct Procurement Manage the entire life cycle of procurement from planned purchase order to confirming and changing a purchase order. This cycle also includes returned orders. This module also supports direct deliveries, and landed-cost charges to purchase orders such as freight, insurance, and cargo.
Trade Agreement Manage price and multifaceted discount policies in all currencies. The price revision process can be governed by workflows to ensure compliance with internal policies. The generic currency agreement allows prices to be set up in a single currency and automatically converted to the vendor’s currency.
RFQ Manage the RFQ process including vendor reply, comparison, and selection. Replies can be entered by the vendor in the vendor portal.
Vendor Management Vendor management includes vendor search, vendor maintenance, and support for requesting and approving a new vendor via the Enterprise Portal supported by workflow.
Input
Reorder Qty
Sales orders
Non-Referenced
Sales forecast
MRP
Output
Purchase orders
Transfer orders
Manufacturing orders
Delete proposal
RFQ PO Confirmation Delivery Invoice
pg. 6
Purchasing policies Enforce purchasing policies with a collection of purchasing policy rules that control the procurement process.
Procurement Reporting Gain insight into the organization’s procurement performance using transactional reports, analytical reports (such as vendor and procurement spend analysis, top 100 vendors, vendor performance), and KPIs.
Sales Management Manage price and multifaceted discount policies in all currencies. The price revision process can be governed by workflows to ensure compliance with internal policies. The generic currency agreement allows prices to be set up in a single currency and automatically converted to the customer’s currency.
Sales target per Branch, customer or Employee can be identified for specific period or year
Direct Sales Manage the entire life cycle of procurement from planned purchase order to confirming and changing a purchase order. This cycle also includes returned orders. This module also supports direct deliveries, and landed-cost charges to purchase orders such as freight, insurance, and cargo.
Sales Forecast Forecast and plan sales. Sales management Set, monitor, and manage sales performance of sales personnel, sales units,
and sales companies. Sales & Marketing Reporting Gain insight in sales and marketing performance with predefined KPIs in the
sales and customer relationship management (CRM).
Sales Quotation
Sales Order
ConfirmationSales
DeliverySales
InvoiceCustomer Payment
pg. 7
Projects Management
Help project managers gain increased schedule, resource, and financial control over short-term and long-term internal and external projects. These capabilities are integrated with other modules including accounting, sales, procurement, and production. Project Management & Accounting - Project Estimation - Project Management - Project Accounting
Estimation
Estimation engine is fully integrated with many business units like Human resource and payroll, Procurement process, Marketing and the Financial series.
Project Journals Capture project time, expense and materials quickly and accurately. Enter timesheets through project Hours journal which can be supported by an approval process.
Reporting Project Reports and dashboards gives you a real-time snapshot of project performance. Actual entries versus budgeted costs and estimations and cash flow with easy drilldown access to all entry levels
Project Ledger
Procurements CRM
Estimation
pg. 8
Service and Maintenance Enhance the service centers to be one of your sales arms by simplifying the maintenance and service process. Contract management with service terms and expiration dates can be created and managed easily for different type of service agreements.
Templates Work with flexible templates and utilize it easily in the job.
Service order Quickly create service orders registering the service time, expenses, and items.
Equipment Manage sold items by your agents or even items sold by others with detailed equipment information
Assets Internal maintenance for your vehicles, machines or any kind of assets can be easily performed with detailed cost management
Retail POS
Online retail management with ease of use POS
Payment Multi type of Payment options with a dynamic financial reflection
Sales Integration and reporting POS is one of your retail interface and it will be reflecting automatically to
the Rich reports and dashboards provided by TrioERP Gift cards
Loyalty Increase your sales with Gift card and Loyalty program facility management.
Service ContractService Order
Job OrderJob
Transaction
pg. 9
Manufacturing Create manufacturing orders manually, Automatically from sales orders or MRP. Follow process through estimation, schedule, started, finished. Use real-time data to Monitor manufacturing process.
Formula Create a bill of materials and recipe for production including by-products.
Manage multilevel recipes. Use version control to release the right BOM. Operations Manage operation routes by Planning simple or complex scenarios.
Estimation
& Scheduling
Estimate the finished product cost accurately before starting the manufacturing order. Scheduling engine will help you to manage resource calendar in a daily weekly or monthly view. Plan resources based on production activities and capabilities of resources. Types of resources can be machine, subcontract to supplier or human resource.
Subcontracting Easily outsource one of route operations to your supplier and link purchase order to production order.
Manufacturing Costing Understand work in progress (WIP) and actual cost through Manufacturing tracking and reporting. Track detailed resource and throughput costs, including work center costs. Report production variances to standard costs.
Manufacturing Reporting Gain insight with predefined KPIs.
pg. 10
TrioERP Features
BI & Dashboard Analyze the factors that affect your bottom line with flexible and customizable analysis tools. Share the information throughout the organization where appropriate to make effective changes and improvements.
Languages Support multi languages and Right-to-left for Arabic language as shown. Label management to customize captions and tooltip
Business Process Enforce users to follow the sales process by guiding them with the predefined business.
pg. 11
Workflow Automation means paper less environment. Nevertheless, Process should be smart to analyze who should approve, based on which condition manager can approve and what is the automatic action should system take based on vacations, absence, and approval delay.
Document Management Multiple Notes and Files with different types and categories can be attached to any Customer card, Product, Vendor, Project or any record in TrioERP. Users can freely mark the record with important notes. Follow-up dates and Assigned to specific users can be identified to enhance the periodic follow-up process. Attachments can be shared among cross documents. I.e. Sales quotation attachments can be seen from sales order, sales invoice and for sure all attachments can be opened from Customer card.
Integration and API Fully integrated with Microsoft Applications API Support dynamic web services to communicate with any third party apps
Notifications SMS & Email batches and notifications
Collaboration Reports and Dashboard can be sent to email/s directly through the system. Comments on any type of document or object is supported to enrich the collaboration environment
pg. 12
TrioERP® is available with Desktop, Web and Mobile version.
TrioERP® can be located on-Premise or accessed over the Logistal cloud
For further information please contact us
http://www.TrioERP.com
Select it Right...You will select it once.
Company Multi companies can be created for each application and each company has main setting and properties
Currencies TrioERP supports multi currencies and exchange rate. Exchange rates can be updating automatically by utilizing the batch management.
Security Definitions Groups can be created easily, assign users to one or multi. View, edit, insert, and delete, in addition to filter query for specific field. Permission not limited to objects list only. So you can select any field in object to configure Security Flag (View or Edit). Then, you can use Query statement to define Conditional Queries.
Development toolkit Fully customizable, configurable to your needs & identity Historical information for all processes