OmniERP Features
Features
Enterprise Resource Planning (ERP)
Centralized Data Management
All business processes are managed under a single system to improve efficiency and reduce errors.
Workflow
Automation
Automates repetitive tasks like invoice generation, purchase orders, and payroll processing.
Real-time
Data Access
Provides up-to-date information across all business departments, allowing faster decision-making.
Financial
Consolidation
Consolidates financial data across multiple departments, enabling accurate reporting.
Customisable
Dashboards
Create custom dashboards for each department to focus on critical KPIs.
Module
Interconnectivity
Seamless connection between modules like accounting, CRM, HR, and inventory for a unified system.
Cross-department
Reporting
Generate cross-department reports to monitor organizational performance.
Enhanced Collaboration
ERP allows departments to work together efficiently with shared data and coordinated processes.
Multilingual &
Multicurrency Support
Adapt to global operations with support for multiple languages and currencies.
Document Management
Manage, store, and access important documents related to transactions, such as contracts, invoices, and receipts.
Audit Trail
Track every change made in the system with a comprehensive audit trail feature, ensuring transparency and compliance.
Role-based Permissions
Define user roles with specific access levels to ensure data security and control over sensitive business information.
Mobile Compatibility
Access the ERP system on mobile devices, enabling real-time updates and remote work capabilities.
Comprehensive Accounting
General Ledger
Manage and track all financial transactions with a centralized ledger for easy financial monitoring.
Accounts Payable
Automate payment processes, track vendor balances, and ensure timely payments.
Accounts Recievable
Streamline billing, invoicing, and collections with real-time tracking of outstanding invoices.
Fixed Asset
Management
Track asset purchases, depreciation, and disposal to maintain accurate financial records.
Bank Reconciliation
Simplifies the reconciliation of bank statements with accounting records.
Tax Management
Automate tax calculations, returns, and compliance reporting.
Financial
Reporting
Generate detailed financial statements like balance sheets, profit and loss statements, and cash flow reports.
Budgeting &
Forecasting
Create budgets and financial forecasts to support strategic planning.
Multi-Currency
Transactions
Manage international transactions with automatic currency conversions and exchange rate tracking.
Global Business Operations
Multi-Company Setup
Manage multiple subsidiaries and entities under one system with individual financials.
Intercompany
Transactions
Automate intercompany transactions like stock transfers and billing for global organizations.
Regulatory
Compliance
Ensure compliance with international financial and tax regulations for each location.
Global Supply Chain Management
Track goods and materials across multiple countries with end-to-end visibility.
International Taxation
Configure tax systems according to the rules in each country your business operates in.
Cross-border Payment Handling
Process and record cross-border payments and adjust for fluctuating currency exchange rates.
Global Procurement
Manage vendor contracts and procurement across regions and optimize supply chains.
Consolidated Global Reporting
Generate consolidated reports that provide insights across all international entities.
Localization Support
Adjust processes to local languages, currencies, and financial regulations.
Compliance and Governance
Ensure alignment with industry standards, such as GDPR or other local compliance requirements, supporting risk management.
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Customer Resource Management (CRM)
Lead Management
Capture, nurture, and convert leads into paying customers with automated tracking.
Customer Segmentation
Segment customers based on demographics, purchase history, and behavior.
Opportunity Tracking
Track the entire sales pipeline from lead generation to closure.
Customer Interaction History
Log every customer interaction across multiple channels, providing a 360-degree view.
Campaign Management
Plan and execute marketing campaigns, track performance, and optimize marketing efforts.
Sales Forecasting
Use historical data and pipeline insights to create accurate sales forecasts.
Email Integration
Integrate CRM with email to automate communication with customers and prospects.
Quotation Management
Create, send, and manage sales quotations directly within the CRM system.
Customer Service
Manage post-sale customer support with ticketing and case management.
Customer Portal
Offer a self-service portal where customers can access their orders, invoices, and support tickets in real-time.
Human Resource Management (HRM)
Employee Database
Centralized database for all employee information, including personal data, job history, and performance.
Time & Attendance
Track employee attendance and hours worked with biometric or system-based attendance logs.
Payroll Processing
Automate payroll calculations, tax deductions, and salary payments.
Leave Management
Streamline leave requests and approvals while tracking employee leave balances.
Recruitment
Manage the hiring process, from job postings to interviews and candidate selection.
Employee Self-Service
Allow employees to access their data, apply for leave, submit expenses, and track performance.
Performance Appraisal
Conduct performance reviews, set goals, and track employee achievements.
Benefits Administration
Manage employee benefits like health insurance, bonuses, and retirement plans.
Shift & Roster Management
Schedule employee shifts and manage labor costs for efficient workforce allocation.
Sales & Purchase Management
Sales Orders
Generate and manage sales orders with ease, from initial quote to final delivery.
Purchase Orders
Create purchase orders, track vendor performance, and monitor delivery timelines.
Invoicing
Automate the creation and sending of invoices, tracking payment status.
Vendor Management
Manage vendor contracts, payment terms, and relationships for smoother procurement.
Quotation Management
Create and send quotations to potential customers and convert them into sales orders.
Sales Performance Tracking
Track individual and team sales performance with built-in reporting tools.
Pricing & Discount Management
Set up pricing rules and manage discounts for products and customers.
Order Fulfillment
Coordinate order fulfillment processes across departments to ensure timely deliveries.
Supplier Evaluation
Evaluate supplier performance based on delivery times, pricing, and product quality.
Sales Forecasting
Forecast future sales based on historical data and market trends to optimize inventory and resource allocation.
Inventory & Stock Management
Stock Levels Tracking
Track inventory levels in real-time and maintain optimal stock levels.
Warehouse Management
Manage multiple warehouses, track stock movements, and optimize storage.
Stock Reconciliation
Periodically verify physical inventory against system records for accuracy.
Stock Transfers
Seamlessly transfer stock between warehouses and locations.
Batch & Serial Number Tracking
Track products by batch or serial number for better quality control and traceability.
Expiry Date Management
Monitor expiry dates for perishable goods to reduce losses from expired stock.
Inventory Valuation
Automatically calculate the value of your inventory based on various methods (FIFO, LIFO, etc.).
Purchase Requisition
Streamline the purchase requisition process for replenishing stock levels.
Stock Forecasting
Use historical data to forecast demand and adjust inventory levels accordingly.
Project Management
Task Management
Break down projects into tasks and subtasks, assign deadlines and responsibilities.
Resource Allocation
Allocate resources effectively to different projects and monitor utilization.
Milestone Tracking
Set and track milestones to ensure timely completion of projects.
Project Profitability Analysis
Monitor costs and revenues for each project to assess profitability.
Timesheet Management
Employees can log their working hours directly into the system for project tracking.
Project Budgets
Define budgets for each project and track actual expenses against forecasts.
Collaboration Tools
Facilitate team collaboration with shared tasks, notes, and project updates.
Gantt Charts
Visualize project progress with Gantt charts for a detailed project timeline.
Project Reporting
Generate detailed reports on project status, resource utilization, and financial performance.
Project Budgeting
Create and manage project budgets, comparing actual expenses to forecasted costs to prevent overspending.
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Advanced Analytics & Reporting
Custom Report Generation
Create custom reports for any module, including accounting, HR, inventory, and more.
Real-time Analytics
Access real-time data to monitor KPIs and make informed business decisions.
Financial Reports
Generate comprehensive financial reports like balance sheets, P&L statements, and cash flow.
Inventory Reports
Analyze stock movements, aging, and demand trends with detailed inventory reports.
HR & Payroll Reports
Track employee performance, attendance, and payroll disbursements through insightful reports.
Sales Performance Reports
Gain insights into sales trends, customer preferences, and regional performance.
Budget vs. Actuals
Track budgeted vs. actual performance for financial management.
Dashboards
Design personalized dashboards to monitor key business metrics in real-time.
Forecasting Tools
Use historical data to forecast future trends in sales, inventory, and finances.
Reporting Automation
Set up automated reports to be generated and sent on a scheduled basis, ensuring timely insights for decision-makers.
User & Role Management
User Access Controls
Define and control access levels for individual users based on their roles.
Role-based Permissions
Assign different permission levels for each role to ensure data security.
Multi-user Collaboration
Enable multiple users to collaborate on the same system with predefined access.
Audit Logs
Track user activity and access changes through audit logs.
Password Policies
Implement strict password policies to enhance system security.
User Onboarding
Seamlessly onboard new users with predefined roles and access permissions.
Customizable User Roles
Create custom user roles based on your specific business needs.
Two-factor Authentication
Enhance security by enabling two-factor authentication for critical roles.
User Activity Reporting
Monitor and report user activity to ensure compliance with company policies.
Custom Integrations & Extensibility
Website build tool
Publish your website directly from the erp! It can be your lms, helpdesk, e-commerce or simply your company website.
API Integration
Use APIs to integrate with third-party software, enhancing the capabilities of OmniERP.
Data Import & Export
Seamlessly import or export data from various systems for easier onboarding and reporting.
OmniSuite Integration
Leverage OmiSuite integration to expand functionality and connect with other ERP tools.
Payment Gateway Integration
Connect with payment gateways for streamlined invoicing and payment collections.
E-commerce Integration
Integrate with e-commerce platforms to synchronize online orders, stock, and invoicing.
CRM Integration
Sync CRM data with OmniERP to have a seamless flow of customer information.
Multi-platform Support
Enable integrations across multiple platforms like web, desktop, and mobile.
Custom Module Development
Build custom modules within OmniERP to meet your unique business needs.
Data Synchronization Tools
Automatically synchronize data between OmniERP and other systems in real-time.