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ERP Built for the Cloud and In the Cloud and for Web

Manage your operational and administrative processes easily!

If you are running a small business that has a few employees, you understand that it’s hard to manage the dynamic nature of doing businesses. You are already using a software like Accounting, and may be some more to manage your inventory and sales (or CRM).

An ERP brings all of this together in one place.

Small businesses are not so different from large ones. They contain most of the complexities of a large business along with many other constraints. Small businesses have to communicate with customers, do accounts, pay taxes, do payroll, manage timelines, deliver quality, answer questions, and keep everyone happy just like in large businesses.

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, and not everyone is on the same page. An ERP changes that.

 

What is BizRP?

bizrp desktop

BizRP helps you to manage all your business information in one application and use it to manage operations and take decisions based on data. BizRP is a product of KaritKarma Limited.

Among other things, BizRP will help you to:
  • Track all Invoices and Payments.
  • Know what quantity of which product is available in stock.
  • 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.
  • Get reminders on maintenance schedules.
  • Publish your website.

And a lot lot lot more.

Business Sector BizRP Covers are:

Service Providers

ISP
IIG
VAS
Mobile Finance
Cloud Computing
TV Station

Retailers

Departmental Store
Pharmacy
Automobile
Hardware & Stationary

Manufacturing

RMG
Boutique Fashion
Pharmaceuticals
Cosmetics

Distributors

Trading Business
Channel Business
Nationwide Supply Chain

BizRP: Business Resource Planner Feature List

HRMS | Human Resource Management System

Manage

  • Employee Database
  • Leave Application
  • Expense Claim
  • Salary Slip
  • Attendance

Documentation

  • Manage job applicants for a Job – Publish jobs@<yourdomain>.com for all circular and automate the process.
  • Employee appraisal performance

Leave Setup

  • Upload attendance from a .csv file
  • Integrate access control
  • Leave allocation tool for the year
  • Leave allocation for Individual position
  • Leave type customization
  • List of holidays (year calendar)
  • Block leave applications by department – Block employee not to take leave on some particular days.

Payroll Setup

  • Salary structure – Monthly salary template
  • Process payroll – Generate salary slips
  • Earning type – Salary components
  • Tax and other salary deductions – You can apply the penalty in this section

Employee Setup

  • Job opening
  • Employment type
  • Employee designation
  • Template for employee performance appraisals
  • Expense claim type
  • Company branch setup
  • Company department setup
  • Employee grade setup

Setup

  • Settings for HR module
  • Setting of field type
  • Settings of Condition

Reports

  • Employee leave balance
  • Employee birthday
  • Employee information
  • Monthly salary register
  • Monthly attendance sheet
  • Customize anything you want to see

CRMS | Customer Relationship Management System

Masters | Main Modules

  • Contact Database
  • Address Database
  • Item – All Products or Services

Setup

  • Settings for selling module
  • Setup of Shopping Cart. Sales taxes and charges master – sales taxes template
  • Rules to calculate shipping amount for a sale
  • Multiple Price list
  • Multiple Item prices
  • Sales BOM – Bundle items at time of sale
  • Terms and Conditions Templates
  • Customer Group – Customer classification tree
  • Sales territories
  • Sales persons and targets
  • Sales Partner Commission and targets
  • Item Group – Tree of item classification
  • Sales campaigns

Tools

  • SMS Center – send mass SMS to your contacts

Analytics

  • Sales Analytics
  • Sales Funnel
  • Customer Acquisition and Loyalty

Reports

  • Lead Details
  • Customer Addresses And Contacts
  • Ordered Items To Be Delivered
  • Sales Person-wise Transaction Summary
  • Item-wise Sales History
  • Territory Target Variance (Item Group-Wise)
  • Sales Person Target Variance (Item Group-Wise)
  • Customers Not Buying Since Long Time
  • Quotation Trend
  • Sales Order Trend
  • Available Stock for Packing Items
  • Pending SO Items For Purchase Request
  • Drag and Drop Tools – Make your own reports

Procurement System

Manage

  • Supplier
  • Material Request
  • Supplier Quotation
  • Purchase Order

Masters | Main Modules

  • Contact Database
  • Address List
  • Item – All Products or Services

Setup

  • Settings for Buying Module
  • Purchase Taxes and Charges Master Tax Template
  • Multiple Price list
  • Multiple Item prices
  • Supplier Type – Supplier classification
  • Item Group – Tree of item classification
  • Terms and Conditions Templates

Analytics

  • Purchase Analytics

Reports

  • Items to Be Requested
  • Requested Items to Be Ordered
  • Material Requests for which Supplier Quotations are not created
  • Purchase In Transit
  • Item-wise Purchase History
  • Item-wise Last Purchase Rate
  • Purchase Order Trends
  • Supplier Addresses And Contacts
  • Supplier-Wise Sales Analytics
  • Drag and Drop Tools – Make your own reports

Manufacturing Process

Manage

  • Bill of Materials
  • Production Order

Production Planning (MRP)

  • Production Planning Tool – Generate Material Requests (MRP) and Production Orders.

Masters | Main Modules

  • Item – All Products or Services
  • Workstation – Where manufacturing operations are carried out

Utility

  • BOM Replace Tool – Replace Item / BOM in all BOMs

Manufacturing Management

Calculate Production Costs: The Bill of Materials (BoM) form gives the total cost of manufacturing or acquiring an Item at a glance and determines the valuation of that product.

Prepare Multi-level Bill of Materials: Manage hierarchical Bill of Materials and Operations for all sub-assemblies and final assemblies. Calculate resulting production costs.

Plan for Material Shortages: The data captured in the BoM form provides accurate information needed for scheduling material requirements.

Make Production Plans: Use existing Sales Orders and plan for material procurement and operations management.

Purchase and Supply Chain Management: Raise Material Requests. Users across other departments can raise material requests and purchase orders as per their requirements.

Use Multi-Currency: Raise Purchase Orders in supplier’s currency as well as your company’s currency based on an exchange rate.

Pricing: You can design and store different price lists based on currency, location, customers and suppliers.

Configure Taxes and Tax Templates: Different types of taxes like VAT, CENVAT, Purchase Tax, Sales Tax, Shipping Costs etc. can be configured and attached to a purchase or a sale.

Track Pending Orders: Orders which are not delivered by the suppliers can be tracked easily. Mechanism for sending reminders to suppliers and maintaining their communication history is available in BizRP.

Avoid Out-of-Stock: Material requests help you to identify items you need to purchase and can be created by manual entry, from a Production Plan or automatically, from an item that crosses it’s re-order level.

 

Reports

  • Open Production Orders
  • Production Orders in Progress
  • Issued Items Against Production Order
  • Completed Production Orders
  • Drag and Drop Tools – Make your own reports

Projects Management System

Manage

  • Task
  • Project
  • Time Log

Documents

  • Batch Time Logs for billing

Tools

  • Gantt chart of all tasks

Masters

  • Types of activities for Time Sheets

Reports

  • Daily Time Log Summary
  • Project wise Stock Tracking
  • Drag and Drop Tools – Make your own reports

Inventory Management System

Manage

  • Item
  • Material Request
  • Stock Entry
  • Delivery Note
  • Purchase Receipt

Masters

  • Item Serial Numbering
  • Batch Creation
  • Warehouse

Tools

  • Stock Reconciliation – Upload stock balance via csv
  • Installation Note – Installation record for a Serial No
  • Packing Slip – Split Delivery Note into packages
  • Multiple Price list
  • Multiple Item prices
  • Quality Inspection
  • Landed Cost Wizard – Distribute transport overhead across items.
  • UOM Replace Utility – Change UOM for an Item.

Setup

  • Settings for Stock Module
  • Item Group – Item classification
  • Unit of Measure (UOM) e.g. Kg, Unit, Nos
  • Brand master

Main Reports

  • Stock Ledger
  • Stock Balance
  • Stock Projected Qty.
  • Stock Ageing

Analytics

  • Stock Analytics

Reports

  • Ordered Items to Be Delivered
  • Purchase Order Items to Be Received
  • Item Shortage Report
  • Serial No Service Contract Expiry
  • Serial No Status
  • Serial No Warranty Expiry
  • Item-wise Price List Rate
  • Purchase in Transit
  • Requested Items to Be Transferred
  • Batch-Wise Balance History
  • Warehouse-Wise Stock Balance
  • Item Prices
  • Item-wise Recommended Reorder Level
  • Delivery Note Trends
  • Purchase Receipt Trends
  • Drag and Drop Tools – Make your own reports

Accounts & Accounting System

Manage

  • Journal Voucher
  • Sales Invoice
  • Purchase Invoice

Masters

  • Chart of Accounts – structure of books of accounts
  • Chart of Cost Centers – structure cost centers for budgeting
  • Customer database
  • Supplier database

Tools

  • Bank Reconciliation – Update bank payment dates with journals
  • Payment Reconciliation – Match non-linked Invoices and Payments
  • Period Closing – Voucher Close Balance Sheet and book Profit or Loss

Setup

  • Company Master
  • Fiscal Year – Accounting Year
  • Accounts Settings
  • Sales Taxes and Charges Master Tax Template
  • Purchase Taxes and Charges Master Tax Template
  • Shipping Rules to calculate shipping amount for a sale
  • Manage exchange rates for currency conversion
  • Point-of-Sale Setting – User settings for Point-of-sale (POS)
  • Budget Distribution
  • Terms and Conditions Template
  • Mode of Payment e.g. Bank, Cash, Credit Card

Main Reports

  • General Ledger
  • Trial Balance
  • Financial Statements
  • Accounts Receivable
  • Accounts Payable
  • Sales Register
  • Purchase Register

Analytics

  • Financial Analytics
  • Gross Profit

 

Reports

  • Bank Reconciliation Statement
  • Ordered Items to Be Billed
  • Delivered Items to Be Billed
  • Purchase Order Items to Be Billed
  • Received Items to Be Billed
  • Bank Clearance Summary
  • Payment Period Based On Invoice Date
  • Sales Partners Commission
  • Customer Account Head
  • Supplier Account Head
  • Item-wise Sales Register
  • Item-wise Purchase Register
  • Budget Variance Report
  • Purchase Invoice Trends
  • Sales Invoice Trends
  • Drag and Drop Tools – Make your own reports

Customer Support & Maintenance System

Manage

  • Support Ticket
  • Customer Issue

Documents

  • Maintenance Schedule Plan – for maintenance visits
  • Visit report for maintenance call
  • Newsletters to contacts, leads
  • Communication log

Masters

  • Item Serial No

Setup

  • Setup to pull emails from support email account

Analytics

  • Support Analytics

Reports

  • Maintenance Schedules
  • Drag and Drop Tools – Make your own reports

Website | CMS – Content Management System

Manage

  • Web Page – Create child pages, menus.
  • Blog Post – Assign blogger profile with avatar, populate

Documents

  • Website Slideshow – Embed image slideshows in website pages
  • Blogger – Profile of a blog writer
  • Blog Category – Categorize blog posts
  • Blog Settings – Write titles and introductions to your blog

Website Overall Settings

  • Website Settings – Setup of top navigation bar, footer and logo
  • Style Settings – Setup of fonts and background.

Special Page Settings

  • Settings for About Us Page
  • Settings for Contact Us Page

Advanced Scripting

  • Website Script – JavaScript to append to the head section of the page

Finder

Find Modules, Sub-Modules and Types

  • Find any module form – Accounts, Buying, Core, HR, Home, Manufacturing, Projects, Selling, Setup, Stock, Support, Utilities, Website, etc.

Calendar – Event

Manage

  • Calendar Events

View/ Edit

  • Schedule events and meetings.
  • Calendar schedule will be automatically added if you set any event in other modules
  • Select or drag across time slots to create/modify a new event.
  • Monthly, weekly and day view in calendar
  • View calendar in Gantt, List and Report style

Messages

Manage

  • Post public message to all employees
  • Post message to individual employee

 To Do

Manage

  • Add Task
  • Modify Task

View/Edit

  • My Items – Personal to-do list
  • Assigned To Me – Task assigned to me by others
  • Assigned By Me – Task assigned by me to others

Notes

Manage

  • Create Notes
  • Delete Notes
  • Add or delete individual user(s) to read and edit notes
  • Set user permission to read and/or edit notes
  • Share notes publically inside organization

Activity

  • View user activity log
  • Report – generate customized activity log report for any employees

Setup

Organization

  • Company – Add New | View | Import company
  • Fiscal Year – New | View | Import fiscal year
  • Currency – Add New | View | Import

Users and Permissions

  • Profile – New | View | Import user profile
  • Role – New | View | Import user role
  • Permission Manager
  • User Properties

Master Data

  • Item – New | View | Import
    • Item Group – Browse | Import
    • Warehouse – New | View | Import
    • UOM – New | View | Import
    • Brand – New | View | Import
    • Price List – New | View | Import
    • Item Price – New | View | Import
    • Stock Settings
  • Customer – New | View | Import
    • Customer Group – Browse | Import
    • Territory – Browse | Import
    • Sales Person – Browse | Import
    • Contact – New | View | Import
    • Address – New | View | Import
    • Selling Settings
  • Supplier – New | View | Import
    • Supplier Type – New | View | Import
    • Contact – New | View | Import
    • Address
    • New | View | Import
    • Buying Settings

Accounts

  • Account – Browse | Import
    • Bank Accounts – View  | Import
    • Tax Accounts – View | Import
  • Cost Center – Browse | Import
  • Sales Taxes and Charges Master – New | View | Import
  • Purchase Taxes and Charges Master – New | View | Import
  • Shipping Rule – New | View | Import
  • Currency Exchange – New | View | Import
  • Accounts Settings

Opening Accounts and Stock

  • Stock Reconciliation – New | View | Import
  • Opening Accounting Entries – New | View | Import

Human Resource

  • Employee – New | View | Import
    • Employment Type – New | View | Import
    • Branch – New | View | Import
    • Department – New | View | Import
    • Designation – New | View | Import
    • Holiday List – New | View | Import
    • Grade – New | View | Import
  • Salary Structure – New | View | Import
  • Leave Allocation – New | View | Import
  • Appraisal Template – New | View | Import

Printing

  • Terms and Conditions – New | View | Import
  • Letter Head – New | View | Import
  • Print Heading – New | View | Import
  • Print Format – New | View | Import

Email

  • Outgoing Email Settings
  • Support Email Settings
  • Sales Email Settings
  • Jobs Email Settings
  • Email Digest – New | View | Import

Customization

  • Customize Form
  • Workflow – New | View | Import
  • Authorization Rule – New | View | Import
  • Custom Field – New | View | Import
  • Custom Script – New | View | Import

Tools

  • Global Settings / Default Values
  • Show / Hide Features
  • Enable / Disable Email Notifications
  • Uploaded File Attachments – View | Import
  • SMS Settings
  • Data Import
  • Bulk Rename
  • Update Numbering Series
  • Show / Hide Modules
  • Send Bulk SMS to Leads / Contacts

System Administration

  • Manage 3rd Party Backups
  • System Scheduler Errors