SALES AND MARKETING MODULE
Report Selected: Sales analysis
Format Layout with Fields
Custom
er ID
Custom
er
Class
Market
Segme
nt
Produ
ct
Produ
ct
Famil
y
Sales
Representativ
e
Bran
ch
Are
a
Zon
e
Deal
er
Distribut
or
Source: Sales Executive
Sink: Supervisor
Transactions Pertaining to Sales Analysis Report:
1. Customer Order
a. Cross Functional Aspects: Customer Order details are also useful for
financial management module & Customer Management Module
2. Order Acceptance
a. Cross Functional Aspects: The production management module &
materials management module
3. Invoice
a. Cross Functional Aspects : Financial Management module
IMPORTANCE OF THE REPORT:
Production Level:
1. Sales module implements functions of:
order placement
order scheduling,
Shipping and invoicing.
2. Sales module is closely integrated with organizations' ecommerce
websites.
3. Scheduling of the promotion is possible using this.
Financial Level
Planning Accounts
Inventory Dispatching of goods
Billing
Budget Allocation
HUMAN RESOURCE MANAGEMENT MODULE
Report Selected : Daily Attendance Report
The daily report will list all employee attendance details for the day or other date/period
that is specified.
Format Layout With Fields :
Employe
e ID
Name
Departmen
t
Manage
r
First
IN
Last
OUT
Total
Hour
s
Overtim
e
Statu
s
Value of Status could be : Present, Half-Day, Leave, Holiday,
Weekend, Marked for TOIL(Time Off In Lieu) and On Duty. Marked For
TOIL includes the hours that are spent in work more than the fixed working hours and
thus will be considered for compensatory leave.
Transactions pertaining to the Daily attendance Report :
Automatic email :
Automatic email to the employee who is not Present asking
the employee to update the concerned leave portal for
leave /on duty/etc & reason for the same.
Automatic emails to the employees who have exhausted their
leaves and to those who are still taking additional leaves.
Filter the report based on Date, Location, Department, Employee
ID, etc.
Option to get monthly report using the daily reports.
Send automatic monthly report to the managers about their
employees summarizing their leaves, presence, etc.
The report can be used to evaluate :
o Absences
o Attendances
Based on the status, calculate the daily wage/salary. For
example: If an employee is to be paid half of the total daily salary
for a half-day or is to be paid extra for overtime, etc.
Cross Functional Aspects :
Daily report would be useful for the employee & its manager and the
concerned department head.
It would also be required by the HR Management Module as well as the
Financial management module to understand the expenses occurred
on different employees .
SOURCE : The Attendance System ( Eg. Information obtained on swiping of
cards, etc.)
SINK : The sink of the daily report include :
The Employee himself/herself to track his/her own attendance
( His/Her access would be restricted to his/her data only)
The manager (He/She can view the daily report for his/her team)
HR Supervisor : To analyze the various trends in the attendance
pattern and for decision analysis.
IMPORTANCE OF THE REPORT :
1) Manager Level :
The management of workplace attendance is an important aspect of supervision
in the workplace. The cost of absenteeism is greater than the direct payment of
wages and benefits paid durance the absence. There are indirect costs of
staffing, scheduling, re-training, lost productivity(because of extra workload on
other employees), diminished moral, turnover, and opportunity cost. The indirect
costs often exceed the direct cost of absenteeism. Effective supervisory efforts to
manage attendance will affect a relatively small percentage of employees, but
will result in substantial savings, increased productivity and morale.
So it is important that managers track the employees attendance record and
take timely actions if required.
2) HR Level :
This report plays a key role in the accurate computation of salary. Also it helps
HR people to understand the various trends involved in the leave records of the
employees, analyze the attendance wrt level and designation, analysis of
overtime and take necessary actions.
PRODUCTION MANAGEMENT MODULE
Report Selected: Down time of production facilities
Format Layout with Fields
Market
Segme
nt
Product
Produc
t
Family
Produ
ct
Code
Produ
ct
Type
Factor
y
Warehou
se
Area
Zone
Source: Factory supervisor
Sink: Sales manager
Transactions Pertaining to Down Time of Production Facilities Report:
1. Production Order
a. Cross Functional Aspects: Production Order details are also useful
for sales and marketing module & Customer Management Module
2. Sales order to Factory
a. Cross Functional Aspects: Materials management module and
Financial management module
3. Lead Time
a. Cross Functional Aspects : Financial Management module and Sales
and Marketing Module
IMPORTANCE OF THE REPORT :
1) Production Level :
Designed for specific needs of manufacture industries include core
capabilities.
Facilitates production planning , Taking orders and delivering products to
customers.
Material requirement planning: MRP based on machine capacity and
availability, machine efficiency, raw material availability, lead time - giving
feasible quantity for production
. Production plan for machines with optimum utilization of all available
resources like raw materials and machines
Production plan for machines with optimum utilization of all available
resources like raw materials and machines Option to revoke production
plan to change input parameters/ production priority/ quantity using fresh
production advice
Generation of production schedule for machines detailing inputs and
output
Reserving quantity for production
Automatic generation of job orders for production
Option to make daily plans for production 6
Production Planning helps an organization plan production with the
optimum utilization of all available resources.
1) Material Procurement Level :
Material Requirement Planning is done based on the production advice
generated by the sales department.
Feasibility of production is evaluated using details like raw material
availability and procurement time, machine availability and capacity.
A production schedule is generated for all machines where the
scheduling is done in an optimized fashion based on the priorities of
production.
