igreen tfat erp · by understanding and analysing business requirements we have leapfrogged to...

Suchan Software Private Limited [email protected] | www.suchansoftware.com p. 1 of 60

iGreen TFAT ERP

Developed by,

Suchan Software Pvt. Ltd. 304-Bhaveshwar Complex, Vidhyavihar (West), Mumbai – 400086. India.

Website: www.suchansoftware.com | Email: [email protected]

Tel: +91-22-25133815

http://www.suchansoftware.com/

mailto:[email protected]


1. Quality Policy 3

2. About Suchan 4

3. ERP Definition 8

4. Genesis of iGreen TFAT ERP 9

5. iGreen TFAT ERP Finance 13

6. iGreen TFAT ERP Sales and Distribution 18

7. iGreen TFAT ERP Purchase & Material Management 21

8. iGreen TFAT ERP Production Planning & Control 24

9. iGreen TFAT ERP CRM 26

10. iGreen TFAT ERP after Sales / Service 35

11. iGreen TFAT ERP Projects/Job Contracting 40

12. iGreen TFAT ERP Payroll/Human Resource 46

13. iGreen TFAT ERP T.FAT Document Manager 51

14. iGreen TFAT ERP Report Manager 52

15. Data Connectivity & Centralization 55

16. System Requirements 60


Quality Policy

We at Suchan are committed to enhance satisfaction of our customers by

providing software solution to address enterprise needs. We will aim for

continual improvement through innovation in products and services to meet

business requirements

We at Suchan shall always:

• Respect our customers' right to receive quality products and services, on

time and within budget.

• Endeavour to exceed our customers' expectations of competence, performance, delivery schedule

and value for money, such that they take pride in ownership of our Software Products.

• Improve our standards of quality and productivity.

Achieve this in an atmosphere of fairness, integrity, dignity and courtesy towards customers and

employees.


About Suchan

The year 1996 saw the dawn of a new era in business software, Suchan Software. The company

started operations with the goal of standard software products development. Suchan has now multi-

skill strength of programmers, Sales & Support engineers and Administrative staff with well-equipped

office premises in the prime location of Mumbai,

India.

Today, Suchan has developed a very sound

customer base, which includes clients from Corporate

houses, Professionals, Chartered Accountants,

Manufacturers, Traders from all sorts of business and

industrial sectors viz. Machinery, Construction &

infrastructure, Tools, Pipes, Electrical, Automobiles,

Scientific apparatus, Surgical instruments,

Pharmaceuticals, Chemicals, Steel, Plastic, Packing,

Importers, Exporters, Marketing & Distribution etc.

Such variety of customers, apart from building

confidence, has enabled Suchan to fine-tune their

products so as to provide efficiency, reliability &

uniformity in operations.

Suchan has developed ready to use, standard software portfolios, catering to specialised industry

standards like, which includes, Accounting & Inventory Management (Considered by many accounting

professionals as the best accounting application software developed in India), Production and

Planning, Hospital Management, Payroll & Human Resource Management, Transport Management,

Investment Management, Export Documentation. An excellent network of support personnel backs

every software package. Suchan envisions a future expansion of all these software packages to keep

it up to date and hold its pre-eminent position in the market.

As a part of strategic move, apart from the standard software, Suchan now shifted the emphasis

onto the customised software projects development. A team of highly qualified and very enthusiastic

young system analysts and software engineers are capable of handling any kind of software

development challenges. With keen understanding of the relevant markets, we maintain a minimal

time lag between software upgrades and quick development of user-friendly software. Suchan

Software Pvt. Ltd. is all set to become a powerful source in this sunrise industry.

By Understanding and analysing business requirements we have leapfrogged to develop iGreen TFAT

ERP, beyond words, beyond realm, beyond anything is a complete answer to any enterprise resource

solution. By using the latest technology we have developed an integrated software considering the

intricacies of business.

Suchan is a complete IT Solutions provider company, specialised in the following business activities.


1. Standard Software Developments: iGreen TFAT ERP Finance, Inventory Management, Mfg.,

Production/Planning, iGreen TFAT ERP CRM, iGreen TFAT ERP After Sales, iGreen TFAT ERP F&B,

Payroll & Human Resource Management (iGreen TFAT ERP -HRD), Hospital Management (iGreen

TFAT ERP -Care), Transport Management (iGreen TFAT ERP -OnMove), Portfolio Management

(iGreen TFAT ERP -My Money), Export Management.

2. Customised Projects Developments for all sorts of business management requirements. Our

expertise in various latest technologies enables us to take any kind of challenging projects like,

ERP Applications, Client-Server Applications, E-Commerce, web enabled software etc.

Suchan Customers and Business partners are benefited with our

1. In-depth awareness and knowledge of local and international market requirements.

(All the software developed are judiciously designed with keeping in mind the regional

requirements for domestic as well as International)

2. Extensive number of man-year experience in standard software and customised software

developments.

(Over the years well tested and stable software routines, enables fast and reliable development of

projects)

3. Latest technology awareness and implementation.

(Latest technology is used to make the software more powerful and future proof than ever before)

4. Very personal relations with customers and software industry specialists.

(It enables the Clear understanding of users’ requirements and leads to better implementation of

the final products)

5. Software development and Sales team members are trained and kept well informed about

latest technological knowhow. Regular in house training sessions are carried- out, by qualified

industry experts. A well-managed collection of in house library keeps them well informed.

(Leads to Immediate software development start up. And thus shorter development time and

lower project cost makes it market competitive)

6. Sales and support workforce is well trained to specific products and are fully aware of all in

and out functioning of the products.

(Quick & Perfect implementation of software)

7. Proven commitment to customer satisfaction.

(Suchan believes, “Customer’s reference is the best advertisements”)


8. Continued sustained growth and extensive re-investment of profit and knowledge to enhance

the company’s resources.

(Different incentive schemes for employees, keeps them motivated. And thus results in faster

company growth)


Extensive Expansion

Suchan is now stronger than ever before with a well-set self-owned office premises in Bombay,

India. As of today Suchan has it's direct presence in major cities of India like Ahmadabad,

Ankaleshwar, Baroda, Bhuj, Hyderabad, Pune, Punjab, Pathankot, Indore, Surat, Rajkot, Rajasthan.

International Presence

Suchan has extended hands across the sea with successful venture

as an International acclaimed software provider in Middle East,

Mauritius, Kuwait, Sudan, Sri Lanka and Hong Kong.

Suchan’s Strength

Manpower, Technology know-how, Infrastructure and Will to grow, are

the factors, which add to Suchan’s strength.

Under the specialised guidance of the Directors, Suchan has grown to

be highly specialised software solutions provider, with the goal to

become leader in the industry.

Technical Know how

Technology:

Java Script, Android apps, iPhone Apps

ASP.Net, C#.Net, VB.Net

C++, Visual Basic 6

HTML, Clipper 5

Database:

MS-SQL, Oracle, My-SQL, PostgreSQL, MS-Access

Clipper


ERP-Definition

An ERP is a software Solution that addresses the enterprise needs taking the process view of the

organization to meet the organizational goals tightly integrating all parts of the enterprise.

What is ERP & Benefits of an ERP system

The total integration of the information systems to support the functional/business units of an

enterprise (group of companies) is known as ERP or Enterprise Resource Planning.

Performs core corporate activities and increase customer service augmenting corporate image.

ERP system with an organisation wide view meets the demands of business function needs of

information integration and flexibility with the developments in computing and communication

technology.

ERP system enables to network different business units together, through high-speed

communication links. The client-server technology and high-end RDBMS permits to build a

highly reliable integration of various business processes.

• ERP brings out Transparency, Accuracy, Reliability


Genesis of iGreen TFAT ERP

In the present dynamic business environment where forming a business is easy but to stay in the

business has become equally difficult. In the current scenario where number of players running the

same line of business, fight in desperation to attain market leadership. Managements aspire to scale

new heights. It needs to attain a dynamic approach to be fiercely competitive in a market driven

environment. To pursue your goals and to go in attaining the mission of the company, it needs all the help it can

get there, the most critical being a superior business/enterprise automation system that is not only

reliable and user-friendly, but also scalable and robust.

While you may know the practicalities and fundamentals of your business than we can ever hope to.

We are very well capable to automate your business process as per your way of working style. Our

Products are designed considering the intricacies of any business enterprises with discussion from

top-level mangers to the ultimate end-users.

TFAT is designed using the state of the art proprietary technology using the latest software tools. It is

the collection of software tools like, Finance, Assets Management, Purchase & Material

Management, Manufacturing, Quality Assurance, Human Resource Mgmt., CRM, Sales &

Distribution management, After Sales, Import/Export Management, Projects

Management integrated tightly together.

iGreen TFAT ERP is a middle range ERP product and targeted towards the middle scale companies. Its

design is based on the client-server concept and developed using the latest Visual Basic language. To

achieve the highest amount of stability, scalability and reliability, it uses MS-SQL as the default

RDBMS, which can optionally be substituted to Oracle.

The iGreen TFAT ERP system is a collection of tools, highly advanced business functional tools, to

which many other modules can be attached or extended. It has several components (mandatory and

optional), which can be installed as required. Thus iGreen TFAT ERP provides easy expandability of the

whole system.

iGreen TFAT ERP is designed to accommodate the needs of large and small business. It takes in view

to overcome the shortcomings of existing business management software. Apart from enhanced

security features, iGreen TFAT ERP provides a very user-friendly interface.

iGreen TFAT ERP is developed based on the ongoing feedback received from top-level management

executives to End-users. All the minute information, provided by end-user is taken into consideration

for betterment of the product.


Multi-tier Architecture

The iGreen TFAT ERP operates using the client-server principles applied through out the system, at

different levels. It is highly modular in structure, so the modes of interaction among various clients

and servers may be controlled. The dedicated servers may be linked by communication networks and

perform certain tasks without losing the integrity of the data and processes of the central system

networks. The open system architecture allows the portability of applications, data and user

interfaces by following the international standards.

iGreen TFAT ERP Modules

1. iGreen TFAT ERP Financial

2. iGreen TFAT ERP Sales & Distribution (Export Management)

3. iGreen TFAT ERP after Sales / Service

4. iGreen TFAT ERP Procurement and Inventory Management (Import Management)

5. iGreen TFAT ERP Production Planning and Costing

6. iGreen TFAT ERP Projects / Job Contracting

7. iGreen TFAT ERP Payroll & HR Management

8. iGreen TFAT ERP Electronic Data Interchange (nEDI)

9. iGreen TFAT ERP Document Manager

10. iGreen TFAT ERP Report Manager

11. iGreen TFAT ERP Messaging and Task Management system


1. iGreen TFAT ERP Financial: A powerful ERP tool, to control and consolidate the financial activities of an

organisation. It contains the following modules.

a. General Ledger

b. Accounts Receivables (AR)

c. Accounts Payables (AP)

d. Fixed Assets Management

e. Advanced Analysis Allocations (Cost-Centre & Profit Centre Accounting)

f. MIS and EIS (Executive Information System)

Benefits: Online Ledger, Balance Sheet, Profit/Loss and Final Books

Better control on Party’s Credit Limits & Outstanding Balances with user defined

payment terms

Better, Fixed Assets Tracking

Informative MIS reports, enables easy compilation of data and gives in depth details of

business activities

2. iGreen TFAT ERP Payroll:

a. Employee Management

b. Loans, Benefits & Compensations

c. Time Management

d. Payroll (Monthly, Daily, Hourly, OT)

e. Time sheet data mapping and import

Benefits: Integrated with iGreen TFAT ERP financial accounting module

Better Loan management with recovery.

3. iGreen TFAT ERP Manufacturing:

a. Production Planning

I. Material Requirement Planning

II. Sales & Operations Planning

III. Production Orders (Work Orders)

IV. Bill Of Material Management

Benefits: In depth Material Requirement planning with bills of material management gives better

control on stock management and gives better control on the investment in dead stock.

Work orders management, provides better resources management (material, time,

labour and fund)

b. Materials Management:

I. Material Requirement Planning

II. Material Procurement & Purchase

III. Inventory Management

IV. Warehouse (Storage) Management

V. Invoice & Delivery Verification

Benefits: System suggestions help to improve procurements using integration with Purchase

order system

Close integration of Invoice with Delivery challans, helps to eliminate accounting

discrepancy.


Multi-Location material management gives better control on scattered stocks.

4. iGreen TFAT ERP Sales & Distribution:

a. Sales

b. Shipping/Delivery

c. Invoicing/Billing

d. Export management

e. Sales & Support

f. Information & MIS System

5. iGreen TFAT ERP Electronic Data Interchange (nEDI): This vital tool monitors and maintains the

integrity and validity of information flow within the organisation. It is also responsible for maintaining links

among different information centres and servers. The information to and from different locations to central

database is maintained online or though batch updates. nEDI, monitors online data activities and if required

establishes the rules to update data among different locations.

6. iGreen TFAT ERP Document Manager: It is the heart of all the documents generated from the iGreen

TFAT ERP system. It is a very user-friendly powerful proprietary designer tool, which helps to generate

virtually any kind of document, through the system.

7. iGreen TFAT ERP Report Manager: Most of the reports from TFAT are generated using this state of the

art technology. It is a very flexible and user-friendly report writer, which helps to collect information from

different modules and compile them together to generate, aesthetically beautiful and informative reports.

8. iGreen TFAT ERP Messaging and Task Management system: A unique tool, which allows users to

communicate with each other using a message system. TFAT uses this system to automatically raise alerts

and information messages to a specified or group of users (e.g. A document when matures to be

authorised for a user, a message is automatically generated by the system for that user). With Task

management tool, user can manage enterprise wide task assignments and scheduling.

Power Tools

1. AddOns are special user defined LIVE field which can be used in any Report using Formula. a

unique feature allowing you to customise software DATA Fields which are not there in the Software by

default.

2. Multi–Level Authorisation of any transaction which is also Time Bound.

3. Activity based Document Approval.

4. Automatic Reminder by SMS or Email of any transaction or C Form Reminder, Due Date

Payment Reminder, Order Acceptance Etc.

5. Auto Bank Reconciliation.

6. Auto Task Creation based on Emails Send.

7. User Friendly Document Designer.

8. Query Based Report Designing Tool.

9. Profit Centre /Cost Centre Concept.

10. User Rights for different user level.

11. Auto Job Scheduler


iGreen TFAT ERP Finance

iGreen TFAT ERP Finance comprises of Final accounts, Accounts Receivables, Accounts Payables and GL

Accounting. The complete control on the

financial activities, can be achieved by this

module and hence it’s a vital module for an

organization.

iGreen TFAT ERP Finance is seamlessly

integrated with the following modules

1. iGreen TFAT ERP Sales and

Distribution

2. iGreen TFAT ERP Purchase

Management

3. iGreen TFAT ERP Imports/Exports

Management

Objectives and Advantages of iGreen

TFAT ERP finance

Generate Final accounts according to the statutory & company law requirements.

Provide detailed insight into funds management

Enables the Management to efficiently control financial budgets and targets.

Efficient Management of Multi-location and Multi-Project, cost and profits handling with advanced

Analysis Management Tool, with advanced budgeting and allocations.

Consolidation of financial reports and analysis, across group of companies and locations (Enterprise

controlling).

Advanced tools like, Cash Flow, Fund Flow (accounts receivable & payable), Investments and Loans

gives efficient Treasury Management system.

Suchan’s Competency: Highlights of Advanced Features

Branch/Location accounting: The complete set of financial data represents the complete picture of the

enterprise as a whole and at the same time, the data for each location or region can be uniquely

identified and filtered as required. Each of the financial analysis and report can be filtered for multiple

selected branch or division. Consolidation of Accounts for multiple branches or divisions. Receivables,

Payables, Profit & Loss Statement, Balance Sheet, Trial Balance, etc. can be viewed at a glance.

Accounts Allocations (Cost-Centres): A very powerful and unique feature of allocating account wise

income and expense to different sub-heads, implements the concept of cost and profit center

accounting. The unique feature of this system gives power beyond the normal cost-center concepts.

This concept allows parallel accounting to allocate income and expenses and monitor profitability of

locations, projects etc.


Multi-Currency Accounting: The reports and analysis can be viewed in a selected foreign currency. Each

transaction can be entered in any of the currencies with respective exchange rates. Foreign currency

Gain & Loss Booking at the time of receipt of money against invoice is also recorded.

Budgets & Targets: A powerful budget & targets monitoring system provides very flexible control over

financial allocations and other controls. Budgets can be defined month-wise and year-wise for general

account heads, cost-centres and locations. Online budget monitoring system keeps watch on budget

controls for each account and transaction, and optionally warns or restricts the entry for over budget

transactions.

Cash/Fund flow: Cash Flow & Fund Flow helps in short-term cash management. User can define the

involved critical criteria in cash/fund flow management.

Bank Reconciliation: This system provides the unique and powerful mode of bank reconciliation. The

process of bank reconciliation can be automated with the EDI to update soft data (text file format) from

banks. The system automatically reconciles the bank statement with the native data and generates the

bank reconciliation statement. This system also provides the calculation of Overdraft Interest, which

allows you to effectively monitor cash and fund flow through bank transactions.

TDS: The system implements the TDS system using the user-defined parameters. The tax deducted at

source is efficiently and automatically controlled through online inputs from purchases and payments.

The TDS system also generates all the statutory reports.

An in-depth Information analysis is generated through the analytical statements and reports, like

Operating Statement, Ratio Analysis, Sources and Applications of Funds, Schedule VI of Balance Sheet,

Profit/Loss analysis, depreciation and other related customized reports and analysis.

Data for previous and current year, and for account heads and account groups, are provided in Balance

sheets, account schedules, profit/loss statements etc.

Unlimited number of hierarchical levels of account grouping is provided for Balance Sheet, Profit and

Loss Account purpose.

Unlimited number of book or voucher series can be defined for cash/bank receipts, Payment, Journals

etc.

User-defined Document designer gives you the power to define unlimited number of formats of

vouchers, receipts, Cheques etc. Unique equation analysis in document designer allows cheque and

voucher in a common output format (cheque cum receipt).

Income Tax statutory reports like Interest Statement, Loan Ledgers and Statements, Account & Loan

Confirmation statements and other expenses are available thorough user defined report writer tools.


iGreen TFAT ERP Finance: A closer Look

Statutory Reports:

Loan ledger and statements

General Ledgers books

Cash & Bank Day Books

Trial Balance for General & other Ledgers

Profit & Loss Statement

Balance Sheet

Schedules to Balance Sheet

Schedules to Profit/Loss

Receivables & Payables

This module is seamlessly integrated with Sales & Purchase Management modules. It receives information

related to sales invoice, purchase invoice, debit notes and credit notes from the respective modules. The system

provides user-friendly and flexible payment systems, which allow the company to have complete control on the

receivables and payables.

Online adjustments of payments and receipts against purchase and sales bills booked. Advance

Payments can also be adjusted against orders for credit management.

Mechanism to book on Account payments and receipts

Offline adjustments of unadjusted vouchers against open documents.

User-defined payment terms system

Outstanding analysis with user-defined ageing periods for flexible periods

Over-due bills with detailed and summary options

Statement of book debts for banks

Customer exceeding Credit limit or Credit period

Interest on bills with over-due outstanding

Analysis of bills paid after the due date to decide credit rating.

Automatic generation of debit/credit note

The Accounts Receivable reports can be grouped by:

Area

Branch or Division

Salesman

Party Category (Distributor, Dealer, End-Customer, Institutional etc)

Document series Book


General Ledger

Codeless Accounting

Branch Accounting: Unlimited number of Companies, Accounting period

Group Branches, grouped branches & sub- branches.

Cash/ Bank/Journal with memorandum and provisional vouchers

Accounts Ledger & Cash /Bank Summary

Advanced Bank Reconciliation with OD Interest calculation

Debtors/ Creditors Account Summary

Loans Ledger/ Summary with Interest Calculation

Monthly Party wise Sales /Purchase Analysis

Multi-Currency Accounting/ Invoicing

User-Defined multiple Budgets & Targets

Authorization of transaction before posting

Multi-Branch books with option for consolidation

Online view of various accounts, transaction & vouchers.

Zoom-in feature for Accounts Ledger, Stock Ledger, Sales Register, Purchase Register Balance

sheet & trial balance

TDS Accounting: Automatic TDS journals and Maintaining TDS Challans & Certificate

Graphical Representation of data

Accounting ratios & Budgets

Cheque Book Tracking & Restrictions

Bank Slip Printing

Monthly Account Summary & Cash/Fund Flow

Loan Ledger summary and Loan confirmation letters

Tax Form collection register and reminder

Auto Frequency Voucher generation

Cost centre/Profit Centre concept for concrete in-depth analysis

Cash flow: Projected Cash flow – Based on Cash in/out, PO, Supplies, Expected Inflows and

Outflows

Accounts Receivable

Unlimited Day Book Register.

Receivable interface for better flexibility in adjustment

Option of adjustment release and Kasar maintenance

Receivable Analysis with option like outstanding without reference/With reference/ aging analysis/

interest calculation, invoice wise o/s, o/s Party wise aging summary etc.


Payment Reminder letters

Customer Account Summary

Debtor Reminder/Confirmation

Party Credit limit Check and Ranking details

Online debtor balance-traceable to original entry, with instant view of invoices

Cheque Discounting & Bill Discounting

Viewable on-line matching of invoices while processing customer collection

Accounts Payable

Unlimited Day Book Register

Payable Interface for better flexibility in adjustment

Option of adjustment release and kasar (short) maintenance

Payable Analysis with option like outstanding without reference/With reference/ aging analysis/

interest calculation, invoice wise o/s, o/s Party wise aging summary etc.

Supplier Account Summary

Reference Adjustment at the time of transaction

Online Creditor balance-traceable to original entry, with instant view of invoices

Viewable Online matching of supplier bills during payment sessions

iGreen TFAT ERP Fixed Assets Management: Contains Depreciation & Schedules * Assets category wise,

Master wise , Parent-Child relation wise, Transfer / Disposal wise, Verification (audit), Fixed Assets register,

Assets movement history, Insurance / Warranty / AMC / Licensing / Lease , ABC analyses report.

iGreen TFAT ERP Statuary Requirement Management: Default Tax masters (State wise) * Unlimited

number of Tax codes * VAT compatible with requirements of all Indian states (All reports of Daman DVAT) *

Tax Forms collection management and reminders (Automated by Emails) * Monthly, Quarterly, Quarterly Tax

summary * VAT statements & forms * eVAT forms (Returns) * All excise related requirements (CT1/CT3/ARE1

etc)


iGreen TFAT ERP Sales & Distribution

iGreen TFAT ERP Sales and Distribution covers the modules like, Sales Order Processing, Warehouse

Management, Dispatch and Invoicing, Logistic and

Transportation Management. Special configuration

setup is available for FMCG, Engineering and

Pharmacy line of business. It provides perfect co-

ordination of information among different

locations, divisions, selling points and customers.

iGreen TFAT ERP Sales &

Distribution is integrated with the

following modules

a. iGreen TFAT ERP Manufacturing

b. iGreen TFAT ERP Material Manage.

c. iGreen TFAT ERP Financials

d. iGreen TFAT ERP Exports

e. iGreen TFAT ERP After Sales

Management

Objectives and Advantages

a. Automate Sales Order Processing and keep track of the status of orders.

b. Maintain records of goods in various warehouses and process movement within the warehouses.

c. Invoicing in keeping in mind the rate and credit policies of the customers.

d. Keep track of mode of product delivery to customers and keep track of delivery schedules.

e. Create Sales forecast.

The Suchan Edge: Features and Highlights

The Sales Orders processing system handles the diverse and complex requirements. Orders can

be split into date-wise delivery schedules. Pricelist/rates can be maintained for various parameters

such as distributors, customers, areas, salesmen, items, delivery dates and more. The pending

status of orders is also maintained.

Preparation of the dispatch plan on the basis of pending orders and available stock.

Logistics Planning to timely delivery of products to various locations and arrangement of

transportation as per dispatch plan.

Maintaining the sales targets for Salesmen, Brokers, Commission Agents, including the sales

performance with details of area, outstanding, etc.

Maintaining packaging and storage location information of items produced through the

warehousing module. Consequently packing list is easily generated for despatching purpose.


At the time of invoicing, the package numbers can be picked up from the warehousing module, if

required if packaging is being done in this way. The invoice is then prepared on the basis of the

packing list.

Bar coding at various levels of packaging and despatch as well.

Sales Tax Forms Received can be entered in the system. Besides this reminder letter and

reports relating to pending forms for various kinds of forms can be obtained.

The Sales and Distribution system is closely integrated with the Production and Production

Planning module.

The Sales Order Amendment allows for modifications in orders which have not been despatched.

In a factory, the Branch Indent serves the function of Sales Order.

Allows the user to track Sales Returns, Discounts, Free Items. Product wise sales targets can be

set up for various categories like, salesmen, areas and more. Variances with various sales targets

can be calculated.

Extensive Sales Analysis for products or even groups of products. Monthly comparisons with

previous and this years can current years’ sales can be analysed.

Online Invoicing using plain or pre-printed stationary

User defined invoices and related dispatch documents

Credit Control through automatic prompting of credit limit

Matching of Receipt against invoices

Customer Rate as per Rate Contract/Agreement

Auto-Invoicing generation from Order or GRN

Circular Concept for any change in Rates / Discount / Taxes / Additional Charges or Excise as per

effective dates

Pending Order analysis Area-wise, Party-wise, Salesman-wise, Product-wise

Salesman commission statements

Elaborate target and performance comparison by territory, product, product group, period, party

etc.

Facility to Hold, Suspend from doing transaction with defaulters

Automatic Generation Work order from Sales Order

Multiple Address maintenance of each and every supplier

Product History at the time of transaction

Transaction status showing the present status from pending order to final invoice for every

transaction

Online Information on Customer and Stock balances

Enquiry/Quotations:

Enquiry Type: Tenders, Email, Referral or Agency

Enquiry Status: Active, Regretted, Lost or Favoured

Enquiry Status Reason: Provide a reason master for enquiry status reasons.

Offer (quotation) is prepared based on the Enquiry


Quotation approval system (Authorisation) based on the Value of the whole project

Concept of Parent and Children work order to divide the whole project into smaller work orders

Provide applicability of products to specific branch or locations

Planning: Scheduling of different tasks (department wise)

E.g. Design, Finance, Contract, Proposal, Production Planning

The Key functions: extensive and intuitive

Enquiry

Quotation

Sales Order

Sales Order Amendment

Delivery Order

Challans/Dispatch document

Sales Invoice & Exports

Excise Invoice

Credit Notes

Debit Notes

iGreen TFAT ERP Export Management: Containers master , Port master, Port-Container

relationship , Pre-Carriage-by , Shipping Agencies , C & F Agents , Advance license , Packing slip,

L.C. Details.


iGreen TFAT ERP Purchase & Material Management

iGreen TFAT ERP Materials Management manages some critical functions of an organization, which include

materials procurement or purchase order

processing, inventory control, materials valuation

and sub-contracting.

iGreen TFAT ERP Materials

Management is integrated with the

following modules

a. iGreen TFAT ERP Financials

b. iGreen TFAT ERP Sales and Distribution

c. iGreen TFAT ERP Production

d. iGreen TFAT ERP Plant & Equipment

Maintenance


a. Initiating materials requirement

b. Material Requisition and Indenting

c. Generating Enquiries, Quotations and purchase orders

d. Quotations Comparison and Selecting the best offer

e. Issuing Purchase Order based on Rate contracts or Agreements

f. Purchase orders tracking and evaluation

g. Goods Receipts at storage locations

h. Checking for the GRN conformity with the original Purchase Order for Material specifications and other

document requirements (QC Certificates etc.)

i. Send goods for Quality Check

j. Hold goods until successful QC

k. Clear goods for actual use

The Suchan Edge: Features and Highlights

A system of vendor registration allows to clearly identify the applicable vendors

Vendor capacity information helps to select a vendor for a specific products and services.

The system provides multiple measure of units for an item. Theoretically unlimited unit conversions can

be maintained for each such item.

Measure unit wise rates can be defined for each item.

The inventory can be measured in a number of units, with immediate conversion between units.


A unique concept of hierarchical definition of locations allow the maintenance of stock in multiple

warehouse up to the BIN or rack level

The exact Material cost is calculated by assigning the apportioned cost of the additional or extra

charges or taxes.

A comprehensive Excise module allows to maintain modvats, postings and registers as per the latest

rules.

Automatic Material requisitions generations based on material requirements

Automatic Indents generations based on Material requirements

Automatic Purchase order generations based on Indents and Material Planning

Advanced stock ageing analysis helps to reduce the idle stocking of material and goods

The advanced MIS reports, such as ABC / XYZ / ABC analysis, FSN analysis and various level control

analysis helps to maintain the stock at appropriate levels.

The system allows to register and adjust the stock taken with physical counting

Concept of Batch, Expiry date , Lot No and Serial Number can be implemented optionally for individual

products

The Key functions: Extensive and Intuitive

Materials Procurement

Material Requisition

Indents

Enquiries Sent

Quotations Received

Quotations comparison and evaluation

Rate Contracts or Purchase Agreements

Purchase orders composed with multiple delivery schedules as per material requirement

Purchase orders tracking

Purchase order Amendments and Revisions

Purchase Delivery Reminder Letters (based on PO)

Material Inward Entry

Quality Inspection

Material Rejection posting

Goods Receipts Note

GRN Register

Excise Posting

Purchase Invoice

Automatic Debit note generation based on discrepancy


Sub-contracting

Rate Contacts or Agreements

Vendor Capacity Information Centre

Issues of materials

Goods Received from Sub-Contractors

Materials Stock with contractor

Sub-contractor stock reconciliation report

Purchase Accounting

Purchase tax and VAT

Pending Forms Tracking

Issue of forms

Debit Notes

Accounts Payables

Vendor Analysis

iGreen TFAT ERP Import Management:

Informative details like Shipping Details, Shippers Information, Packing Details, Bill of Entry, L.C. Details,

Advance Licence Details.


iGreen TFAT ERP Production, Planning & Costing

iGreen TFAT ERP production control system provides specialized solutions for industries like FMCG segment,

Pharmaceuticals and chemicals, Healthcare, Retail, Engineering and Construction.

iGreen TFAT ERP Production Planning and Control designed to handle various types of

manufacturing styles

a. Continuous process (Batch Process)

b. Repetitive manufacturing Process

c. Configured Items (Assembled to Order

Configuration)

iGreen TFAT ERP Production and control is

integrated with the following Suchan modules iGreen

TFAT ERP Production.

a. iGreen TFAT ERP Materials Management

b. iGreen TFAT ERP Sales and Distribution

c. iGreen TFAT ERP Costing


a. Provide better control over all the resources

b. Considering capacity utilization for accurate Production Planning

c. In depth Material Requirement Planning (MRP)

The Suchan Edge: features and highlights

A unique concept of product allocation allows to assign user defined properties for each product. E.g.

Colour, Size, Design number etc.

Bill of Material can be defined up to unlimited number of hierarchical products. When executed, the

system can span till the last raw material to provide detailed and accurate production analysis. The

system also provides Bill Of Material for various processes.

Specialized production registration for plastic industry related activities.

o Injection Moulding Parameters

Dies/Mould Master, Part Weight, Shot Weight, Setup time, Cycle Time, Wastage, Time Loss

o Extrusion Moulding Parameters

Core Weight, Net Weight, Qty in Mtrs, Nos, Kgs,

Defines processes for different stages of manufacturing and execution of work against Production or

Works Order and offers detailed information of work in progress. Details of machine time and

production efficiency are recorded.

System allows tracking of goods based on Batch number with Expiry and Manufacturing date


Stock serial concept can be used to identify each product manufactured, where each product is

automatically numbered. The serial number can be used to track each product for their respective like

time.

The Batch number can be used as Lot number for garment industry.

Classification of Good & Waste pieces

Raw Material wastage during production

Wastage is provided in % as well as ad hoc

Machine wise product master information

Keep track of different stages of Production

Manufacturing based on contractor labours

Material and production planning for Job work, in house mfg and scheduling.

Department (Work centre) wise costing with Profitability

Sub-Contractor & Vendor Management

Rate Contract concept

Rate Contract is applied with effective dates. (Maintain unlimited number of such contracts for each

sub-contractor or vendor)

Maintain records of vendor wise production for each product

Vendors and Customers wise rate and discount policies with effective dates

While placing or accepting orders, check for the rates verification (The rates should have already

been verified as per the rate verification frequency, set for that product)

Multiple Delivery Schedule for each order placed or received

BOM Deviation Accounting, while compared with the actual consumption and production

Material Management System

Batch wise Stock Keeping

Inspection of goods at the time of receipt in the stores

Lot No, Serial No. Concept

Planned Delivery schedule

In-House Production lead-time for manufactured item

Goods Receipt processing time

Material Availability tracking system


iGreen TFAT ERP-CRM (Customer Relationship Management)

In the present dynamic business environment where

forming a business is easy but to stay in the business,

has become equally difficult. In the current scenario

where number of players running the same line of

business, fight in desperation to attain market

leadership. Managements aspire to scale new heights.

It needs to attain a dynamic approach to be fiercely

competitive in a market driven environment.

To pursue your goals and to go in attaining the mission

of the company, it needs all the help it can get there.

That is not only reliable and user-friendly, but also

scalable and robust. While you may know the

practicalities and fundamentals of your business than

we can ever hope to.

CRM Builds Strong, Profitable Customer Relationships

Customer Relationship Management (CRM) helps you acquire, retain, and develop profitable

customer relationships. Whether your employees are conducting an in-person sales call, creating

a marketing campaign, responding to a billing inquiry, or resolving service issues, they’ll always

have the information they need to perform their jobs effectively and deliver outstanding customer

experiences. To deliver differentiating customer experiences that build loyal, profitable customer

relationships, customer service and support teams must respond quickly and knowledgeably to

inquiries or issues. iGreen TFAT ERP -CRM provides your customer service and support teams with

a complete view of all customer interactions so they can better service, support, and sell to

prospects and customers.

Why Choose iGreen TFAT ERP?

iGreen TFAT ERP -CRM is a powerful and secure CRM solution that provides a complete view of

customer interactions across your departments and teams—providing the information and

insights you need for better planning, managing, and forecasting. Your teams will have the tools

they need to increase sales, identify and reach more profitable customers, enhance the customer

experience, and anticipate customer needs.

The power of iGreen TFAT ERP -CRM lies within its flexibility—because we understand your

company is unique and that business priorities and economic conditions change. With iGreen TFAT

ERP -CRM, your teams will be empowered to increase sales and deliver a unique customer

experience, and you’ll benefit from unparalleled flexibility and actionable business insights.

iGreen TFAT ERP is developed using the latest Microsoft technologies. To achieve the highest

amount of stability, scalability and reliability, it uses MS-SQL as the default RDBMS. Apart from

enhanced security features, TFAT provides a very user-friendly interface. iGreen TFAT ERP is

developed, based on the ongoing feedback received from the top-level management executives

and end-users. All the minute information, provided by the end-users is taken into consideration

for betterment of the product.


Multi-tier Architecture

The iGreen TFAT ERP operates using the client-server principles applied throughout the system, at

different levels. It is highly modular in structure, so the modes of interaction among various

clients and servers may be controlled. The dedicated servers may be linked by communication

networks and perform certain tasks without losing the integrity of the data and processes of the

central system networks. The open system architecture allows the portability of applications, data

and user interfaces by following the international standards.

Don’t assume it’s just for sales

Although most companies start with the sales component, those who maximize value use a

common, centralized database to support greater visibility and productivity for marketing,

support, service, back office, and other customer-facing employees. Gather and analyze product

service data to provide input into product development and produce products that delivered

greater customer satisfaction. Automate communications with suppliers to increase visibility and

provide customers with more rapid access to information. Link products and contracts to accounts

so employees can spend less time finding information and more time building relationships. All of

these types of activities can help companies move beyond the initial sales cycle to build ongoing

relationships. When they better understand how products, support, billing, service, and other

areas impact customers, they can better understand the needs of customers, deliver on those

needs, and increase customer satisfaction and retention. Moving beyond sales force automation

can help to increase customer retention and identify opportunities for revenue growth.

Get a Complete View of Your Customer

View all customer interactions across all departments in a single, easy-to-use interface that gives

you and your team the details needed to provide outstanding service and support to customers.

All customer interactions, including notes, purchased products, returns, marketing campaigns,

and more, can be viewed and shared. And, you can integrate with your back-office solutions,

such as accounting software, so your team has access to vital back-office customer information

such as order history, payments, open invoices, inventory, and shipping information.

iGreen TFAT ERP -CRM is a powerful and secure CRM software solution that gives you a complete

view of customer interactions across your departments and teams—providing you with

information and insights for better planning, managing, and forecasting. Get the tools you need

to help you increase sales, identify and reach more profitable customers, and enhance the

customer experience you offer.

Features

Account, Contact, & Opportunity Management

Calendar & Activity Management

Territory Alignment

Lead Qualification & Management

Campaign Management & ROI

Integrated Email Marketing

Back-Office Integration

Advanced Customization Capabilities

Dashboards

Centralised Communication system


The Tools You Need

With its robust reporting and analytics, opportunity management and consolidated customer data,

iGreen TFAT ERP -CRM enables you to make profitable decisions, maximize selling effectiveness,

and increase employee productivity. Powerful analytics and reporting capabilities give you a

snapshot of the health of your organization—facilitating informed business decisions. Robust

opportunity management and forecasting tools enable your organization to maximize selling

effectiveness. Automating processes within iGreen TFAT ERP -CRM enables employees to be more

productive—increasing efficiencies across your entire organization. And, as a single repository for

vital customer data, managers and teams can make better business decisions and effectively sell

to and service customers—ensuring your strength in the marketplace continues to grow.

Make Informed Decisions with Customer and Business Insight

Making effective, timely business decisions requires access to performance indicators at all levels

of your organization. Within iGreen TFAT ERP -CRM, interactive dashboards and customizable

reports can help you view and analyze performance metrics enabling you to quickly diagnose

potential problems, resolve issues, and identify opportunities across sales, marketing, service,

and support. To gain insight into the health of the business, you need interactive, at-a-glance,

business analytics tools that are easy to use. iGreen TFAT ERP -CRM Visual Analyzer delivers both

pre-built and customizable dashboard views of key customer and business data in iGreen TFAT ERP

-CRM, which provides your organization the insight needed to manage your business more

effectively. You can quickly view key performance indicators such as product sales trends,

individual and territory sales performance, marketing campaign effectiveness, and customer

service levels. View actual sales to date, goals, and deals in the pipeline to understand strengths

and weaknesses and make adjustments accordingly. Sales and marketing professionals can

analyze the sales pipeline to concentrate efforts on profitable prospects and customers.

Maximize Selling Effectiveness

Each new sales opportunity represents potential revenue for your company. To better manage

opportunities in your sales pipeline, it’s vital to track stages of a sales process, gauge the

likelihood of closing the sale, and accurately forecast revenue. iGreen TFAT ERP -CRM industry-

leading opportunity management can be tailored to your unique sales processes and enable your

teams to work together to close deals faster by providing a single place for updating sales

opportunity information, tracking opportunity milestones, and recording all opportunity related

interactions. Quickly view opportunities in the pipeline to understand which deals have the largest

potential and which opportunities are at a standstill—enabling your organization to concentrate

sales and marketing efforts to close deals more quickly.

Easy to Learn and Use

iGreen TFAT ERP -CRM offers an easy-to-navigate interface so your users quickly get up to speed

and become more productive. Employees can take advantage of some of their favourite features

they use in other applications like right mouse button and drag and drop capabilities improving

user adoption. Powerful list building capabilities, and summary views bring critical information

“front and centre” so users are able to respond more quickly to customers or accomplish tasks to

advance the business.

Empower Sales Teams

One-click access to important information and tools enables sales reps to track opportunities from

lead through close; manage calendars and activities; and forecast revenue. Detailed account and

customer information, including opportunities, purchasing history, notes from past interactions,


and more—facilitate meaningful conversations that drive results. Time saving features such as

the ability to update multiple opportunities at once, quick list building capabilities, one-click

access to important tasks and features, and customized views of information enable sales reps to

be successful at what they do.

Target Profitable Prospects and Customers

Using your marketing budget and resources wisely means launching effective, timely marketing

campaigns across all of your sales channels. iGreen TFAT ERP -CRM provides full-scale marketing

campaign management capabilities, including powerful lead duplication and management,

targeted customer segmentation, multi-channel marketing communications, budget and ROI

tools, and business analytics tools—all designed to target your most profitable prospects and

customers, shorten your sales cycle, and increase marketing efficiencies.

Streamline Interactions with Accounting

Integration between iGreen TFAT ERP -CRM and back-office solutions, such as accounting software,

enables everyone in your organization—from sales and marketing to accounting and finance to

support and shipping—to work together efficiently to build profitable customer relationships. Your

teams will have access to the most current product information, pricing, discounts, and inventory

when they’re creating quotes, taking orders, or billing customers. And, without having to leave

iGreen TFAT ERP -CRM, they can view all relevant customer data, such as credit status, terms, and

account balance—streamlining workflow and enabling higher levels of customer service.

Experience a State-of-the-Art Platform

iGreen TFAT ERP -CRM is built on a state-of-the-art, standards-based platform that integrates into

your existing IT environment and offers unmatched customization capability in the industry. Out

of the box, iGreen TFAT ERP -CRM is a powerful CRM solution, but you can tailor the design to

mirror your distinctive processes– resulting in high end-user adoption and enhanced productivity.

Take advantage of codeless wizards and tools to accomplish customizations quickly and easily,

ensuring low total cost of ownership.

Streamline Administration

Configure and manage iGreen TFAT ERP -CRM Clients—including remote users—using administrator

tools. With single sign-on capability you’re not burdened with setting up and maintaining user

passwords. Benefit from a complete CRM solution out of-the-box that’s easy to install—or

leverage an experienced iGreen TFAT ERP business partner to work with you every step of the way

from implementation and support to training and advanced customizations. Use the Express

Installer to get you up and running quickly.

Choose technology that’s Right for your Business

Implement access methods that work best for your dynamic workforce and leverage technology

you may already have in place like Microsoft SQL® database servers. You can also leverage the

email solution that you prefer, including Microsoft Outlook.

Peace of Mind

Ensure data security on multiple levels so information is only accessible by those who have access

to it, ensuring your data is well protected. With sophisticated security features such as role-based

security by individual, team, or department; read/write and view only options, you can be

confident that your sensitive data is protected from internal and external threats. Additionally,


your customer information is secured at the data layer—preventing anyone who doesn’t have

access from connecting to your database.

Minimize training and get up and running quickly

With easy-to-use iGreen TFAT ERP -CRM software, your teams will actually want to dive right in—

and become more productive as a result.

Help your salespeople focus on what they do best—selling—with rich contact and account

information, embedded sales best practices, and sophisticated opportunity management

tools.

Enable your teams to ramp up quickly with personalized workspaces, right-click menus,

drag and drop capabilities, powerful list building, integration with popular applications like

Microsoft® Outlook®, and a consistent user experience across access methods whether in

the office or on the road.

Accommodate complex selling cycles with powerful process automation capabilities,

improving sales team effectiveness and helping to drive opportunities to a close more

quickly.

Bring useful information together in one place

Gain further insight about your customers and accounts by bringing in information from outside of

iGreen TFAT ERP -CRM software.

Integrate with productivity applications (such as Microsoft Outlook and Lotus Notes), back-

office accounting solutions, and your company’s proprietary operational systems.

Create a highly interactive and visual experience with innovative mash up capabilities and

data visualization tools such as charts.

Achieve strong return on investment (ROI)

Reduce total cost of ownership (TCO) and achieve higher long-term ROI.

Achieve faster time to productivity with the easy-to–use interface and rapid user adoption.

Get up and running quickly and cost-effectively with sophisticated CRM software

functionality right out of the box

Drive more sales with effective marketing communications and e-marketing campaigns,

robust sales process automation, lead management, and reporting

You own and control your data right from the start.

Integrate CRM software with your other business-critical applications* to share account

and customer information

Use your internal development resources or access a large network of outside expertise to

easily extend your CRM software solution so it grows with your changing business.

iGreen TFAT ERP -CRM is CRM solution that provides a complete view of customer interactions

across your sales, marketing, and customer service/support teams so they can collaborate and

respond promptly and knowledgably to customer inquiries and sales opportunities.

Account and Contact Management

Access detailed information about the customers that your department supports.

Link attachments and comments to records for historical reference.

Import raw data from text files (external data)


Calendar and Activity Management

Manage schedules and keep track of activities and events for multiple users.

Track phone calls, meetings, to-dos, events, and literature requests.

Lookups and Groups

Use filters to quickly and easily identify relevant subsets of data and save as an ad-hoc

group.

Perform custom queries to locate records and update information.

Reporting

Capture data and analyze key customer service/support metrics to assess team

effectiveness.

Measure call turn-around time, first-call resolution percentage, and more.

View issue totals by category, escalation history, unresolved issues, and a weekly recap.

Notification and Alerts

Monitor data proactively and receive alerts when service conditions are triggered.

Receive alerts instantly via e-mail, SMS, on screen

Marketing / Campaigns

iGreen TFAT ERP -CRM E-marketing is an integrated, on-demand service that extends the

marketing automation capabilities of iGreen TFAT ERP -CRM, enabling you to quickly and effectively

reach out to your contacts, qualify and nurture leads, and grow your customer base.

With iGreen TFAT ERP -CRM E-marketing, you can create and execute impactful e-mail campaigns

and view history, interactions, and results—all within iGreen TFAT ERP -CRM. Reports show you

metrics such as open and click rates as well as trends over time so you can understand which

campaigns deliver the best results. E-mail marketing is easy-to-do, cost-effective, and proven to

drive sales. Give your business a competitive edge by getting more out of every e-mail campaign

with iGreen TFAT ERP -CRM E-marketing.

Marketing Campaigns That Drive Results With iGreen TFAT ERP -CRM E-marketing, you can create

and send professional e-mail campaigns to your prospects and customers to promote products

and services, communicate announcements and events, and more!

Link to iGreen TFAT ERP

Get a Complete View of Your Customers

iGreen TFAT ERP -CRM-ERP Link is a business management solution that provides your organization

with cross-departmental visibility into your prospects and customers by leveraging integration

between iGreen TFAT ERP -CRM and iGreen TFAT ERP -ERP. It drives organizational efficiencies and

ensures that your business is operating with a complete view of critical customer interactions.

iGreen TFAT ERP -CRM-ERP Link enables everyone in your organization—from sales and marketing

to accounting and finance to support, manufacturing, and distribution—to work together

efficiently to build profitable customer relationships.

Eliminate Duplicate Data Entry and Inconsistencies

iGreen TFAT ERP -CRM-ERP Link ensures front and back office data consistency within customer

records, whether it originated in iGreen TFAT ERP -CRM or iGreen TFAT ERP —eliminating duplicate

data entry and/or data inaccuracies. Vital back office customer information such as order history,


payments, open invoices, inventory, and shipping information can be viewed within iGreen TFAT

ERP -CRM, along with contacts, notes, activities, history, and other account information.

Customer records found in both applications are seamlessly associated with each other so

contacts and addresses remain consistent across systems. Multiple addresses can even be

associated to each account, so if you need to send product updates to one address and invoices

to another, for instance, you can do so. New customers can be added in one easy step—enabling

iGreen TFAT ERP -CRM users to convert an account into a iGreen TFAT ERP customer, complete with

iGreen TFAT ERP -CRM information.

Provide Accurate, Timely Information to Front Office Users

iGreen TFAT ERP -CRM-ERP Link provides your front office users with access to the most current

product information, specialized pricing, promotional discounts, and visibility into real-time

inventory status when creating sales orders. In addition, without having to leave iGreen TFAT ERP -

CRM and prior to placing an order, users can benefit from a complete view of customer account

data such as credit status, terms, and account balance. Marketing teams can calculate “real-

world” return-on-investment (ROI) based on actual revenue directly correlated to their marketing

programs. And, customer service representatives can address customer queries effectively and

with confidence by providing them with shipping, invoicing, and returns information that they

need.

Reduce Inquiries and Save Time for Back Office Users

iGreen TFAT ERP -CRM-ERP Link reduces the time and resources required of accounting,

manufacturing, and distribution to support your front office teams. Since iGreen TFAT ERP -CRM-

ERP Link eliminates duplicate data and order entry, customer orders are more accurate. And, with

the ability to view current order status, pricing discount schedules, and service and maintenance

contracts from within iGreen TFAT ERP -CRM, the number of inquiries from sales, marketing, and

customer service regarding product, pricing, order, invoices, outstanding balances, and product

availability will be reduced.

Provide an Exceptional Customer Experience

Since your entire organization has a complete view of the customer and improved organizational

workflow and efficiencies, your customers will experience enhanced customer service levels. Sales

representatives have access to complete product and customer information when handling

inquiries and placing orders. And, because processes between iGreen TFAT ERP -CRM and iGreen

TFAT ERP -ERP are synchronized, accurate orders move to accounting more quickly and customers

receive product sooner, which will raise your organization’s customer satisfaction levels.

Increase Productivity across the Entire Organization

The process of moving from sales opportunity, to order, to revenue recognition is much more

seamless when employees are utilizing a system without borders. Using information from iGreen

TFAT ERP, such as sales pricing, customer discounts, and sales tax calculation, sales teams can

create accurate orders which appear “on hold” in iGreen TFAT ERP pending approval from

accounting. And, since iGreen TFAT ERP users can select their inventory items and look up current

quantities available in the warehouse, customers experience little-to-no backorders and receive

their orders in a timely manner. The faster an order is placed, shipped, and invoiced, the faster

payment will be received, which enables your organization to improve cash flow and accelerate

revenue recognition.


Accounting Information

View credit limit, current balance, and aging Accounts Receivable.

Access account type, status, regional tax, billing, and terms.

View last activity, sales Year-to-Date, and average days to pay.

Historical Invoices and Orders

View invoice number, date, type, and vendor.

Reference Purchase Order numbers, amounts, tax discount, and freight information.

Evaluate open invoice due dates, balance, and status.

View order date, number, type, and ship-to information.

Payments/Receipts

View method of payment, invoice number, check number, transaction amount, and status.

Product Information and Inventory

View product name, part number, family, group, and type.

Access pricing, discount schedules, substitute products, units, inventory, and costs.

View real-time product inventory on-hand, available at multiple warehouse sites,

allocated, and on backorder.

Sales Orders

Instantly create customers in iGreen TFAT ERP from iGreen TFAT ERP -CRM accounts, without

entering a sales order.

Generate accurate sales orders associated with a customer record based upon current

inventory and pricing models.

Set realistic customer expectations on receipt of materials by providing real-time shipping

quotes.

Queries and Reports

Customize ad-hoc queries for powerful drill-down capability and custom reporting.

Tailor bi-directional synchronization of query data, scheduled or on demand.

Eliminate duplication with query validation of customer and account records.

Configuration and Customization Options

Utilize the out-of-the box Customer, Contact, Address, Sales Order, and Invoice templates

to ensure you are collecting the required information, regardless of the application in

which the data is originated.

Associate iGreen TFAT ERP Items to iGreen TFAT ERP -CRM Products to allow for accurate

orders.

Lead Management

Import leads from tradeshows, seminars, or purchased lists.

Track leads at every stage, from prospect through closed sale.

Perform lead de-duplication to ensure clean data so customers are not getting hit with the

same campaign twice.

Automatically assign “hot” leads based on your business rules so sales teams can act on

them fast.


Perform mass actions upon import and assign activities for leads—increasing marketing

efficiencies.

Import lead data.

Gather valuable demographic data for use in segmentation and offer development.

Create unique qualification checklists for different products or services.

Click to convert qualified leads to new sales opportunities.

Merge duplicate leads with existing contacts and accounts.


iGreen TFAT ERP after Sales / Service

In the present dynamic business environment where forming a

business is easy but to stay in the business, has become

equally difficult. In the current scenario where number of

players running the same line of business, fight in

desperation to attain market leadership. Managements

aspire to scale new heights. It needs to attain a dynamic

approach to be fiercely competitive in a market driven

environment.

Apart from CRM it is equally important to provide a high

class of support and services to the customer to retain

their trust with us. It is the only activity which satisfies

the customer and really encourage them for doing

recurring business with us.

To pursue your goals and to go in attaining the mission of the company, it needs all the help

it can get there. That is not only reliable and user-friendly, but also scalable and robust. While you may know

the practicalities and fundamentals of your business than we can ever hope to.

Why Choose iGreen TFAT ERP after Sales?

iGreen TFAT ERP Sales is a powerful and secure servicing solution that provides a complete view of customer

interactions across your departments and teams—providing the information and insights you need for better

planning, managing, and supports.

The power of iGreen TFAT ERP after Sales lies within its flexibility—because we understand your company is

unique and that business priorities and economic conditions change. With iGreen TFAT ERP after Sales, your

teams will be empowered to extend great support and deliver a unique customer experience, and you’ll benefit

from unparalleled flexibility and actionable business insights.

TFAT is developed using the latest Microsoft technologies. To achieve the highest amount of stability, scalability

and reliability, it uses MS-SQL as the default RDBMS. Apart from enhanced security features, TFAT provides a

very user-friendly interface. TFAT is developed, based on the ongoing feedback received from the top-level

management executives and end-users. All the minute information, provided by the end-users is taken into

consideration for betterment of the product.

Integrated Modules

Equipments

Installation / Execution

Quotations

Goods Inward

Goods Delivery

Stores / Workshop


Employee Scheduler

Job Management

Complaints Management

Service Centre Management

Claims and Warranty

The iGreen TFAT ERP after Sales/Service module Can be used for following activities also

Workshop Management

Along with Job Order and Stores Management

Claims and Warranty

Post and After Sales Management

Job Management

The system helps to track the customer equipments at all the points of time. From the moment the equipment

arrives into the workshop the customer expects you to care the equipment like it was your own. The system

allows you to manage the entire Job from start to finish. Know where the Equipment is, who is looking after it,

what parts are needed, have the parts been ordered and expected delivery back to the customer.

Equipment Received from the Customer (Create a Job)

Allocate an Engineer to the job

View history of jobs for the equipment

Order the required parts for the job

Receive Parts for the Job

Job complete with relevant notes

SMS/Email sent to owner for collection

Generate Invoice

History is updated

Service Reminder updated for follow ups


User Dashboard

A dashboard view improves an entire business time management. Engineers know where they are and manager

knows where each engineer is. Jobs are well managed and never double booked or forgotten. Managing the

working hours available could mean the difference between survival and exceptional. The dashboard will ensure

an accurate employee tracking system and the ability to optimize scheduling for maximum efficiency. Each

engineer and user accurately has accurate view of tasks on hand.

Communication Centre


The communication centre provides a single screen information centre. It provides a very powerful interface to

work with many parameters at a time. A user can select the base reference as Lead, Contacts, Opportunity,

Salesman, Teams etc. The interface allows a quick look at the AMC / Warranty due, Open Tickets etc. User can

interactively create Task, Send Emails, Send SMS, Generate Followups, Create New Contact/Leads, Create

support ticket or open a job, view communications, view history of transactions / tasks / Service cards / visits

etc.

Equipments

In iGreen TFAT ERP the customer property can be a Vehicle, Equipment, Computer, Inverter, Machine etc. This

system is used to manage the support/service/repairs activities for all sorts of equipments.

Site Inspection & Installation

An interface allows the user to enter equipment installation and site inspection related information. On approval

of site inspection the installation procedure is carried out.

Quotations

Send quotations for Repairs / Service / AMC activities.

Goods Inward

Receive goods from customer or spare parts and other material from the vendors.

Goods Delivery

It handles the activities like Issue material to Service Centre/Other locations and to the customer.

Stores / Workshop

The concept of multi-level hierarchy of stores management system, allows implementing the stores

management to the Shelf/bin level stock management. Goods inward notes, QC Management, Physical Stock

Tracking and Barcode etc. are managed at store level.

Service Centre Management

The equipment received from the customer is inspected and if it is covered under the warranty by the principle

company or if the local repair is not possible then the equipment is sent to the service centre. The service

centre will inspect and quotes for any charges, which are then informed to the customer and approval is taken

from him. On approval the service centre sends the repaired equipment back to the workshop, which is then

delivered back to the customer.

This module helps to keep track of all the activities carried out in co-ordination with the service centres for

different product categories.

Claims and Warranty

The system keeps track of the items falling under warranty. It also generates alerts for the items getting out of

warranty period to raise AMC contracts for the same.


Employee Scheduler

The scheduler view of users gives a quick glance at the engineer’s tasks and availability.


iGreen TFAT ERP Projects / Job Contracting

iGreen TFAT ERP Projects provides specialized solutions for industries like Builders, Contractors, Project

managers, Assets/Equipment Managers etc.

iGreen TFAT ERP Projects is designed to handle various types of Projects and

Contracting Activities

a. Building Owners/Contractors

b. Job / Time Related activities

c. Equipment Hiring and Utilisation

iGreen TFAT ERP Projects is

integrated with the following modules

a. iGreen TFAT ERP Production

b. iGreen TFAT ERP Materials Management

c. iGreen TFAT ERP Sales and Distribution

d. iGreen TFAT ERP Costing


a. Provide better control over all the resources

b. Considering capacity utilization for accurate Project management and costing

c. In depth Resource management (Material, Labour and Equipments)

The Suchan Edge: features and highlights

a. Rate Analysis

b. Project Setup

c. Estimation / Planning & Scheduling

d. Material Management (Own Purchased/ Contractors or partly)

e. Labour Management (for Employed/Hired/Contractors/or part of both)

f. Asset Management (Machinery equipment)

g. Client Billing (contractor job tracking with measurement Book)

h. CRM – Customer Relationship Management (Sales Follow up)

i. Financial Accounts (Complete upto finalization, taxation & MIS)

j. HRM – Human Resource Management (Payroll etc.)

Rate Analysis

A master database to define the Inputs, Rates, Resources of the project. Based on this analysis, we arrive at

the schedule of rates. Estimating all resources to be used in any project. After integrating all resources, we

arrive at the rate for one unit of item/work/activity.

Terminologies used here are:


Component used here are item of resources such as sand, brick, labour, cement and so on.

Work Groups of the Project are viz. Brickwork, Plastering, Painting etc.

Activities of a Work Group are e.g. Brickwork for the ground floor, Brickwork for first floor

Plastering for ground floor, Plastering for first floor.. etc.

Project Setup

On importing the dimensions from the architectural design, it is possible to get the estimate for the current

project. This indicates the quantum of resources viz. Material, Labour, Assets/machinery, Time & Tenders and

Worksheet with Terms & Conditions.

Project module facilitates builders and contractors to evaluate the project – stage wise, slab wise work group

wise and issue tenders, Comparing tenders item-wise & short-listing contractors. Tracking actual work

completion with progressive images for proper billing.

It provides the vital statistics on the project viz. land area, total cost, land cost, total no. of floor and approved

no. of floor and start and estimated end date of project.

Descriptive details on the project handlers from Engineers in charge right up to labour level. Viz. Name,

Designation, Project, job profile, responsibilities, accountability, rates, etc.

Analysis: It helps to analyze the project stage-wise, block-wise and wing-wise.

E.g. Analysis type: Stage wise >Analysis Head: First floor > Here we will add activities for the particular stage

and we can even call for quotation for particular stage.

Estimation / Planning and Scheduling

It helps to prepare a time schedule for the project. It undertakes time management and estimation of project.

Estimate for a project is based on Job Activity as well as Stages (phases) of work, covering inbuilt

costing fixed & variable for Material, Machinery, Labour & other overhead costs.

It allows alteration of Material type, Machinery or Labour for revising the estimate.

Provides detailed Cost & Daily/Weekly/Monthly Material Requirement Planning.

Tenders/Quotation preparation/alteration; Issue/Receipt; Auto Data Import from soft copy & Auto

compare (L1, L2 etc) for approval & execution.

Facility to export/import its resources to Excel/MS Project or others for analysis.

Advantage of Planning / Scheduling over MS-Projects

1. MS Project gives detail of quantity in term of percentage. iGreen TFAT ERP PMS provides details in

terms of quantity & percentage whereas MS Project gives only percentage over.

2. In iGreen TFAT ERP PMS, We can get all activities automatically from the project unlike MS Project

3. We can change schedule quantity of the particular day within duration of activities but it cannot be

changed in MS PROJECT. Once it divides activities for particular day, it cannot be changed.

Projected cash flow

This is an actual as well as estimated cash flow of the project which shows the Source and Application of Funds

in detail at any stage.

Critical Activities Chart


This indicates the sequential & progressive chart of work-flow stage-wise, day-wise, activity wise. Viz. After the

base work it indicates the next activity (with or without gap days required) based on this chart, next activity will

be gauged.

Material Management Module

It helps to make an easy flow of material in the project.

Facilitates lots of checks and controls, ie. Doc. awaiting Approval/NOC/QC .

Inventory is also a part of this module. It follows certain process as below:-

a. Indents (Material Request Note)

b. Indent Register for approval

c. Purchase Orders

d. Purchase Order Register for approval

e. Material Inward Note

f. MIN Register for approval

g. Purchase Invoice

h. Purchase Register

i. Issue entry

j. Issue register

k. Stock Statement

l. Stock Valuation

m. Store/Godown wise Stock monitoring

n. Stock Aging analysis

Theoretical Consumption

Theoretical consumption is the estimated consumption during the period of time based on ratio of total

estimated Quantity.

Important provisions

MIN Conversion to Purchase Bill (add/less actual approved).

ESTIMATED QUANTITY: Total estimated quantity of material.

INDENT QUANTITY: Total indented quantity of material which has been placed so far.

MATERIAL REQUIRED: Today’s requirement of material.

MATERIAL REQUIRED AS ON: any date/week/stage.

e.g. today, since starting of project, total requirement of material for the project till today.

ANALYSIS ESTIMTED QUANTITY: Estimated quantity for particular stage or activity.

ANALYSIS INDENT QUANTITY: Total indented quantity for particular stage or activities.

BALANCED INDENT QUANTITY: Total balanced quantity that have to be placed.

ZCR (ZERO COST REPOT) QUANTITY: It is the total quantity that is to be done.

COMPLETED (ACTUAL) QUANTITY: Quantity completed so far.

CTC (COST TO COMPLETE) QUANTITY:

Cost of Balance Quantity of work yet is to be finished.

ANTICIPATED COST:

The sum of cost of actual quantity and cost of CTC (cost to complete) quantity.

Anticipated Cost =Cost of actual quantity + Cost of CTC quantity.

Labour Management Module

It is also called work progress system or sub contractor billing.


It follows certain flow.

Comparison

Work Order

Labour strength

Measurement Book: It helps to know the actual progress of the estimated work.

Bill

Advance

MIS

Assets/Equipment Management

Management of Owned / Hired Assets / Machinery

Schedule of Service/ Maintenance - Machine-wise & Period/schedule wise

EMI / Periodic payment schedules for Loans / AMCs etc

Project wise usage of machinery

Request/Transfer/Issue Entry

Hire Order/ Advance/ Inward-Outward Entry

Running-Detail/Usage Production Entry

Own-Hire/maintenance Bill Entry

Idle/Repair, Breakdown/ Facility Entry,

Capitalize/Scrap/Depreciation Entry.

Registers

Request/ Transfer/ Issue/ Stock - Registers

Hire/Order, Advance, Inward-Outward Register

Running Detail, Usage, Production – Register

Hire Bill, Maintenance Bill, Consumable Issue, Own Asset Hire Bill Register

Idle/Repair, Breakdown, Facility Register

Capitalize/Scrap/Depreciation Register

Term Loan, Hire Payment – Register

MIS Reports:

Cost centre-wise, Project-wise

Cost Report, Utilization, Fuel Consumption, Material Consumption,

Production Plant –Cost/Stock

Asset Tracking Report

Asset Item History of Individual/Group

Work Progress and Client Billing

Work progress is updated through M-Book / Sub Contractor Bills.

Keeps track of completed quantity and generates various deviation reports.

Estimated/Actual/Theoretical Comparison Report with actual issue of materials.

Running Bills for the clients based on the user defined bill format covering scheduled items,

non scheduled items, Material supply, TDS, Advances, Retentions, Recoveries etc for


cumulative, till last bill and current. Generates deviation reports by comparing Estimated,

Completed & Billed items.

Billing Setup

Matching Contractors Bills with actual work done for approval.

Reports: Estimate v/s Bill v/s Actual

Multi stage Approval by Passing authority before acceptance in Financial Accounts.

Cost centre wise, Project wise, Phase wise.

Receipt Entry / Register with Outstanding analysis.

CRM - Customer Relationship:

It helps to maintain a database of Prospects/Clients for future analysis/projection.

Features:

Pre-Sales Activities

1. Enquiry

2. Follow up

3. Facilities required, Area-wise. Profession-wise demands.

Contract Details

1. Contract/Agreement auto form filling & printing.

2. Documentation Check List

3. Client-wise record keeping of documents, photos, attestations.

Post-Sales Activities

1. Booking

2. Payment

3. Instalment EMI, Phase-wise, Period-wise, Interest/compensations

Process of CRM

1. Enquiry Entry

2. Call Sheet Entry

3. Stage Bill Detail

4. Progress Bill

5. Reports

6. Client Payment Alerts

Integration with iGreen TFAT ERP Finance

Consists of Cost Centres, Company-wise, Branch-wise, Project-wise accounting.

Transactions include Contractor/Client Billing; tracking actual work done add/less

compensations.

Indent, Material Inward, Quality approval, Order comparison, Approval/permissions, etc.

Compares track record of Client/Vendor. Rates category wise, etc.


Contract Labour entry/payments cross checked with actual work done/attendance.

Stage wise Entry/output details of project/ construction/ slab/ plastering, paneling etc.

Contractor Rate Tender Comparison

Service bill Entry with statutory Tax slabs applicable.

TDS Remittance

MIS Reports

Progressive/Estimated Cash-Flow/ Fund-Flow Statements, Project-wise, party-wise -

Receivables/Payables, Cost-Centre -Estimated v/s Actuals, Ageing analysis, Ratio analysis, Bank

Guarantee, Indent register, MIN Conversion, Service Order Register, Service Bill Register, Work-Order

Entry, Client-Supply Material Register, Analysis/ type wise estimated v/s actual, progressive Bill

register, Bill reconciliation, Bank Reconciliation, Buyer Documentations, Stock Transfer, Asset

movement to other Projects,

Estimated / actual financial condition of the organization and the actual value of project.

Cost centre req.: It is, the smallest activity of the project, required to select first.

Maintain Budget: To make a budget for administration expenses and indirect expenses

Buyer Details req.: It is required to make a AGE Analysis.

Supplier Details req.: same as buyer detail req.

Client Detail req.: same as buyer detail req.

Contractor Detail req.: same as buyer detail requirement


iGreen TFAT ERP Payroll /Human Resource management

Managing the people as the valuable assets.

The successful Human Resource Management will result in diverse, competent and well-managed workforce,

capable for and committed to delivering high quality services.

The most successful organization, recognises the values of people and cultivates the power of people as true

assets. A good HR system helps the organisation to manage the information about the people, which in turn

used to make valuation of people. In order to achieve the goal, the system generates massive data of

information. So good, efficient working tools are required to manage the tasks.

TFAT-HR is a very powerful tool. It is a well planned and designed software, which manages the employees’

personal and employment details, in a very logical and effective way. So as to generate comprehensive and

qualitative information, which enables the employers to get accurate reporting and analysis for their planning

and decision-making. TFAT-HR is a true 32-bit object oriented software and makes the maximum use of the

latest technology. The design makes it practically future proof against software upgrades. It is modular

structure gives the users a wide choice among different modules and options.

As we understand no two organisations are alike, in terms of organisation map and working style, TFAT-HR is

equipped with in-built powerful tools, like parameter control, document and report designer. These tools are

used to mould working style and documents as per individual’s choice.

TFAT HRM:

An Human Resource Management tool, used to manage the work force.

a. Employee Management

b. Candidate Recruitment Process

c. Training & Increment Management

d. Accidents and injuries

e. Employee Assets management

f. Loans, Benefits & Compensations

g. Leave Management

h. Time Management

i. Travel & Incentives

j. Payroll (Monthly, Daily, Hourly, OT)

1. Organisational Structure Management


Organisational structure having multiple location and branch with different parameters of incentives,

travelling allowance etc. software allow you to operate from one or every place. Payroll and HR

departments share the common information for processing.

2. Employee Management

The employee profile can contain virtually unlimited information. The information can be standard items,

such as skills, education, and experience, or information specific to business and industry. TFAT also allows

to define, user-defined fields set for each employee. With online access, any approved user can search the

profile for information, such as Employees who have experience in a specific area, Employees who have

completed a required project, Employees who have specific educational qualification.

3. Candidate Recruitment Process

Candidate recruitment is the most important part of HR management. TFAT will allow to short list and

compare the resume with all different parameter like education, experience, salary etc. and all these

parameters are user defined. It can also take care of interviews, appointments and user defined skill test

point with oral and written test result.

4. Training, Increment & Promotion Management

Software will maintain various internal or external training given by the company to staff. Promotion and

increment will give reference of training and attendance comparison.

5. Accidents and Injuries

You can maintain and report on the details of all work-related accidents, injuries, and illnesses. You can

also analyze your safety record to track cost and lost time.

6. Employee Assets management

Keeps track of the company assets (like, Car, House etc) assigned to employees.

7. Loans, Benefits & Compensations

User defined parameters like loan limit and other predefine parameters for benefits and

compensations

8. Leave Management

Leave management include n no. of leave type with reason, Online leave application and sanction facility

with authorised person. Employ wise leave analysis with reason.

9. Time Management

In time / Out time analysis for staff performance.

Tracking of employees throughout enterprise using, finger print device. The continuous

tracking information can be displayed on the selected console (desktop).

Better control on Recruitments and Training Processes.


Better time management with optional interface with finger print recognition device or other time

management interfaces.

Better Loan management with recovery.

10. Travel & Incentives

Impressed or advance taken by staff for their traveling and monthly incentive calculation against their

attendance and productivity. Leave Travel Allowance. Preplanned traveling scheduled of employ.

11. Payroll (Monthly, Daily, Hourly, OT)

Payroll calculation on basis of shop act., factory act for staff and workers, it also covered contract base

worker. All statutory reports of PF, FPF, ESI, Professional tax, Labour Welfare Fund, TDS deduction with

form 16 certificate.

You can continue to test until you are satisfied with the distribution of the available money. You can also add

specific amounts using a combination of merit increases, promotions, cost of living increases, and bonuses.

After the new wages are approved, you can activate the payroll changes automatically.

TFAT-HR Features

Key Features

Natural Interface and look

User-Defined Documents

User-Defined Reports

User-Defined Allowances and Deductions

User Management for Highest Security

User Friendly Screen Management

User Friendly Report Writer

Key modules

Multiple Division/Branch Concept

Inter branch Transfer of Employees

Company Set-up

Professional Tax Set-up

Allowances/Deductions

Over Time

Daily/Monthly/Hourly Attendance (Optional)

Masters

Employee

Department

Bank


Category

Grade

Post/Designation

Assets

Loan

Country

Religion

Allowances/Deductions

Applications invited from Candidates

Educational Details

Family Details with References

Multiple Interview Calls Tracking

Recruitment Process

Employment Enrolments

Employee’s Details

Working Data Recording

Optional modes : Hourly, Daily and Monthly

Automatic calculations of Allowances and Deductions

Automatic PF/ESIC calculations

Loan Installments deductions

Training

Training Period, After Training Expectations

Promotions

Inter Branch Transfer

Change of Responsible Head

Travelling Tracking

For Employees on the move

Leave Management

Maintains CL,PL and SL records

User Defined Leaves

Leave Applications

Leave Authorisation

Automatic Leave Recording

Company Policies

Salary

Assets

Loan

PF/ESIC

Loan Management

Loan Applications


Loan Authorisation

Loan Allotment

Loan Recovery & Deductions

Assets with Employees

Assets Allotment

Assets Valuations

Auto Asset Generation Employee-Post wise

Increment Tracking

Employee’s History

Increment Eligibility

Auto Reminder for Visa/Permit/Passport Expiry

Indemnity & End of Service Analysis


iGreen TFAT ERP Document Manager

T.FAT uses the proprietary document designer, which is designed specially to handle the complexity of the

documents generated in an enterprise. The tool is evolved after considering the many ERP implementations, at

many diversified industrial and business processes.

The other ready to use reporting tools, handles generic nature of documents and the same tool is used as

reports tool. Whereas T.FAT document manager is specially designed to handle and generate different types of

documents.

It’s really capable of generating any kind of documents, may it be a simple invoice or a complex engineering

specification sheet.


iGreen TFAT ERP Report Manager

Like, document manager T.FAT uses the proprietary Reporting tool for report designing and management. The

tool provides the great power at the record level and enables lots of functionality at the report grid.

The tool also allows to generate Emails, SMS, HTML, Excel documents directly from the report grid. A unique

function to generate complex, sorting, data grouping and summaries gives lots of power to a user for a report.

Sample Report (gives ideas on summarized report)


Report with Group Totals and Distinctive Coloured Columns

Format Management (Export/Email/SMS)

All the reports are generated using the T.FAT Report Manager, which provides the system wide similar

functionality for all the reports.


Suchan Script Language (SSL)

Suchan Script Language (SSL) is a unique way of writing proprietary functions. SSL is widely used in designing

Interface (TfatInterfaceGrid), Documents (TfatDocumentManager) and Report Definition (TfatReportManager)

SSL functions are always started with ~ sign and uses { } brackets as parenthesis instead of conventional ( )

brackets.

Examples of SSL

(For more functions Refer to SSL Example.Txt file)

* Find out difference of Days from 2 Dates

e.g. Ageing Analysis, Days from Report Date to Invoice Date

~DatDiff{~RepEndDate{},~Col{4}}

~DayAdd{Sales.Docdate,sales.CrPeriod}

* Variable Assignments and Retrieval

~STOREVAR{1,|String|}

~GETVAR{1}

* Fetch information from any related table

~DbSeek{|CustomerMaster|,|Codel,|=|,~Col{1},|Name|}

* Reference of any column

~Col{col.number}

* Fetch Multiple Records from any table

~OpenRs{|TaxMaster|,|Code='|Sales.TaxCode|'|, |FormName|}

* ~Abs{n} : Absolute value

* Conditional IF

~iif{stock.rateon>=1, stock.unit2, Stock.unit}

* ~Left{Master.Name,2}

~Right{Master.Name,3}

~Mid{Master.Name,3,5}

* ~RepStartDate{}: Report Start/End Date

~RepEndDate{}

* ~mTotal{n}: Total of nth Column


Data Connectivity & Centralization (Terminal Services)

The Terminal Services functionality of Windows Server 2003 operating systems provides the

Windows operating system experience to users at client computers (desktop PCs) remotely

accessing Windows Server across a network.

Terminal Services functionality enables an enterprise to use a single point of installation from

which its users accessing Windows Server 2003 can remotely run desktop applications, save files,

and use network resources through a hosted graphical user interface as if those applications and

other resources were installed locally on their desktops.

The server component of Terminal Services (Terminal Server) listens on TCP port 3389

(termdd.sys). When an RDP client connects to this port, it is tagged with a unique SessionID and

associated with a freshly spawned console session (Session 0, keyboard, mouse and character

mode UI only). The login subsystem (winlogon.exe) and the GDI graphics subsystem is then

initiated, which handles the job of authenticating the user and presenting the GUI. These

executables are loaded in a new session, rather than the console session. When creating the new

session, the graphics and keyboard/mouse device drivers are replaced with RDP-specific drivers

Once a client initiates a connection and is informed of a successful invocation of the terminal

services stack at the server, it loads up the device as well as the keyboard/mouse drivers. The UI

data received over RDP is decoded and rendered as UI, whereas the keyboard and mouse inputs

to the Window hosting the UI is intercepted by the drivers, and transmitted over RDP to the

server. It also creates the other virtual channels and sets up the redirection. RDP communication

can be encrypted; using either low, medium or high encryption. With low encryption, only the

channels transferring sensitive information like passwords are encrypted. With medium

encryption, UI packets are encrypted as well. And with high encryption, keyboard/mouse inputs

are also scrambled.

The users at remote locations can use their mouse, keyboard, monitor, speakers and printer to

execute the application hosted on the windows 2003 server. As soon a user is connected to the

terminal server a session is created on the server and only the screen image is shown on the local

desktop and the mouse and keyboard events are sent to the server. Thus the application is

practically running on the server in a secured environment and only the user interface is

transmitted over the internet, using the minimal bandwidth of the connection.

http://en.wikipedia.org/wiki/Remote_Desktop_Protocol

http://en.wikipedia.org/wiki/Graphics_Device_Interface


Location Connectivity over Internet

Connectivity among the multiple locations with the Head-Office server will be deployed using the Windows 2003

Terminal Services, accessed with RDC from the Locations on Internet Connectivity.

Note: For Better security control, Hardware firewall is recommended. (e.g. CISCO Firewall)

Windows 2003 Advanced Server with Terminal

Services, Protected under Firewall and Antivirus

Internet

Project Site/Location Network - 1



Internet

Internet Head-Office operations


Remote Assistance & Support Connectivity

As the whole network is secured and available for access and support over internet with sufficient security

rights, the software can be maintained and supported from a remote location anywhere on the globe.

Windows 2003 Advanced Server with Terminal

Services Protected under Firewall and Antivirus

Remote Support Location Network with

support access rights

Internet


SQL Server Replication

Data consolidation at Head office

T.FAT provides the data consolidation from multiple locations into the head office or Central location using the

proven SQL Replication technology.

SQL Server Replication

Replication is a set of technologies for copying and distributing data and other database related information

from one location to another and then synchronizing between locations to maintain consistency. Using

replication, you can distribute data to different locations over local and wide area networks, dial-up connections,

wireless connections, and the Internet.

Location-1 Network SQL Database Server - Publisher

Headoffice Network SQL Database Server Subscriber

Connectivity (LAN, WIFI or Internet)


Electronic Data Interchange (nEDI)

Nature EDI is the state of the art technological tool, which monitors and maintains the integrity and validity of

information flow within the organisation. It is also responsible for maintaining links among different information

centres and servers. The information to and from different locations to central database is maintained online or

though batch updates. nEDI monitors online data activities and if required establishes the rules to update data

among different locations.

The whole EDI, operations are controlled with business rules, and affects, the way the data is flowing among

the locations.

Export of Data allowed from the location

Export only a specific type of transactions. (Sales, Cash/Bank, A/C Masters, Product Masters etc.)

Data editing allowed only at original location

Transfer via E-Mail or Media

Send Acknowledgement on successful Updation of Data

Data Transfer Rate (Frequency in Minutes)

Administrative Rights

Email mailbox address

Default Data Storage Path

Inter-Branch Transaction: Sales from one location becomes Purchase for the concerned branch.

Payment from one location becomes, Receipts for the concerned branch.

Stock transfer to C&F locations: The document becomes, Goods Inward Note, at C&F end.


System Requirements

The TFAT is developed using the following technologies:

Language (Front-End): Microsoft Visual Studio

and SSL (Suchan Script Language)

System Requirements

Software

Operating System:

Server: Microsoft Windows 2003 Server or Later

Terminal Services Activated

Workstation: Windows 2000 / XP Professional

With RDC (Remote Desktop Connection) activated

Database (Back-End): Microsoft SQL Server 2000 or Later

Hardware (Recommended)

Server: High-End Server (at least XEON Processor)

8 GB RAM

80 GB HDD (Mirrored)

Workstation: Pentium IV Processor

1 GB RAM

Network Card

40 GB HDD (Min. 10 GB free)

14” Colour Monitor

(a Workstation can also a thin client)

Hardware Firewall: Hardware Firewall (Recommended)

Internet Connectivity

Server (HO): High-Speed Stable Internet Connection

Static IP assigned by ISP

Workstation: Stable Internet Connection