Document IDOSS-ERP
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Unlock the full potential of your workforce

Transform Your Business with

IDOSS Business ERP

  • Customer Management: Efficiently manages customer data, preferences, sales integration, collaboration, and follow-ups with automated reminders.
  • Order Management: Streamlines customer inquiries, quotations, sales orders, fulfillment, purchase orders, and tracking for efficient order processing.
  • Inventory Management: Optimizes item tracking, discounts, purchase requisitions, returns, and movement for efficient stock control.
  • Production Management: Streamlines job order handling, job card management, fulfillment, outsourcing, and tracking for efficient production workflows.
  • Billing & Accounting: Automates invoicing, payments, reconciliation, credit/debit notes, and financial statements for seamless financial management.
  • Reporting: Provides insights on sales, profitability, payments, inventory movement, and financial statements for data-driven decision-making.
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Customer Management

  • Managing customer information
  • Manage customer contacts and their preference
  • Integrated with sales order and payment data
  • Collaboration with Contacts and their activities
  • Tracking activities & follow-ups
  • Tracking Meeting scheduled and follow-ups with reminders

Order Management

  • Manage Customer Enquiry
  • Manage Customer Quotation
  • Manage Sales Orders
  • Order Priority
  • Order fulfilment – Pick slip & Packing
  • Manage Purchase Orders
  • Order Tracking

Inventory Management

  • Item Management
  • Item Discounts & Promotions
  • Item Purchase Requisition
  • Item Return
  • Item Movement & Physical count

Production Management

  • Managing Job Orders
  • Managing Job Cards
  • Job Card fulfilment
  • Job Card Outsourcing
  • Job Card Tracking

Billing & Accounting

  • Sales Invoice
  • Purchase Invoice
  • Customer Payment Receipt
  • Supplier & Vendor Payment
  • Advance Payment & Adjustment
  • Credit & Debit Notes
  • Account Reconciliation
  • Account Statements
  • Online Payment

Reporting

  • Customer Statement
  • Supplier Statement
  • Total Sales
  • Gross Profit
  • Payments Due
  • Sales Performance
  • Cost of goods
  • Inventory Movement
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Why IDOSS Business ERP ?

  • Simple and quick company set-up & configuration.
  • Simple navigation to operate and easily adaption by business users.
  • Provides a consolidated view of all business records including customers, suppliers, sales, purchase, invoice & their payments whilst allowing efficient communication and collaboration within modules.
  • The solution is not just full of features to support your business, we also support the setup to ensure smooth implementation and operation.
  • Continuous improvement with new features and made available to all existing setups.
  • Our cloud based Business ERP needs no extra cost burden to purchase, configure and maintain the system, thus reducing the IT and other overhead maintenance cost.

ERP Services

An Enterprise resource planning (ERP) solution is core for any business or organization. An integrated ERP system allows the seamless flow of information across different departments and functions. It also helps to streamline business processes and improve overall business functions leading towards increases operational efficiency.

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No deployment, Straight to productivity

IDOSS ERP Implementation work ?

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Analysis

Review the organization’s business process, data availability to understand overall implementation scope & feasibility.

Implementation

Set-up and configure the system based on the organizations data sets and formats. Validate the critical process and steps.

Integration (if required)

Perform 3rd Party Integration or enables the new programs to access and communicate with other existing programs.

Maintenance and Support

Continuous technical support to provide uninterrupted operation for customers. Also bring regular new updates to the system versions.

Industry Segment

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Fashion and Lifestyle
Garment Export
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Manufacturing
Trading
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Retails
Infrastructure
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IDOSS CRM

  • Customer Management: Enhances customer data handling, sales integration, collaboration, and follow-ups with automated tracking and reminders.
  • Lead Management: Streamlines lead tracking, contact management, conversion, collaboration, task scheduling, and follow-ups for efficient sales growth.
  • Campaign Management: Enables campaign creation, segmentation, email customization, mass communication, and performance tracking for effective marketing.
  • Intelligence Reporting: Provides analytical insights, scheduled activity tracking, call performance monitoring, and lead status reporting for data-driven decision-making.
  • Workflow & Audit Trail: Ensures secure workflows, transaction audit logs, data backups, role-based access, and protection against unauthorized access.
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Customer Management

  • Managing customer information
  • Manage customer contacts and their preference
  • Integrated with sales order and payment data
  • Collaboration with Contacts and their activities
  • Tracking activities & follow-ups
  • Tracking Meeting scheduled and follow-ups with reminders

Lead Management

  • Manage Leads Information
  • Manager Leads contacts and their activity
  • Converting Leads to actual Customer
  • Seamless collaboration on leads and their ongoing activities
  • Scheduling / Re-scheduling Task Activity
  • Tracking activities & follow-ups with reminders
  • Manage tasks, meetings schedule, notes and many more

Campaign Management

  • Create and Manage Campaign
  • Segmentation
  • Creation and Custom E-mail Templates
  • Emails for mass communication
  • Tracking & Reporting

Intelligence Reporting

  • Analytical Customer Portfolio Reporting
  • Daily scheduled activity list for each sales executive
  • Call details performed against each lead activity
  • Leads status reporting

Workflow & Audit Trail

  • Intelligent workflow
  • Audit log of all the transactions took place within the system
  • Monthly data back-up of your data
  • Roles based access permission to different users
  • Protect data from unauthorized access

Why IDOSS CRM ?

  • Our Cloud CRM software needs no extra cost burden to purchase, configure and maintain the system.
  • As the CRM is hosted on cloud, we offer subscription based simple and affordable pricing.
  • The software usages also gets extended and customised as your business grows and need of business.
  • Provides a consolidated view of all customer records including sales, Invoice & their payments.
  • The solution is not just full of features to support your business, we also support the setup to ensure smooth implementation and operation.
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Start building Customer Relationships

Start engaging

Turn customers, prospects and suppliers into brand ambassadors.

Close more deals

By making the right decision at the right time.

Generate new leads

Capture your contact with offers based on their personal preference.

Better Relationship

By upgrading your customer service.

IDOSS HRM

  • Employee Information: Centralizes personal, contact, employment, education, and work experience details for streamlined HR management.
  • Employee Leave Management: Streamlines leave applications, approvals, tracking, and HR adjustments for efficient workforce management.
  • Employee Timesheet Management: Facilitates timesheet entry, approval, effort tracking, and project status reviews for efficient workforce management.
  • Employee Appraisal: Manages performance evaluations through self, team, and HR appraisals with key performance parameter (KPP) tracking.
  • Employee Attendance: Tracks attendance through login-based systems and RFID integration for accurate workforce monitoring.
  • Recruitment Procedure: Manages job openings, candidate profiles, interview schedules, and offer details for streamlined hiring.
  • Employee Payroll: Automates salary processing based on monthly attendance and adjustments for accurate payroll management.
  • Holiday Calendar: Manages annual holidays, HR-defined schedules, meeting tracking, and follow-ups with automated reminders.
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Employee Information

  • Employee Information
  • Personal Information
  • Contact Information
  • Employment Details
  • Educational Information
  • Work Experience details

Employee Leave Management

  • Leave application
  • Leave Register
  • Leave summary
  • Leave approval (for reporting managers)
  • Leave Definitions & adjustment (for HR team)
  • Apply Leave by HR (on behalf of employee)

Employee Timesheet Management

  • Employee Timesheet Management
  • Timesheet entry
  • Timesheet approval (by Reporting Manager)
  • Timesheet review for effort spend
  • Project review for effort and status of each task

Employee Appraisal

  • Employee KPP definition
  • Appraisal initiation and tracking
  • Self-appraisalHR (by employee)
  • Team Appraisal (by reporting manager)
  • HR Appraisal(By HR team)

Employee Attendance

  • Login based Attendance
  • Integrated with RFID device

Recruitment Procedure

  • New Openings
  • Candidate Profiles
  • Interview schedule & status
  • Offer details

Employee Payroll

  • Monthly attendance
  • Monthly adjustments
  • Salary Processing

Holiday Calendar

  • Annual Holiday Calendar
  • Holiday definition by HR
  • Scheduling Meetings in Calendar
  • Tracking Meeting scheduled and follow-ups with reminders
  • Tracking activities & follow-ups

Start Managing Employee Relationships

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Why IDOSS HRM ?

  • Scalable and customizable solutions can be scaled up or down based on your changing organization needs.
  • Works well for both small and mid-sized enterprises.
  • Consolidated view of all employee records including personal, employment, Leave, attendance & more.
  • Provided role based access and workflow management to the integrated modules.
  • Analytical Reporting for employee and their performance.
  • Continuous improvement with new features and made available to all existing setups.
  • As the Business ERP is hosted on cloud, we offer subscription based simple plans with affordable pricing.
  • The solution is not just full of features to support your business, we also support the setup to ensure smooth implementation and operation.

IDOSS E-commerce

  • Configuration and Setting: Manages language, currency, shipping, payment options, tax rates, and email configurations for seamless system setup.
  • Catalogue Management: Organizes product profiles, enables advanced filtering, supports multiple images, and manages galleries for seamless browsing.
  • Product Management: Controls order limits, bulk pricing, import/export, brand assignments, reviews, cost tracking, and shipping options for efficient inventory handling.
  • Product Search & Cart Management: Facilitates detailed product searches, cart additions, discounts, shipping calculations, order review, checkout, and automated confirmations.
  • Order Management: Automates order creation, billing, email confirmations, admin order processing, and multi-invoice shipments for seamless transactions.
  • Discount & Promotion Management: Enables creation, management, and customization of discount codes, promotions, and loyalty programs for optimized sales incentives.
  • Analytical Reporting: Provides interactive dashboards, sales insights, customer trends, top products, inventory tracking, and performance analytics for data-driven decisions.
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Configuration and setting

  • Language Setup
  • Currency Setup
  • Shipping zones, Applicable Rates and Discounts Rules
  • Payment Options and account settings
  • Manage tax applicability and rates percentage
  • Email Configuration for store email addresses and order acknowledgement

Content & SEO Management

  • Home Pager Banners
  • Connect for all sections
  • Navigations across web portals
  • Fully WYSIWYG editor
  • Congigure and Manage all dynamic title tag structure for the website
  • SEO enabled – category, product, Per-image alt text and description

Catalogue Management

  • Product profile with all Category & Sub–Categories attributes & Images
  • Advanced product filtering while browsing multiple products together
  • Multiple images for products, options for reviews, wish lists and more
  • Image galleries with Zoom Light Box options for showing every images of the products, Share photos between products
  • Upload an unlimited number of photos, thumbnails on product pages

Product Management

  • Minimum and maximum order quantities
  • Bulk discount quantity pricing
  • Bulk export/import of product items with their attributes
  • Create and assign brands/manufacturers
  • Product reviews & comments
  • Specify cost price and see profit reports
  • Specify product weight & Enable free shipping on a per-product basis

Product search & Cart Management

  • A detail product Search by its featured attributes such as Type, Categories, sub-categories, Product Name, Brand Name, Price Range, location etc
  • User select product from search result to view the details and add to the cart to place order
  • Multiple product can be added to the cart and Apply promotional discounts & coupons
  • Apply shipping charges based on shipping details
  • Complete order view with items, quantity, price, discounts, applicable tax and total payable amount
  • Customer final order review and checkout for payment
  • Once payment made, Order confirmations sent by email

Order Management

  • Complete order view with items, quantity, price, discounts, applicable tax and total payable amount
  • Auto order creation based on cart submitted with billing address and shipping address
  • Auto Email order confirmation to customers
  • Options to create orders through admin area (if required)
  • Create multiple invoices shipments and credit memos

Discount & Promotion Management

  • Create and manage discount codes
  • Add discount codes to categories, brand or products
  • Ability to set percentages off, amount off or a set price
  • Set number of times code can be used before automatically becoming inactive
  • Loyalty Programs - Create and manage discounts coupons

Analytical Reporting

  • Interactive administrative dashboard with charts and statistics
  • Store sales by order volumn or amount (filter based on date range)
  • New customers vs. returning
  • Top selling products
  • Top selling brands
  • Inventory Report - Low inventory reporting
  • Inventory Reports - Total products in store
  • Customer Reports – New customers, Customer wise orders count/volume etc

Why IDOSS E-commerce ?

  • IDOSS e-commerce solutions are scalable and customizable as per your business needs and as your business grows with additional utility and functionalities.
  • All our e-commerce stores are search-engine optimized, enhanced design to have fast loading speeds along with enhanced user experience.
  • IDOSS e-commerce solutions is not just full of features to support your business, we also support the setup to ensure smooth implementation and operation, so you focus more on business.
  • Integrated Digital Marketing services to drive traffic and increase customer’s footfall.
  • We take care of hosting, PCI compliance, platform maintenance, and more for all our e-commerce stores.
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We have 150+ happy clients 😊

Frequently Asked Questions

Below are some common questions from our customers that may very well give you the answer you are looking for.

What is IDOSS ERP?

IDOSS ERP is a cloud-based Enterprise Business automation solution designed to automate and streamline business processes across various departments, enhancing efficiency and reducing manual tasks.

What modules are included in IDOSS ERP?

IDOSS ERP encompasses several integrated modules, including:

Business ERP: Customer Management, Inquery, Quotation, Sales Order, Inventory Management, Billing & Accounting, Reporting.

IDOSS CRM: Customer & Lead Management, Campaign Management, Intelligence Reporting, Workflow & Audit Trail.

IDOSS HRM: Employee Information, Employee Leave Management, Employee Timesheet Management, Employee Appraisal, Employee Attendance, Recruitment Procedure, Employee Payroll, Holiday Calendar

E-Commerce Store: Configuration and Setting, Catalogue Management, Product Management, Product Search & Cart Management, Order Management, Discount & Promotion Management, Analytical Reporting

How does IDOSS ERP benefit my business?

Implementing IDOSS ERP offers several advantages:

Improved Efficiency: Automates repetitive tasks, reducing errors and saving time.

Centralized Data: Provides a consolidated view of all business records, enhancing communication and collaboration.

Scalability: Adapts to your business growth with customizable features. Cost Savings: Being cloud-based, it eliminates the need for significant upfront IT investments.

Is IDOSS ERP suitable for small and medium-sized enterprises (SMEs)?

Yes, IDOSS ERP is designed to be scalable and cost-effective, making it ideal for SMEs looking to enhance their operational efficiency without substantial IT overhead.

How is IDOSS ERP implemented in my organization?

The implementation process includes:

Analysis: Reviewing your business processes and data to understand implementation scope.

Implementation: Setting up and configuring the system based on your data and requirements.

Integration: If needed, integrating with third-party applications to ensure seamless communication.

Maintenance and Support: Providing continuous technical support and regular system updates.

What kind of support does IDOSS offer post-implementation?

IDOSS provides ongoing technical support to ensure uninterrupted operation.
Regular updates introduce new features and improvements to keep the system aligned with evolving business needs.

How does the cloud-based nature of IDOSS ERP benefit my business?

Being cloud-based, IDOSS ERP offers:

Accessibility: Access the system from anywhere with an internet connection.

Cost Efficiency: Reduces the need for on-premises hardware and maintenance.

Scalability: Easily adjust resources as your business grows.

Security: Ensures data protection with advanced security measures.

Can IDOSS ERP integrate with other existing systems?

Yes, IDOSS ERP supports integration with various third-party applications, enabling seamless data flow and communication between systems.

What is the pricing model for IDOSS ERP?

IDOSS ERP offers a subscription-based pricing model, allowing businesses to select plans that align with their specific needs and budget constraints.

How can I schedule a demo or get more information?

You can schedule a demo or request additional information by visiting the IDOSS ERP website and filling out the contact form, or by calling our support numbers: +91-120-4370907 or +91-120-5058860.

Benefits of IDOSS ERP for your Organization

From business leaders, HRs to employees, streamline everyone’s workflow.

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Business Leaders

Real-time access to financial data and reports from anywhere, any device with reduced time-to-insight.

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Operations and Production

A robust, easy-to-use solution with optimized production planning and schedulin, Bill of materials (BOM) and job costing integration leads to reduced downtime and waste.

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Sales & Finance

Centralized customer and sales data (CRM integration) with automated invoicing, budgeting, and reconciliation process. Our insights inspire everyone to perform and lead to a better customer relationship.

Hassle-free Go-Live Process

Simple and Quick Installation. We promise!

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Analysis

Review the organization’s business process, data availability to understand overall implementation scope & feasibility.

Implementation

Set-up and configure the system based on the organizations data sets and formats. Validate the critical process and steps.

Integration (if required)

Perform 3rd Party Integration or enables the new programs to access and communicate with other existing programs.

Maintenance and Support

Continuous technical support to provide uninterrupted operation for customers. Also bring regular new updates to the system versions.

Get in Touch

Ready to transform your business with IDOSS ERP?

Let's discuss how we can help.

Corporate Office

IDOSS Technologies
B02-Devsha Business Park,
D-215, Sector-63
Noida, U.P.(201301), India

+91-120-5058860

info@idosstech.com

Registered Office

IDOSS Technologies
C-114, 2nd Floor, Sector-49
Noida, U.P.(201301), India

+91-120-4370907

info@idosstech.com

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