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Purchase & Receipts
CEO Dashboard
Purchase & Receipts
Warehouse Management
Inventory Management
Purchase & Receipts
Customer Relationship Management
Communication
Product & Inventory
People and Time
Document Repository
Product Catalogue
Online. Reliable. Secure.
Account & Fiance
Sales & Delivery
Supplier & Vendors
Novo Office
Reports & Analysis
Production & JobWorks
Business Anywhere Anytime
System that will forever change the
way you run and manage your business.
Customer & Prospects
The Future of Business System
Business with Clarity !
It’s time to build greater visibility, transparency, and accountability into the functioning
of your organization. Clarity brings effective flow of information and it's availability as
and when needed.
Novosales’s OnDemand business system helps you to bring that clarity; to call out
inefficiencies; reveal your best customers; highlight your best practices and provide
your business the strength to replicate proven strategy, the flexibility to anticipate and
respond to a complex ever-changing global environment.
Now, you can easily Integrate all the dynamic parts of your business bringing co-
ordinated efforts for opportunity exploitation and outdoing the competition.
Transform your single process or your entire business information to be as mobile as
you are in real life.
So start moving forward and decisively today at http://www.novosales.com
”
”
”
Creating Success on the OnDemand Platform
“I tell my friends that when you use solution like novosales, the support structure is different. It moves you
away from IT to the business side. You don't need a programmers maintaining and changing parameters
every day or constantly fixing bugs or taking backups. You're running the same level of software as some
of the best companies in the world. The system just works for you.
– Deepak Kadambi- Operation Head, Sola
“
“
We needed a system that could scale upward, so we could acquire more business and grow rapidly.
Novosales just fits the model, bringing the best practices and fresh ideas to improve my daily business.
Thanks a lot for a beautiful product and great all the round support.
– Mr. Rishi Babbar, CEO Asco Engineers
With novosales.com Business On Demand we have jumped in twenty-first century. It has streamlined our
processes, improved our financial reporting and minimized the paper work and delays. The learning curve of
our employees has been quick, as novosales.com is an intuitive and easy-to-use system.
– Mr. Dinesh Agarwal, Executive Director, Metro Tyres.
All Needs. One System. Online | Reliable | Secure
EMS: Executive Management Support; CRM: Customer Relationship Management; SCM:Supply Chain Management
SRM: Supplier Relationship Management; PLM: Product Lifecycle Management; HRM;Human Resource Management
WPM: Work and Project Management; FCM: Financial & Compliance Management
Single System: Modular Applications
Configure and pick applications which best fits your strategy and budget.
Customer Management
CRM - Marketing & Support
Supplier Management
Product Management
Purchase Management
Production Management
Warehouse Management
Sales & Delivery Management
After Sales Service Management
Human Resource Management
Time Recording
Finance & Accounting
Reporting & Analysis
Document Management
Communication Tools
Multi-Location Support
Business Scenarios
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3
5
7
11
17
25
29
35
39
41
43
47
51
53
55
57
Modular applications
Choose for your business
Implementation methodology
Top 5 reasons
About Novosales
58
59
60
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Your Business from Anywhere, Anytime.
*Patent Pending
25 years after personal computers were invented...Novosales Software has reinvented your
personal and business computer to a new virtual computer that lives on the Internet,
right in your web browser.
This means that you can access your business data,
emails, documents, photos, and all other files and
information no matter where you are, from any
computer or mobile phone and never for a moment
missing your computer experience.
From today onwards...your business data and information is as mobile as you are in real life.
Customer Master Configuration
DATA DEPARTMENTS
PLATFORM SERVICES
Customer/Prospects
Credit Limits
Pricing
Discounts
Outstandings
Declarative
Configuration
Analytics
Schemes &
Discounts
Forecasting &
Opportunity
Credit Limit
Control
Special Pricing
Executives
Accounts
Sales
After sales & Service
1 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE
- Payment terms, credit limit
and cash discounts
- Profitability with multiple
price list for products
- Manage interactions with
prospects and customers
- Sales quotes and available-to
-promise checks
- Record and track customer
complains and feedbacks
- In Retail environment manage
Customer Loyalty program
Manage interactions with prospects and
customers, whether by e-mail, phone call
visit and maintain a history of interaction
activities with your customers
Information gathered about prospects
during lead generation is available
during marketing, sales and service
activities.
Using analytics, you can analyze the
number of leads and opportunities, sales
volume and the opportunity pipeline
Track lost sales and non visiting customer
for a time period. Retain your best
customers and recall your old customers
with new products and offerings as
per their purchase pattern or industry types.
Record and track customer complaints
and feedbacks and follow up on each
sales or service delivered.
Configure customer payment terms,
credit limit and cash discounts as per their
payment and business status.
CUSTOMERMANAGEMENT
On Demand Business System
For Growing SME’s
Customer Identification
Payment / Credit Limits
Grouping For Reporting
Quick Information
Tax / Discount/ Price List
Shipping Conditions
Custom Tabs / Options
Customer Relationship Management Application
DATA DEPARTMENTS
PLATFORM SERVICES
Opportunity
Communication
Activity & Task
Targets & Campaign
Form Template
Configuration
Event & Expense
Targets &
Forecasting
Support &
Solution
Executives
Marketing
Sales & Service
Accounts
3
Emails Campaigns
BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE
- Manage interactions with
prospects and customers.
- Track data such as contact
information, product interest
and qualification level for each
prospects.
- Record sales person daily
activity, assigned tasks status.
- Record and track customer
complains and feedbacks.
- Create and Track marketing
campaigns.
Manage interactions with prospects and
customers, whether by e-mail, phone call
visit and maintain a history of interaction
activities with your customers
Maintain information about customers
and other business partners, such as
company and main contact details
as well as partner status.
Record sales person daily activity,
assigned tasks status, expenses per
activity and even daily time sheet.
You can use selection criteria to create a
specific target group for your marketing
and campaign activities; for example,
all customers within a specific zip code
range.
Using analytics, you can analyze the
number of leads and opportunities,
sales volume and the opportunity pipeline.
Manage and track customer feedback,
suggestions and complaints. Issue ticket
and assign to service department.
CRM-CUSTOMERRELATIONSHIP
On Demand Business System
For Growing SME’s
Options / Modules
My Page
Open Cases
Dashboard
Current Status
Supplier Master Configuration
DATA DEPARTMENTS
PLATFORM SERVICES
Ranking / Quality
Costing
Lead Time
Packing/Inventory
Distribution
Declarative
Configuration
Analytics
Costing &
Quality
Planning &
Forecasting
Supply Chain
RFQ- Request
for Quotes
Executives
Purchase
Warehouse
Production
5 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE
- Prioritizing suppliers and
the sources of supply.
- Profitability with multiple
sourcing options.
- Manage interactions with
suppliers.
- Request for quotations and
effective comparisons.
- Authorizing and linking
suppliers with categories
Strengthen your relationship with suppliers,
improve your procurement processes,
reduce costs and turn suppliers into a
competitive advantage.
Manage the supplier life cycle - right down
to authorizing suppliers for certain product
categories, such as office supplies.
Create Contracts, assign dates that
specify the effective period for purchasing
the product category from that supplier.
Access your suppliers across your network
and allows you to compare quotes with
other bidders.
Prioritize your suppliers and sources of
supply and quota arrangements can be
created to efficiently distribute purchases
across two or more suppliers.
Maintain information about service agents,
such as independent contractors as well as
temporary, leased, contract and on-call
workers in your supplier base.
SUPPLIERMANAGEMENT
On Demand Business System
For Growing SME’s
Supplier Identification
Payment / Credit Limit
Order Condition
Quick Information
Tax / Approval Condition
Custom Tabs / Options
Product Master & Inventory Control Application
Inventory
DATA DEPARTMENTS
PLATFORM SERVICES
Executives
Costing & Pricing
Multiple Warehouse
Storage / Packing
Bill of Materials
Declarative
Configuration
Analytics
Schemes &
Discounts
Forecasting
Planning
FIFO / Expiry
Warehouse
Cataloging
Production
7 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE
- Optimum Inventory Categorize and group products to track
and manage their stock demand and
You can define price lists and establish
flexible pricing policies so that prices
- Costing & Profitability
- Multiple suppliers for products
- Storage, capacity with optimum
- Inventory levels
- Different packing options
with KIT Management
- Demand & Forecasting w.r.t
to Sales / Demand Order
supply across your supply chain network
Support for demand-plan handling and
forecasting enables you to group
products with similar demand patterns
into demand plans
Different costing methods supported
Standard cost, FIFO / LIFO, Weighted
Average and Standard cost revaluation.
and discounts are calculated
automatically and applied to quotes,
orders and invoices.
Product Association like KIT, Cross
references, Single and multiple
replacement.
Option to define different name for the
same product for your customer or
supplier
PRODUCTMANAGEMENT
On Demand Business System
For Growing SME’s
Product Identification
Picture (Multiple)
Storage & Packing
Stock Summary
Cost/Tax/Group Config
Product Properties
Custom Tabs / Options
Product Master Configuration
On Demand Business System
For Growing SME’s
Multiple Sales Price List
Multiple Supplier Pricing
Stocking Rules
Product Master Configuration
On Demand Business System
For Growing SME’s
Demand & Forecast
Cataloging & Quotation
Inventory & Procurement Application
Inventory
DATA DEPARTMENTS
PLATFORM SERVICES
Executives
Landing Cost
Storage / Packing
Ordering Level
Quality Control
Declarative
Configuration
Analytics
Replacements
& Cross References
Workflow
Configuration
Demand based
Planning
Costing Rules
Purchase
Warehouse
Accounts
11 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE
- Requisitions or purchase based
on demand forecasts for products
or product groups.
- Intelligent quote comparison to
compare quotes to identify the
most suitable proposals.
- Direct receipt without a purchase
order. Expiry and Warehouse
at each item level.
- Automatic comparisons of
supplier invoices with their
corresponding purchase orders.
Release demand forecast to supply
planning where it forms the basis for
current and future production and
procurement.
Merge several requisition requests into
one purchase order, before their release,
based on product and supplier criteria.
Supplier Return document for excess
or bad quality stock.
Multi currency processing – order in one
currency and invoice in a different
currency.
Payment made on basis of supplier invoice
and receipt matching after goods are
received. If any inconsistencies are detected,
such as a price variance or a duplicate
invoice, exceptions are raised
Additional costs/discounts in all process.
Book extra charges even after payment
is finalized.
Support for exceptions control enables you
to monitor and react to exceptions
such as stock shortages or violations of
safety-stock rules or minimum days of supply
PURCHASEMANAGEMENT
On Demand Business System
For Growing SME’s
Navigation / Search
Active / Open Record
Purchase Process Options
Stock Summary
Status / Progress
Different Order Types
Purchase Process Workflow
Requisition & Purchase Orders
On Demand Business System
For Growing SME’s
Requisition / Request
Purchase Enquiry / Tender
Purchase Order / Contract
Cost Center Mapping
Extra Charges Booking
Goods Receipt & Quality Control
On Demand Business System
For Growing SME’s
Incoming Package Details
Quantity Status
Additional Cost/ Charges
Quality Check Responsible
Complete / Partial Receipt
Batch / Expiry Date
Purchase Order & Supplier Invoice Matching
On Demand Business System
For Growing SME’s
Invoice for Single / Multiple
Supplier Invoice Details
Book Third Party Charges
Payment Terms
Receipt Vs Invoice Matching
Requisition
GoodsReturn
Purchase Process Flowchart
On Demand Business System
For Growing SME’s
Send to Supplier
Purchase Order
Goods Delivery
Purchase Order
Demand
Receipt & Quality Check
Invoice Matching
Checked & Posted for Payment
Debit Note
Production and Planning Application
DATA DEPARTMENTS
PLATFORM SERVICES
Costing & Inventory
Lot Management
Scarp & Wastage
Quality Control
BOM and Variants
Declarative
Configuration
Analytics
Components &
ByProducts
Planning &
Forecasting
Capacity
Utilization
Executives
Production
Costing
Quality
Procurement
17 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE
- Define several product variants
within one bill of material.
- Define how a product should be
produced, down to the operations
and activities needed to
manufacture a product.
- Check component availability
and even perform substitute
for the items.
- Consolidate procurement
requirements, creating feasible
production plans..
Link the bill of material and bill of
operations needed to manufacture an
assembly or finished product and
view stock levels for intermediate parts
during execution.
Supports discrete, repetitive process and
mixed-mode environment & continuous
as well as batch process manufacturing.
Linking of demand management allows
you to identify different demand types
and assign them to different fulfillment
strategies, such as make to stock
and assemble to order
Dynamically create and measure cost of
batch creation, make amendments to
components costing parameters and
arrive at new costs.
Define several product variants within one
bill of material with support of co-product
and by-product manufacturing.
Identify bottleneck resources and carry out
rescheduling functions accordingly, such as
load leveling and adjustments to supplies
on all levels.
PRODUCTIONMANAGEMENT
On Demand Business System
For Growing SME’s
Setup Options
Bill of Material / Costing
Production In Progress
Production Time Line
Production Progress Bar
Production Intervals
Bill of Material Configuration
On Demand Business System
For Growing SME’s
Stage / Job Linking
Component Details
Component Quantity
BOM Details
BOM Costing
Product Costing Configurator
On Demand Business System
For Growing SME’s
Material Original Cost
Material New/Change Cost
Machining Cost
Job Work/ Labour Cost
Production Run
On Demand Business System
For Growing SME’s
Run Schedule
Job/ Quality / Output
Product Variant Option
Quantity In Progress
BOM Components
Production Job/Machine/Quality/Output
On Demand Business System
For Growing SME’s
Final Output / In Progress
Quality Control
Jobs / Stage Progress
Machine / Labour
Stage-wise Production - Build To Order
On Demand Business System
For Growing SME’s
Receive Enquiry
Define Stage
Is
Product
SetUp
NO
YES Perform Cost
Analysis
Negotiation
Assign StagewiseCreate Stagewise
Quality ControlBill Of Material
Prepare
&
Send Quotation
Receive Order
Create Production
Plan / Schedule
For Item
Machines Labor
Cost
Prepare
Good
Return
Rejection
Raw
Material
Quality
Check
Receive
Raw Material
Create
Requisition/
Purchase Order
Are All
NO Raw Material
Available
Return
to
Supplier
Quality Check Passed
Update
YES
Create Production
Update Account Raw Material
Stock
Runs as per
Schedule
Ship to
Customer
END Scrap NO Rework
Possible
YES
Start Stage Wise
Production Allot Raw
Material For Stage
Update Stock:
Finished Goods,
2nd & 3rd Quality
YES
Record Stage
Output
Record Batch No,
Mfg. Date,
Expiry Date
Complete
Production
NO Rejection
Perform Stagewise
Quality Control
Discrete Manufacturing
Make To
Order
On Demand Business System
For Growing SME’s
Is
Receive Order
Bill Of
Material
Available
YES Create
Production Plan
Check
Raw Material
Stock
NO
Create Production
Targets
Demand
Create Bill
Of
Material
Create
Purchase Order
Create Requisition
NO
All Raw
Material
Available
Forecasting
Make To
Stock
Receive
Raw Material
Stock
Check
Quality
Update Stock
YES
END Return to Supplier
Rejection
Prepare Good
Return
Update Stock:
Create Production
Run as per
Schedule
Check Quality
Record Batch No,
Update Account Create Invoice Ship to Customer Finished Goods, Mfg. Date,
2nd & 3rd Quality Expiry Date
Advance Warehouse Management Application
Inventory
DATA DEPARTMENTS
PLATFORM SERVICES
Executives
Storage / Packing
Bins
Declarative
Configuration
Analytics
Bin Storage
Planning
Workflow
Warehouse
Procurement
25
Request & Transfer
FIFO, LIFO,
Expiry
BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE
- Storage, capacity with optimum
inventory level.
- Stock Ageing
- Centralized Sourcing and
Distribution
- Warehouse Transfers with
approvals.
- Stock Return material handling
- Periodic stock counting and
adjustments
Categorize and group products to track
and store stock within warehouse based
on bin size.
Support for incoming stock handling,
with auto planner for stock placement
within warehouse.
Option to have bonded warehouse,
consignment warehouse, or
warehouse within warehouse.
Manage and operate centralized sourcing
policy and distribute across network as
per requirement through stock transfers
requests.
All stock movement In/Out of
warehouse tracked and linked to
working document.
Product Association like KIT, Cross
references, Single and multiple
replacement.
WAREHOUSEMANAGEMENT
On Demand Business System
For Growing SME’s
Transfer Request List
Request Details
Item Details
Cost Center
User and Approval
Product Master Configuration
On Demand Business System
For Growing SME’s
Warehouse Configuration
Bins Types & Configuration
Warehouse Bin Association
Row / Rack / Shelf Details
Product Master Configuration
On Demand Business System
For Growing SME’s
Stock Summary Details
Stock Status
KIT Management
Sales and Invoice Management Application
Inventory
DATA DEPARTMENTS
PLATFORM SERVICES
Executives
Quotations
Pricing
Discounts / Schemes
Sales Return
Declarative
Configuration
Analytics
Profitability
Workflow
Configuration
Delivery
Management
Cash Flow &
Ageing
Sales
Warehouse
Procurement
29 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE
- Demand and Stock
confirmation check and auto
poocurement request.
- Record orders with schedule
deliveries.
- Incremental Picking Slips for
order as per avialbility of stock.
- Credit memo for returns
received from your customers
or partners.
- Automatic targets and schemes
based credit notes creation.
Check if ordered items are in stock and
you can confirm the sales order or you
would like to do fresh sourcing in form
of direct purchase or production
Product rates, tax, discount based on
captured customer setting, but option
to override at order level also.
Auto lock based on credit limit or non
payment beyond due date.
Standard working documents templates
to configure and print different type of
sales and service in different format.
Quotation and sales order linked to sales
person for commission purpose.
Commission rules again can be configured
in multiple ways.
Create invoices for order OR for delivered
items. You can also create invoice for single
order or group of orders for a customer
Clear separation in active/pending and
closed documents at various level from
creation to delivery to invoice creation
to payment received.
SALESMANAGEMENT
On Demand Business System
For Growing SME’s
Navigation / Search
Active / Open Records
Important Dates
Status / Progress
Different Order Types
Sales Process Workflow
Sales / Demand Order
On Demand Business System
For Growing SME’s
Options & Request Data
Items Details
Additional Cost / Charges
Advance Payments
Order / Customer Details
Picking / Packing Option
Sales Items & Packing
On Demand Business System
For Growing SME’s
Automatic Discount Option
Excisable Items Option
Warehouse Picking List
Sales Return / Credit Note
On Demand Business System
For Growing SME’s
Invoice / Customer Details
Item / Price / Deduction
Return Stock Options
Return Reason
RemindersandAlerts
Payments
Sales Process Flowchart
Direct Sales Order
On Demand Business System
For Growing SME’s
Sales Order
Conversion
Quotation
Customers
Sales Invoice
after Packing
Delivery Challan
for Partial Picking
Sales Invoice Finalization
Posting to Accounts as Receivables
Sales Invoice from Delivery Challan
Partial Delivery Option
Auto Service Management Application
Jobcard
DATA DEPARTMENTS
PLATFORM SERVICES
Executives
Warranty & Contracts
Labour Management
Declarative
Configuration
Analytics
Resource
Planning
Profitability
Service
Pocurement
Delivery Schedule
Work Scheduling Feedback &
Followup
35 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE
- Prioritize and organize
employee workloads, the required
spare parts and the availability.
- Track call resolution rates,
order volumes and backlogs,
associated costs and revenues.
- Track the progress of customer
inquiries from creation to
resolution
- Register and track individual
warranty entitlements against
serialized products.
Create service confirmations and view
detailed information on the incident
category, time taken to complete the
service order and spare parts used.
Track call resolution rates, order volumes
and backlogs, associated costs and
revenues, daily service delivery averages,
rates of compliance with service level
agreements, open versus completed
service orders.
Define your warranty offerings, including
duration, coverage and service and spare
parts limitations
Employees can track the progress of
customer inquiries from creation to
resolution and attach electronic documents
to a customer’s service record or account.
Within the knowledge management
repository, you can store, maintain
and search for information, such as
procedures, frequently asked questions,
repair tips and articles about previous
solutions.
WORKORDERMANAGEMENT
On Demand Business System
For Growing SME’s
Navigation / Search
Active / Open Record
Important Dates
Status / Progress
New WorkOrder
Different Order Types
Vehicle & Resource Planning
On Demand Business System
For Growing SME’s
Vehicle Information
Bay Availability Map
Mechanics Status Map
Customer Feedback & Support
On Demand Business System
For Growing SME’s
Service Reminders
Customer Feedback
Customer Complain
Vehicle Reservation
Human Capital Management Application
Skills
DATA DEPARTMENTS
PLATFORM SERVICES
HR
Targets
Performance Review
Development Plans
Training & Competency
Declarative
Configuration
Approvals
Profiling
Workflow
Payroll
Executive
Managers
Team Members
39 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE
- Organizational structure to have
employee access privileges
Integrated HR/Payroll with enhanced
reporting for multiple location setup.
Manage issues related to compensation,
such as payment method, bank information
and voluntary deductions, such as
- Empower employees to update
their records online. Define responsibilities and duties of
organizational units and employees,
membership fees for clubs or other expense
like house rents and company car
- Configure various level of
compensation structure.
- Manage appraisals, objectives
for each employee.
create and edit job descriptions, assign
employees and contractors to
organizational units.
Employees can record their business-
related expenses electronically and
submit them for reimbursement.
Manage appraisals, objectives for each
employee for a year or for a period as per
your company policies.
Maintain information about service agents
who perform services on behalf of your
company, such as independent contractors
and temporary workers.
PEOPLEMANAGEMENT
On Demand Business System
For Growing SME’s
Employee Identification
Designation / Manager
Salary Configuration
Self Service Option
Workflow / Process
Time Recording Management Application
DATA DEPARTMENTS
PLATFORM SERVICES
Attendance
Efficiency
Productivity
Availability
Declarative
Configuration
Analytics
Resource
Planning
Profile based
Recording
Executives
Human Resource
Production
41 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE
- Employee attendance Manage employee attendance and payroll
based on time in and out.
- Contract worker time
Track and measure employee productivity
and efficiency..
management
- Shifts and overtime
- Activity based time recording
- Leave management and
resource availability.
Manage and record factory employee time.
Configure and assign different shifts rules
for automatic costing and payout.
Manage field employee time with activity
linked task time recording.
Assign and manage leave management
with multi-level approvals.
TIMEMANAGEMENT
On Demand Business System
For Growing SME’s
Day Time / Shift Recording
Summary Time Recording
Activity Based Recording
Finance and Accounting Application
DATA DEPARTMENTS
PLATFORM SERVICES
Cash Flows
Expense
Advances
Reimbursement
Bank Transactions
Complex Access
Control
Analytics
Multiple Companies
Consolidation
Expense
Approvals
Location
Consolidation
Management
Accounts
Employees
43 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE
- Centrally manage payments Control your payables, receivables and
cash flows. Create invoice and payment
Create new cost-saving measures, by
creating budgets limits on expenses and
- Manage and valuate payables
and receivables.
- Manage banking transactions,
reconciliations, charges
and bad cheques
- Create budgets limits on
expenses and centrally manage
them
- Manage multiple location and
automatic financial consolidation
disputes and track their closure.
Centrally manage payments, such as cash,
checks and bills of exchange. Configure
approvals based on amount value or
transaction types.
Automated payment process to take
advantage of early payment discounts
offered by your suppliers. Processed
payments in multiple currencies
centrally manage them. Track how money
is spent within budget.
Monitor travel expenses and other employee
expenditure.. Expense claim process allows
employees to submit reports online and
managers to approve them online
Cost Planning & Control : Flexible cost centers
creation & comparison of budgets with
actual / previous budgets.
ENTERPRISEACCOUNTING
On Demand Business System
For Growing SME’s
Accounts Receivables
Voucher / Expense List
Chart of Accounts
Trial Balance
Account Master Configuration
On Demand Business System
For Growing SME’s
Employee Expenses Recording
Employee Advance Payments
Internationalization
Account Master Configuration
On Demand Business System
For Growing SME’s
Cash Flow Options
Expense & Costing Options
Reporting & Analysis
Bank Transaction Options
Payroll & Employee Options
Reporting and Analytics Application
Inventory
DATA DEPARTMENTS
PLATFORM SERVICES
Management
Costing
Pricing
Storage / Packing
Configurable
Analytical
Transactional
Multi-location
Consolidation
Finance
Operations
47
Bill of Material
BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE
- Business Clarity Quickly access information for better
planning and organizing business
Solution is delivered with predefined reports
that cover your basic managerial and
- Proactive reporting
- Configurable reporting
- KPI’s and Dashboards
- Critical Alerts
activities.
Comprehensive, up-to-the-minute and
fully integrated analytics that cross all
areas of your business - from customer
relationship management to financials.
Built-in KPI's help your managers easily
detect variances from plans, spot trends
and uncover opportunities.
operational reporting needs. Your employees
can tailor these reports to their individual
business requirements.
Print, Excel Export, download or forward
reports via e-mail. Set alerts and get them
delivered in your mailbox.
REPORTMANAGEMENT
On Demand Business System
For Growing SME’s
Quick Report Gallery
Multiple Reports Options
KPI’s (Weekly & Monthly)
Reporting and Analysis
On Demand Business System
For Growing SME’s
Report List (Customizable)
Report (with Excel Export)
Reporting and Analysis
On Demand Business System
For Growing SME’s
Performance Dashboard
Customer Dashboard
CEO Dashboard
Document Management Application
DATA DEPARTMENTS
PLATFORM SERVICES
Repository
Document Versioning
Templates & Circulars
Contracts
Controlled
Access
Folder & Files
Unlimited
Storage
Online Office
Tools
Management
Operations
Employees
51
Finance & Legal Docs.
BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE
- Central documents repository
with access control
- Documents storage hierarchy
with multi location support.
- Manage document version
- Document specific permissions
Use document management to store and
use files in simple way. Create folder, assign
permissions.
Automatic demarcation of company and
personal space storage. Company space
visible across the company and locations,
with personal space folders with sharing
options.
Unlimited space. Store all types of files.
Maintain and create automatic versions of
documents on change, so you can always
go back and recover older files.
Online office documents linked. No more
downloading or files, just click and access
the file within the system only. Whether the
same is spreadsheet, excel, word, ppt.
Open, edit and save on the move and on
any machine.
Inbuilt collaboration on same document also
available within your company employees.
DOCUMENTSREPOSITORY
On Demand Business System
For Growing SME’s
Common Docs. Repository
Company / Personal Space
Documents with Versions
Control Access and Rights
Online Office Documents
Corporate Emails
Internal Communication Application
DATA DEPARTMENTS
PLATFORM SERVICES
Communication Executives
Text Chat
Document Sharing
Internal Emails
Voice Chat
Operations
Offices / Branches
53 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE
- Low communication cost Communicate via inbuilt text
and voice chat with zero cost.
- Multi-location communication
- Internal communication
Build task or information specific
templates to communicate
internally.
Configure corporate email Id
to communicate with customers,
supplier or partners directly from
the system, with working
documents attachments.
* Video conferencing capability coming soon.
COMMUNICATION
On Demand Business System
For Growing SME’s
Internal Text & Voice Chat
External Company e-Mails
Internal Template e-Mailing
Multi Location Control Configuration
DATA DEPARTMENTS
PLATFORM SERVICES
Master Records
Pricing
Discounts
Accounts
Expense & Budgets
Complex
Access Control
Price & Discount
Control
Financial
Consolidation
Master Data
Control
Credit Limit
Control
Resource
Consolidation
Management
Accounts
Sales
Procurement
55 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE
- Control Prices & Discounts Manage interactions with approvals Rules based integrated system. Have
- Monitor Inventory Level
- Monitor Customer Credit Limits
and Outstanding
- Control Expense with Budget
- Manage and Track fund transfers
with approvals
- Realtime communication and
collaboration
- Realtime consolidated report
for Stock Transfers, Funds Transfers,
Customer Credit, Special Discounts
or Special Expense.
Control business process across locations.
Set rules and workflow for each
transactions.
Using analytics, perform comparatives
analysis between different locations or
cost centers.
common rules or zone specific rules
to control and manage how your
business network operates and
service customers.
Switch to any location area from
single sign on. Monitor business
network in real time.
MULTILOCATION/BRANCH
On Demand Business System
For Growing SME’s
Stock Transfer Rules
Access & Control Rules
Branch Management
Switch & Manage Locations
Business Types Configuration
Go beyond conventional practice and
configure multiple companies in a single setup.
You can create a group company and then
various companies within that group.
Each company configured works and acts
independently supporting all combinations
of locations and divisions.
57
Inherent support for multiple location business setup.
Automatic approval process for stock transfer
requests, funds flows, customers and their credit
approvals.
Master data like products, pricing, discounts,
accounts charts, expense budgeting and
various other policies can be configured from
the head office and automatically apply across your
business network.
BUSINESSCASESCENARIO
Business Types Configuration
Configure multiple business lines, within the same
company.
The system will allow you to separate customers,
suppliers and even products for the business lines,
and restrict users to access one or multiple division
with the same login.
Create separate P&L statement or Balance Sheet for
each division, or get a consolidated view.
Manage multiple warehouses at the same location or
spread over multiple cities.
Create transactions specific to a warehouse (in case
of bonded warehouse) or configured by rules
supporting centralized warehouse setup for planning
and distribution.
Internal warehouse transfers (with request and
issue tracking), bulk shipments from single or multiple
warehouses are all supported.
Applications - Modular Approach
Sales & Delivery Customer & Prospects CRM (Marketing & Support)
Product Catalogue Product & Inventory Supplier & Vendors
Purchase & Receipts Production & JobWorks Account & Finance
Warehouse Management After Sales Service Auto Vehicle Management
People and Time Reports & Analysis Project Management
Document Repository Novo Office Tools Text & Voice Chat
Internal Email Location Management Address Book
Corporate Email Approvals & Alerts KPI’s & Dashboards
Manufacturing Or Industrial Machinery
Customer Relationship Management
Choose For Your Business
Industries Support
Trading Or Wholesale Distribution
Warehouse Management
FMCG Or Consumer Products
Retail Network
Service & Support Management
Automotive After Sales
Project & Work Management
Business Support
Multiple Warehouse Operation
Multi Location Operation
Multi Division Operation
Multi Companies Operation
Geographically Diverse Operation
Products www.novosales.com
OnDemand Model
www.[myBusiness].com
SaaS (On location) Model
Best for Small and Midsize companies
that need best business
software at fraction of cost,
without any worries about a
large IT Team and Management
Midsize and Large companies
with industry needs that want a
scalable foundation with the On-
Demand inherit advantages but
located at their premises.
Data Hosted & Managed by Novosales Your Location with your team
Annual Turnover 10 Crore – 1500 Crore 500 Crore – 2500 Crore
Implementation 4-16 weeks* 8-16 weeks**
Payment Mode Monthly/Quarterly subscription Yearly Subscription
Key Functionality Standard Business functionality
+ multiple add-on options as per
your business requirement.
Complete Business Solution
+ Industry specific add-ons.
User Limit Min 5 users; Max unlimited. Min 50 users ;Max unlimited.
Locations Limit Unlimited Unlimited
Support Partner Direct Support +
Novosales Email, Online Chat and
Telephonic support.
Online/Dedicated Support Team
for all kind of support. Partner
Direct support for Hardware.
Software license Pricing Based on package and users.
View pricing details.
Based on users and service
agreement.
Implementation Cost
(Business Process Mapping +
System Configuration + User
Training + Direct Support and
Monitoring + Data verification
+ Results measurement )
Contact Sales: info@novosales.com
AMC Cost Part of monthly license cost
only. NO separate AMC cost.
As per support and service
agreement.
Novosales Implementation Methodology
Why Novosales? Top 5 Reasons.
1. We’re in this together.
Our Model makes our success dependent on the success of our customers. Its not just about philosophy but about our survival.
We live for our customers and we’re working hand-in-hand with them to ensure their novosales implementation meets their every
expectation and enables their business to flourish.
2. We make it easy.
With novosales, there is no hardware, software, middleware, databases, or business intelligence tools to buy, install, maintain, and
upgrade. And, Novosales's multi-tenancy model means that our customers share one physical instance of the novosales without ever
seeing each other's data, making upgrades a breeze. The future is here today and it makes your life a whole lot easier.
3. We Innovate for you.
With traditional on-premise applications, companies were forced to update and upgrade their software on their own dime, often
falling drastically behind the vendor’s release schedules and often causing them to miss out on the latest functionality. With Novosales,
all system updates and upgrades are made by us on an ongoing basis. That means our customers always benefit from being on the
most current version of our service and can take advantage of the innovative new capabilities we deliver on a monthly basis.
4. One World. One Solution.
Novosales applications are built to be global at the core and are designed to meet the needs of today’s multi-national organizations.
Whether your offices are located across the country or on the other side of the world, Novosales is uniquely qualified to handle all your
local as well as global needs including compliance and data privacy support, business process configurations, various timezones,
multiple currencies, and multiple languages.
5. Rock-solid security.
We know that security isn’t just a check-box on your evaluation list, its core to the integrity of our solution. That’s why at Novosales we’ve
woven security into the fabric of everything we do. From an application perspective, a compliance perspective, and a technical perspective,
Novosales’s sophisticated measures and procedures ensure that customers receive a high performance work environment that’s also
highly secure.
and on top of that......
Power to the People.
With Novosales solutions, everyone’s a power user. Built to unleash the power of your entire organization, Novosales systems user-friendly
environment is as easy and intuitive to navigate as today’s consumer web sites. We’ve provided a unique role-based user experience for
executives, managers, employees, and administrators alike. And we are in progress of integrating the latest desktop functionality such as
email, IM, and mobile devices right into your working environment.
About Novosales
From small to midsize to large business, those who can best judge IT objectives and
investment vis-a-vis business goals and requirements, are best positioned to achieve
sustainable and profitable growth in this new competitive world.
By working with Novosales and our experienced partners in your local market, you can get
the support your company needs with a solution specifically designed for your business
requirements and your budget.
Our fully integrated and configurable, on-demand business system can help you optimize
your business by enabling better collaboration, coordination, productivity, and efficiency
across your operations. It's no wonder that we are adding more and more customers on
daily basis in small and midsize companies and helping them to get the best out of their
business.
To find out how Novosales’s solutions can help your company be part of new revolution,
contact your local Novosales representative or visit us at www.novosales.com.
Inventory Management
Purchase & Receipts Purchase & Receipts
Warehouse Management
Costing & Profitability
CEO Dashboard
Purchase & Receipts
Customer Relationship Management
Supplier & Vendors Communication
Product & Inventory
Account & Fiance
Sales & Delivery
People and Time
Novo Office
Reports & Analysis
Production & JobWorks
Document Repository
Product Catalogue
www.novosales.com Customer & Prospects

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Novosales_OnDemand_Catalog

  • 1. Purchase & Receipts CEO Dashboard Purchase & Receipts Warehouse Management Inventory Management Purchase & Receipts Customer Relationship Management Communication Product & Inventory People and Time Document Repository Product Catalogue Online. Reliable. Secure. Account & Fiance Sales & Delivery Supplier & Vendors Novo Office Reports & Analysis Production & JobWorks Business Anywhere Anytime System that will forever change the way you run and manage your business. Customer & Prospects
  • 2. The Future of Business System Business with Clarity ! It’s time to build greater visibility, transparency, and accountability into the functioning of your organization. Clarity brings effective flow of information and it's availability as and when needed. Novosales’s OnDemand business system helps you to bring that clarity; to call out inefficiencies; reveal your best customers; highlight your best practices and provide your business the strength to replicate proven strategy, the flexibility to anticipate and respond to a complex ever-changing global environment. Now, you can easily Integrate all the dynamic parts of your business bringing co- ordinated efforts for opportunity exploitation and outdoing the competition. Transform your single process or your entire business information to be as mobile as you are in real life. So start moving forward and decisively today at http://www.novosales.com
  • 3. ” ” ” Creating Success on the OnDemand Platform “I tell my friends that when you use solution like novosales, the support structure is different. It moves you away from IT to the business side. You don't need a programmers maintaining and changing parameters every day or constantly fixing bugs or taking backups. You're running the same level of software as some of the best companies in the world. The system just works for you. – Deepak Kadambi- Operation Head, Sola “ “ We needed a system that could scale upward, so we could acquire more business and grow rapidly. Novosales just fits the model, bringing the best practices and fresh ideas to improve my daily business. Thanks a lot for a beautiful product and great all the round support. – Mr. Rishi Babbar, CEO Asco Engineers With novosales.com Business On Demand we have jumped in twenty-first century. It has streamlined our processes, improved our financial reporting and minimized the paper work and delays. The learning curve of our employees has been quick, as novosales.com is an intuitive and easy-to-use system. – Mr. Dinesh Agarwal, Executive Director, Metro Tyres.
  • 4. All Needs. One System. Online | Reliable | Secure EMS: Executive Management Support; CRM: Customer Relationship Management; SCM:Supply Chain Management SRM: Supplier Relationship Management; PLM: Product Lifecycle Management; HRM;Human Resource Management WPM: Work and Project Management; FCM: Financial & Compliance Management
  • 5.
  • 6. Single System: Modular Applications Configure and pick applications which best fits your strategy and budget. Customer Management CRM - Marketing & Support Supplier Management Product Management Purchase Management Production Management Warehouse Management Sales & Delivery Management After Sales Service Management Human Resource Management Time Recording Finance & Accounting Reporting & Analysis Document Management Communication Tools Multi-Location Support Business Scenarios 1 3 5 7 11 17 25 29 35 39 41 43 47 51 53 55 57 Modular applications Choose for your business Implementation methodology Top 5 reasons About Novosales 58 59 60 61 62
  • 7. Your Business from Anywhere, Anytime. *Patent Pending 25 years after personal computers were invented...Novosales Software has reinvented your personal and business computer to a new virtual computer that lives on the Internet, right in your web browser. This means that you can access your business data, emails, documents, photos, and all other files and information no matter where you are, from any computer or mobile phone and never for a moment missing your computer experience. From today onwards...your business data and information is as mobile as you are in real life.
  • 8. Customer Master Configuration DATA DEPARTMENTS PLATFORM SERVICES Customer/Prospects Credit Limits Pricing Discounts Outstandings Declarative Configuration Analytics Schemes & Discounts Forecasting & Opportunity Credit Limit Control Special Pricing Executives Accounts Sales After sales & Service 1 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE - Payment terms, credit limit and cash discounts - Profitability with multiple price list for products - Manage interactions with prospects and customers - Sales quotes and available-to -promise checks - Record and track customer complains and feedbacks - In Retail environment manage Customer Loyalty program Manage interactions with prospects and customers, whether by e-mail, phone call visit and maintain a history of interaction activities with your customers Information gathered about prospects during lead generation is available during marketing, sales and service activities. Using analytics, you can analyze the number of leads and opportunities, sales volume and the opportunity pipeline Track lost sales and non visiting customer for a time period. Retain your best customers and recall your old customers with new products and offerings as per their purchase pattern or industry types. Record and track customer complaints and feedbacks and follow up on each sales or service delivered. Configure customer payment terms, credit limit and cash discounts as per their payment and business status. CUSTOMERMANAGEMENT
  • 9. On Demand Business System For Growing SME’s Customer Identification Payment / Credit Limits Grouping For Reporting Quick Information Tax / Discount/ Price List Shipping Conditions Custom Tabs / Options
  • 10. Customer Relationship Management Application DATA DEPARTMENTS PLATFORM SERVICES Opportunity Communication Activity & Task Targets & Campaign Form Template Configuration Event & Expense Targets & Forecasting Support & Solution Executives Marketing Sales & Service Accounts 3 Emails Campaigns BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE - Manage interactions with prospects and customers. - Track data such as contact information, product interest and qualification level for each prospects. - Record sales person daily activity, assigned tasks status. - Record and track customer complains and feedbacks. - Create and Track marketing campaigns. Manage interactions with prospects and customers, whether by e-mail, phone call visit and maintain a history of interaction activities with your customers Maintain information about customers and other business partners, such as company and main contact details as well as partner status. Record sales person daily activity, assigned tasks status, expenses per activity and even daily time sheet. You can use selection criteria to create a specific target group for your marketing and campaign activities; for example, all customers within a specific zip code range. Using analytics, you can analyze the number of leads and opportunities, sales volume and the opportunity pipeline. Manage and track customer feedback, suggestions and complaints. Issue ticket and assign to service department. CRM-CUSTOMERRELATIONSHIP
  • 11. On Demand Business System For Growing SME’s Options / Modules My Page Open Cases Dashboard Current Status
  • 12. Supplier Master Configuration DATA DEPARTMENTS PLATFORM SERVICES Ranking / Quality Costing Lead Time Packing/Inventory Distribution Declarative Configuration Analytics Costing & Quality Planning & Forecasting Supply Chain RFQ- Request for Quotes Executives Purchase Warehouse Production 5 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE - Prioritizing suppliers and the sources of supply. - Profitability with multiple sourcing options. - Manage interactions with suppliers. - Request for quotations and effective comparisons. - Authorizing and linking suppliers with categories Strengthen your relationship with suppliers, improve your procurement processes, reduce costs and turn suppliers into a competitive advantage. Manage the supplier life cycle - right down to authorizing suppliers for certain product categories, such as office supplies. Create Contracts, assign dates that specify the effective period for purchasing the product category from that supplier. Access your suppliers across your network and allows you to compare quotes with other bidders. Prioritize your suppliers and sources of supply and quota arrangements can be created to efficiently distribute purchases across two or more suppliers. Maintain information about service agents, such as independent contractors as well as temporary, leased, contract and on-call workers in your supplier base. SUPPLIERMANAGEMENT
  • 13. On Demand Business System For Growing SME’s Supplier Identification Payment / Credit Limit Order Condition Quick Information Tax / Approval Condition Custom Tabs / Options
  • 14. Product Master & Inventory Control Application Inventory DATA DEPARTMENTS PLATFORM SERVICES Executives Costing & Pricing Multiple Warehouse Storage / Packing Bill of Materials Declarative Configuration Analytics Schemes & Discounts Forecasting Planning FIFO / Expiry Warehouse Cataloging Production 7 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE - Optimum Inventory Categorize and group products to track and manage their stock demand and You can define price lists and establish flexible pricing policies so that prices - Costing & Profitability - Multiple suppliers for products - Storage, capacity with optimum - Inventory levels - Different packing options with KIT Management - Demand & Forecasting w.r.t to Sales / Demand Order supply across your supply chain network Support for demand-plan handling and forecasting enables you to group products with similar demand patterns into demand plans Different costing methods supported Standard cost, FIFO / LIFO, Weighted Average and Standard cost revaluation. and discounts are calculated automatically and applied to quotes, orders and invoices. Product Association like KIT, Cross references, Single and multiple replacement. Option to define different name for the same product for your customer or supplier PRODUCTMANAGEMENT
  • 15. On Demand Business System For Growing SME’s Product Identification Picture (Multiple) Storage & Packing Stock Summary Cost/Tax/Group Config Product Properties Custom Tabs / Options
  • 16. Product Master Configuration On Demand Business System For Growing SME’s Multiple Sales Price List Multiple Supplier Pricing Stocking Rules
  • 17. Product Master Configuration On Demand Business System For Growing SME’s Demand & Forecast Cataloging & Quotation
  • 18. Inventory & Procurement Application Inventory DATA DEPARTMENTS PLATFORM SERVICES Executives Landing Cost Storage / Packing Ordering Level Quality Control Declarative Configuration Analytics Replacements & Cross References Workflow Configuration Demand based Planning Costing Rules Purchase Warehouse Accounts 11 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE - Requisitions or purchase based on demand forecasts for products or product groups. - Intelligent quote comparison to compare quotes to identify the most suitable proposals. - Direct receipt without a purchase order. Expiry and Warehouse at each item level. - Automatic comparisons of supplier invoices with their corresponding purchase orders. Release demand forecast to supply planning where it forms the basis for current and future production and procurement. Merge several requisition requests into one purchase order, before their release, based on product and supplier criteria. Supplier Return document for excess or bad quality stock. Multi currency processing – order in one currency and invoice in a different currency. Payment made on basis of supplier invoice and receipt matching after goods are received. If any inconsistencies are detected, such as a price variance or a duplicate invoice, exceptions are raised Additional costs/discounts in all process. Book extra charges even after payment is finalized. Support for exceptions control enables you to monitor and react to exceptions such as stock shortages or violations of safety-stock rules or minimum days of supply PURCHASEMANAGEMENT
  • 19. On Demand Business System For Growing SME’s Navigation / Search Active / Open Record Purchase Process Options Stock Summary Status / Progress Different Order Types Purchase Process Workflow
  • 20. Requisition & Purchase Orders On Demand Business System For Growing SME’s Requisition / Request Purchase Enquiry / Tender Purchase Order / Contract Cost Center Mapping Extra Charges Booking
  • 21. Goods Receipt & Quality Control On Demand Business System For Growing SME’s Incoming Package Details Quantity Status Additional Cost/ Charges Quality Check Responsible Complete / Partial Receipt Batch / Expiry Date
  • 22. Purchase Order & Supplier Invoice Matching On Demand Business System For Growing SME’s Invoice for Single / Multiple Supplier Invoice Details Book Third Party Charges Payment Terms Receipt Vs Invoice Matching
  • 23. Requisition GoodsReturn Purchase Process Flowchart On Demand Business System For Growing SME’s Send to Supplier Purchase Order Goods Delivery Purchase Order Demand Receipt & Quality Check Invoice Matching Checked & Posted for Payment Debit Note
  • 24. Production and Planning Application DATA DEPARTMENTS PLATFORM SERVICES Costing & Inventory Lot Management Scarp & Wastage Quality Control BOM and Variants Declarative Configuration Analytics Components & ByProducts Planning & Forecasting Capacity Utilization Executives Production Costing Quality Procurement 17 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE - Define several product variants within one bill of material. - Define how a product should be produced, down to the operations and activities needed to manufacture a product. - Check component availability and even perform substitute for the items. - Consolidate procurement requirements, creating feasible production plans.. Link the bill of material and bill of operations needed to manufacture an assembly or finished product and view stock levels for intermediate parts during execution. Supports discrete, repetitive process and mixed-mode environment & continuous as well as batch process manufacturing. Linking of demand management allows you to identify different demand types and assign them to different fulfillment strategies, such as make to stock and assemble to order Dynamically create and measure cost of batch creation, make amendments to components costing parameters and arrive at new costs. Define several product variants within one bill of material with support of co-product and by-product manufacturing. Identify bottleneck resources and carry out rescheduling functions accordingly, such as load leveling and adjustments to supplies on all levels. PRODUCTIONMANAGEMENT
  • 25. On Demand Business System For Growing SME’s Setup Options Bill of Material / Costing Production In Progress Production Time Line Production Progress Bar Production Intervals
  • 26. Bill of Material Configuration On Demand Business System For Growing SME’s Stage / Job Linking Component Details Component Quantity BOM Details BOM Costing
  • 27. Product Costing Configurator On Demand Business System For Growing SME’s Material Original Cost Material New/Change Cost Machining Cost Job Work/ Labour Cost
  • 28. Production Run On Demand Business System For Growing SME’s Run Schedule Job/ Quality / Output Product Variant Option Quantity In Progress BOM Components
  • 29. Production Job/Machine/Quality/Output On Demand Business System For Growing SME’s Final Output / In Progress Quality Control Jobs / Stage Progress Machine / Labour
  • 30. Stage-wise Production - Build To Order On Demand Business System For Growing SME’s Receive Enquiry Define Stage Is Product SetUp NO YES Perform Cost Analysis Negotiation Assign StagewiseCreate Stagewise Quality ControlBill Of Material Prepare & Send Quotation Receive Order Create Production Plan / Schedule For Item Machines Labor Cost Prepare Good Return Rejection Raw Material Quality Check Receive Raw Material Create Requisition/ Purchase Order Are All NO Raw Material Available Return to Supplier Quality Check Passed Update YES Create Production Update Account Raw Material Stock Runs as per Schedule Ship to Customer END Scrap NO Rework Possible YES Start Stage Wise Production Allot Raw Material For Stage Update Stock: Finished Goods, 2nd & 3rd Quality YES Record Stage Output Record Batch No, Mfg. Date, Expiry Date Complete Production NO Rejection Perform Stagewise Quality Control
  • 31. Discrete Manufacturing Make To Order On Demand Business System For Growing SME’s Is Receive Order Bill Of Material Available YES Create Production Plan Check Raw Material Stock NO Create Production Targets Demand Create Bill Of Material Create Purchase Order Create Requisition NO All Raw Material Available Forecasting Make To Stock Receive Raw Material Stock Check Quality Update Stock YES END Return to Supplier Rejection Prepare Good Return Update Stock: Create Production Run as per Schedule Check Quality Record Batch No, Update Account Create Invoice Ship to Customer Finished Goods, Mfg. Date, 2nd & 3rd Quality Expiry Date
  • 32. Advance Warehouse Management Application Inventory DATA DEPARTMENTS PLATFORM SERVICES Executives Storage / Packing Bins Declarative Configuration Analytics Bin Storage Planning Workflow Warehouse Procurement 25 Request & Transfer FIFO, LIFO, Expiry BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE - Storage, capacity with optimum inventory level. - Stock Ageing - Centralized Sourcing and Distribution - Warehouse Transfers with approvals. - Stock Return material handling - Periodic stock counting and adjustments Categorize and group products to track and store stock within warehouse based on bin size. Support for incoming stock handling, with auto planner for stock placement within warehouse. Option to have bonded warehouse, consignment warehouse, or warehouse within warehouse. Manage and operate centralized sourcing policy and distribute across network as per requirement through stock transfers requests. All stock movement In/Out of warehouse tracked and linked to working document. Product Association like KIT, Cross references, Single and multiple replacement. WAREHOUSEMANAGEMENT
  • 33. On Demand Business System For Growing SME’s Transfer Request List Request Details Item Details Cost Center User and Approval
  • 34. Product Master Configuration On Demand Business System For Growing SME’s Warehouse Configuration Bins Types & Configuration Warehouse Bin Association Row / Rack / Shelf Details
  • 35. Product Master Configuration On Demand Business System For Growing SME’s Stock Summary Details Stock Status KIT Management
  • 36. Sales and Invoice Management Application Inventory DATA DEPARTMENTS PLATFORM SERVICES Executives Quotations Pricing Discounts / Schemes Sales Return Declarative Configuration Analytics Profitability Workflow Configuration Delivery Management Cash Flow & Ageing Sales Warehouse Procurement 29 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE - Demand and Stock confirmation check and auto poocurement request. - Record orders with schedule deliveries. - Incremental Picking Slips for order as per avialbility of stock. - Credit memo for returns received from your customers or partners. - Automatic targets and schemes based credit notes creation. Check if ordered items are in stock and you can confirm the sales order or you would like to do fresh sourcing in form of direct purchase or production Product rates, tax, discount based on captured customer setting, but option to override at order level also. Auto lock based on credit limit or non payment beyond due date. Standard working documents templates to configure and print different type of sales and service in different format. Quotation and sales order linked to sales person for commission purpose. Commission rules again can be configured in multiple ways. Create invoices for order OR for delivered items. You can also create invoice for single order or group of orders for a customer Clear separation in active/pending and closed documents at various level from creation to delivery to invoice creation to payment received. SALESMANAGEMENT
  • 37. On Demand Business System For Growing SME’s Navigation / Search Active / Open Records Important Dates Status / Progress Different Order Types Sales Process Workflow
  • 38. Sales / Demand Order On Demand Business System For Growing SME’s Options & Request Data Items Details Additional Cost / Charges Advance Payments Order / Customer Details Picking / Packing Option
  • 39. Sales Items & Packing On Demand Business System For Growing SME’s Automatic Discount Option Excisable Items Option Warehouse Picking List
  • 40. Sales Return / Credit Note On Demand Business System For Growing SME’s Invoice / Customer Details Item / Price / Deduction Return Stock Options Return Reason
  • 41. RemindersandAlerts Payments Sales Process Flowchart Direct Sales Order On Demand Business System For Growing SME’s Sales Order Conversion Quotation Customers Sales Invoice after Packing Delivery Challan for Partial Picking Sales Invoice Finalization Posting to Accounts as Receivables Sales Invoice from Delivery Challan Partial Delivery Option
  • 42. Auto Service Management Application Jobcard DATA DEPARTMENTS PLATFORM SERVICES Executives Warranty & Contracts Labour Management Declarative Configuration Analytics Resource Planning Profitability Service Pocurement Delivery Schedule Work Scheduling Feedback & Followup 35 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE - Prioritize and organize employee workloads, the required spare parts and the availability. - Track call resolution rates, order volumes and backlogs, associated costs and revenues. - Track the progress of customer inquiries from creation to resolution - Register and track individual warranty entitlements against serialized products. Create service confirmations and view detailed information on the incident category, time taken to complete the service order and spare parts used. Track call resolution rates, order volumes and backlogs, associated costs and revenues, daily service delivery averages, rates of compliance with service level agreements, open versus completed service orders. Define your warranty offerings, including duration, coverage and service and spare parts limitations Employees can track the progress of customer inquiries from creation to resolution and attach electronic documents to a customer’s service record or account. Within the knowledge management repository, you can store, maintain and search for information, such as procedures, frequently asked questions, repair tips and articles about previous solutions. WORKORDERMANAGEMENT
  • 43. On Demand Business System For Growing SME’s Navigation / Search Active / Open Record Important Dates Status / Progress New WorkOrder Different Order Types
  • 44. Vehicle & Resource Planning On Demand Business System For Growing SME’s Vehicle Information Bay Availability Map Mechanics Status Map
  • 45. Customer Feedback & Support On Demand Business System For Growing SME’s Service Reminders Customer Feedback Customer Complain Vehicle Reservation
  • 46. Human Capital Management Application Skills DATA DEPARTMENTS PLATFORM SERVICES HR Targets Performance Review Development Plans Training & Competency Declarative Configuration Approvals Profiling Workflow Payroll Executive Managers Team Members 39 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE - Organizational structure to have employee access privileges Integrated HR/Payroll with enhanced reporting for multiple location setup. Manage issues related to compensation, such as payment method, bank information and voluntary deductions, such as - Empower employees to update their records online. Define responsibilities and duties of organizational units and employees, membership fees for clubs or other expense like house rents and company car - Configure various level of compensation structure. - Manage appraisals, objectives for each employee. create and edit job descriptions, assign employees and contractors to organizational units. Employees can record their business- related expenses electronically and submit them for reimbursement. Manage appraisals, objectives for each employee for a year or for a period as per your company policies. Maintain information about service agents who perform services on behalf of your company, such as independent contractors and temporary workers. PEOPLEMANAGEMENT
  • 47. On Demand Business System For Growing SME’s Employee Identification Designation / Manager Salary Configuration Self Service Option Workflow / Process
  • 48. Time Recording Management Application DATA DEPARTMENTS PLATFORM SERVICES Attendance Efficiency Productivity Availability Declarative Configuration Analytics Resource Planning Profile based Recording Executives Human Resource Production 41 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE - Employee attendance Manage employee attendance and payroll based on time in and out. - Contract worker time Track and measure employee productivity and efficiency.. management - Shifts and overtime - Activity based time recording - Leave management and resource availability. Manage and record factory employee time. Configure and assign different shifts rules for automatic costing and payout. Manage field employee time with activity linked task time recording. Assign and manage leave management with multi-level approvals. TIMEMANAGEMENT
  • 49. On Demand Business System For Growing SME’s Day Time / Shift Recording Summary Time Recording Activity Based Recording
  • 50. Finance and Accounting Application DATA DEPARTMENTS PLATFORM SERVICES Cash Flows Expense Advances Reimbursement Bank Transactions Complex Access Control Analytics Multiple Companies Consolidation Expense Approvals Location Consolidation Management Accounts Employees 43 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE - Centrally manage payments Control your payables, receivables and cash flows. Create invoice and payment Create new cost-saving measures, by creating budgets limits on expenses and - Manage and valuate payables and receivables. - Manage banking transactions, reconciliations, charges and bad cheques - Create budgets limits on expenses and centrally manage them - Manage multiple location and automatic financial consolidation disputes and track their closure. Centrally manage payments, such as cash, checks and bills of exchange. Configure approvals based on amount value or transaction types. Automated payment process to take advantage of early payment discounts offered by your suppliers. Processed payments in multiple currencies centrally manage them. Track how money is spent within budget. Monitor travel expenses and other employee expenditure.. Expense claim process allows employees to submit reports online and managers to approve them online Cost Planning & Control : Flexible cost centers creation & comparison of budgets with actual / previous budgets. ENTERPRISEACCOUNTING
  • 51. On Demand Business System For Growing SME’s Accounts Receivables Voucher / Expense List Chart of Accounts Trial Balance
  • 52. Account Master Configuration On Demand Business System For Growing SME’s Employee Expenses Recording Employee Advance Payments Internationalization
  • 53. Account Master Configuration On Demand Business System For Growing SME’s Cash Flow Options Expense & Costing Options Reporting & Analysis Bank Transaction Options Payroll & Employee Options
  • 54. Reporting and Analytics Application Inventory DATA DEPARTMENTS PLATFORM SERVICES Management Costing Pricing Storage / Packing Configurable Analytical Transactional Multi-location Consolidation Finance Operations 47 Bill of Material BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE - Business Clarity Quickly access information for better planning and organizing business Solution is delivered with predefined reports that cover your basic managerial and - Proactive reporting - Configurable reporting - KPI’s and Dashboards - Critical Alerts activities. Comprehensive, up-to-the-minute and fully integrated analytics that cross all areas of your business - from customer relationship management to financials. Built-in KPI's help your managers easily detect variances from plans, spot trends and uncover opportunities. operational reporting needs. Your employees can tailor these reports to their individual business requirements. Print, Excel Export, download or forward reports via e-mail. Set alerts and get them delivered in your mailbox. REPORTMANAGEMENT
  • 55. On Demand Business System For Growing SME’s Quick Report Gallery Multiple Reports Options KPI’s (Weekly & Monthly)
  • 56. Reporting and Analysis On Demand Business System For Growing SME’s Report List (Customizable) Report (with Excel Export)
  • 57. Reporting and Analysis On Demand Business System For Growing SME’s Performance Dashboard Customer Dashboard CEO Dashboard
  • 58. Document Management Application DATA DEPARTMENTS PLATFORM SERVICES Repository Document Versioning Templates & Circulars Contracts Controlled Access Folder & Files Unlimited Storage Online Office Tools Management Operations Employees 51 Finance & Legal Docs. BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE - Central documents repository with access control - Documents storage hierarchy with multi location support. - Manage document version - Document specific permissions Use document management to store and use files in simple way. Create folder, assign permissions. Automatic demarcation of company and personal space storage. Company space visible across the company and locations, with personal space folders with sharing options. Unlimited space. Store all types of files. Maintain and create automatic versions of documents on change, so you can always go back and recover older files. Online office documents linked. No more downloading or files, just click and access the file within the system only. Whether the same is spreadsheet, excel, word, ppt. Open, edit and save on the move and on any machine. Inbuilt collaboration on same document also available within your company employees. DOCUMENTSREPOSITORY
  • 59. On Demand Business System For Growing SME’s Common Docs. Repository Company / Personal Space Documents with Versions Control Access and Rights Online Office Documents
  • 60. Corporate Emails Internal Communication Application DATA DEPARTMENTS PLATFORM SERVICES Communication Executives Text Chat Document Sharing Internal Emails Voice Chat Operations Offices / Branches 53 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE - Low communication cost Communicate via inbuilt text and voice chat with zero cost. - Multi-location communication - Internal communication Build task or information specific templates to communicate internally. Configure corporate email Id to communicate with customers, supplier or partners directly from the system, with working documents attachments. * Video conferencing capability coming soon. COMMUNICATION
  • 61. On Demand Business System For Growing SME’s Internal Text & Voice Chat External Company e-Mails Internal Template e-Mailing
  • 62. Multi Location Control Configuration DATA DEPARTMENTS PLATFORM SERVICES Master Records Pricing Discounts Accounts Expense & Budgets Complex Access Control Price & Discount Control Financial Consolidation Master Data Control Credit Limit Control Resource Consolidation Management Accounts Sales Procurement 55 BUSINESS CHALLENGES NOVOSALES.COM DIFFERENCE - Control Prices & Discounts Manage interactions with approvals Rules based integrated system. Have - Monitor Inventory Level - Monitor Customer Credit Limits and Outstanding - Control Expense with Budget - Manage and Track fund transfers with approvals - Realtime communication and collaboration - Realtime consolidated report for Stock Transfers, Funds Transfers, Customer Credit, Special Discounts or Special Expense. Control business process across locations. Set rules and workflow for each transactions. Using analytics, perform comparatives analysis between different locations or cost centers. common rules or zone specific rules to control and manage how your business network operates and service customers. Switch to any location area from single sign on. Monitor business network in real time. MULTILOCATION/BRANCH
  • 63. On Demand Business System For Growing SME’s Stock Transfer Rules Access & Control Rules Branch Management Switch & Manage Locations
  • 64. Business Types Configuration Go beyond conventional practice and configure multiple companies in a single setup. You can create a group company and then various companies within that group. Each company configured works and acts independently supporting all combinations of locations and divisions. 57 Inherent support for multiple location business setup. Automatic approval process for stock transfer requests, funds flows, customers and their credit approvals. Master data like products, pricing, discounts, accounts charts, expense budgeting and various other policies can be configured from the head office and automatically apply across your business network. BUSINESSCASESCENARIO
  • 65. Business Types Configuration Configure multiple business lines, within the same company. The system will allow you to separate customers, suppliers and even products for the business lines, and restrict users to access one or multiple division with the same login. Create separate P&L statement or Balance Sheet for each division, or get a consolidated view. Manage multiple warehouses at the same location or spread over multiple cities. Create transactions specific to a warehouse (in case of bonded warehouse) or configured by rules supporting centralized warehouse setup for planning and distribution. Internal warehouse transfers (with request and issue tracking), bulk shipments from single or multiple warehouses are all supported.
  • 66. Applications - Modular Approach Sales & Delivery Customer & Prospects CRM (Marketing & Support) Product Catalogue Product & Inventory Supplier & Vendors Purchase & Receipts Production & JobWorks Account & Finance Warehouse Management After Sales Service Auto Vehicle Management People and Time Reports & Analysis Project Management Document Repository Novo Office Tools Text & Voice Chat Internal Email Location Management Address Book Corporate Email Approvals & Alerts KPI’s & Dashboards
  • 67. Manufacturing Or Industrial Machinery Customer Relationship Management Choose For Your Business Industries Support Trading Or Wholesale Distribution Warehouse Management FMCG Or Consumer Products Retail Network Service & Support Management Automotive After Sales Project & Work Management Business Support Multiple Warehouse Operation Multi Location Operation Multi Division Operation Multi Companies Operation Geographically Diverse Operation Products www.novosales.com OnDemand Model www.[myBusiness].com SaaS (On location) Model Best for Small and Midsize companies that need best business software at fraction of cost, without any worries about a large IT Team and Management Midsize and Large companies with industry needs that want a scalable foundation with the On- Demand inherit advantages but located at their premises. Data Hosted & Managed by Novosales Your Location with your team Annual Turnover 10 Crore – 1500 Crore 500 Crore – 2500 Crore Implementation 4-16 weeks* 8-16 weeks** Payment Mode Monthly/Quarterly subscription Yearly Subscription Key Functionality Standard Business functionality + multiple add-on options as per your business requirement. Complete Business Solution + Industry specific add-ons. User Limit Min 5 users; Max unlimited. Min 50 users ;Max unlimited. Locations Limit Unlimited Unlimited Support Partner Direct Support + Novosales Email, Online Chat and Telephonic support. Online/Dedicated Support Team for all kind of support. Partner Direct support for Hardware. Software license Pricing Based on package and users. View pricing details. Based on users and service agreement. Implementation Cost (Business Process Mapping + System Configuration + User Training + Direct Support and Monitoring + Data verification + Results measurement ) Contact Sales: info@novosales.com AMC Cost Part of monthly license cost only. NO separate AMC cost. As per support and service agreement.
  • 69. Why Novosales? Top 5 Reasons. 1. We’re in this together. Our Model makes our success dependent on the success of our customers. Its not just about philosophy but about our survival. We live for our customers and we’re working hand-in-hand with them to ensure their novosales implementation meets their every expectation and enables their business to flourish. 2. We make it easy. With novosales, there is no hardware, software, middleware, databases, or business intelligence tools to buy, install, maintain, and upgrade. And, Novosales's multi-tenancy model means that our customers share one physical instance of the novosales without ever seeing each other's data, making upgrades a breeze. The future is here today and it makes your life a whole lot easier. 3. We Innovate for you. With traditional on-premise applications, companies were forced to update and upgrade their software on their own dime, often falling drastically behind the vendor’s release schedules and often causing them to miss out on the latest functionality. With Novosales, all system updates and upgrades are made by us on an ongoing basis. That means our customers always benefit from being on the most current version of our service and can take advantage of the innovative new capabilities we deliver on a monthly basis. 4. One World. One Solution. Novosales applications are built to be global at the core and are designed to meet the needs of today’s multi-national organizations. Whether your offices are located across the country or on the other side of the world, Novosales is uniquely qualified to handle all your local as well as global needs including compliance and data privacy support, business process configurations, various timezones, multiple currencies, and multiple languages. 5. Rock-solid security. We know that security isn’t just a check-box on your evaluation list, its core to the integrity of our solution. That’s why at Novosales we’ve woven security into the fabric of everything we do. From an application perspective, a compliance perspective, and a technical perspective, Novosales’s sophisticated measures and procedures ensure that customers receive a high performance work environment that’s also highly secure. and on top of that...... Power to the People. With Novosales solutions, everyone’s a power user. Built to unleash the power of your entire organization, Novosales systems user-friendly environment is as easy and intuitive to navigate as today’s consumer web sites. We’ve provided a unique role-based user experience for executives, managers, employees, and administrators alike. And we are in progress of integrating the latest desktop functionality such as email, IM, and mobile devices right into your working environment.
  • 70. About Novosales From small to midsize to large business, those who can best judge IT objectives and investment vis-a-vis business goals and requirements, are best positioned to achieve sustainable and profitable growth in this new competitive world. By working with Novosales and our experienced partners in your local market, you can get the support your company needs with a solution specifically designed for your business requirements and your budget. Our fully integrated and configurable, on-demand business system can help you optimize your business by enabling better collaboration, coordination, productivity, and efficiency across your operations. It's no wonder that we are adding more and more customers on daily basis in small and midsize companies and helping them to get the best out of their business. To find out how Novosales’s solutions can help your company be part of new revolution, contact your local Novosales representative or visit us at www.novosales.com.
  • 71. Inventory Management Purchase & Receipts Purchase & Receipts Warehouse Management Costing & Profitability CEO Dashboard Purchase & Receipts Customer Relationship Management Supplier & Vendors Communication Product & Inventory Account & Fiance Sales & Delivery People and Time Novo Office Reports & Analysis Production & JobWorks Document Repository Product Catalogue www.novosales.com Customer & Prospects