WAYZ ERP Features

1
Customer Relationship Module – CRM
1.1
Contact Management
1.2
Opportunity Management
1.3
Reminders Management
1.4
Opportunity Dashboard
1.5
Contact Dashboard
2
Sales and Account Receivables Module
2.1
Manage Customers and Branches
2.2
Manage Sales Areas, Sales Types, Sales Groups, and Salespersons
2.3
Manage Sales Groups for grouping Customer Branches
2.4
Manage Sales Quotations
2.5
Manage Sales Orders
2.6
Manage Good Delivery Notes
2.7
Manage Customer Invoices
2.8
Manage Credit Notes
2.9
Invoice several delivery orders in a single batch.
2.10
Point of sales definitions for better handling of cash sales
2.11
Customer Payments and Allocations
2.12
Company logos can be attached to sales documents
2.13
Dimensions can be selected for Sales Delivery and Invoices
2.14
Shipping Costs and Legal Text can be added to Invoices
2.15
Option of attaching scanned documents with transactions
3
Purchases & Accounts Payables Module
3.1
Manage Suppliers
3.2
Manage Purchase Orders
3.3
Manage Goods Receive Notes
3.4
Manage Payment Terms
3.5
Entry of Supplier price lists & related conversion factor into purchase prices
3.6
Prepare Debit Notes and record Credit Notes from Suppliers
3.7
Supplier Payments and Allocations
3.8
Company logos can be attached on documents
3.9
Option of attaching scanned documents with transactions
4
Inventory Management Module
4.1
Manage items
4.2
Manage items
4.3
Record location transfers and other adjustments
4.4
Set re-order levels for Inventory Items
4.5
Automatic calculation of average material cost (per unit)
4.6
Application of standard and overhead costs, into material prices
4.7
Quantity of Items can be measured into standard units
4.8
Foreign codes registration for barcode scanner entry
5
General Ledger Module
5.1
Open general ledger accounts, account classes and groups
5.2
Record journal entries and budget entries
5.3
Generate ledger accounts detailed enquiries with drill down reports
5.4
Make journal enquiries with an option to view journal entries
5.5
Closes the fiscal year and brings forward retained earnings
5.6
Record depreciation entries on period based
5.7
Make journal entries with corresponding entry in supplier / customer account
5.8
Filter General Ledger reports by dimensions
5.9
Quick entries (preset GL transactions) in bank deposit/payment, journal entry and supplier invoice/credit
7
Fixed Assets Module
7.1
Purchase of Fixed Assets
7.2
Fixed Assets Location Transfers
7.3
Fixed Assets Disposal
7.4
Fixed Assets Sales
7.5
Fixed Assets Movements
7.6
Fixed Assets Inquiry
7.7
Process Depreciations
7.8
Locations, Categories and Classes
8
Dimensions
8.1
Two level of Dimensions are possible. You setup this in Company Setup.
8.2
Two levels could be: Departments, Cost Centers.
8.3
One level could be Cost Centre or Project.
6
Reports
6.1
Print, Email and Convert into PDF; all the reports
6.2
Export the reports in Ms Excel format
6.3
Export the reports in Ms Excel format
6.4
Email documents directly to customers
6.5
Make graphical analysis (Horizontal/Vertical Bars , Dot lines, Pies and Donuts)
7
Access levels & Adaptation
7.1
Separate financial years can be created and closed against entries
7.2
Multi user access with different privileges
7.3
Make backups and restore for companies
7.4
Date Picker with week numbers for all date fields
7.5
Simple Audit Trails
7.6
Extensions for customizing menu tabs and applications
8
Multi-Currency Support
8.1
Historical Currency Rates
8.2
Multi-Currency Bank Accounts, Customers And Suppliers
9
Advanced VAT handling
9.1
VAT can be selected on Customer, Supplier and Item basis
9.2
VAT can be selected on Customer, Supplier and Item basis
HR Logs - Payroll Module
10
Employee Management
10.1
Keep track of an employee's personal, professional, and other Information and documents.
10.2
Manage the basic pay, allowances, and deductions for employees.
10.3
Employee self-service login for activities including leave applications, attendance, and loan applications
11
Attendance Management
11.1
Use the check-in/check-out form or the hours worked form to enter attendance.
11.2
Allocate hours worked to multiple projects, departments, or group companies
11.3
Multiple factors can be entered for overtime hours to account for overtime on weekends, holidays, and paid leaves
11.4
Manage Timesheet employee wise
11.5
Through the timesheet tables of each organization, department, or team, you may keep track of numerous timesheets.
12
Leave Management
12.1
Leave Management
12.2
Inquiry to track, Edit, Approve or Reject leave application
12.3
The applicant's available days are calculated on the leave application form.
12.4
The applicants can apply for Leave Encashment.
12.5
Manage several leave types with various payment formula and eligibility requirements.
13
Loan and Advance Management
13.1
Self-service platform allows employees to apply for loans and advances.
13.2
Through inquiry, applications can be modified, approved, or rejected.
13.3
Can plan deductions to determine the repayment schedule for loans and advances to employees.
14
Payroll Management
14.1
Payroll inquiries produce payroll using data entered into the Wayz Erp software.
14.2
SIF files are generated by WPS reports for exchange or bank for rapid distribution.
14.3
Comprehensive details of all financial transactions involving employees are provided in the employee statement.
14.4
Dashboard for payroll processing, analysis, and understanding
15
Final Settlement
15.1
Manage final settlement to off board employee

CRM

  • Add Contacts
  • Create Opportunities against Contact
  • Track Opportunities
  • Updates Contacts detail from Contact Inquiry
  • Add Reminders against opportunity

Sales & Accounts receivables

  • Manage Customers and Branches
  • Make Sales Areas, Sales Types, Sales Groups, and Salespersons
  • Make Sales Groups for grouping Customer Branches
  • Prepare Sales Quotations (with inquiry and creating of Sales Orders)
  • Prepare Sales Orders and Goods Delivery Notes
  • Prepare Customer Invoices and Credit Notes
  • Make Batch Invoicing for more than one delivery order.
  • Point of sales definitions for better handling of cash sales
  • Customer Payments and Allocations
  • Company logos can be attached to sales documents
  • Dimensions can be selected for Sales Delivery and Invoices
  • Shipping Costs and Legal Text can be added to Invoices
  • Option of attaching scanned documents with transactions

Purchases & Accounts Payables

  • Manage Suppliers
  • Make Purchase Orders, Goods Receive Notes and Payment Terms
  • Clearing of Goods Receive Notes
  • Entry of Supplier price lists & related conversion factor into purchase prices
  • Prepare Debit Notes and record Credit Notes from Suppliers
  • Supplier Payments and Allocations
  • Company logos can be attached on documents
  • Option of attaching scanned documents with transactions

Inventory & Stocks

  • Manage items and inventory
  • Define Item Categories and Item Locations
  • Record location transfers and other adjustments
  • Set re-order levels for Inventory Items
  • Automatic calculation of average material cost (per unit)
  • Application of standard and overhead costs, into material prices
  • Quantity of Items can be measured into standard units
  • Foreign codes registration for barcode scanner entry

General Ledger

  • Open general ledger accounts, account classes and groups
  • Record journal entries and budget entries
  • Generate ledger accounts detailed enquiries with drill down reports
  • Make journal enquiries with an option to view journal entries
  • Closes the fiscal year and brings forward retained earnings
  • Record depreciation entries on period based
  • Make journal entries with corresponding entry in supplier / customer account
  • Filter General Ledger reports by dimensions
  • Quick entries (preset GL transactions) in bank deposit/payment, journal entry and supplier invoice/credit

Reports

  • Print, Email and Convert into PDF; all the reports
  • Export the reports in Ms Excel format
  • Generate reports on periodic and financial years basis
  • Email documents directly to customers
  • Make graphical analysis (Horizontal/Vertical Bars , Dot lines, Pies and Donuts)

Access levels & Adaptation

  • Separate financial years can be created and closed against entries
  • Multi user access with different privileges
  • Make backups and restore for companies
  • Date Picker with week numbers for all date fields
  • Simple Audit Trails
  • Extensions for customizing menu tabs and applications

Multi-Currency Support

  • Historical Currency Rates
  • Multi-Currency Bank Accounts, Customers And Suppliers

Advanced VAT handling

  • VAT can be selected on Customer, Supplier and Item basis
  • Advanced GST/VAT report for details and outputs/input

HR Logs

Employee Management

  • Create employee with there all personal details.
  • Manage employee Basic Salary, Allowances and Deductions.
  • Manage documents for each employee.
  • Personal Area for each employee

Attendance Management

  • Enter attendance through check in/ checkout form or Hrs worked form.
  • Allocate Hours worked to projects.
  • Overtime Hours with multiple factors.
  • Timesheet report
  • Timesheet table

Leave Management

  • Application from employee personal area.
  • Dashboard for managers to approve or reject application.
  • Leave Balance and eligibility tracking.
  • Leave Encashment.
  • Create types of leaves as per company policies.
  • Leave Formulas

Loan & Advance Management

  • Application from employee personal area.
  • Dashboard for managers to approve or reject application.
  • Schedule loan and advance for deduction.

Payroll Management

  • Auto Monthly Payroll Calculation
  • WPS Report
  • Employee Statement
  • Payroll Dashboard to Generate Payroll.

Final Settlement

  • Auto EOSB (End of service Benefit) Calculation.

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