Sales

Sales module is specifically designed to save a time in manufacturing and distribution in supply chain. These orders are directly or indirectly come from end user or OEMs, partners and other customers. Delivering the wrong items or delivering them late make huge headaches to company and loss of sales.

By incorporating strong sales management system, you can improve the productivity and provide much more effective customer service. And improve in productivity means improve in sales. Sales module in whiz synergy give a 360-degree view of your customers, order history, pricing, and conditions.

Features –

• Handles pre-sales and sales activities of the organisation.
• Inquiries from potential and existing customers.
• Quotations and amendments to quotations with complete history.
• Order amendment history
• Complete stock-to-dock tracking of the sales order processing cycle.
• Clear view of the price of goods and services like rebates or discounts given to a customer.
• Check the availability of a product in stock.
• Determine the details of materials based on conditions.
• A simple credit check and automatic credit check for managing the customers’ credit limits.
• Determine the details of customers based on different customer types.
• Order tracking through status and transaction reports.

Purchasing

Synergy’s purchasing features provides real- time insights to help you make informed decisions on what, when and how much to purchase from each supplier. Purchase materials directly to the job or stock to streamline production. Create backorders automatically and track all outstanding orders with the Open PO report.

Accurately report the value of goods received with Whiz Synergy efficient management of PO receipts for individual, partial, or multiple deliveries.

Purchasing also include budget tracking features as well, to help organizations keep an eye on their spending and make sure they’re using their resources appropriately. Whiz Synergy’s purchasing also includes blanket facility which helps an organization and a vendor to deliver goods or services at a predetermined price and on a recurring basis for a specified time period, as per mentioned in agreement.

Features –

• Streamlines purchase and process cycles.
• Detailed Supplier/Subcontractor/Service Provider database.
• Capturing materials requirement.
• The automatic firing of purchase requisitions based on MRS.
• Quotations from various suppliers.
• Recording Payment terms in PO.
• PO amendments with complete amendment history.
• MIS for vendor evaluation based on quality, price & delivery time.
• Flexibility to generate Purchase Order in domestic and foreign currency.
• Value-based approval of PO and Requisition.
• Reports for order tracking for complete control over the procurement cycle.

Inventory

Synergy’s comprehensive inventory management features integrate all business data in real-time, accurately accounting for inventory data across business functions. Tie work orders and bills to existing materials with features that include inventory planning, materials tracking and inventory monitoring. With Whiz Synergy ERP, you can achieve an optimal balance of inventory levels to meet market demand while minimizing tied-up capital.

Features –

• Online status of item quantity. Quantity in terms of on-hand, available, reserved, ordered, to order. This also includes rejected, defective, re-workable quantities.
• Many levels of classification of items.
• Physical Inventory Management and Physical verification of stock.
• Reallocation of re-workable stock.
• Maintain items based on maximum attribute details.
• Many warehouses, branches, and regional offices.
• Stock transfer, receipts from other warehouses.
• Lot/Serial genealogy to check historical production information of an item.
• ABC analysis which classified the items based on value.
• Available different inventory planning like min-max planning, inventory planning and replenishment planning. Maintain inventory based on Demand and Supply.

Inventory Costing

Inventory costing is a part of inventory control technique. Proper inventory control within a supply chain helps reduce the total inventory costs and assists in determining how much product a company should carry. All this information helps companies decide the needed margins to assign to each product or product type.

Whiz Synergy ERP provide 3 types of costing method first-in, first-out (FIFO), last-in, first-out (LIFO), and weighted-average cost; which inventory costing method a particular business chooses to use will be based on the specifics of the operation itself. Once it is setup at a time of implementation system will work accordingly.

Features –

• Stock valuation based on different methods LIFO, FIFO, and weighted average.
• Update layer cost in one click.
• Cost simulation to get cost as per BOM for standard Quantity by using LIFO, FIFO method.
• One click inventory valuation to find out the value of unsold inventory stock at the time of preparing financial statements.
• Cost rollup to get cost as per BOM for standard quantity by using standard costing method.
• Different MIS reports to help in preparation of financial statements.

Shipping

Shipping is the final step between your customer and your product. To prevent any nasty surprises during those last few meters (or during potential subsequent processing on the customer side), you need Whiz Synergy ERP that organizes the shipping process in a way that is fast, error-free and cost-effective for you. Automate and streamline shipping processes and ship on time, every time. Deliver complete visibility into your shipping processes with insightful performance analysis tools.

Ship different types of products from inventory, work orders, and purchase orders. Shipping analytics tools that integration with several global shippers let you monitor on-time delivery performance and use the results as a metric for continuous improvement.

Features –

• Different shipping methods based on requirement.
  • 2 Step Shipping (Pick and Pack)
  • 3 Step Shipping (Pick, Pack and Ship)
  • Direct Shipping
• Streamline the complete order shipping process for both domestic and international operations.
• Meet shipping delivery dates 100% of the time.
• Eliminate shipping errors.
• Control shipping costs.
• Respond instantly and accurately to customer delivery status requests.
• Automate Export Document Creation
• Automate Shipping Labels and Compliance Documentation
• Interactive shipping dashboard to check upcoming shipping as per promised delivery date and fill rate

BOM & Routing

A bill of material is at the heart of any manufacturing software, and a well-defined BOM ensures robustness and accuracy. Whiz Synergy’s BOM is hierarchical, with the finished product at the top. It also includes product codes, part descriptions, quantities, costs and additional specifications.

Whiz Synergy ERP provides real-time visibility by identifying variances, optimizing schedules, reducing waste, and controlling cost. It also gathers plant floor data that helps accelerate quality and throughput.

Features –

• Comprehensive Bill of Materials functionality
• Supports multi-level manufacturing BOM
• Complete integration with the entire ERP solution
• Encloses top level BOM item
• BOM report to classify the top assembly items, assembly types, and status of the BOM components associated with the formulas
• Acting as Bill of Materials ERP Software, it caters your needs for both Process (Formula BOM) and Discrete (Assembly BOM) Manufacturing
• Dispatches full view of the BOM hierarchy
• Single BOM allocation with multiple formulas
• Access and reuse previous BOM versions

Manufacturing

With Whiz Synergy job cards, operations and workstations features, you can automatically capture daily activities on your shop floor. View real-time status of the job work being done to manufacture products, the location of every workstation, employee assignments, and each work order’s current status and pending steps — all in one screen.

Whiz Synergy ERP lets you easily share job information with your shop floor team to manage production efficiently and monitor progress in real-time. Keep jobs on schedule with insights into capacity, inventory, and equipment downtime. Track labor and resource consumption, quickly compare estimate-to-actual costs of jobs, and analyze profitability by job or customer.

Features –

• Process definition with inputs, outputs, by-products, and overheads
• Planning based on customer-wise production advice and sales forecast.
• MRP based on machine capacity and availability. Machine efficiency, raw material availability, lead time. It gives a workable quantity for production.
• Production plan for machines with the best use of all available resources. Resource like raw materials and machines
• Option to revoke production plan to change input parameters, production priority, or quantity. This is done using fresh production advice.
• Generation of the production schedule for machines detailing inputs and outputs
• Analysis of machine efficiency and utilization
• Generation of process requisition for processes that have to be subcontracted Reserving quantity for production
• Automatic generation of job orders for production
• Option to make daily plans for production
• Generating reports related to production
• Supports both make-to-stock and make-to-order manufacturing
• Full and Partial Closing allows for immediate shipment of urgent orders
• Inspection and quality tests to ensure quality and consistency Identify critical materials

Quality

Lapses in product quality control can destroy your reputation and negatively impact your bottom line. Custom-configure any quality management features to comply with your company’s quality compliance needs. Automate and customize your requirements for inspection, analyze quality data and trends, and review improvements.

Whiz Synergy ERP for manufacturing industry is built for eliminating manual and repetitive tasks, streamlining quality processes, and automating data collection. It ensures the best quality products by putting in place system-driven controls. Moreover, companies can instantly check real-time status quality issues and provide solutions to complex queries.

Quality Module checks the quality of raw materials and finished goods in each and every stage. This Module is linked with every department in an enterprise. A process through which a business seeks to ensure that product quality is maintained perfectly. Many QC parameters can be added and can use those parameters validation to check the raw material and finished good’s quality. This Module is integrated with Production, Inventory and Purchase.

Features –

• Define inspection plans and checklists
• Define QC tests with accepted values, tolerance values, sample, and recount values
• Define a number of user-defined tests at every operational junction
• Embed QC tests and special manufacturing instructions within specifications
• Capture QC results
• Refrain processing – receipts/shipment/production, if QC fails
• Assure a high-level of product quality offering continuous, sampling as well as double sampling
• Assign inventory with user defined QC statuses
• Handle/move inventory based upon QC statuses
• Generate customized Certificates of Analysis
• Analyze QC historic results

Asset Management

The Asset Management provides customers with the ability to manage entire life of their enterprise assets. Asset Management manages complete lifecycle of the fixed assets, giving an accurate picture of assets all in one place. From initial procurement through tracking, depreciation and disposal, Asset Management gives right data to make well-versed choices. And with seamless integration between Asset Management, Purchasing and Accounting functions, one can easily and more accurately manage all of the assets.

Features –

• Asset Tracking, Asset Uses and Asset Transfers
• User Defined Asset Categories, Multi Level Assets
• Maintenance and Repair History
• Scheduled and Break down maintenance
• Scheduled Maintenance Alerts and Reports
• Integration with parts inventory.

Warehouse Management

Efficient management of warehouse operations is critical for the success of the supply chain. This module ensures replenishment is done on time. Management can be rest assured of the entire supply chain process running smoothly without any out-of-stock situations at outlet level.

Whiz Synergy’s warehouse management module Supports multiple warehouse for a retail store based on the location & convenience (from where replenishments will be done for the respective outlets). System track inventory movement completely which includes indent request from outlets, receipt of the indents at warehouse, stock dispatch against the indent from warehouse, stock receipt at outlets, etc. Module also monitor stock in transit which is the quantity shipped from one outlet/warehouse to another outlet/warehouse but has not yet been received by the respective receiving entity.

Features –

• TRACK and manage your inventory and automate restocking.
• Optimize and plan warehouse STORAGE for optimum utility and ease of movement.
• Functionality for picking, packing, receiving and shipping
• Barcode scanning with radio-frequency identification for monitoring product movement – the system logs every single movement of product in the warehouse (from receiving dock, to cart, to shelfing, to cart, to packing station etc.)
• Inventory location recommendations – stocking location priorities and ratings

Plant Maintenance

Plant Maintenance Module facilitates a schedule of planned maintenance actions to prevent breakdowns and failures. It ensures that the equipment’s are getting the regular necessary maintenance to keep them up and running. This allows maintenance managers to have instant access to equipment location, images, serial numbers, manuals, documents, manufacturer and supplier contact info, installation and warranty expiration date, repair history, upcoming maintenance and more. It gives notifications for all types of maintenance.

Features –

• Plant Maintenance Module covers all maintenance tasks such as Inspection, Servicing and Repair activities.
• It also provides Integrated Business Reports that help in reducing the duration and cost of downtime as a result of damage.
• It enables the user to recognize the possible challenges within technical system in good time.
• It helps in minimizing the loss of production time due to any equipment failure.
• It helps in quality and product improvement.
• It keeps all the assets in proper working conditions.

Project Management

If you fail to plan you are planning to fail,” these words are relevant to project managers, who are often faced with challenges such as tight timelines, communication disconnect, environment and goal-related dynamics, burgeoning costs, and operational opaqueness. No wonder most organizations are realizing the importance of adopting an intelligent project management solution that automates the project management cycle while at the same time keeping a tab on related costs.

Whiz Synergy’s Project management is the most effective and intelligent solution available to address the requirements related to effective project management and drive operational excellence. The application offers the knowledge, skills, tools, and techniques required to manage and account projects in order to meet or exceed stakeholder expectations

Features –

• Track any Type of Project
• Commercial cycle- linking from quote creation through Work order completion and billing.
• System allow for a complete historical record of the project to be maintained.
• Assign Labour & Resources easily
• Supports multi-level task assignments with financial effect for detail tracking.
• Project Cost Activity- Quickly analyze costs and profitability of any activity and other equipment with up-to-date financial activity against a project including standard vs. actual costs, projected and actual profit margin, AP/AR, and labor usage with drill down capability for details.
• Project cloning- Project cloning of existing projects saves time and reduces errors when setting up like projects

Tools Management

Store is an essential part of any manufacturing organization. The objective of a store is to smoothly and economically provide the right materials at the right time, and in the right condition. Keeping a close eye on the level of inventory requirements is the key to smooth and uninterrupted functioning of any production department. Sound functioning of a production department improves the overall working of other vital interrelated departments.

Whiz Synergy tool management module helps you meet your supply chain goals by achieving perfect order fulfilment and reduced operational (holding) cost. By generating detailed reports on various essential aspects of tool management, it offers visibility into critical inventory levels.

Document Management

ERP systems are not only end to end management but also act as a central repository for documents, notes, media and communication for the whole company. Usually when an organization deals with their client, there are lots of documents, invoices, notes etc. So it’s a cumbersome process to take care of these documents because even if they all are stored online at one place, they might not be accessible to anyone which results in a communication gap.

Document management in an ERP system allows you to deal with such problems by acting as a central document management system and converts offices to paperless offices. It provides flexible and smooth access to information.

Feature –

• Easy to implement and manage all the documents.
• Increased Productivity by accessing document from anywhere by login into system.
• Eliminates Human Error.
• Reduces costs of storing physical documents.
• Improves Vendor Relationships.
• Increased Security.
• Maintain Regulatory Compliance.
• Reduces the risk of damage and loss.

Visitors and Gate Management

Any Industry or Office where more number of people visits often, would definitely require a security person at the entrance to keep track of visitor’s details. Not only the people but when it comes to an industry there will be frequent vehicle movement in and out of the premises. Hence it is mandatory and a safe process to monitor the materials being bought/delivered from the company. To handle this efficiently the company uses software tools for each and every entry.

While ERP is a Software package having different modules integrated together, this security system is handled by the Gate module. The security people are given access to this module to make automated entries capturing the complete details. Since manufacturing industries deal with many purchases and deliveries, we could find more frequent vehicles passing by. Those details are also captured in Whiz synergy Gate Management module.

Feature –

• It provides you enhanced security, any visitor cannot enter the company without giving their details and getting a visitor pass.
• All vehicles moving in/out of the premises are properly checked at the gate and made an entry against the details of the products.
• Since the entries are made in software which has all inbuilt templates and autofill options, it helps in fast entry, also eliminating human error.
• The data is stored in cloud software. It is easy for you to have a safe record and easy retrieval of data when in need.
• The module is integrated with all other departments. This makes easier access to the supervisors in cross checking any deliveries or purchase made..

Barcode Scanning

It is believed that warehouse management is one of the critical issues in data synchronization. To minimize your time loss, when you have to continually switch between the keyboard, mouse, and scanner each time with different items, barcode scanning can be used.

Warehouse workers use barcode scanners on items available in the warehouse data folder to work on warehouse operations. Using a scanner, you can record an item’s all available information present in its internal storage and create inventories out of the chosen item.

By using Whiz Synergy Barcode scanning one can pick, pack and ship goods, receive shipment in warehouse, perform cycle counts, move inventory, scrap waste, retrieve and update detailed part information.

Feature –

• Minimized cost of workforce allocation and administrative tasks.
• Enhanced visibility of the inventory
• Maximized accuracy
• Improved customer experience

Accounts and Finance

Get a real time view of your cash flow. Full-fledged accounting module covering every aspect of book keeping.

Accounting and Finance are the core areas of an organisation. Finance management software module interacts with the other functional modules to collect the financial data for the general ledger and other financial statements of the company. Whiz Synergy ERP software finance module streamlines the core finance operations and capture new opportunities. This Module integrates key financial and accounting processes, thus making it easier to maintain financial data. The Module helps to maintain all important ledger accounts and effective in handling cash and asset management. Caters all the financial management needs with no data entry.

Feature –

• Profit Tracking
• Ledger Management
• Accounts Payable
• Accounts Receivable
• Fixed Asset Management
• Risk Management
• Reporting
• Multi-Currency Management Tax Management

Project Management

“If you fail to plan you are planning to fail,” these words are relevant to project managers, who are often faced with challenges such as tight timelines, communication disconnect, environment and goal-related dynamics, burgeoning costs, and operational opaqueness. No wonder most organizations are realizing the importance of adopting an intelligent project management solution that automates the project management cycle while at the same time keeping a tab on related costs.

Whiz Synergy’s Project management is the most effective and intelligent solution available to address the requirements related to effective project management and drive operational excellence. The application offers the knowledge, skills, tools, and techniques required to manage and account projects in order to meet or exceed stakeholder expectations

Feature –

• Track any Type of Project
• Commercial cycle- linking from quote creation through Work order completion and billing.
• System allow for a complete historical record of the project to be maintained.
• Assign Labour & Resources easily · Supports multi-level task assignments with financial effect for detail tracking.
• Project Cost Activity- Quickly analyze costs and profitability of any activity and other equipment with up-to-date financial activity against a project including standard vs. actual costs, projected and actual profit margin, AP/AR, and labor usage with drill down capability for details.
• Project cloning- Project cloning of existing projects saves time and reduces errors when setting up like projects.