ERPNext

Simplifying Business

ERPNext is a highly customizable business management software for growth-oriented

small and medium size businesses.
ERPNext provides businesses a central point for overall and detailed insights and control
over their entire business. Being an all-in-one business management tool, we expect
ERPNext to be the last tool businesses need even as they grow. The main supported
verticals include Service providers, Retailers, Wholesalers, Suppliers, and Manufacturers.
Being a responsive web based application, ERPNext runs perfectly on laptops, tablets, and
smartphones.

Image 1 Home screen.

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Local Customers That Love What We Do

1. Food on the go
2. Plus Santiago Enterprises
3. Kaddoura Construction
4. Livelihoods Impact Zambia
5. AMG Steel Manufacturers
6. OTK Manufacturing and Trading
7. Rainbow Medical and more

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Features
Retail Point of Sale

Image 2 POS screen with a furniture store configuration.

The touch-friendly Point of Sale interface is linked to billing, payments and Inventory.
Manage, Cash / Bank Account, Taxes, and Terms and Conditions individually for each
location. POS feature also works offline and syncs when you have internet.
Your stores at multiple locations will run cohesively with ERPNext. You can manage your
operations remotely, communicate between different branches and analyze real-time reports
across all branches.

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Invoicing, Purchasing & Accounting

Image 3 Monthly Profit and Loss report.

● Create sharp and professional invoices, manage recurring billings, and easily track
payments in no time, wherever you are.
● Control supplier invoices and get a clear forecast of your future bills to pay.
● Know the financial status of your business at any point and see how you're fairing on
a monthly quarterly or annual basis.

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Customer Relations and Selling

Image 4 Monthly Profit and Loss report.

Track Opportunities, prepare Quotations, and record Orders and Shipments. Communicate with
Customers via email, or send newsletters. Distribute commission to a Sales Partner or among
your Sales Team. Apply Pricing and Discounts based on rules. Record Warranty Claims and
their resolution.
● From quotes to sales orders – Convert quotations into sales orders with a single
click, or let the customer sign off on it with a simple electronic signature.
● CRM – Automate activities based on your sales scripts: calls, meetings, mails and
quotations. Get all information you need, right on the opportunity: page viewed,
mails received, etc.
Know exactly how you perform compared to your monthly targets. Organize your work
based on your scheduled next actions.

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HRM & Payroll

All businesses regardless of size must have employees. Managing employee data and
payment related information can be a pleasure rather than pain if done right. ERPNext
provides a full Human Resource Management module with the following core features:
● Payroll with ZRA and NAPSA Compliance
● Payroll with Loans, Leave, Expense Claim and Attendance consideration
● HRM including all processes involved from hiring and appraisal, to firing.

No more bulky folders, manage all employee information from one system even when you are
away from the office.

Purchasing and Stock Control

Image 5 purchasing invoice.

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Automatically raise Material Requests, send Purchase Orders to Suppliers, and record
Purchase Receipts. Track inventory levels per Warehouse and make required corrections on
manual inspection. Get stock valuation, and use automated inventory accounting.

Image 6 stock control.

Integrated website
1. Orders made on your website will be automatically recorded in your accounting module
2. You can create invoices, receipts and track delivery
3. Stock will be automatically deducted
4. You can configure online payments

Customer support

Capture Issues reported by your Customers, communicate via Email, assign it to your team
and track its status. Your customer can also see the status of their ticket as it goes through the
resolution process.

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Solved issues can be added to your Knowledge Base so that they can serve as basis for
resolving related issues in future.

And More
In-built email communication with your team and customers, and more features are
available including:
● Projects management,
● Fleet management,
● Asset Management and Maintenance,
● Knowledge base library

Proenterprise Limited
Provides ERPNext hosting, customization, and full time support to enable and improve
business critical operations. If interested reach out to us from the contacts below.

Contacts
Phone:+260962275448

Physical: Plot 4933 Makishi Rd, Rhodes Park, Lusaka.

Email: info@innovativedynamicsltd.com

Social: https://www.facebook.com/Innovativedynamics