ER

Y O U R G R O W T H

O U R G O A L

P
Bcorp
B

E N T E R P R I S E R E S O U R C E P L A N N I N G

S Y S T E M
 1 INTRODUCTION
4 MAIN FEATURES
18 CONTACT US
CONTENTS
TABLE OF
INTRODUCTION

WHAT IS ERP?
ERP is an end-to-end business solution that helps you to manage all your business
information in one application and use it to not only manage operations but also
enables you to take informed decisions well in time to remain ahead of your
competition.

WHAT CAN ERP DO?

Streamlining healthcare processes

and procedures
Providing highly secure remote
access to patients' databases
Reducing running cotes in order to
increase profitability
Improving patient-care and powering
to survive in competition with other
healthcare services providers
Utilizing effectual search facilities
Taking benefits of simple,
concentrated backup options.
Manage Payroll
 BEFORE ERP
MONOLITHIC PROCESSSES

IN THE SPOTLIGHT
ERP is a modern tool that
"ONE OF THE MOST
IMPORTANT AREAS IN covers not only accounting but
ENHANCING THE VALUE
ADDED TO CLIENTS IS also all other business
DESIGNING THE functions, on an integrated
PRESENTATION OF
INFORMATION SO THAT IT platform. It has many benefits
CAN BE READILY
ASSIMILATED AND over both traditional
INTERNALIZED AS
KNOWLEDGE." accounting as well as ERP

-Kurt Sandino Balean applications.

 AFTER ERP
STREAMLINED PROCESSES

IN THE SPOTLIGHT
The real-time information
A SUITABLE ERP SOLUTION
PROVIDES TRANSPARENCY provided by ERP systems
ACROSS ALL
DEPARTMENTS, WHICH increases flexibility to scale up
MEANS CONSISTENCY AND business operations for high-
COHERENCE IN ALL
BUSINESS OPERATIONS. demand periods and scale
- down in non-peak periods,
making it easier to plan and
ensuring the business is
running as lean as possible.
MAIN FEATURES
 PATIENT
MODULE

MODULE DESCRIPTION
The Patient document holds most details that are required to identify and qualify a
patient. You can enter as much information available while creating the Patient. All
information in the patient document is presented on the Consultation screen for
easy lookup and you can always update this information. Other data like
observations, vital signs etc. are not part of the Patient document. These could be
recorded during patient encounters and will be available as part of the Patient
Medical Record.
 BUYING AND
INVENTORY
MODULE DESCRIPTION
If your business involves physical goods, buying is one of your core business
activity. Your suppliers are as important as your customers and they must be
provided with as much accurate information as possible.
Buying in right amounts, in right quantities, can affect your cash flow and
profitability.

ERP contains a set of transactions that will make your buying process as efficient
and seamless as possible.

Automatically raise Material

Requests
Purchase Orders to Suppliers
Record Purchase Receipts
Track inventory levels per
Warehouse and make required
corrections on manual inspection
Use Batches and Serial Numbers
Get stock valuation
Use automated inventory accounting
 VITAL SIGN

MODULE DESCRIPTION
Allows you to record Vital Signs of Patients and manage this information as part of
the Patient's health record. You can create a new document and record Vital Signs
of a Patient from most of the Healthcare documents
 CONSULTATION

MODULE DESCRIPTION
Allows you to record patient interaction with your physician this module includes
(Assessment , Prescription, Medical Coding)

Encounter Impression section allows you to select (or create new) Complaints and
your assessment based on the presented complaints. You can opt to include the
captured data in Consultation

You can prescribe medicines in the Drug Prescription section by selecting the drug
codes (Stock Item) and appropriate dosages. If you are not managing Stock and
Items are not configured, you can simply enter the Medicine name and strength in
the Strength field which will printed.
 LAB TEST &
COLLECTION

MODULE DESCRIPTION
Healthcare allows you to manage a clinical laboratory efficiently by allowing you to
enter Lab Tests and print or email test results, manage samples collected, create
Invoice etc. Healthcare comes pre-packed with some sample tests, you can
reconfigure Lab Test Templates for each Test and its result format or crate new
ones.
In many Laboratories, approval of Lab Tests is a must before printing and
submitting the document Healthcare allows you to create Users with Role "Lab
Test Approver" for this. You will also have to enable this in
 MEDICAL RECORD

MODULE DESCRIPTION
The maintenance of complete and accurate medical records is a requirement of
healthcare providers and is critical in rendering effective, high quality care. This
Module allows you to draw up the treatment history of a Patient anytime by merely
selecting the Patient. "Medical Record" button is available in various screens so
that you can easily switch to the Medical Record page to view the patient history.

Medical Record automatically keeps track of all Consultations, recorded Vital Signs,
Lab Investigations etc. Complaints, Diagnosis etc. captured as part of consultation
are easily viewable but to look at the details of other documents, links are
provided.
 BILLING AND
PAYMENTS

MODULE DESCRIPTION
A Sales Invoice is a bill that you send to your customers, against which the
customer processes the payment. Sales Invoice is an accounting transaction. On
submission of Sales Invoice, the system updates the receivable and books income
against a Customer Account.

For retail operations, the delivery of goods, accrual of sale and payment all
happens in one event, that is usually called the “Point of Sale” (POS).

Purchase Invoice is the exact opposite of your Sales Invoice. It is the bill that your
Supplier sends you for products or services delivered. Here you accrue expenses to
your Supplier. Making a Purchase Invoice is very similar to making a Purchase
Order.

Payment can be made against following transactions.

   Sales Invoice.
   Purchase Invoice.
   Sales Order (Advance Payment)
   Purchase Order (Advance Payment)

NOTABLE
CAPABILITY

Bill your customers and record

Supplier's Invoices.
Manage pre and post payments,
track pending ones and provide
Credit Notes
Use different currencies, manage
recurring invoices, and restrict
approval based on amount.
 PROJECTS

MODULE DESCRIPTION
ERP helps you manage your Projects by breaking them into Tasks and allocating
them to different people.

Purchasing and selling can also be tracked against Projects and this can help the
company keep tabs on its budget, delivery and profitability for a Project.

Projects can be used to manage internal projects, manufacturing jobs or service

jobs. For service jobs, Time Sheets can also be created that can be used to bill
Customers if billing is done on a Time & Money basis.

NOTABLE
CAPABILITY

Define and allocate Tasks for

Projects and make Time Log entries
for work done against Tasks.
Track orders, invoices and inventory
against Projects, and bill your
Customers using Time Logs.
 HUMAN RESOURCE

MODULE DESCRIPTION
The Human Resources (HR) Module covers the processes linked to managing a
team of co-workers. Most important feature here is processing the payroll by using
Process Payroll to generate Salary Slips. Most countries have complex tax rules
stating which expenses the company can make on behalf of the Employees. There
are a set of rules for the company to deduct taxes and social security from
employee payroll. ERP allows to accommodate all types of taxes and their
calculation.

It also maintains a complete employee database including contact information,

salary details, attendance, performance evaluation, and appraisal records.

NOTABLE
CAPABILITY

Track Attendence, allocate leaves to

Employees, and manage Leave
Applications
Record and approve Expense Claims
from Employees.
Generate monthly Payroll and
integrate it with Accounting.
Generate monthly Payroll and
integrate it with Accounting.
 HELP DESK

MODULE DESCRIPTION
Great customer support and maintenance is at the heart of any successful small
business. ERP gives you the tools to track all incoming requests and issues from
your customers so that you can respond quickly. Your database of incoming queries
will also help you track where the biggest opportunities are for improvements.

In this module, you can track incoming queries from your email using Support
Ticket. You can keep track on Customer Issues raised by Customers on specific
Serial No and respond to them based on their warranty and other information. You
can also make Maintenance Schedules for Serial Nos and keep a record of all
Maintenance Visits made to your Customers.

NOTABLE
CAPABILITY

Capture Issues reported by your

Customers, communicate via Email,
assign it to your team and track its
status.
 REPORTING

MODULE DESCRIPTION
Report Builder is an in-built report customization tool in ERPNext. This allows you
to define specific fields of the form which shall be added in the report. Also you
can set required filters, sorting and give preferred name to report.

Query Report is written in SQL which pull values from account's database and
fetch in the report. Though SQL queries can be written from front end, like HTML,
its restricted in hosted users. Because it will allow users with no access to specific
report to query data directly from the database.

Check Purchase Order Item to be Received report in Stock module for example of
Query report.

Script Reports are written in Python and stored on server side. These are complex
reports which involves logic and calculation. Since these reports are written on
server side, customizing it from hosted account is not possible.

Check Financial Analytics report in Accounts module for example of Script Report.

View reports like

Balance Sheet
Profit and Loss
Sales and Purchase Register
Project Gantt Chart
Item-wise Purchase History
Customer Acquisition and Loyalty
Create your own reports using the
Report engine or by writing custom
database query.
EST. 2017

BUENDIA-
BALEAN
BUSINESS
CONSULTING
CORPORATION
END TO END BUSINESS
SOLUTIONS

bbcorporationph@gmail.com

09955135473
02-9199051