Vision BOS is a complete and Generalized Business Operating Solution for all type of Businessmen, small and medium Entrepreneurs, Retailers and Wholesalers. Software is in last phase of Development , will be launched April with VAT compliance.

The main features of this solution are

• Helps to take proactive decisions with the help of features like alerts and reminders, comparative analysis of current and past data, workflows and reports.

• Easy access of information – Anytime Anywhere.

• Improves efficiency by elimination effort duplication.

• Accounts are integrated with each module which eliminates errors which may occur from manual entries.

• User friendly.

• Main focus on enterprise – for an fully integrated organization which enables business process automation and information flow.

• The modular design allows businesses to choose only those modules and sub modules which are required and the other modules can be activated as and when required.

• It’s a fully generalized, multi-login system for stand-alone PC’s the extensibility of being capable of working on the network as a future enhancement.

• This solution is not for a specific type of business organization but it is a effort to give a generalized and best solution for the easy and cost-effective automation of many enterprises.

Its unique customized Item – Class – Category Configuration utility gives the user 100% flexibility to configure or define the items, its classes or its categories as and when needed and in a very easy and according to user need. This system is a multi-user system hence any enterprise can use it for automating its system. We have considered all the aspects related to these industries and have done a sincere effort to cover all of them to provide maximum benefits to the user with unimaginable easiness and user friendly with the scope of extensibility for the future enhancements and next versions. We have considered all the aspects related to this specific area of business and have given the best comprehensive and integrated solution.

SYSTEM MODULES

According to the need and the general conceptions followed by the enterprises we have divided our system into following modules.

• Configuration
• Purchase Management
• Inventory Management
• Sales Management
• Employee Management ( Payroll )
• Customer Service Management
• Accounts

Configuration

This is the heart of the system, without configuring the submodules which falls in this module, the system will not perform to its best. This module takes all the necessary information, which is needed for the system to start. This is the setup of the system. This module is so flexible that it only needs the very basic information to be configured first and the other configurations can be done as and when the need arises. Although this module seems to be a centralized one but actually it is being decentralized by distributing the various submodules in there relevant modules.

The system records all the policies. These policies are used by administration for tracking decisions on various aspects. The administration also manages the year ending in which the database of the current working year is backed up and new database for the new working year is created. Also, the transactions tables are purged. An organization may deals in the goods of various different companies, so their will be different database for each of these companies and access to these will be provided by the security policy configured by the administration.

The submodules which collectively makes up this configuration module are :

• Company Configuration
• Security Configuration
• Item Configuration
• Resource Configuration
• Vendor Configuration
• Customer Configuration
• Credit Terms Configuration
• Schemes Configuration
• Employee Configuration
• Maintenance Contracts Configuration
• Accounting Policies Configuration

Company Configuration This module includes defining the companies for which the operations and transactions will be done. It is possible that a particular enterprise is doing business by more than one company. So he can manage the data according to these companies and can keep it company specific.

Security Configuration It includes creating users and allocating rights to them. These rights will be then used when a user will try to do operations on the interface and will be given access to the authorized part of the system only. This module deals with the authenticity aspect of the system.

Item Configuration This module is divided into three parts. Item Classification, Item Information and Items Components Configuration.

Item Classification is to configure the Classes and categories of items. These items will be company specific. These can be defined up to any level of hierarchy, means user can first define a company, then its type of product, then its actual product. Management have the full authority to define the items in whichever way it wants. The only restriction is that the operational entity should be on the lowest level. This configuration can be based on any of the following or their combination or in any other way:

• Customer Taste
• Customer Perception
• Current Trends
• Fashion
• Cost Wise
• Company Classification
• Others

Apart from this Item Classification management has to also configure Items Information, which includes Unit Of Measurements (UOM) for all of these items. This UOM will play imperative role in all the transactions made for these items. The basic quantity for each UOM has to be mentioned. This all information will include the item rate, batches information, MRP, taxes applicable, expiry etc. each and every minute information about that item has to be clearly stated which will be very vital throughout the execution of the system.

Items can also contain sub items or components. Items Component Configuration relates to this. Management has to configure the information related to these components such as what quantity of component is needed for One Item. Whether the components is sale able or not and all the other relevant information of the components.

Resource Configuration Every enterprise which is involved in the sales or purchase business for any item, needs to have a warehouse or the storage location where it can store these goods to fulfill the future needs. This storage location or the warehouse is considered as the resource here. A company should be able to retrieve the information that at which resource how much stock of any particular item is available. This information plays a significant role in maximizing the profits as it can optimize the transportation costs and the storage costs for the goods.

Vendor Configuration It stores all the information about the vendors of the enterprise. The critical information here is the vendor ratings and the list of items which a particular vendor is providing. This will help in the comparative study and will help at the time of placing orders.

Customer Configuration This configuration is not necessary to do at the starting of the system. This can be done as when the new customers are made and sales is done. The customers can be those people also who have not purchased anything from the enterprise but are willing to avail the services.

Credit Terms Configuration In this module management has to configure the credit terms and conditions for the vendors and customers.

Any organization needs some basic inputs for carrying out its basic operations and some predefined data is needed which may be same for most of these organizations and may be different for each one of them.

Schemes Configuration Management has to configure the schemes for sales and purchase. There can be different types of schemes available and which should be considered at the time of sales and purchases.

Employee Configuration This module deals with the manpower of the organization.

It includes all the basic information which is necessary for employing any person such as designations, departments, pay scale, allowances and deductions. Apart from this management also has to configure the loan policies, leave policies and any other facilities given to the employees.

The main functions of this module includes:

• Defining Departments
• Defining Designations
• Defining Allowances and Deductions
• Defining Leave Policies
• Defining Pay scale
• Defining Loan Policies
• Defining Holidays for the whole year

Maintenance Contracts Configuration It basically relates with the customer service management. All types of the maintenance contracts, comprehensive and non-comprehensive, have to be defined. It includes all the information like the number of visits, duration of the contract, its charges etc which is useful while servicing customers.

Accounting Policies Configuration Creating the accounts for the customers and vendors.

Purchase Management

This module deals with all the purchases made by the enterprise and the purchase returns. Although the system follows the general order of purchasing goods which is being adopted by all the organizations, but any of the steps in between can be omitted. The order of the occurrence may also be not the same everywhere. This module provides the flexibility to the users to adopt these faults of the system and to perform correctly. The vendor configuration module and schemes configuration module is also integrated with this module.

Main functions provided by this module are :

• Generating Purchase Quotation Request
• Receiving Purchase Quotation
• Receiving Purchase Schemes.
• Generating Purchase Order
• Receiving Goods and generating Goods Receipt Note ( GRN )
• Receiving Credit Terms
• Receiving Purchase Invoice
• Making and Receiving Payments
• Receiving Purchase Credit Note
• Generating Purchase Debit Note
• Managing Purchase Returns
• Adjusting Inventory According to Goods received
• Sending Entries to Accounts Module

Inventory Management

This module deals with all the inventory operations. This modules gets affected by Purchase, Sales and Customer Service Management modules. Purchases are added to the inventory whereas purchase returns are reduced from the inventory. All the sales are reduced and sales returns are added to the inventory. Issues and returns and the items consumption in the customer service also affects the inventory. The resource module is integrated with this module. All the inventory is kept at the earlier defined resources as well as new resource can also be configured from here. It maintains inventory if a particular item in four different type which are Saleable, Offer, Sample and Returnable. It manages the information of the items batch wise and all the serial numbers falls under those batches.

Stock Adjustment This is an integrated part of the inventory module and is inseparable. It facilitates the enterprises to maintain and balance the stocks on the various resources and can transfer and adjust it according to the needs.

Various types of stock adjustments that can be performed are:

• Within the Same Resource
• Within Different Resources
• From One Type to Another Type
• From One UOM to Another UOM
• From a Resource to Any Other Location Which is not a Resource
• Adjustment for any Available Combination of Resource – UOM – Type
• Loss Of Stock

Sales Management

This module deals with all the sales done by the enterprise. Along with sales it also handles the sales returns. Here also the system follows the standard order of sales which is followed in the industry but the system is also flexible enough to manage the transactions if any of the steps in between is omitted or the standard order of operation is not followed. This module is integrated with the Customer Configuration, Schemes Configuration, Inventory and Customer Service Management modules. It also affects the Accounts module.

The salient features of this module are:

• Receiving Sales Quotation Requests
• Generating Sales Quotation
• Handling Sales Schemes
• Generating Sales Order
• Generating Challans Or Dispatch Bills
• Defining Credit Terms
• Generating Sales Invoice
• Generating Sales Credit Notes
• Receiving Sales Debit Notes
• Managing Sales Returns
• Making and Receiving Payments
• Adjusting Inventory According to Sales And Sales Returns
• Sending Entries to Accounts Module
• Sending Customer Information to Customer Service Management

Employee Management ( Payroll )

This handles the manpower of the whole enterprise. It is closely related to the employee configuration module. Employee Configuration is to get the preliminary information of the employee but here the regular working and financial and operational transactions of the employees are managed.

The salient features are:

• Calculating Current and Remaining Leaves
• Generating Attendance Sheet
• Allocating Loans
• Handling Loans Installments
• Leaves Encashment
• Handling Allowances And Deductions
• Generating Pay Slip
• Sending Entries to Accounts Module

Customer Service Management

This module handles with the customer services. All the contracts are configured beforehand and a new contract can be defined. It receives information from Sales module as well as employee management. Inventory and Accounts module are affected by this module. These contracts can be allocated to those who have purchased items from us and also to those who just want services.

The salient features are :

• Complaint Registration
• Complaints History
• Defining Maintenance Contracts
• Maintenance Contracts Allocation to Customers
• Work Allocations to Employees
• Handling Services Against Work Allocations
• Handling Pending Complaints
• Managing Returnable and Repairable Items
• Materials Issues and Returns
• Materials Consumptions
• Generating Service Invoices
• Receiving Payments

Accounts

This module is integrated with all the other modules. All the entries are affected in the accounts from different modules directly. This module is used for making entries in different accounting books which has to be maintained by any organization and handling the monetary transactions of the organization.

Utilities

Apart from the normal functionalities this systems provides the user with some additional utilities for the better and efficient management.

They are:

• Reminders and Alerts about Stock Aging and Expiries
• Alerts about items which reached Minimum Stock Level and Reorder Levels.
• Alerts about Pending Invoices, Pending Purchase and Sales Orders, Pending Services
• Extensive and Customized Reporting
• Graphical and easily understandable representation of the current trends of Inventory, Sales and Purchases to analyze and assist in deciding future policies.