Soft.e Works - Workflow Management

Workflow is a set of repetitive processes & activities
Accomplished from initiation to completion
Like transfer of tasks, information or documents

Soft.e Works – Workflow based Software

Perform and monitor defined sequence of tasks as – Workflows;
Proactively acquire, develop, engineer & execute your business
GST Ready Billing ensures that you stay with the time. Always

Showing all 9 results

  • Marketing

    All Business Development Data like Customer, Enquiry, Price-Lists, Packages, etc. and it’s related data in the system for easy access and analyzing market drifts.

    • Customer (Current & Prospective)
      • Branch info (like GSTIN) & addresses
      • Bank account details
      • Receivable Balance & Transactions
      • Order status
    • Price-lists
      • Multiple, various type
      • Tax & GST Consideration
    • Package (Mixed Supply)
    • Enquiry & Quotation based on:
      • Standard Price-list
      • In-house Design (BoM)
      • Completely or Partially Outsourced Vendor quotes
    • Order (Work-order)
      • Items & Deliveries
      • Terms & conditions
      • Taxes, etc.
  • Sales: GST Billing, Receivable & Dispatch

    Sales Invoicing, Dispatch and Receivable Adjustments causing automatic accounts and inventory updates

    • GST Invoice
      • Item wise Taxes
      • HSN Code wise GST detail
      • Terms and Conditions
    • Receipt
      • HSN Code wise GST
      • Invoice, Advance, Financial Transaction & Dr/ Cr Note Adjustment
    • Auto Accounts Update
      • Auto creation of Journal entries
      • Auto calculation of GST Amounts
    • Delivery Challan
    • Auto Inventory Update from invoice
      • Auto update Stock Item Balances
    • Standard Reports
      • Statement of Customer Accounts
      • Receivable with Aging
    • Advance
      • Item wise GST
      • GSTR1 Updates
    • Dr/Cr note
      • Item wise GST
      • GSTR1 Updates
    • GST Updates
      • GSTR 1, 1B, 3, 3B, 4
  • Work Order Management (WOM)

    Planning of an Order through Processes and Tasks using Teams and resources and execution updating Order /Work Status

    • Project based Production Planning of an Order
      • Divide order into Projects, Tasks and Sub-Tasks
      • Auto Divide projects on items, deliveries or any combination
      • Time & Cost Estimation
      • Multiple Versions & Variations
      • Risks & Mitigations Check-lists
      • To – Do lists
    • Order (Project)-execution planning
      • Team & Resource reservation
      • Efficiency & Dependency based Critical Path evaluation
      • Slack consideration
      • Gantt Chart
    • Daily Project-Report (DPR)
      • Auto Order Work-status update
      • Updates of Time & Cost
      • Item wise Order (Project) status tracking
      • Milestone updates
    • Slippages Monitoring & Control
      • Advance Alerts & Notifications
      • Severity level escalation
      • Completion forecast
    • QC Planning & execution consideration
      • In House, Client or third party
    • Reports
      • Bill of Material
      • Project Plan
      • Project Status Report
  • Accounting

    All Accounts are maintained and Vouchers, Financial transactions, Dr/ Cr Notes, Advances etc., are passed here. It is the accounting core of the system

    • Financial Account Structure (4 level)
    • Automatic creation of Business Transactions
      • Batch-wise Updating
    • Dr/ Cr Note
    • Recurring Entry
    • Voucher
      • Payment
      • Journal
      • Receipt
    • Landed-cost-price finalization

     

    • Cost Revaluation on Purchase transactions of stock-items
    • Book of Accounts(BoA): Multiple Company;
    • Final Accounts: Branch/BoA/Company Wise
      • General Journal
      • General Ledger
      • Trial Balance
      • Profit & Loss Account
      • Balance Sheet – Month End Closing – Annual Closing
    • Transactional Bank/Cash details of Receipt/Payment
  • Inventory Control

    Item structure, Item Details and Transactions with transactional inventory valuation of all  items such as goods in stock, property assets, etc. of a business

    • Store Item
      • Specifications
        • Parameters and value
      • Balance (Company & Branch level)
      • Reorder level & Auto-indent
      • UoM Conversion
      • Price Types
        • With specific taxes
      • Cost revaluation details
        • Estimated Costs
      • Bin Mapping
      • Substitute items
        • Alternative names
    • Store Item Categorization
      • Item Type
      • Item Category
      • Item Sub Category
    • Batch control
      • Purchase
      • Production
    • Auto Accounts Update for item transactions
    • Standard Reports
      • Item Balance
      • Item Movement
      • Physical Inventory reconciliation
      • Valued Inventory Report
  • Design (BoM)

    Product Design is Item Product planning through Bills of Material (BoM) with Production Processes, Overall cost and time estimations

    • Bill of Material (BoM) – Process-wise
      • Multi-level BoM
      • Composite BoM
      • Cost & Time estimation
        • Process-wise
        • Composite
    • BoM
      • Multiple Versions & variations
      • Alternative items with Costing revisions
    • Critical path
      • Multiple Versions & variations
  • Vendor, Purchase & Payable

    All Procurement Data like Vendors, Enquiry, Quotations, Purchase Invoicing, and Payable Adjustments, etc. causing automatic accounts and inventory updates

    • Vendor
      • Branch info (like GSTIN) & addresses
      • Bank account details
      • Receivable Balance & Transactions
    • Purchase Order
      • Approval
      • Status
      • Items & Deliveries
      • Terms & conditions
    • Purchase Requisition
      • Automatic and user created
    • Enquiry & Quotation
      • with comparison
    • Vendor Invoice
      • Item wise Taxes
      • HSN Code wise GST detail
      • Terms and Conditions
    • Advance
      • Item wise GST
      • GSTR2 Updates
    • Dr/Cr note
      • Item wise GST
      • GSTR2 Updates
    • Payment
      • HSN Code wise GST
      • Invoice, Advance, Financial Transaction & Dr/ Cr Note Adjustment
    • Automatic Adjustments
      • Auto creation of Journal entries
      • Auto calculation of GST return amounts
    • Auto Accounts/ Inventory Update
    • Standard Reports
      • Statement of Vendor Account
      • Payable with Aging
    • GST updates
      • GSTR 2, 2B, 3, 3B, 4
  • Quality Control

    All models of Standardized QC like Checklists, Parameterized with single or multiple parameters and tolerance can be maintained and executed

    • Test Plan and Execution
      • Observation
      • Checklist
      • Parameter (Single or Multiple)
      • Customized
    • BoM/ Process Based QC Task planning & execution

     

    • Item Based Test Plan
      • Production
      • Purchase
      • Packaging & Dispatch
    • Dr/ Cr Note (Draft For Purchase)
    • Customized Test Reports & Certificates
  • Base

    Admin module is the control center of our system, it holds the database of all the Software User(s), controls the organization structures and all the common features

    • Security
      • Login ID & Password
      • Profile-based access to information
      • Login-control, based on: Device, Time or number of attempts
    • Post-based Organisation-structure
    • Shift & Weekly schedule
    • Team-leader based Team
    • Taxes
      • GST
      • Other like VAT

     

    • Calendar
      • Demarking Company-holidays: Date-based, National, Regional etc
      • Reminders
      • Workflow initiation
    • Common reference Data
      • Address related data, like: Country, State, City, Locality etc
      • Bank / Branch
      • UoM
      • Parameters