BUSINESS AUTOMATION

AUTOMATE WITH PRE DEFINED RULES AND STAY AHEAD OF MARKET

TEZ ERP® is a complete business automation software. It allows you to define rules as per the hierarchy of the organization and accelerate work by routing information to the right person at the right time.

It aims to make the business processes more cost efficient, streamlined, error-proof and transparent. By automating the business process in place, companies save time and ensure best practices are implemented to improve overall efficiency.

With TEZ ERP®, business communication with clients is centralized through an automated communication system. Through automation, tasks are constantly progressing and can be completed more efficiently.

Features of TEZ ERP® Business Automation:

  1. Saves Time: Automation helps to reduce the labor time in sending out email alerts for Invoices and Payment Follow-ups. It saves time of the staff to complete their daily tasks. This helps them to concentrate on more important and higher priorities.
  2. Reduces Error: A large percentage of document processing mistakes are really user-generated errors. These arise when manually inputting data and can be as simple as inverted numbers or an unforeseen typo. With automation in place for managing documentation, it eliminates typing mistakes.
  3. Improved Organization: When you start a new project in terms of sales, purchase, received, delivered, invoiced; the entire process is captured at the point of first data entry and each process progresses with the click of a button without having to input the details all over again. Well, that’s as simple as it can get.

Here are 5 tasks that TEZ ERP® has automated and made it easy to handle:

  1. Gateway: Connect your accounting system to Payment Gateway. Your payment gateway link can be included with transaction alerts and reminders. Customers can use this link to make payments using their debit or credit cards, netbanking or wallets and the system will automatically create receipts on successful payment.
  2. Receivables: Our software sends automatic alerts to customers before due-date of bills, bills overdue, You could send multiple SMS and Email alerts to customers and executive before and after the due date of invoices. For Ex. you could configure the system to send 1st alert 5 days before the due date, 2nd alert 3 days before the due date, 3rd alert 1 day before the due date and daily or weekly alerts after bills become due. You could also send additional alerts to the executive and branch-manager who is responsible for the transaction.
  3. Post-dated cheques: If your business handles PDCs, reminding customers before cheque date becomes important. Defining rules for PDSc in hand can ease your pain of reminders. You could configure the software to send Email alert to customer 3 days before cheque date of PDC, and an SMS alert to the customer 2 days before the cheque date. You could also send an Email and SMS alerts to agent/executive so he can speak to the client if required and send an Email alert to the branch manager or accountant so he/she knows about the cheques to be deposited.
  4. Transaction: Configure the system to automatically send SMS/Email Alerts to customers and vendors when orders, proforma invoice, sales invoice, receipts or payment vouchers are entered. This eliminates the need to download PDFs and sending Email manually.
  5. MIS alerts: Configure the system to send MIS to get for daily sales and collection of each branch. Additionally branch managers and executives could receive alerts for their sales and collections. You could also enable transaction alerts for management, branch managers or executives for corresponding orders, invoices and receipts.
  6. Inventory: Get alerts for stock below re-order levels, and other transactions as per pre-defined rules.
  7. Orders: Create purchase orders, sales orders, delivery challans and proforma invoices. All documents are linked to the integrated invoicing system of TEZ ERP®. It makes it easy to generate invoices on a single click.

REAL-TIME CLIENT BASED EXPERIENCE:

The owner of a startup usually wears multiple hats as a business owner. One of our clients started his venture with a bootstrap budget. One additional manpower means doubling up as a Business Development Executive and an Accountant. Routine menial tasks would take up most of his time whereas he had to focus on important and bigger priorities which in turn would help the business to grow. Help came in the form of TEZ ERP® business solutions software. It became so much easier when his routine tasks were automated. He could now focus on his key priorities. With automated Alerts of TEZ ERP®, he could now send automated Email/SMS to the customers for collection of payments thus keeping the cash-flow of the Company healthy. Did you know that TEZ ERP® also has a Lead Management tool? Find out more here.

TEZ ERP®

e-Business suite for SME

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