Steps ERP - Enterprise Resource Planning

Welcome to Steps ERP by WEBNS Technology Ltd, a universal Enterprise Resource Planning solution for companies, who are seeking the stair to success. In today's fast-paced business world, efficiency, versatility, and innovation are vital for achieving success. Steps ERP is a comprehensive solution crafted to address the diverse requirements of companies across various industries and of all sizes. Our adaptable platform empowers you to streamline operations, boost productivity, and foster growth, irrespective of your company's scope or focus. For Large Enterprises: Seamlessly navigate intricate operations with our advanced tools tailored for inventory management, financial planning, and supply chain optimization. Steps ERP provides robust analytics and reporting functionalities, equipping you with the insights necessary to make strategic decisions and maintain a competitive advantage globally.

For Mid-Sized Businesses: Attain enhanced efficiency and scalability through our customizable modules. Steps ERP assists in optimizing resource allocation, enhancing customer relationships, and sustaining a flexible, agile operation ready to swiftly respond to market changes and growth opportunities.

For Small Companies: Simplify your processes and concentrate on business growth priorities. Steps ERP delivers intuitive, user-friendly solutions for handling day-to-day tasks, covering areas such as sales, accounting, and human resources, enabling smooth and efficient operations without unnecessary complexity.

For Specialized Industries: Regardless of your sector, whether it be manufacturing, retail, healthcare, or any other industry, Steps ERP offers tailored functionalities to meet your specific industry demands. Our flexible platform ensures you have the necessary tools and features to excel in your distinct business landscape.

At WEBNS Technology Ltd., we understand that each company is unique. Steps ERP is designed to grow and evolve with your business, providing the flexibility to expand and adapt as your needs progress. Join the numerous businesses that rely on Steps ERP to revolutionize their operations, bolster their performance, and accomplish their strategic objectives.

 

Usability of Steps ERP (Enterprise Resource Planning)

At WEBNS Technology Ltd., we believe that powerful enterprise resource planning (ERP) software should also be easy to use. Steps ERP is designed with a focus on usability, ensuring that businesses of all sizes and industries can seamlessly integrate and navigate our platform. Here’s how Steps ERP excels in usability:

1. Intuitive User Interface: Steps ERP features a clean, intuitive user interface that is easy to navigate. Users can quickly find the tools and information they need without getting bogged down by unnecessary complexity. The design minimizes the learning curve, enabling employees to become proficient with minimal training.

2. Customizable Dashboards: Users can personalize their dashboards to display the information most relevant to their roles. Customizable widgets and real-time data updates provide quick access to critical metrics, enhancing productivity and decision-making.

3. Streamlined Workflows: Steps ERP simplifies workflows by automating routine tasks and integrating seamlessly with existing processes. This streamlined workflow reduces manual effort and errors, allowing users to focus on higher-value activities.

4. Role-Based Access: Our platform provides role-based access controls, ensuring that users see only the information and tools pertinent to their responsibilities. This targeted approach enhances security and ensures a clutter-free experience for each user.

5. Comprehensive Training and Support: WEBNS Technology Ltd. offers extensive training resources, including tutorials, webinars, and documentation, to help users get the most out of Steps ERP. Additionally, our dedicated support team is always ready to assist with any questions or issues.

6. Mobile Accessibility: Steps ERP is accessible on mobile devices, allowing users to manage operations and access critical information On the Go. This flexibility ensures that business doesn’t stop when you’re away from your desk.

7. Integration Capabilities: Steps ERP integrates seamlessly with other software and tools, providing a unified platform for managing all aspects of your business. This interoperability ensures that data flows smoothly across systems, reducing the need for manual data entry and minimizing errors.

8. Real-Time Analytics: Our platform provides real-time analytics and reporting, giving users immediate access to up-to-date information. This capability enhances decision-making and allows for proactive management of business operations.

9. Scalability: As your business grows, Steps ERP grows with you. The platform is designed to scale effortlessly, accommodating increasing data volumes and expanding user bases without compromising performance or usability.

10. Feedback-Driven Improvements: We continually improve Steps ERP based on user feedback. Regular updates and new features are implemented to address user needs and enhance the overall experience.

11. Easy Data Migration: Steps ERP offers tools and support to ensure smooth data migration from your existing systems. This makes the transition to our platform seamless and minimizes downtime during the implementation phase.

12. User-Friendly Reporting Tools: Our platform includes user-friendly reporting tools that allow users to generate detailed reports with ease. These tools are designed for users of all technical levels, ensuring that everyone can create and understand comprehensive reports.

13. Robust Search Functionality: Steps ERP features powerful search functionality that enables users to find specific information quickly. Whether you need to locate a particular transaction, customer record, or inventory item, our search tools save you time and effort.

14. Collaboration Features: Steps ERP includes built-in collaboration features, such as shared calendars, task management, and communication tools. These features facilitate teamwork and ensure that everyone stays on the same page.

15. Onboarding and Implementation Assistance: Our team provides hands-on assistance during the onboarding and implementation process. We work closely with your team to ensure that Steps ERP is configured to meet your specific needs and that all users are comfortable with the new system.

16. Regular Software Updates: We release regular software updates to ensure that Steps ERP stays current with the latest technology trends and security protocols. These updates are designed to enhance functionality and user experience without disrupting your operations.

17. Multi-Language Support: Steps ERP supports multiple languages, making it accessible to a diverse user base. This feature is particularly beneficial for companies with international operations or a multilingual workforce.

18. Accessibility Features: Steps ERP includes accessibility features that ensure users with disabilities can effectively use the platform. This commitment to inclusivity ensures that all employees can benefit from our ERP system.

19. Flexible Deployment Options: Steps ERP offers flexible deployment options, including cloud-based, on-premises, and hybrid models. This flexibility allows you to choose the deployment method that best fits your business needs and IT infrastructure.

20. Efficient Customer Support: Our customer support team is readily available to assist with any questions or technical issues. We provide multiple support channels, including phone, email, and live chat, ensuring that help is always within reach.

Steps ERP is more than just an ERP system; it’s a user-friendly tool designed to make your business operations smoother, more efficient, and more productive. Experience the difference that usability makes with Steps ERP.

 

Features of Steps ERP (Enterprise Resource Planning)

Introducing the robust suite of features within Steps ERP, designed to streamline operations, enhance efficiency, and drive growth across diverse business functions. From human resources management to financial oversight, supply chain optimization, and beyond, each module offers a comprehensive set of tools tailored to meet the unique needs of modern enterprises.

1. Steps HRMS (Human Resources Management System):

• Employee Database Management: Maintain comprehensive employee records including personal details, employment history, certifications, and performance evaluations.

• Payroll Processing: Automate calculation of salaries, taxes, deductions, and bonuses, ensuring accuracy and compliance with labor regulations.

• Recruitment and Onboarding: Streamline hiring processes, from job posting to candidate selection and onboarding, including background checks and document management.

• Performance Management: Set objectives, conduct performance appraisals, and facilitate feedback sessions to enhance employee productivity and engagement.

• Training and Development: Plan, assign, and track employee training programs, certifications, and skill development initiatives.

• Time and Attendance Tracking: Monitor employee attendance, manage leave requests, and track working hours for accurate payroll processing.

• Employee Self-Service Portal: Allow employees to update personal information, view payslips, request time off, and access HR documents.

• Compliance Management: Ensure compliance with labor laws, regulations, and company policies through automated alerts, reminders, and documentation.

• Reporting and Analytics: Generate HR reports and analytics on key metrics such as employee turnover, training effectiveness, and workforce demographics.

 

2. Steps AFS (Accounting & Financial System):

• General Ledger Management: Maintain a centralized ledger of financial transactions, posting entries, and generating trial balances.

• Accounts Payable/Receivable: Manage vendor invoices, track payments, and handle customer invoices, receipts, and collections.

• Budgeting and Forecasting: Create budgets, forecast financial performance, and compare actuals vs. budgets for variance analysis.

• Financial Reporting: Generate standard and customized financial statements such as balance sheets, income statements, and cash flow statements.

• Tax Management: Calculate taxes, generate tax forms, and ensure compliance with local, state, and federal tax regulations.

• Expense Management: Track business expenses, reimbursements, and approvals, ensuring adherence to budgetary constraints.

• Asset Management: Track fixed assets, including acquisition, depreciation, maintenance, and disposal, to optimize asset utilization.

• Cash Flow Management: Monitor cash inflows and outflows, manage bank accounts, and forecast cash requirements for liquidity management.

• Bank Reconciliation: Match bank transactions with internal records to identify discrepancies and ensure accuracy in financial reporting.

• Audit Trails and Compliance: Maintain audit trails of financial transactions and implement internal controls to ensure compliance with regulations.

 

3. Steps SCM (Supply Chain & Material Management System):

• Procurement Management: Streamline procurement processes, from requisition to purchase order creation and supplier management.

• Inventory Control: Monitor stock levels, track inventory movements, and optimize inventory turnover to prevent stock outs and excess inventory.

• Warehouse Management: Optimize warehouse operations, including - receiving, storage, picking, packing, and shipping to improve efficiency.

• Demand Planning: Forecast customer demand, optimize inventory levels, and synchronize supply with demand to minimize stockouts and overstocking.

• Supplier Relationship Management: Manage supplier information, performance, contracts, and negotiations to ensure quality and reliability.

• Order Fulfillment: Process customer orders accurately and efficiently, from order capture to delivery, to enhance customer satisfaction.

• Logistics and Distribution: Optimize transportation routes, manage carriers, track shipments, and ensure timely delivery of goods to customers.

• Supply Chain Analytics: Analyze supply chain data to identify trends, risks, and opportunities for cost savings and performance improvement.

• Quality Management: Implement quality control measures throughout the supply chain to ensure product quality and compliance with standards.

• Risk Management: Identify, assess, and mitigate risks in the supply chain, such as supplier disruptions, price volatility, and geopolitical factors.

 

4. Steps IMS (Inventory Management System):

• Stock Level Monitoring: Track inventory levels in real-time and set automated alerts for reordering when a stock falls below a predefined threshold.

• Inventory Valuation: Calculate the value of inventory using various methods such as FIFO, LIFO, or weighted average to maintain accurate financial records.

• Order Fulfillment: Streamline order processing, picking, packing, and shipping to ensure timely delivery and improve customer satisfaction.

• Batch and Serial Number Tracking: Trace inventory items by batch or serial numbers to facilitate recalls, warranty claims, and regulatory compliance.

• Stock Transfers: Transfer inventory between locations or warehouses seamlessly to optimize stock levels and distribution.

• Cycle Counting: Conduct regular cycle counts to maintain inventory accuracy, identify discrepancies, and prevent inventory shrinkage.

• Reorder Point Management: Set reorder points based on demand forecasts and lead times to replenish inventory at the right time and avoid stockouts.

• Inventory Optimization: Analyze demand patterns, supplier performance, and inventory costs to optimize stock levels and reduce carrying costs.

• Shelf Life Management: Manage perishable inventory by tracking expiration dates and implementing first-in-first-out (FIFO) or first-expiry-first-out (FEFO) principles.

• Inventory Reporting and Analysis: Generate reports on inventory levels, turnover rates, stockouts, and other key metrics to support decision-making and planning.

 

5. Steps PPMS (Production Process Management System):

• Production Planning and Scheduling: Plan production activities, allocate resources, and create schedules to meet production targets efficiently.

• Bill of Materials (BOM) Management: Create and manage BOMs for accurate materials planning, cost estimation, and production scheduling.

• Work Order Management: Generate, track, and manage work orders for production tasks, allocate resources, and monitor progress for timely completion.

• Quality Control: Implement quality checks, conduct inspections, and ensure compliance with quality standards to maintain product integrity and customer satisfaction.

• Equipment Maintenance: Schedule and track equipment maintenance to minimize downtime, optimize asset performance, and extend asset life.

• Resource Allocation: Assign manpower, machines, and materials to production tasks based on availability, skill sets, and production requirements.

• Production Tracking: Monitor production progress in real-time, track labor and machine utilization, and identify bottlenecks for continuous process improvement.

• Manufacturing Analytics: Analyze production data to identify trends, inefficiencies, and opportunities for productivity enhancement and cost reduction.

• Lean Manufacturing Practices: Implement lean principles to eliminate waste, improve efficiency, and maximize value for customers.

 

6. Steps SDM (Sales & Distribution Management System):

• Sales Order Processing: Manage sales orders, track order status, and streamline order fulfillment processes to improve customer satisfaction.

• Pricing and Discount Management: Set pricing rules, discounts, and promotions to optimize sales revenue and profitability.

• Customer Relationship Management (CRM): Maintain a centralized database of customer information, interactions, and purchase history to enhance customer relationships.

• Lead and Opportunity Management: Capture, track, and convert leads into opportunities, and nurture customer relationships to drive sales growth.

• Marketing Campaigns: Plan, execute, and track marketing campaigns to generate leads, nurture prospects, and increase brand awareness.

• Sales Performance Analytics: Analyze sales data, track KPIs, and identify trends to make informed sales decisions and strategies.

• Order Fulfillment: Process customer orders accurately and efficiently, from order capture to delivery, to enhance customer satisfaction.

• Distribution Planning: Optimize transportation routes, manage carriers, track shipments, and ensure timely delivery of goods to customers.

• Returns and Refunds Management: Handle returns, exchanges, and refunds efficiently, ensuring compliance with return policies and customer satisfaction.

• Sales Reporting: Generate sales reports, analyze sales trends, and track performance metrics to make data-driven business decisions.

 

7. Steps DIS (Depot Integration System):

• Depot Operations Management: Oversee depot operations, including inventory management, order processing, and dispatch, for efficient depot management.

• Stock Transfers and Inventory Control: Transfer stock between depots, track inventory movements, and maintain accurate stock levels across all locations.

• Order Processing and Dispatch: Process customer orders, pick, pack, and dispatch products from depots to ensure on-time delivery.

• Depot Performance Reporting: Generate reports on depot performance metrics to monitor and optimize depot operations.

• Integration with Central ERP System: Seamlessly integrate depot operations with the central ERP system for real-time data synchronization and visibility.

• Financial Management for Depots: Manage financial activities specific to each depot, including revenue tracking, expense management, and profit analysis.

• Depot-specific Analytics: Analyze depot-specific data such as sales, inventory levels, and operational metrics to identify opportunities for improvement.

• Depot Inventory Optimization: Optimize depot inventory levels and replenishment processes to minimize stockouts, reduce carrying costs, and improve customer service.

• Warehouse Management: Optimize warehouse layout, storage, and picking processes to maximize efficiency and productivity.

 

8. Steps CRM (Customer Relationship Management System):

• Lead and Opportunity Management: Capture, track, and manage leads and opportunities to maximize conversion rates and sales effectiveness.

• Customer Interaction Tracking: Record and track all customer interactions to maintain a complete customer history and improve customer service.

• Sales Pipeline Management: Visualize and manage the sales pipeline to track sales stages and forecast revenue accurately.

• Customer Support Ticketing: Manage customer inquiries, complaints, and service requests, and provide timely support for enhanced customer satisfaction.

• Marketing Campaigns: Plan, execute, and track marketing campaigns to generate leads, nurture prospects, and drive sales growth.

• Customer Feedback and Surveys: Collect, analyze, and act on customer feedback and survey responses to improve products, services, and customer experience.

• Customer Segmentation: Segment customers based on demographics, behavior, or preferences to deliver targeted marketing messages and personalized offers.

• Loyalty Programs: Implement loyalty programs to reward repeat purchases, encourage customer retention, and foster brand loyalty.

• Social Media Integration: Monitor and engage with customers on social media platforms to build relationships and increase brand visibility.

• CRM Analytics and Reporting: Analyze CRM data to gain insights into customer behavior, preferences, and trends, and identify opportunities for sales and marketing optimization.

 

9. Steps FAMS (Fixed Asset Management System):

• Asset Lifecycle Management: Manage the entire lifecycle of fixed assets, from acquisition to disposal, to maximize asset value and optimize asset utilization.

• Depreciation Calculation: Automatically calculate depreciation expenses using various methods to comply with accounting standards and tax regulations.

• Asset Maintenance Scheduling: Schedule and track maintenance activities to prevent breakdowns, extend asset life, and ensure safety and compliance.

• Asset Tracking and Tagging: Assign unique identifiers to assets, track asset locations, and maintain accurate records to prevent loss or theft and ensure regulatory compliance.

• Disposal Management: Plan and manage asset disposal processes, record disposal transactions accurately, and calculate gains or losses.

• Asset Valuation Reporting: Generate reports on asset valuation, depreciation, and impairment for insights into asset performance and financial health.

• Asset Audits and Compliance: Conduct regular audits to verify asset existence, condition, and location, and ensure compliance with regulatory requirements.

• Asset Insurance Management: Manage insurance policies for fixed assets, including coverage, premiums, claims, and renewals, to protect against loss or damage.

• Lease Management: Track leased assets, manage lease agreements, and calculate lease payments, ensuring compliance with lease terms and accounting standards.

• Mobile Asset Management: Access asset information, perform asset inspections, and update asset records remotely using mobile devices for increased efficiency and flexibility.

 

10. Steps FMS (Fund Management System):

• Fund Allocation and Budgeting: Allocate funds to projects, programs, or departments, create budgets, and track fund utilization to ensure effective resource allocation.

• Grant Management: Manage grant applications, track fund disbursements, and ensure compliance with grant requirements and regulations.

• Financial Reporting for Funds: Generate financial reports specific to funds, grants, or donor contributions, providing stakeholders with visibility into fund performance and impact.

• Donor Relationship Management: Manage relationships with donors, track contributions, and cultivate donor engagement to secure funding and support for organizational initiatives.

• Compliance and Audit Trails: Ensure compliance with regulatory requirements, maintain detailed audit trails, and facilitate audits to demonstrate accountability and transparency.

• Investment Management: Manage investments, analyze investment performance, and make informed investment decisions to maximize returns and achieve financial goals.

• Fundraising Management: Plan and execute fundraising campaigns, track donations, and manage donor communications to support fundraising initiatives.

• Fund Performance Analytics: Analyze fund performance metrics such as ROI, profitability, and efficiency to evaluate fund effectiveness and make data-driven decisions.

• Non-Profit Accounting: Apply accounting principles specific to non-profit organizations, such as fund accounting and restricted funds management, to ensure financial transparency and accountability.

• Impact Assessment and Reporting: Measure and report on the impact of funded projects or programs, demonstrating the value and effectiveness of fund allocation and utilization.

 

11. Steps VMS (Vehicle Management System):

• Fleet Management: Manage vehicle fleets, and track vehicle usage, maintenance schedules, and costs to optimize fleet operations and reduce expenses.

• Vehicle Maintenance: Schedule and track routine maintenance tasks, manage repairs, and ensure compliance with safety regulations to minimize downtime.

• Fuel Management: Monitor fuel consumption, track fuel expenses, and analyze fuel efficiency to reduce fuel costs and improve fleet performance.

• Driver Management: Manage driver information, monitor driver performance, and ensure compliance with driving regulations and company policies.

• Route Optimization: Plan and optimize vehicle routes, improve delivery efficiency, and reduce transportation costs for better logistics management.

• Vehicle Tracking: Monitor vehicle location, status, and performance in real-time to enhance security, safety, and fleet visibility.

• Compliance and Safety Management: Ensure compliance with vehicle regulations, safety standards, and maintenance requirements to mitigate risks and liabilities.

• Asset Utilization Monitoring: Track vehicle utilization rates, idle times, and downtime to identify opportunities for efficiency improvement and cost reduction.

• Vehicle Inspections and Compliance: Conduct regular vehicle inspections, maintain inspection records, and ensure compliance with regulatory requirements and industry standards.

• VMS Analytics and Reporting: Analyze vehicle data, performance metrics, and operational costs to optimize fleet management strategies and decision-making.

 

12. Steps POS (Point Of Sale):

• Sales Transactions: Process sales transactions quickly and efficiently, accept various payment methods, and generate receipts for customers.

• Inventory Management: Automatically update inventory levels in real-time as sales are made, track stock levels and trigger reorder alerts.

• Customer Management: Capture customer information at the point of sale, maintain customer profiles, and use purchase history for personalized marketing.

• Sales Reporting: Generate sales reports, analyze sales trends, and track performance metrics to make data-driven business decisions.

• Multi-Store Support: Manage multiple store locations from a centralized POS system, ensuring consistency in pricing, promotions, and inventory management.

• Payment Processing: Accept various payment methods including cash, credit/debit cards, mobile payments, and digital wallets for customer convenience.

• Loyalty Programs: Implement loyalty programs to reward repeat purchases, encourage customer retention, and foster brand loyalty.

• Promotions and Discounts: Set up promotional offers, discounts, and coupons to drive sales and attract customers.

• POS Hardware Integration: Integrate POS software with compatible hardware such as barcode scanners, receipt printers, and cash drawers for seamless operation.

• POS Analytics and Insights: Analyze POS data to gain insights into sales performance, customer behavior, and product preferences, enabling informed business decisions.

 

13. Steps Diary (Daily Record Book):

• Appointment Scheduling: Schedule appointments, meetings, and events, set reminders, and manage calendars for efficient time management.

• Task Management: Create tasks, assign responsibilities, set deadlines, and track task progress to ensure completion on time.

• Document Management: Upload, organize, and share documents, files, and notes securely for easy access and collaboration.

• Communication Tools: Communicate with team members through integrated messaging, email, and notifications for seamless collaboration.

• Mobile Accessibility: Access the diary from mobile devices, allowing users to stay organized and productive while on the go.

• Collaboration Features: Share calendars, tasks, and documents with team members, facilitate collaboration, and improve productivity.

• Reminders and Notifications: Set reminders for appointments, tasks, and deadlines, and receive notifications for upcoming events or overdue tasks.

• Time Tracking: Record time spent on tasks and projects, track billable hours, and generate timesheets for accurate invoicing and payroll.

• Calendar Integration: Sync diary events with external calendars such as Google Calendar or Outlook for seamless coordination and scheduling.

• Reporting and Analytics: Analyze diary data to identify productivity trends, optimize schedules, and improve time management practices.

 

14. Steps iTouch:

• Employee Self-Service: Empower employees to access and update their personal information, view payslips, request time off, and access HR documents.

• Manager Self-Service: Enable managers to approve time-off requests, manage team schedules, and access employee performance data for effective team management.

• Mobile Accessibility: Provide access to HR and payroll services on mobile devices, allowing employees and managers to perform tasks anytime, anywhere.

• Secure Authentication: Implement secure authentication methods, such as biometric authentication or two-factor authentication, to protect sensitive employee data.

• Customizable Interface: Customize the iTouch interface to align with company branding and tailor features to meet specific HR and payroll needs.

• Leave Management: Streamline the process of requesting and approving leaves, track leave balances, and automate accrual calculations.

• Timesheet Management: Allow employees to submit timesheets electronically, track hours worked, and streamline payroll processing.

• Performance Management: Facilitate performance reviews, set goals, track progress, and provide feedback to drive employee development.

• Training and Development: Provide access to training resources, track training completion, and manage certifications to support employee growth.

• HR Analytics and Insights: Analyze HR data to identify trends, track key metrics such as turnover rates and employee engagement, and make data-driven decisions.

• Compliance Management: Ensure compliance with HR laws and regulations, maintain accurate records, and generate reports for audits and inspections.

• Employee Benefits Administration: Manage employee benefits such as health insurance, retirement plans, and flexible spending accounts, and facilitate enrollment and changes.

• Employee Engagement: Foster a positive work environment, gather employee feedback, and implement initiatives to improve employee satisfaction and retention.

• Succession Planning: Identify high-potential employees, assess skills and competencies, and develop succession plans to fill critical roles within the organization.

• HR Helpdesk: Provide a centralized platform for employees to seek HR assistance, submit inquiries, and track the status of requests for timely resolution.

Each feature within Steps ERP is meticulously crafted to address the complex needs of modern businesses, empowering organizations to achieve operational excellence, drive strategic decision-making, and unlock new avenues for growth and innovation.

 

Modules of Steps ERP (Enterprise Resource Planning)

Steps ERP is a versatile and comprehensive enterprise resource planning solution designed to meet the diverse needs of businesses across various industries. Our platform offers a range of specialized modules that work together seamlessly to streamline operations, enhance productivity, and drive growth. Here’s an overview of the key modules of Steps ERP:

1. Human Resources Management System(Steps HRMS):

• Employee Records Management

• Payroll Processing

• Recruitment and Onboarding

• Performance Management

• Training and Development

• Time and Attendance Tracking

• Employee Separation Process

2. Accounting & Financial System (Steps AFS):

• General Ledger

• Accounts Payable and Receivable

• Budgeting and Forecasting

• Financial Reporting

• Tax Management

• Expense Tracking

3. Supply Chain & Material Management System (Steps SCM):

• Procurement Management

• Supplier Relationship Management

• Work Order Management

• Logistics and Transportation

• Demand Planning

• Warehouse Management

• Inventory Replenishment

4. Inventory Management System (Steps IMS):

• Stock Level Monitoring

• Inventory Valuation

• Batch and Serial Number Tracking

• Order Fulfillment

• Stock Transfers

• Cycle Counting

5. Production Process Management System (Steps PPMS):

• Production Planning and Scheduling

• Bill of Materials (BOM) Management

• Quality Control & Assurance

• Production Tracking

• Finish Goods Stock Management

• Production Yield Calculation.

• Production Reconciliation.

• Batch Wise Product Costing

6. Sales & Distribution Management System (Steps SDM):

• Product Profile Management 

• Pricing and Discount Management

• Customer Profile Management

• Sales Order Processing 

• Sales Performance Analytics

• Distribution Planning

• Returns and Refunds Management

 

7. Depot Integration System (Steps DIS):

• Depot Operations Management

• Stock Transfers and Inventory Control

• Order Processing and Dispatch

• Depot Performance Reporting

• Integration with Central ERP System

• Depot-specific Financial Management

8. Customer Relationship Management System (Steps CRM):

• Lead and Opportunity Management

• Customer Interaction Tracking

• Sales Pipeline Management

• Customer Support Ticketing

• Marketing Campaigns

• Customer Feedback and Surveys

9. Fixed Asset Management System (Steps FAM):

• Asset Lifecycle Management

• Depreciation Calculation

• Asset Maintenance Scheduling

• Asset Tracking and Tagging

• Disposal Management

• Asset Valuation Reporting

10. Employee Fund Management System (Steps FMS):

• Voucher Generation for Each Transaction.

• Auto Voucher from Integrated HR Module

• Ledger with Transactions Detail for Each Beneficiary

• Auto Profit Distribution to Beneficiary Based on Product and Number of Years of Employment

• Centralized Accounts for Multiple Cost Centers/Company 

• Financial Reporting for Funds

• Compliance and Audit Trails

11. Vehicle Management System(Steps VMS):

• Vehicle Profile Management

• Vehicle Maintenance Scheduling

• Driver Profile Management

• Online Vehicle Requisition/Demand

• Vehicle Assignment Against Requisition/Demand

• Fuel Consumption Tracking

• Route Planning and Optimization

• Vehicle Utilization & Expense Summary Reporting

12. Point Of Sale (Steps POS):

• Sales Transaction Processing

• Inventory Integration

• Customer Loyalty Programs

• Payment Processing

• Sales Reporting and Analytics

• Multi-store Management

13. Steps Diary:

• Daily Task Management

• Appointment Scheduling

• Meeting and Event Management

• Notes and Reminders

• Collaboration Tools

• Personal and Team Calendars

14. Steps iTouch:

• Mobile Access to ERP System

• Real-time Data Synchronization

• Mobile Sales and Service Management

• Inventory Lookup and Order Processing

• Field Service Management

• Mobile Reporting and Analytics

Each module in Steps ERP by WEBNS Technology Ltd. is designed to integrate seamlessly with the others, providing a unified platform that covers all aspects of your business operations. This comprehensive approach ensures that you have the tools you need to manage your business effectively and efficiently, regardless of your industry or size.

 

Who can Use Steps ERP (Enterprise Resource Planning)?

Steps ERP is designed to cater to a wide range of businesses across various industries, regardless of their size or scale of operations. Here's a breakdown of the types of organizations that can benefit from implementing Steps ERP:

 

 

1. Large Enterprises: Established corporations and multinational companies can leverage Steps ERP to streamline complex business processes, enhance operational efficiency, and drive strategic decision-making across multiple departments and locations.

2. Mid-sized Businesses: Medium-sized businesses seeking to scale their operations and improve competitiveness can benefit from the comprehensive features of Steps ERP to optimize workflows, manage resources effectively, and adapt to evolving market dynamics.

3. Small Businesses: Small businesses and startups can utilize Steps ERP to automate routine tasks, centralize data management, and establish scalable business processes, enabling them to focus on growth and innovation without being burdened by administrative overhead.

4. Manufacturing Companies: Manufacturers across various sectors, including automotive, electronics, food and beverage, pharmaceuticals, and more, can optimize production processes, manage inventory efficiently, and ensure quality control with Steps ERP's specialized manufacturing modules.

5. Retailers: Retail businesses, whether brick-and-mortar stores or e-commerce platforms, can streamline sales operations, manage inventory effectively, and enhance customer engagement with Steps ERP's point of sale (POS) and sales and distribution management modules.

6. Service Providers: Service-oriented businesses such as consulting firms, IT companies, healthcare providers, and professional services firms can leverage Steps ERP to manage projects, track billable hours, and deliver exceptional customer service with the help of CRM and project management functionalities.

7. Non-Profit Organizations: Non-profits and NGOs can utilize Steps ERP to manage donor relationships, track fund allocations, and ensure transparency and accountability in financial management and reporting with specialized fund management and CRM features.

8. Educational Institutions: Schools, colleges, and universities can streamline administrative processes, manage student records, and optimize resource allocation with Steps ERP's education-specific modules, including HRMS, finance, and student information systems.

9. Government Agencies: Government organizations at local, regional, or national levels can enhance operational efficiency, ensure compliance with regulations, and improve service delivery to citizens with tailored solutions for public sector management within Steps ERP.

10. Healthcare Providers: Hospitals, clinics, and healthcare facilities can improve patient care, optimize resource allocation, and ensure regulatory compliance with specialized healthcare modules within Steps ERP, including patient management, electronic health records (EHR), and medical billing functionalities.

11. Construction Companies: Construction firms can streamline project management, track costs, manage subcontractors, and ensure compliance with safety regulations using Steps ERP's project management and procurement modules. Additionally, features such as equipment maintenance and resource allocation help optimize construction operations.

12. Hospitality Industry: Hotels, resorts, restaurants, and other hospitality businesses can improve guest experiences, optimize inventory management, and streamline operations with Steps ERP's hospitality-specific modules. Features like reservation management, housekeeping scheduling, and guest relationship management enhance efficiency and customer satisfaction.

13. Transportation and Logistics Providers: Logistics companies, freight forwarders, and transportation providers can optimize route planning, track shipments, and manage fleet operations with Steps ERP's logistics and vehicle management modules. Features such as route optimization, fuel management, and driver scheduling improve operational efficiency and reduce costs.

14. Financial Institutions: Banks, credit unions, and financial services firms can ensure regulatory compliance, manage customer relationships, and enhance risk management with Steps ERP's finance and CRM modules. Features like loan management, customer onboarding, and compliance tracking help financial institutions streamline operations and improve service delivery.

15. Real Estate Agencies: Real estate agencies and property management firms can streamline property listings, manage client relationships, and track sales transactions with Steps ERP's real estate-specific modules. Features such as property management, client portals, and marketing automation enhance efficiency and support growth in the real estate sector.

16. Legal Firms: Law firms and legal departments within organizations can manage cases, track billable hours, and streamline client communications with Steps ERP's legal practice management modules. Features like case management, time tracking, and document management improve productivity and client service delivery.

17. Energy and Utility Companies: Energy providers, utility companies, and renewable energy firms can optimize resource allocation, track energy consumption, and ensure regulatory compliance with Steps ERP's energy management modules. Features such as meter reading, billing management, and regulatory reporting support efficient operations in the energy sector.

18. Technology Companies: Software companies, IT service providers, and technology startups can manage projects, track development cycles, and streamline customer support with Steps ERP's technology-specific modules. Features like project planning, issue tracking, and service desk management improve productivity and customer satisfaction in the technology industry.

19. Manufacturing Outsourcers: Companies that outsource manufacturing processes can manage supplier relationships, track production schedules, and ensure quality control with Steps ERP's supplier management and quality management modules. Features such as supplier scorecards, audit trails, and quality inspections support efficient outsourcing operations.

20. Agricultural Enterprises: Farms, agribusinesses, and agricultural cooperatives can manage crop production, track inventory, and optimize supply chain operations with Steps ERP's agriculture-specific modules. Features like crop planning, harvest tracking, and inventory forecasting support sustainable agriculture practices and improve farm productivity.

In summary, Steps ERP is designed to cater to the diverse needs of businesses and organizations across industries and sectors, providing a comprehensive suite of tools and functionalities to drive efficiency, productivity, and growth.

 

Customer Support for Steps ERP (Enterprise Resource Planning)

At WEBNS Technology Ltd, we understand that implementing and utilizing complex software can present challenges, which is why we offer comprehensive assistance to ensure your success. Our dedicated team of experts is available via email, phone, and live chat to provide timely and personalized support whenever you need it. Additionally, our extensive knowledge base offers self-service resources including tutorials, user guides, and troubleshooting articles, empowering you to find answers at your own pace. For new users, our training and onboarding sessions provide a smooth transition, equipping you with the knowledge and skills to maximize your use of Steps ERP. We are committed to continuous improvement, regularly updating and maintaining the platform to ensure you have access to the latest features and enhancements. At Steps ERP, your success is our priority, and our support services are here to help you every step of the way. Dedicated Support Team: Steps ERP offers a dedicated support team comprising knowledgeable professionals who are available to assist users with any inquiries or issues they may encounter. Whether it's technical assistance, troubleshooting, or guidance on using specific features, the support team is there to help.

1. Multi-channel Support: Users can access support through various channels, including email, phone, and live chat. This ensures that users can reach out for assistance using their preferred communication method, making it convenient for them to get the help they need.

2. Knowledge Base and Documentation: Steps ERP provides a comprehensive knowledge base and documentation resources to empower users with self-service support options. Users can access tutorials, user guides, FAQs, and troubleshooting articles to find answers to common questions and learn how to use the platform effectively.

3. Training and Onboarding: Training and onboarding sessions are available for new users or organizations implementing Steps ERP for the first time. These sessions are conducted by experienced trainers who guide users through the platform's features, functionalities, and best practices to ensure a smooth transition and maximize user adoption.

4. Regular Updates and Maintenance: Steps ERP continuously evolves and improves based on user feedback and technological advancements. Regular updates and maintenance ensure that users have access to the latest features, security enhancements, and performance optimizations, delivering a seamless user experience.

5. Community Forums and User Groups: Steps ERP fosters a sense of community among users by providing forums and user groups where they can connect with peers, share experiences, exchange tips and tricks, and collaborate on solving challenges. This peer-to-peer support network allows users to learn from each other and benefit from collective knowledge and expertise.

6. Customized Support Plans: Depending on the specific needs and requirements of organizations, Steps ERP offers customized support plans tailored to individual preferences and budgets. These plans may include additional services such as dedicated account managers, priority support, and personalized training sessions to meet the unique needs of each organization.

Overall, Steps ERP is committed to providing comprehensive support services to ensure that users receive the assistance they need to maximize the value of the platform and achieve their business objectives effectively.