SERA ERP

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Accounting

A ledger account used to record financial transactions for tracking assets, liabilities, income, and expenses.
A method for distributing expenses or income across multiple cost centers for accurate financial reporting.
A promotional tool for offering discounts or special pricing to customers during campaigns or product launches.
A tracking unit for monitoring income and expenses for specific departments, projects, or business units.
A record of financial institutions where your company holds accounts for tracking banking relationships.
A record for managing company bank accounts for transactions, reconciliation, and reporting.
A record of fund movements in company bank accounts for tracking payments and reconciliation.
A financial planning tool for setting and monitoring spending limits across accounts, projects, or cost centers.
A business entity with its own chart of accounts, financial statements, and operational settings.
A defined accounting period that sets the timeframe for financial reporting and budgeting activities.
A configuration tool that defines tax rates and rules for items for automated calculations.
An accounting tool for recording financial transactions with automatic balancing of debits and credits.
A tool for defining payment methods like cash, bank transfer, or credit card for financial reporting.
A record for tracking payments received, payments made, or internal fund transfers.
A tool for defining payment conditions and schedules for customers or suppliers.
An end-of-day reconciliation tool for balancing cash, card payments, and sales totals.
A shift-start tool for recording initial cash balances to establish accountability.
A configuration hub for Point of Sale settings including payment methods, users, and pricing.
A system for applying automatic discounts or price adjustments based on specific conditions.
A tool for creating special offers, discounts, and pricing rules for specific products or customers.
A document for recording supplier bills that updates accounts payable and inventory values.
A reusable system for automatically applying taxes and charges on purchase transactions.
A billing document issued to customers for goods or services that serves as a payment request.
A system for automatically applying taxes and charges on sales transactions.
A framework for determining shipping charges based on order value, weight, or destination.
A system for determining which tax rules apply based on location, customer, or product.
A framework that automatically determines which tax template to apply based on conditions.

Assets

A system to track physical assets throughout their lifecycle, from purchase through depreciation to disposal.
A tool for tracking asset transfers between locations, employees, departments, or companies.
A system for defining physical places where assets, inventory, and operations are managed.

Buying

A document sent to suppliers to request products or services with specified terms.
A record that updates inventory when items arrive from suppliers, with quality inspection.
A document sent to suppliers asking for pricing and terms for specific items.
A vendor profile for storing contact details, payment terms, and transaction history.
A system for categorizing suppliers to facilitate reporting and procurement analysis.
A price offer from a vendor in response to a request for quotation (RFQ).

CRM

A reusable template for quickly generating standardized contracts with consistent language and terms.
A document for managing formal agreements with customers, suppliers, or partners including terms and validity periods.
An integration feature for linking systems and enabling data sharing between companies or branches.
A record of buyers of your goods or services that centralizes their sales, balances, and interaction data.
A system for capturing potential customers and tracking their progress through the sales funnel.
A sales tool for tracking potential deals from contact to closure with value forecasting.

HR

A feature for tracking employee presence, absences, and work hours for payroll processing and workforce management.
A tool for assigning salary structures to multiple employees at once for consistent payroll setup.
A classification system for employees that standardizes compensation and benefits based on level or seniority.
A feature for organizing employees into logical teams or project groups for simplified management.
A tool for tracking workforce skills and competencies to support training needs and project assignments.
A calendar of official holidays for attendance tracking, payroll calculations, and leave management.
A tool for scheduling interviews and tracking feedback and ratings to streamline recruitment.
A candidate management tool for tracking applications and monitoring applicants during recruitment.
A system for creating and tracking employment offers with salary details and joining dates.
A tool for defining and tracking open positions from posting through the hiring process.
A system for assigning and tracking employee leave entitlements and balances.
A feature for requesting time off with approval workflows and balance verification.
A tool for defining leave categories with specific rules for accrual, carry-forward, and approvals.
A tool that allocates employees to specific work shifts for defined periods.
A record that defines workplaces where employees are stationed during shifts.
A configuration for defining work shift schedules with start and end times.
A record that documents employee performance in training programs with scores and status.
A tool for organizing employee learning sessions with attendance tracking and assignments.
An evaluation system for collecting participant assessments of training events.
A curriculum definition for employee skill development with learning objectives.
A time-tracking feature for recording employee entry and exit times via manual or automated methods.
A centralized record of a worker that combines HR, payroll, and personal information in one profile.

Manufacturing

A tool for managing long-term agreements with multiple releases against a single contract.
A production document that details what to manufacture and tracks progress.

Newsletter

An email marketing tool for creating and sending campaigns with engagement tracking.

Others

A representation of physical locations or offices for organizing operations and employees by location.
A record for vehicles with registration, insurance, and maintenance history.
A tool that lets managers allocate shifts and tasks to multiple employees.

Payroll

A tool that automates salary calculations and generates salary slips for multiple employees.
A document that provides a breakdown of employee earnings, deductions, and net pay.
A template that defines the components and formulas for calculating employee compensation.

Projects

A tool for tracking costs assigned to project activities to monitor budgets and calculate profitability.
A system for automating approval processes related to employee actions like leave requests and expense claims.
A system for tracking significant events in business processes for automated notifications and analysis.
A tool for planning, organizing, and tracking tasks, resources, timelines, and costs.
A work assignment for tracking activities within projects with assigned users and deadlines.

Quality

A tool for documenting and tracking corrective or preventive actions to address quality issues.
A system for defining measurable objectives with regular monitoring to drive continuous improvement.
A system for documenting standardized processes with ownership and hierarchical organization.

Selling

A feature that groups multiple items to be sold together as a single unit.
A sales document that provides price offers to customers with items, rates, and terms.
A document that confirms a customer's purchase request with item and delivery details.
A record for tracking external sales agents or resellers with commission calculation.
A profile for internal sales team members with target setting and performance tracking.

Stock

A classification system for organizing assets with standard depreciation rules and accounting treatments.
A master record for products or services with specifications, pricing, and inventory controls.
A classification system for organizing products and services into categories for better management.
A system for managing selling and buying prices across currencies, customer groups, and time periods.
A requisition tool for initiating material procurement, transfers, or production.
A feature for managing multiple pricing structures for different customers, suppliers, or regions.
A system for tracking items with unique IDs for warranty and lifecycle traceability.
A tool for recording material transfers, manufacturing, and stock adjustments.
A tool for correcting inventory discrepancies to match physical stock counts.

Supply Chain Management

A document for recording goods deliveries that updates inventory and serves as proof of delivery.
A system for managing groups of items produced together for traceability and quality control.
A representation of functional areas or divisions for organizing employees, tracking costs, and managing approvals.
A logistics tool for planning and tracking multiple deliveries with optimized routes and vehicle assignments.

Support

A support management tool for tracking and resolving tickets or complaints with SLA monitoring.
A planning tool for scheduling preventive maintenance activities with automated visit tracking.
A tool for recording maintenance activities and feedback during service visits.
A framework for defining and tracking response and resolution deadlines for support.
A record for tracking product complaints and warranty service requests.