Deploying a Business application

ERP for Vijay Infra Limited

Vijay Infra Limited(VIL) is a leading supplier of Infrastructure materials and goods for Construction insdustry. To simplify the process and automate the systems they are planning to implement a ERP package for daily activities.

SugarCRM, Vtiger and Dollibar were considered for choosing the best suitable package.

SugarCRM is very basic ERP package mainly focused on CRM. Invoice related modules were not completely in line with VIL's requirement. Although, we have an option to create new modules as per our requirements, it is time consuming. Even we cannot maintain cash and bank transactions in this package.

Vtiger is full fledged ERP package which can meet the requirements of VIL. But we cannot simply choose the modules which we need. Even in this software we cannot maintain Cash and Bank related transactions. 

Dollibar is the ideal solution for our VIL requirements. It can cater to wide area of organizational activities  through its various modules. As per requirement and convenience, we can choose to activate only the modules which we want to implement. We have a finance module to maintain and reconcile Cash and Bank transactions.

Further a number of addons are available at Dollistore marketplace at a very reasonable price. We can create external user ids for Suppliers and customers with appropriate privileges for carrying out regular transactions. Taxing related queries can be handled as it can accommodate TIN, VAT in regular transactions.

Hence Dollibar has been chosen and configured as per VIL requirements as mentioned below.

• Organization details were updated in the Company details module
• Logo has been updated with VILs logo
• Only the required modules were made active in the setup section
• Numbering format of invoices, orders and shipments were also defined in the set up section
• External user IDs were created for suppliers customers with appropriate privilages
• Current, Saving accounts and Cash accounts were created for the organization
• Stock receive & dispatch criteria was controlled in the stock module of the package

Various users are created with different access rights. Find the details of the users below. Password for all user id's is pass.

Superadmin - Main admin  - admin

Chairman - Complete admin access - vijay.gupta

Product Manager - Product related additions/modifications - rajeev.kumar

Warehouse Manager - Manages stock and shipments - nitin.kumar

Purchasing department - Supplier orders - sandeep.katakol

Sales department - Customer orders - rakesh01

Account department - Invoice, accounts and finance(Bank, cash)  - sudeep.naik

User maintenance - Managing all third party users - shubam.singh

Raghu traders - Supplier side sales executive - narendra.gupta

Shri Ram Enterprises - Customer side buyer - rajesh.shukla

The configured application can be accessed here.