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Presentation on theme: "(714) 408-4445 www.ecounterp.com."— Presentation transcript:

1 (714)

2 CONTENT 01. System Overview 02. Feature Highlights 목차를 표지 뒷면에 배치

3 System Overview Why waste your resources on expensive solutions?

4 Efficient change for small and medium-sized businesses
Powerful ERP Functions Ecount ERP priced at $55/Month Provides features required for most small and medium-sized businesses. Inventory, Production, Logistics, Sales, Purchases, Accounting, Funds, Payroll, Costing, Profit, Groupware, Webmail, and more. Features are fully integrated and fully functional in one ERP system. Provides a customizable ERP program that can be configured according to the needs and workflow of your business. Used by a wide range of industries including manufacturing, distribution, services, and more. Total of 200,000 users and growing. Affordable price of $55/month for all ERP features No additional fees incurred for user customizations No additional cost for multiple user IDs Free trial version available for testing purposes Immediate availability of the system after registration Included: Weekly upgrade of current features Included: Regular maintenance and development of new features Sales, Purchases, & Inventory Production, Costing, & Profit Accounting & Payroll Groupware & Webmail (Extra) What is a suitable ERP for a small or medium-sized business? Must be affordable and easy to implement. Must provide features that do not require hiring specialized IT personnel or expensive equipment. Must be able to respond quickly to changes in legislation and business workflows.

5 Scalable & Customizable
Scalable System Standardized and designed for a variety of businesses. Enables users to customize features in accordance to their unique workflow. Will adapt to current needs and those that may arise as your business grows. Allows for immediate response to business expansion and changes in business environment. Work optimization via customizable features Used in a variety of industries Customize report templates and search options in the program. Create your own invoice, purchase order, and sales slip templates for and print. Customize entry menus by adding extra fields or editing existing columns. Manufacturing, distribution, service, non-profit organizations, and more. Features required by many industries are included and easy to use.

6 Web-based vs. On-premise
Web-based ERP Accessible via Internet Low Maintenance 100% Web-based, no need for installation Accessible via Internet anywhere, at any time Access using mobile devices such as iPhone, Galaxy Note, and more Access data anywhere in the world in real-time Data is secured in our servers and not affected by computer problems Additional features and customization are free of charge Ecount provides server storage, security, data backup, and maintenance Ecount develops new features and system upgrades on a weekly basis User ID Authorization Settings Create an unlimited number of user IDs Authorization settings can be configured by user IDs (Read-Only, Enter, All, None) Block access by user ID / IP address / Specific Hours Set authorization for menus, clients, locations, and departments Web-based vs. On-premise On-premise: Only specified users connected through expensive remote servers can access the program; managers cannot check vital data in real-time. Web-based: Access from any network or device with Internet access. Real-time data is a crucial aspect of management decisions and future plan management.

7 Information Security ISO 27001 Certification Stable System
By continuing to strengthen our internal information security system to further gain our customers’ trust, we received the ISO Certification after passing very strict audit criteria in December of 2011. ISO Certification is the internationally recognized certification system that mandates security standards by an international board of members in the field of information security. We manage data through a robust Information Security Management System (ISMS), in accordance with ISO Certification requirements. Stable System Uninterrupted user access provided by IDC / UPS (Uninterruptible Power Supply) Firewall (Network F/W) / Intrusion Prevention System (IPS) / SSL (Secure Sockets Layer) 24-hour monitoring and security Data Security/Management Confidential information entered by the user is saved through an encryption process. Data entered in the ERP is stored in multiple servers every day at a specific time. Data backup is done every day beginning from the day you start using Ecount until the day you backup data.

8 Data Upload / Backup Data Upload Data Backup
Excel Uploader – Easily upload data previously managed with Excel. Upload batches of existing data in seconds. We provide upload templates to facilitate data preparation for upload. Data Backup All data in Ecount can be exported into Excel for personal filing. Reports seen in Ecount ERP can be converted into Excel files.

9 How can Ecount provide an ERP system at such a low price?
Pricing ERP Service Menu Features Price Accounting / Finance * All functions * Unlimited User IDs * Unlimited departments, warehouses, and stores * Groupware access for 10 users 15-day Free Trial Monthly Fee of $55 Sales Purchasing / Inventory / Logistics Production / Cost Groupware / CRM Payroll Additional Services Program Features Price Mobile ERP App iOS & Android Application Free Multilingual Support English, Spanish, Chinese, Japanese, Korean, and Vietnamese Online Ordering System Manage orders & purchase requests online How can Ecount provide an ERP system at such a low price? With 20,000 users worldwide and low operating costs, we are able to offer our service at an affordable price. No need to pay for customization since Ecount already offers most of the features needed by most small and mid-sized businesses.

10 About Us 10년 이상 Web 기반 ERP 서비스에 전념해온 SaaS / ASP 전문기업
Company Founded ECOUNT INC. Aug. 18, 1999 Size Clients 180 employees (As of Jan. 2015) Approx. 20,000 companies worldwide Industry IT (Web-based ERP Development and Service) Offices South Korea (Seoul and Incheon) USA (Torrance, CA) China (上海 / 广州, 中国) Vietnam (Ho Chi Minh) Ecount promotes efficient changes in business.

11 Features InventoryㆍProductionㆍCostingㆍSalesㆍ
PurchaseㆍAccountingㆍFundsㆍPayrollㆍHR

12 System Features - Part 1 Inventory Production & Outsourcing Sales
Purchases Free Services Integration BOM Purchase Planning Installed Apps · Integrated management of sales, purchases, and production · Link invoices, accounting, and payments · Automatic calculation of materials based on BOM designs · Assign BOM process/usage steps · Create multiple BOMs for an item · Track Quotation→Sales order→Sales→Shipping · Invoice and link to accounting · Set unique pricing policies · Generate sales forecasting · Create plans based on requests · Calculate quantities based on required raw material · Use safety stock levels and minimum purchase quantity · Use our Mobile App to register sales and purchases in real-time · Use our Barcode App to track inventory and process sales of items quickly off-site Reports Production Invoice Purchase Orders Multi-language · Data syncs in all reports · View inventory balance, item trails, and summaries · Create up to 50 unique templates · Location/item grouping available · Track Job Order→Goods Issued→Goods Receipt · Check progress status by job · Manage outsourced production · Print invoices immediately after capturing sales transactions · Create up to 50 unique invoice templates · Send invoices via · Create purchase orders and send them via to your vendor · Check for outstanding purchase orders · Available in English, Spanish, Chinese, Vietnamese, and Japanese. Inventory by Warehouse/Stores Costing Receivables/Payables Userpay · Check inventory balance by location (Ex: warehouse or store) · Register transfers and movement between different locations · Calculate costing by process/item · Reflect labor cost, expenses, and outsourcing processing cost · Comparison between standard cost and actual cost · Sync customer receivables in accounting immediately after sales · Manage account receivables by customer/PIC · Apply credit limits · Track from Purchase Request→Planning→Purchase Order→Actual Purchase · Manage payables by vendor/PIC · Manage imports and exports with foreign currency · Access payroll statements online via our Userpay portal. Barcodes Profit Inventory Quantity Serial No. CS Portal · Manage items with barcodes · Print different types of labels · Calculate daily/monthly profit · View by item/customer/vendor · Check insufficient inventory upon creating sales orders · Check for outstanding shipments · Assign serial numbers to items · Manage inventory by serial number · Receive sales orders online in real-time from your customers · Create customer message boards After-Sales Services Defect / Quality Control Lot Numbers · Manage repair orders · View repair history and progress status by item · Defect management by process/type · Sample/Lot inspection · Quality inspection report/Quality Qty. management · Assign lot numbers to items · Can also set custom fields to manage pallet numbers or expiration dates

13 Accounts Receivable/Payable
System Features - Part 2 Accounting & Funds Payroll & HR Services Reports Fast Entry Payroll Groupware · View funds statements, account balances, transaction history, and profit analysis · Financial statement can be customized for external reporting · Check funds statements in real-time · Double-entry journalizing for experts · Auto-journalizing for non-experts · Connected with sales, purchase, and payroll data · Upload transactions and journal entries quickly via Excel · Online payroll portal available · Create payroll books/statements · Setup earnings and deductions · Send payroll statements via · E-approval options for managers · Create custom boards and forums · Manage schedules and attendance · Log all CRM activity · Project management [Gantt chart] · File and image storage available Accounts Receivable/Payable Vouchers Time Management · Manage accounts receivable/payable by customer/vendor · Access all AR/AP Aging details · View balances including all sales/purchase history · Search, modify, delete, and track quickly · Send copies and invoices via · Print payment/receipt journals · Manage management attendance logs · Track overtime and tardiness · Apply attendance information onto payroll calculations · Manage days off, vacation time, and more. Costing/ Profit Projection HR · Analyze monthly profit/costing · Calculate gains and losses based on production, sales, and purchases · Manage receipt/payment schedules · Projection vouchers link to accounting · Create Daily/Monthly/Yearly Projections · Create employee information profiles · Manage any changes to HR · Track hired and retired dates E-approval Fixed asset / Notes · Set e-Approval templates for users registering accounting vouchers · Include copies or link directly to the payment journal, S/A journal, and more. · Track increase and depreciation of fixed assets based on schedules/timelines · Calculate maturity and expenses Segmentation Budgeting · Create segments of data based on classifications, departments, or projects. · Create monthly/quarterly/yearly budgets · Compare budgets with actual data

14 Inventory Management Provides All Features Related To Inventory
Includes modules for managing sales, purchases, production, and profit calculation. Provides various reports needed by the person-in-charge (PIC) of each task. Links to other functions such as accounting, e-approval, and more. Check the inventory of stores and external warehouses in real-time. Inventory Management Reports Data entered in the inventory modules will immediately sync together. Since it’s web-based, you can search and print any report at any time. Create custom report templates for your business. Hyperlinks include access to direct input menus and screens used to originally enter the data.

15 Inventory Management Inventory Management By Location/Store
Manage multiple warehouses by identifying each site’s inventory balance. Search through the inventory reports by specific location. Check inventory balances of all stores in real-time. Easily share all inventory related matters with foreign branches instantly. Business Expansion With Accounting And Payroll Inventory and accounting modules are linked so that a sale can automatically generate an invoice. Calculate cost and profit by using data registered in sales, purchases, production, and more. By using e-Approval (GW), you can setup up an approval system for quotations, purchase orders, and vacation requests. Submitted requests will apply onto the reports once approved by the PIC. Existing quotes, purchase orders, and job orders can be attached and linked to posts in the e-Approval (GW) tables as a reference.

16 Production & Outsourcing
Production Management Through BOM (Bill Of Material) Design the BOM (estimate) for finished and semi-finished (WIP) goods. Search through lists of raw materials, process step, and usage step of a BOM. Automatically calculates the estimated raw material necessary for production. Modify the BOM’s design and manage different design versions at once. Estimates of a BOM can help with purchase planning of materials. Manage Production Progress By Process Track production through Job Order → Goods Issued → Goods Receipt Manage raw material, semi-finished (WIP), and finished goods by process. Apply existing job orders when registering Goods Issued and Goods Receipt. Set the amount of material consumed upon producing each finished product and semi-finished product.

17 Production & Outsourcing
Overseas Factories And Outsourcing Manage multiple factories overseas and outsourcing vendors. Use the CS Portal to receive job orders from outsourced factories. Check the inventory balance and quantity of manufactured items created per outsourced factory and location. Expenses from outsourcing production are reflected in accounting and costing. Costing / Profit Manage costing/production by process, item, customer, or vendor. Calculate an item’s cost using Average Cost, FIFO, or Last Purchase Cost. Apply labor costs, expenses, outsourcing fees, and more that will reflect in costing. Generate various report types related to costing/profit.

18 Sales Sales Management Features Manage Receivables By Customer/PIC
Designed for managing quotations, sales orders, actual sales, and shipping. any slip (quotation, sales order, or actual sale) directly from Ecount. All slips are customizable and allow for up to 50 unique templates. Data integration allows you to apply existing quotes to sales orders and then convert them to actual sales slips. Edits can be made during each step. Issue invoices immediately after linking sales data with the accounting books. Check sales amounts and receivable balance by customer/PIC after entering sales. Manage Receivables By Customer/PIC View updated summaries of receivables by customer and PIC immediately after generating sales slips. Browse the transaction details of your sales, received amounts, and receivables during a specified period. Manage receivable amounts by identifying invoiced slips and pending invoices per customer. Create sales projections using anticipated receivable payment dates and amounts. Generate detailed reports and statements related to receivables management.

19 Sales Sales Reports Convenient Features That Enhance Efficiency
Setup your sales reports, generate statistical summaries, and customize statements according to your business needs. Include necessary information by adding, modifying, and eliminating fields in the entry menus. Provides various reports, such as Sales Status, A/R by Customer, Customer/Vendor Book, Sales Summary, and more. Sales reports are automatically updated in real-time, which allow users to access critical information when in or out of the office by using their mobile devices. Convenient Features That Enhance Efficiency Price Management: Setup prices specifically by customer, location, or item Credit Limit Management: Set a customer’s credit limit and configure the usage of warning pop-ups for sales exceeding set limits. Safety Stock: Set safety stock quantities by location (store) for each item. Manage inventory in locations individually or as a whole. Sales Forecast: Create a sales forecast by setting up a specific period per PIC, location, or item. Barcode (App): Install the Mobile App and use it to scan barcodes in order to enter sales in real-time using your mobile devices.

20 Purchases Purchase Request/Plan Purchase Order / New Purchase
Have your departments request purchases of materials, components, and more. Organize a purchase plan based on the sales order of a customer. Create a purchase order of necessary materials based on a purchase plan’s details. Calculate the quantity of materials needed based on the minimum purchase quantity, inventory balance, safety stock, and outstanding purchase status. Search and check the progress status of each purchase order by vendor and item. Purchase Order / New Purchase Create purchase orders based on sales orders and purchase plan details. Send your purchase order via to your vendor. Search and check a purchase order’s status by PIC, vendor, or item. Generate an invoice for a purchase as soon as you register the purchase details. Use the Outstanding Purchase Order Status to see pending orders.

21 More Inventory Related Features
Barcode Management Control your inventory using our advanced barcode system. Assign barcodes to items so you can scan the items during a sale or purchase. Configure the barcode labels according to your business needs. Print on any paper type, such as A4, Pomtek labels, and roll papers. Install our Barcode App for faster inventory tracking on-the-go. After-Sales Services Manage all incoming and requested repairs on items or parts sold. Setup custom repair types and progress status per item. Search the history and details per progress status. Easily check the progress of a repair by customer. Issue expense invoices upon receiving the parts after maintenance and repair. Setup the templates and search reports related to After-Sales Services, Repair Status, and Repair Request Status.

22 More Inventory Related Features
Serial No. / Lot No. Track your items using serial numbers or lot numbers. Search through sales, purchase, returns, receipts, production, after-sales service slips, and inventory book by serial number. Create small groups of items for easy classification. Customize the use of our management fields to establish lot numbers, manufacturing dates, use-by dates, or expiration dates. Quality Control (QC) / Product Defect Set testing protocols and procedures for your items. Enter and register sampling and lot test data for an item. Generate inspection reports for tracking each test’s results. Mark samples or lots as qualified (passed) or unqualified (failed). Register product defects found during production or receipt of goods. Provides various reports to help analyze the causes of the defect.

23 Accounting & Funds Accounting Management Reports Easy Entry
Generate overall accounting reports with real-time data of your transactions. Provides sample templates for balance sheets, income statements, ledgers, and more. Access and track changes in accounts via desktop, smartphone, or tablet PC. Manage company expenses by using the e-Approval tools designed for managers. Tools available for managing cash flow, budgets, and projections. Easy Entry Screens available for accounting novices and experts. Upload entries in batches via Excel directly into the journals. Customize the chart of accounts based on your company’s requirements (country-specific, industry type, etc.). Manage cash flow and funds by linking inventory slips with journal entries, such as sales and purchases.

24 Accounting & Funds Receivables / Payables Projection / Budget
Manage receivables/payables by PIC and customer/vendor. Track funds by date of receipt/payment upon creating a sale/purchase. Apply payments to invoices based on unique tracking numbers (ex: invoice number or ID). Register payments of multiple forms, such as checks, deposits, transfers, and notes. Projection / Budget Organize plans based on daily, monthly, and annual goals. Reference any existing projections by applying saved data when creating an accounting voucher. Create budgets by account, department, and project. Control funds and check credit limits upon registering accounting entries in the payment journal.

25 Payroll & HR Payroll Settings and Calculation Userpay
Create custom earning and deduction types based on your company. Manage monthly/daily attendance per branch, office, and department. Calculate payroll based on multiple payment frequencies. Apply payroll data directly onto the accounting books without rekeying. Userpay Setup each user’s access for the payroll portal to view/print statements. Unique URL ( Print payroll books and statements Share payroll data via in multiple languages.

26 Payroll & HR Attendance HR
Manage vacation days, overtime, and tardiness. Users can request days off and overtime through the e-Approval portal. Check remaining vacation day balances and set limits per user. Automatically apply payroll data from the attendance journals onto payroll calculations. HR Create profiles for each employee and attach confidential information in a secured portal. Assign employees to specific projects for payroll calculation. Track hired dates and retirement dates per user. Customize fields for including additional information according to the needs of your business.

27 Additional Benefits Multilingual Interface CS Portal
Set the language shown in the interface for each user. Available in Korean, English, Spanish, Chinese, Vietnamese, and Japanese. Setup foreign currencies for managing transactions overseas. Customize templates in different languages. CS Portal Useful for receiving orders online directly from your customers. Avoid wasting time on phone calls or faxing by using an online portal. Set notification messages for when a customer enters orders in the CS Portal. The customer can check their order status online in real-time. Allow your customers to view inventory balances and order statuses. Can also be used as an ordering portal for your vendors. Easily configure it to be linked with your purchasing department.

28 Additional Features (Optional)
Groupware Free for 10 Users (5G) $10/month for every 5 additional users [e-Approval] Submit drafts to managers through e-Approval Link slips/vouchers to approval documents [Work] Create discussion boards for your teams or individuals and assign progress statuses for each forum. Manages business contacts, customer/vendor information, and clock in/out of each GW user. [Share] Create boards for sharing documents or files Store files, documents, and images [DIY Board] Create customized boards with unique field types and features. [CRM] Log all information pertinent to your contact with a customer or account. Create boards for managing customer relationships. [Project] Manage a project’s status using Gantt charts.

29 Customer Support 95% Success rate using Ecount ERP Customer Support
By Phone : Speak to our ERP experts in real-time Screencast: Record your screen and share it with our team Support : Request calls or videoconferences for remote help Online Help Q&A : Submit questions through our Q&A boards (quick response) Ecount Search: Use the Ecount Search engine to find quick solutions or search by keyword FAQ : Series of frequently answered questions are available System Upgrades Requests : Share your suggestions with our team. Ecount reviews each suggestion and evaluates its necessity for all of our subscribers. Responses are typically sent in 2 weeks. Weekly upgrades : Included at no cost to you. Enjoy updates and new features for free Manuals Available Online Manual : Provides basic troubleshooting and answer to common questions Video Tutorials : Available for both beginners and experienced users At Ecount ERP, our customers are our top priority. We strive to provide you with the best solution for your business.

30 Ecount ERP helps companies make changes for a more efficient future.
In order to survive in a changing world, businesses must learn to adapt. Ecount ERP helps companies make changes for a more efficient future. Tel: (714) Skype: ERP-Ecount


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