Udyam ERP

Project Overview

Overview

Dashboard Features

• Elegant Dashboard UI for quick insights
• Date-range filter to view total sales, purchase, and invoice numbers
• Quick action buttons:
  • Create Sale
  • Create Purchase
  • Adjust Inventory
  • POS and Transactions
• Summary Cards:
  • Total Sales
  • Total Sale Due
  • Total Purchases
  • Total Purchase Due
• Recent Activities:
  • Recent Sales and Purchases
  • Stock Alerts and Transaction Overview
• Store Selection Dropdown (multi-store capability)

Inventory Management

• Product Management:
  • Add, edit, delete, and view products
  • Manage product stock by category
• Shortage and Damaged Products Management
• Stock Transfer between stores
• Manufacturers Management

Purchase Management

• Purchase Invoice Management:
  • Auto calculation of total, tax, and due amounts
  • View purchase history and payment status
• Purchase Return Management with auto-adjustment of stock
• Supplier Management:
  • Add, edit, view, or delete suppliers
  • Track purchase invoices and payment records

Sales Management

• Sales Invoice Management:
  • Create invoices for customers
  • Manage due and paid invoices
  • Auto-update stock upon sales
• Sales Returns Management with stock and payment adjustments
• Customer Management:
  • Add, edit, view, or delete customers
  • Track invoices and payment records

HR Management

• Staff Management: Add, edit, delete, and view staff members
• Roles & Permissions Management:
  • Create and assign roles
  • Manage permissions with access control
• Designation and Department Management
• Shift and Employment Status Tracking

Accounting Management

• General Ledger: View all transactions
• Individual Ledger: Account-specific transactions
• Financial Reports:
  • Trial Balance
  • Balance Sheet
  • Income Statement (Profit & Loss)

Reports and Analytics

• Inventory Report
• Sales Report (including profits and top customers)
• Purchase Report
• Supplier and Customer Reports
• Adjustment Report for stock management

POS & PWA Features

• POS Interface for quick transactions
• Thermal Invoice Printing
• PWA Support for Android and iOS (mobile app)

Settings and Configuration

• Company Settings: Manage company information
• App Settings: Customize application features
• Inventory Settings:
  • Manage product categories, brands, and attributes
  • Adjust inventory and manage units
• Other Settings:
  • Coupon and Discount Settings
  • Currency and VAT/TAX Management

Store and Media Management

• Manage multiple store branches
• Media Module for managing files and images

Barcode and Bulk Operations

• Barcode Generation and Printing
• Packing Slip Printing
• Bulk CSV Upload for products and data
• Download data as CSV

Usability Features

• Product and Record Search
• Pagination and Filters for large datasets
• Dynamic Invoice Header & Footer Editing
• Datewise Data View in all reports and tables