SaaS Plus™ & eManage® Services
SaaS means software as a service, and SaaS Plus™ means software as a subscription service OR owning the entire ERM solution that your business runs on. BScaler gives you that choice. Register for a Demo
BScaler Web-based Business Management Solution includes Customer Relationship Management (CRM), Sales Force Automation (SFA), Customer Order Lifecycle Management (COLM), Inventory Management (MRP/WMS) and Financial Management System (FMS). The Next Generation Web-based ERP!
SaaS - Subscription SaaS Plus - Appliance eManage
Wherever you are in the world, your business will always Be with you. Be ready, BScaler!
BScaler Total Web-based Business Management solution offers lowest TCO, total cost of ownership with highly affordable payment options for subscription or purchase. Our SaaS Plus™, Web-based ERP delivers a pain killer for SMBs, VARs, Resellers, Integrators, Importers and Distributors.
SaaS--Subscription lets
users enjoy the responsibilities and privileges of their Roles. With minimal up front cost
and no IT labor, your resources remain available for other purposes. BScaler trains the users,
provides 24x7 access to your business processes and full telephone support. Get Price
ERM Appliance™ may fit your business model if
owning the server is a smart idea, instead of just subscribing. For example, depending on the
number of users, the Appliance could pay for itself in about two years. As with a Subscription,
we pre-configure ERM to order, using a business process map, at the BScaler configuration center.
Get Price
Owner Hosting / Manage pre-installation work causes minimal disruption at your
site. The BScaler system engineer should have it running in less
than 2 hours. Everyone uses a browser, just as if they were
subscribers, but you own and host / manage the Appliance Server on your premises.
Get Price
eManage® Services and Hosting mean that you own your ERM Appliance Server while BScaler eManage and Hosting it for you. This lets BScaler eManage your Appliance without the expense and delay of travel. Further, BScaler handles data back-ups for you. Your IT costs
are lower and any outage is shorter. BScaler has backup power
and large data pipes, too. SaaS (software as a service) means that the BScaler ERM Server does the number crunching and data management, and needs no
dedicated and permanently connected fat client machine for users. Any computer that has a Web browser is an ERM thin client, and it can be anywhere in the world that has Internet connectivity.
ERM - Enterprise Resource Manager includes CRM, SFA, ERP, MRP, multiple RMA automations, WMS (Warehouse Management System), Commissions, Accounting and a complete G/L System. The Web-based Executive Dashboard provides Trial Balance, Business Reports, Financial Statements, BAM and much more! Our SaaS Plus Multi-lingual Enterprise Resource Manager - ERM combines total business information
from Sales, Operations, Finance, and Service Organizations into a Unified Database System, in real time and online.
All Business Operations in One Solution
SaaSPlus™ Web-based Business Management is a unique BScaler offering. It provides the ERM Products in configurations just right for your business with multiple payment options. No other SaaS Provider gives these choices of putting a SaaS Total Business Management Solution to work for you.
ERM employs business process
rules and a workflow process-tracking schema (Patent Pending) to enable operating
with efficiency of time and cost.
The ERM User Roles
ERM is Role-based to help a business to operate efficiently and comfortably in a secure environment. Each user has a login ID with defined role responsibilities and privileges. Here are some of the role definitions:
- Executive/President – Full privileges including the Executive
Dashboard BAM
- CFO/Controller – Full
privileges, incl. Customer Credit Line, Financial Statements
- CPA/BOD – View only Financial
Statements and Reports
- VP Operations – Full
privileges of all Operation functions, incl. MRP/Warehouse System
- Office Manager –
Manage/Control/Change entire ERM Front Office
- Sales VP – Manage/Control/Change
entire Business Unit/Division
- Sales Manager – Manage/Control/Change
entire Sales Region
- Sales Rep – Create, manage
Accounts, Contacts, Opportunities, Quotes; view Forecasts
- Sales Agent – Create, manage assigned
Contacts, Opportunities, Quotes; view Forecasts
- Sales Partner – Access Partner Portal, Create, manage assigned
Contacts, Opportunities, Quotes; view Forecasts; all functions are configurable by Management/Appadmin
- Service – Use the Service
Desk to view customer info, generate and update service tickets and communicate
with other service participants (Service Rep - Service VP)
- PM & VP Operations – Manage/Control
Inventory and Procurement Operations
- Production – Convert Quotes
to Orders; record Shipping/Receiving, generate Invoices
- AR – Generate AR reports; apply Customer Payments
- AP - Enter AP Invoices, mark
for payment
- Accounting (Mgr) – Credit
approval, manage commissions and all accounting functions
Total 29 Employee Roles
Total 6 Partner Roles
Total 5 Customer Roles
Logging In
Assured network security
Requires user password
BScaler ERM SaaS Plus™ delivers a pain killer Web-based Accounting for SMBs. The Web-based Accounting is a part of BScaler Total Web-based Business Management Solution with built-in over 30 levels of security to protect the information for VARs, Resellers, Importers and Distributors.
BScaler's Web-based Accounting, Webbased Accounting or Web Based Accounting solution is designed for VARs, Resellers Distributors, Importers and SMBs. The Online Accounting clicks from anywhere 24x7 on demand and completely integrated with CRM and SFA. BScaler SaaS Accounting, ERP, SFA and CRM are the parts of our ERM SaaS Plus™ total business management system. From anywhere at any
time and
any language--just click for ERM!
Sales Personnel (Sales VP, Sales Manager, SalesAdmin, Reps and Agents)
CRM -- Customer Relationship
Management
Lead Manager: Import Leads (text file), Validate, Assign and Promote to Contact
Accounts entry and management
Service Contracts entry/edit (management roles only)
Contacts entry, management, ownership
Contacts
Call Activity Log
Sales Desk, Service Desk and Partner Portal management
View
Customer Info/History each contact, transaction (configurable per user)
Opportunity manager
Opportunity Dollar Amounts
logged for forecasting
Probability Levels for
forecasting
Next Action Due Date
Customer PO Due Date
Requires Credit Approval by
Accounting
2 Management Approval levels
Optional
Quote Generator
Multiple Quotes For The Same
Opportunity, one Current Quote
Automatically calculate
Margins, Discounts, Extended amounts.
Handles Monthly Recurrent
Charge Items
Handles Service Contracts
Parts Databases for Sales
Personnel
The Price List
Users view Inventory Status
(Qty on Hand, Availability, on order, etc.)
My Sales Desk—For Sales Reps
And Agents
Acct. Pipeline Report
Selected Contact List for
daily working and follow-up
Create/Manage Accounts
(suspects, prospects, customers), Contacts, Opportunities, Quotes; view
Forecast, AR, Backlog, Customer Info and History
Time Management—Action Items
Partner Portal
Follow Leads
Create Quotes
Run Forecast
Customer Portal
Customer
login and manage the account, incl. Support tickets
Sales
personnel can access and manage their accounts
Forecast – Company, Business Units,
Regions, Sales Reps and Sales Agents
The Forecast Summary
Pipe Line (without quote)
The Forecast by Item/Part
number for MRP
The NRC (non recurring
charge) Sales Forecast
The NRC Sales With Cost Plus
GP Forecast
Sales MRC (monthly recurring
charge) Forecast
Sales Managers and Administrators
Reassign Contacts
Request Order Generation
Service and Support—My Service Desk
The Support Role User’s work
area
Support Service Level
(Platinum, Gold, Silver, etc.)
Service type : RMA, Product
Feature Request, Bug Report, etc.
View Shipment History
Create Service Tickets and
email (interface with Outlook, etc.)
Production, PM, VP Operations, Controller,
& CFO Roles
Inventory Control—The Master
Part Data List
Inventory Status—Quantity Numbers
The Assembly Data
List—Creating Assemblies (BOM)
Accounting and Controller
Assign Customer Credit Line &
Credit Approval
Sales Rep Commission Criteria
Generate Commission Reports
Inventory and Asset Control
Create Parts, Components,
Assemblies, Subassemblies (a.k.a. BOM)
Category, Cost, Quantities on
Hand, on Order, on Allocation & Available
Manage Co. Price List, Track
Lead times & Obsolete dates
Transfer to Fixed Asset From
Inventory
Fixed Asset Depreciation
& Location tracking
All transactions record to
Inventory, G/L Accounts, maintaining balance
Tangible Part Forecast (Qty
requirement, availability, lead-time, etc.)
Generate multiple,
configurable Reports
Order Generation
Procurement
Parts Management
Procurement To Fill Pending
Orders
Procurement for other reasons
Purchase Order Approval (up
to 3 levels)
Manage Approved Vendors
Receiving Items That Were
Ordered
Purchasing and Receiving Fixed Asset
All transactions record to
Inventory, G/L Accounts, maintaining balance
Revising A Purchase Order
Purchase Order History
Invoicing
Choose Normal Invoice or Deferred Revenue Processing
Derive Customer data; add
shipping details and deliverables from Order data
Move quantities of tangibles On
Hand to Invoice
Automate Monthly Recurring
Charge items
Manage Service Contracts
Derive Sales Tax amounts; set
whether collectible or exempt
Preview, approve the Invoice
Creating the customer Invoice—What
ERM Does
Assign Invoice tracking
number, enable adjustments, update accounting data
Generate A PDF Invoice
Automate Order revision for
partial and subsequent shipments
Manage the Deferred Revenue,
a.k.a. Advance Payment, Process
Recognize the Deferred
Revenue
All transactions record to G/L
Accounts, maintaining balance
AR – Accounts Receivable
Apply Customer Payment for
regular Invoices
Apply Customer Payment toward
Deferred Revenue
Record all transactions to
G/L Bank Accounts, maintaining balance
AR Aging Report
Inventory Reports
Inventory Valuation
Price List
Inventory Status
Open PO To Vendor
Shipments Received
Service Contracts
Assign Contract Number &
Contract Details
Enter Covered Item Serial
Numbers
Credit, Payments, Sales Tax
Assign customer Credit Line
Invoice Rollback, Customer
Credit, Revenue Reversal, Tax Credit
Reports
Production Reports
The Backlog
The Invoice Register By Sales
Rep
The Invoice Register By
Category
The Invoice Register By
Business Unit
Deferred Revenue Backlog
Accounting Reports
Customer Payment Register
A/R Aging By Sales Rep
A/R Aging By Customer
Sales Taxes
Electronic Waste Fee (CA)
Accounts Payable
Involves the G/L General
Ledger
Requires the Controller Role
Password
Highest Level of Security
Used and controlled by
Controller & Executive roles only
Create a New AP Invoice when
no PO was issued (e.g. utility pmt)
Approved Vendors Data List
AP/PO Received Invoice Data
List
AP Invoice Data List
AP Invoice History Data List
Payment History Data List
Select Invoice For Making
Payment
Approve Invoices for payment
Process and print AP Checks
Reports:
AP Actions That Require The
Controller Role Password
Manual G/L Account Entry
Voiding a check
All AP transactions record to
Bank/G/L Accounts, maintaining balance
Sales Tax
General Ledger System In Real-time
Maintain
the G/L Account Entry Data List,
Enable
Manual Transactions with Accrued Expenses & Double Acct. Entry
Maintain
and Reconcile multiple Bank Accounts
Manage
G/L Account Subtypes and Cash Flow Types
Manage
Other
Income or Expense
Purchase
of Merchandise
Cash
Accounts & Bank Accounts
Manual
G/L Account entry, including Double Account entry
AP
Checking
Secure
Check Printing
Fixed
Assets including Depreciation
Generate
the AP Journal Entry report
Generate
the G/L Account Transaction Report
The Executive Desk/Dashboard BAM Control
Console
View
All
important G/L Accounts with “meters”
Current
Balances
G/L
Account Transaction Histories
G/L
Account Entries
All
Assets
Fixed
Assets
Liabilities
and Equity
AP
Journal entries
The
active ERM Users
Manually establish accounts,
then enable ERM Automatic G/L Entries
Generate these Financial
Statements
Trial Balance Worksheet
Cash Flow Statement
Balance Sheet
Income Statement
Operating Period
The Begin New Operating
Period button also closes the Current Operating Period
View Current Operating Period Revenues and Expenses
View Previous Operating
Periods
The ERM Administrator (“AppAdmin”) Module
The AppAdmin Manager adds or deletes users and customizes ERM modules for a particular business--information management without a DBA. It consists of these 18 business sub-modules: Company, BU, Region, Manufacturer, Inventory Category, Payment Terms, FOB, SO Group, Opportunity Probability, Sales Next Action, Service Action, Account Profile, Mgt. Approvals/Configuration,
Employees,
Partners, Customers,
Lead Source and Expense Type. Each
of these is customer-configurable to meet their business needs. For example, Company can have multiple addresses e.g. Corporate, multiple Remit To; upload Logo, set up fiscal year start date or Sales Forecasting. Find complete information in the
Administrator User Guide.
|
