CRM/ERP System for Machine Manufacture Startup
Budget: ₹37,500 – ₹75,000 INR
Project Requirement Document
Project Name:
CRM/ERP for Machine Manufacturing Startup
Project Objective:
To develop a fully integrated CRM/ERP system tailored for a machine manufacturing startup to manage business operations efficiently, including Sales, Purchase, Accounts, Inventory, Production Planning, R&D, Quality Control, HR/Payroll, Service, and central Dashboard. The system must support form-based data entry, relational database structure, and auto-generated business reports.
Key Modules & Functional Requirements:
1. Sales Module
Customer Master Entry
Lead & Inquiry Management
Quotation Generation
Sales Order Creation
Delivery Note Entry
Invoice Generation (with GST)
Payment Collection Tracking
Reports: Sales Report, Outstanding Report, Invoice Register
2. Purchase Module
Vendor Master Entry
Purchase Request / Indent
Quotation Comparison
Purchase Order (PO) Generation
Goods Receipt Note (GRN)
Purchase Invoice Entry
Supplier Payment Tracking
Reports: PO Register, Purchase Report, GRN Report
3. Accounts Module
Ledger Creation (Customer, Vendor, Expenses, Income)
Journal Entry, Debit/Credit Notes
Cash & Bank Transactions
GST Handling & Reports
Integration with Sales & Purchase
Reports: Trial Balance, Ledger Reports, GST Summary, Account Report
4. Inventory Module
Item Master & Stock Category
Stock Inward / Outward Entry
Material Issuance for Production
Reorder Level Alerts
Batch / Lot Tracking (if needed)
Reports: Stock Summary, Item Ledger, Inventory Valuation
5. Production Planning Module
BOM (Bill of Materials) Creation
Job Card Generation
Work Order Planning & Scheduling
Material Requirement Planning (MRP)
Production Progress Monitoring
Reports: Job Status, Production Summary
6. Design & R&D Module
Project Entry for R&D
Document Upload for Drawings & Designs
Version Control for Designs
Task Assignment & Follow-Up
Reports: Project Progress, Revision Logs
7. Quality Control Module
QC Checklist Creation
Inward Material Inspection Entry
In-Process & Final Product Inspection
Rejection Handling
Reports: QC Report, Rejection Summary
8. HR & Payroll Module
Employee Master
Attendance Entry (manual/integrated)
Leave Management
Salary Structure & Calculation
Payslip Generation
Reports: Salary Register, Employee Details, PF/ESI/GST
9. Service Module
Complaint/Service Ticket Entry
Warranty/AMC Tracking
Service Engineer Assignment
Resolution Entry & Feedback
Reports: Service History, Open Ticket Report
10. Dashboard Module
Overview of all modules
Real-time KPIs (Sales, Purchase, Production, Inventory)
Alerts (Low stock, Due payments, Service tickets, etc.)
Graphs/Charts for insights
Technical Requirements:
Form-Based Entry:
Each module will have user-friendly forms for data entry.
Relational Database:
Each module will have separate but interconnected tables.
Example: Sales Order → Linked to Customer Master, Item Master, Inventory.
Foreign key relationships must be maintained across tables.
Reports Required:
Invoice
Purchase Order
Sales Report
Purchase Report
Accounts Report
Additional reports can be added based on future needs.
Platform & Architecture:
Web-based Application (Responsive UI)
Role-based Access Control (Admin, Sales, Purchase, etc.)
Centralized Database
Option for Cloud Deployment or On-Premise Server
Export Options (Excel, PDF)
Secure Login & Encrypted Data Storage
Project Name:
CRM/ERP for Machine Manufacturing Startup
Project Objective:
To develop a fully integrated CRM/ERP system tailored for a machine manufacturing startup to manage business operations efficiently, including Sales, Purchase, Accounts, Inventory, Production Planning, R&D, Quality Control, HR/Payroll, Service, and central Dashboard. The system must support form-based data entry, relational database structure, and auto-generated business reports.
Key Modules & Functional Requirements:
1. Sales Module
Customer Master Entry
Lead & Inquiry Management
Quotation Generation
Sales Order Creation
Delivery Note Entry
Invoice Generation (with GST)
Payment Collection Tracking
Reports: Sales Report, Outstanding Report, Invoice Register
2. Purchase Module
Vendor Master Entry
Purchase Request / Indent
Quotation Comparison
Purchase Order (PO) Generation
Goods Receipt Note (GRN)
Purchase Invoice Entry
Supplier Payment Tracking
Reports: PO Register, Purchase Report, GRN Report
3. Accounts Module
Ledger Creation (Customer, Vendor, Expenses, Income)
Journal Entry, Debit/Credit Notes
Cash & Bank Transactions
GST Handling & Reports
Integration with Sales & Purchase
Reports: Trial Balance, Ledger Reports, GST Summary, Account Report
4. Inventory Module
Item Master & Stock Category
Stock Inward / Outward Entry
Material Issuance for Production
Reorder Level Alerts
Batch / Lot Tracking (if needed)
Reports: Stock Summary, Item Ledger, Inventory Valuation
5. Production Planning Module
BOM (Bill of Materials) Creation
Job Card Generation
Work Order Planning & Scheduling
Material Requirement Planning (MRP)
Production Progress Monitoring
Reports: Job Status, Production Summary
6. Design & R&D Module
Project Entry for R&D
Document Upload for Drawings & Designs
Version Control for Designs
Task Assignment & Follow-Up
Reports: Project Progress, Revision Logs
7. Quality Control Module
QC Checklist Creation
Inward Material Inspection Entry
In-Process & Final Product Inspection
Rejection Handling
Reports: QC Report, Rejection Summary
8. HR & Payroll Module
Employee Master
Attendance Entry (manual/integrated)
Leave Management
Salary Structure & Calculation
Payslip Generation
Reports: Salary Register, Employee Details, PF/ESI/GST
9. Service Module
Complaint/Service Ticket Entry
Warranty/AMC Tracking
Service Engineer Assignment
Resolution Entry & Feedback
Reports: Service History, Open Ticket Report
10. Dashboard Module
Overview of all modules
Real-time KPIs (Sales, Purchase, Production, Inventory)
Alerts (Low stock, Due payments, Service tickets, etc.)
Graphs/Charts for insights
Technical Requirements:
Form-Based Entry:
Each module will have user-friendly forms for data entry.
Relational Database:
Each module will have separate but interconnected tables.
Example: Sales Order → Linked to Customer Master, Item Master, Inventory.
Foreign key relationships must be maintained across tables.
Reports Required:
Invoice
Purchase Order
Sales Report
Purchase Report
Accounts Report
Additional reports can be added based on future needs.
Platform & Architecture:
Web-based Application (Responsive UI)
Role-based Access Control (Admin, Sales, Purchase, etc.)
Centralized Database
Option for Cloud Deployment or On-Premise Server
Export Options (Excel, PDF)
Secure Login & Encrypted Data Storage