ERP Admin Panel

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CRM

Leads 3 New Lead Customer Balances Complaints Service Requests

Master Data

Company Master Supplier Master Customer Master Machine Master Raw Material Master Finished Goods Master Employee Master Designation Master Department Master Units of Measurement Categories Sub Categories Tools Management

Purchasing

Material Indents Purchase Request Request for Quotation Purchase Orders Goods Receipt Note(GRN) Supplier Payments Supplier Returns

Sales

Quotations Management Customer Balance Customer Feedback Lead Management Sales Orders Sales Invoices Warranty Claims Payments

Inventory

Audit & Compliance Shelf Life Tracking Stock Adjustments Batch & Serial Number Tracking Logistics Tracking Maintenance Management Material Consumption & Production Output Packing & Dispatch Production Planning & Scheduling Rework & Rejection Entry Stock Issue & Return Stock Ledger Stock Summary Tool Management (Issue & Return) Warehouse Management Quality Control (Inspection & Test Reports)

Maintenance Management

Breakdown Maintenance Logging Machine Maintenance Maintenance Logs Preventive Maintenance Scheduling Spare Parts Requests

Document Management

Document Control Technical Drawing Register Document Approval Workflow BOM Version Control

Maintenance

Internal Memo Vehicle Management Visitor Management Gate Pass Management Incident Reporting Internal Circulars Meeting Schedules Task Assignment & Monitoring

Tools & Mould Management

Calibration Records Mould Maintenance Mould Register Mould Repair Requests Tool Life Tracking

Quality Control

Corrective Action Requests (CAR) Defect Tracking Final QC Incoming QC In-Process QC Non-Conformance Reports (NCR) QC Checklists

HR & Payroll

Payslip Generation Appraisal & Performance Management Attendance Tracking Employee Awards & Recognitions Employee Exit Management Employee Insurance Records Employee Loans & Advances Employee Onboarding Employee Self-Service Portal (ESS) Employee Transfers Exit Interviews Grievance Management HR Forms Leave Management Organizational Announcements Overtime Management Payroll Processing Recruitment Tracker Shift Scheduling Training & Development

5

12

Elite Technologies

Administrator

Customer Balance

Create and manage customer balance records

Balance Id	Balance Date	Customer Name	Opening Balance	Status	Actions
BAL-2025-681	2025-08-22	Wipro Enterprisesq	12.00	Active