ES ERP — Complete Feature List
A complete solution for managing your company. Every module, every feature — accounting, HR, inventory, CRM, manufacturing, projects, and more.
📊 Accounting 🧑💼 HR & Payroll 📦 Inventory 🤝 CRM 🏭 Manufacturing 📋 Projects
Quick Navigation
📊 Accounting & Finance
Manage accounts, transactions, and taxes easily
Accounting Entries
Accounting Entries — Key sources of information to prepare, verify, and audit financial statements.
Chart of Accounts — Tree view of accounts and ledgers for managing books of accounts.
Account Dimensions — Dimensional accounting to maintain Branch, Business Unit, and other segments separately.
Journals & Payments
Journal Entry — Standard transaction affecting multiple accounts where debits equal credits.
Payment Entry — Entries against invoices, sales/purchase orders, and expense claims.
Payment Request — Request payment for an order or invoice from customers.
Advance Payment — Record customer payments made before delivery acceptance.
Billing & Pricing
Sales Invoice — Bill sent to customers; updates receivables and books income on submission.
Purchase Invoice — Supplier bill for products or services; accrues expenses to supplier.
Point of Sale — Retail POS where delivery, sale accrual, and payment happen in one event.
Credit Note — Notifies customer of credit applied for returned goods.
Debit Note — Document sent to seller notifying a debit to their account.
Pricing Rule — Define discount rules based on customer, supplier, quantity, or date.
Tools & Reporting
Bank Reconciliation — Explain differences between bank balance and organisation records.
Payment Reconciliation — Confirm money leaving accounts matches amounts spent.
Accounting Reports — Built-in reports including Profit & Loss, Balance Sheet, and more.
Advanced Accounting
Multi-Currency — Make entries in multiple currencies with foreign currency bank accounts.
Deferred Revenue — Manage advance payments for future product or service delivery.
Subscription — Auto-create recurring sales invoices for subscription services.
Invoice Discounting — Use unpaid invoices as collateral for short-term financing.
Shareholder — Track shareholders, share transfers, share ledger, and balances.
🧑💼 HR & Payroll
Leave and attendance tracking, expense claims, salary and payroll, recruitment, performance, and more
Employee Management
Employee — Individual working under contract with recognised rights and duties.
Employment Type — Configure various employment contract types.
Department — Configure departments with separate settings and hierarchies.
Health Insurance — Manage employee health insurance records.
Recruitment
Staffing Plan — Plan and budget new hirings for a period.
Job Opening — Record open vacancies in your company.
Job Applicant — Maintain a list of people who have applied.
Job Offer — Offer letters with employment terms for selected candidates.
Leave Management
Leave Type — Types of leave allotted to employees.
Leave Period — Manage leaves by calendar or fiscal year.
Leave Allocation — Allot specific leave counts per employee.
Leave Application — Formal leave requests with approval tracking.
Leave Encashment — Cash out encashable leave balances.
Holiday List / Block List — Define holidays and restricted dates.
Leave Ledger — Unified ledger for all leave transactions per employee.
Attendance
Attendance — Daily attendance records for each employee.
Attendance Request — Submit attendance for unmarked days.
Upload Attendance — Bulk upload attendance from CSV.
Auto Attendance — Automatic marking based on shift and employee check-in.
Lifecycle & Performance
Appraisal — Appraisal templates with weighted parameters per role.
Employee Onboarding — Task-based onboarding checklists for new hires.
Employee Skill Map — Track skill sets and training records.
Promotion / Transfer — Manage promotions and transfers between departments or companies.
Employee Separation — Task-based offboarding and relieving process.
Payroll
Payroll Entry — Bulk payroll processing company-wide or by branch/department.
Additional Salary — Add extra salary components during payroll processing.
Employee Benefits — Flexible benefits received pro-rata or as lump-sum claims.
Tax Exemption — Employee declarations for taxable salary exemptions.
Payroll Period / Setup — Configure salary structures, periods, and tax settings.
Other HR Features
Expense Claims — Employee reimbursement requests for out-of-pocket expenses.
Fleet Management — Manage company fleet vehicles and track expenses.
HR Reports — Built-in reports for attendance, salaries, loans, and more.
Incident Management — Safety incident recording and corrective actions.
🏢 Asset Management
Maintenance, movement, value adjustment, purchasing, selling, disposal, and depreciation
Asset — Master record for all transactions: purchasing, sales, depreciation, disposal, and movement.
Asset Maintenance — Track individual maintenance and calibration details.
Asset Movement — Track location, assignment, and transfers between locations.
Asset Value Adjustment — Adjust fixed asset values when required.
Purchasing / Selling — Full purchase cycle and sales invoice creation for assets.
Asset Depreciation — Automatic depreciation schedule based on method and inputs.
Asset Disposal — Dispose of unusable assets with a single click.
📋 Projects
Project and task management with full integration with billing and cost centres
Project Management
Project — Collaborative enterprise planned by the project team to achieve a particular aim.
Tasks — Independent assignments or units of a project assigned to individuals.
Project Template — Set of tasks auto-populated for new projects.
Customer Portal — Let customers track project progress online.
Time Tracking & Billing
Salary from Timesheet — Create salary slips based on hours worked.
Invoice from Timesheet — Invoice customers based on logged hours.
Activity Type / Cost — Define activity types with per-hour billing and costing rates.
Project Safety
Job Hazard Analysis — Work permits, PPE, job-specific resources, hazardous situations, and approvals.
Journey Management Plan — Travel details, risk controls, vehicle checklists, and approval.
Incident Management — Record incidents and initiate corrective actions.
Reports & Analysis
Project Reports — Analyse billing per project and employee for specific periods.
Project Costing — Track actual costing based on time logs against project tasks.
Project Profitability — Track income and expenses incurred against each project.
📦 Inventory
Inventory management with hierarchical location tree, stock movements, serials, and batches
Items & Warehousing
Warehouse — Hierarchical storage locations for goods.
Item — Product or service master — raw materials, finished goods, and more.
Opening Stock — Starting stock values at the beginning of an accounting period.
Item Variants — Version of items with different attributes (size, colour, etc.).
Serial Number — Track individual units with location, warranty, and end-of-life data.
Batch — Group multiple units with a unique batch number.
Item Price / Price Lists — Manage selling and buying price lists.
Item Group — Classify items by type or category.
Stock Transactions
Stock Entry — Record item movement between warehouses.
Material Request — Identify requirement for items with reason.
Purchase Receipt — Accept material from suppliers against purchase orders.
Delivery Note — Record shipments from company warehouse.
Packing Slip — Document listing items in a shipment.
Landed Cost Voucher — Calculate total product cost including freight and duties.
Sales / Purchase Return — Process returns for quality issues or defects.
Retaining Sample Stock — Store batch samples for later analysis.
Advanced & Reporting
Quality Inspection — Mark incoming or outgoing products for quality checks.
Stock Reconciliation — Count and evaluate stock periodically and at year end.
Delivery Trip — Record multi-stop customer deliveries in one vehicle.
Projected Quantity — Predicted stock levels based on current stock and requirements.
Perpetual Inventory — Accounting entry for every stock transaction.
Stock Level / BOM Explorer — Stock reports and full BOM hierarchy tree view.
⚠️ Health, Safety & Environment
Job hazard analysis, journey management, incident management, corrective actions, safety data sheets, and tracking
Job Hazard Analysis (JHA) — Work permits, PPE, resources, approvals, and hazardous situation assessment.
Journey Management Plan (JMP) — Travel details, risk controls, pre-start vehicle checklists.
Incident Management — Record, investigate, and track workplace incidents.
Corrective Actions — Implement and track corrective and preventive measures.
Safety Data Sheets — Manage SDS documents for hazardous materials.
Vehicle / Staff Tracking — Track fleet vehicles and field staff locations.
🤝 CRM
Track presales from lead capture, open opportunities, to emails and calls
Sales Pipeline
Lead — Potential customers interested in your products or services.
Opportunity — Qualified lead who has decided to consider your offering.
Customer — Someone who receives services or products for monetary consideration.
Contact / Address — Person records associated with customers, suppliers, or companies.
Campaign — Full-scale sales strategy implementation to promote products.
Appointment — Schedule and manage interactions with leads or opportunities.
Configuration & Analytics
Lead Source / Opportunity Type — Classify lead origins and opportunity categories.
Sales Stage / Person — Track pipeline stage and assign sales reps.
Customer Group — Aggregate customers by type or segment.
CRM Analytics — Sales funnel analysis and prospect quantification at each stage.
🛎️ Support & Quality Management
Helpdesk, warranty claims, maintenance visits, SLAs, quality goals, procedures, and reviews
Helpdesk & Support
Issue — Incoming customer queries via email or website contact.
Warranty Claim — Manage warranty and AMC claims from customers.
Maintenance Visit — Record engineer visits to customer premises.
Maintenance Schedule — Plan calendar of maintenance activities for equipment.
Service Level Agreement — Commitment between service provider and client.
Quality Management
Quality Goal — Metrics to quantify application quality objectives.
Quality Procedure — Standard operating procedures for routine operations.
Tree of Procedures — Parent-child relationships between procedures.
Quality Review — Structured inspections for completeness and standards adherence.
Quality Action — Corrective and preventive action implementation.
Quality Meeting / Feedback — Track quality discussions and customer satisfaction feedback.
🏭 Manufacturing
Manage multi-level Bill of Materials, plan and track production with work orders
Bill of Materials
Bill of Materials — List of all materials and operations for a finished product or sub-item.
Workstation — Stores information about where operations are carried out.
Operation — Manufacturing operations list with default workstation.
Production
Work Order — Signal to manufacturing floor to produce a quantity of an item.
Production Plan — Plan production against multiple sales orders or material requests.
Job Card — Created from work orders for each workstation on the floor.
Capacity Planning — Track production jobs allocated to each workstation.
Open Work Orders — Monitor manufacturing progress across the organisation.
Advanced Manufacturing
Subcontracting — Outsource manufacturing operations to other companies.
Item Alternative — Substitute unavailable raw materials with alternatives.
BOM Update Tool — Replace sub-assembly BOMs and update costs across all BOMs.
BOM Comparison Tool — Compare two BOMs to see what changed between iterations.
🌐 Website, Portal & Customisation
Manage website pages, product catalogue, shopping cart, web forms, and customise the platform
Website Builder
Homepage / Web Page — Default landing page and static content pages (About, Contact, Terms).
Web Form — Authorise external users to access or create transactions.
Website Settings / Theme — Configure landing page, theming, and brand customisation.
Product Listing / Page — Product discovery pages configured from the Item Master.
Shopping Cart — Online shopping and checkout for listed products.
Social Login — Login via Google, Facebook, or GitHub accounts.
Customer Portal
Orders, Invoices & Shipping — Customers check order status, invoices, and shipping online.
Issues — Easy portal for customers to raise support concerns.
Portal Login — Secure email-based login with sign-up process.
Customisation
Custom Field — Add fields to any form to capture additional information.
Customize Form — Modify form layouts from the front-end.
DocType — Create entirely custom forms and data models.
Custom / Server Scripts — Client and server-side scripting for advanced customisation.
Custom Translations — Print documents in customer or supplier local language.
Print Format — Custom layouts for printing and emailing transactions.
Kanban Board — Visual task and workflow management boards.
Authorization Rule — Conditional authorization rules for document approvals.
Technical Specifications
Platform
- ✓ ES ERP v15+
- ✓ ES ERP Framework
- ✓ Python & JavaScript
- ✓ MariaDB / PostgreSQL
Modules
- ✓ 10+ Core Modules
- ✓ 100+ Features
- ✓ Fully Customisable
- ✓ No-Code / Low-Code
Access
- ✓ Web Browser
- ✓ Mobile Responsive
- ✓ Customer Portal
- ✓ REST API
Licensing
- ✓ ES ERP v15+
- ✓ Per-User Fees
- ✓ Cloud-Hosted
- ✓ All Features Included
Explore ES ERP for Your Business
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