Future Ideas

Petty Cash Voucher Page Overview

The Petty Cash Voucher Page is designed to facilitate the creation and management of petty cash vouchers for housing society expenses. The aim is to simplify the process for users with minimal financial knowledge while maintaining system efficiency.

1. Features

• We will show the last 5 to 10 Petty Cash Vouchers (we can use cards).
• We will have a search option. We will also introduce tags for vouchers, which will be used for searching vouchers and can be helpful for finding the same type of petty cash vouchers.
• Quick Duplicate Buttons with preset data of the voucher, allowing users to modify the amount and notes and duplicate the voucher.

2. User Flow

• Users will navigate to the Petty Cash Voucher Page from within the ERP system.
• Users can search for vouchers based on tags or other data (needs to be discuss what user will search).
• Once a voucher type is selected, users will be prompted to enter the amount and notes.
• The system can automatically fill in standard information, such as the current date and user details, from the selected voucher.

3. Simplified UI/UX

• In the future, we can create sections based on tags, and in each section, we can display 3 to 5 recent vouchers.

CHS Future Ideas

• Community Hub
• Event Management

New Ideas

• QA Material
• Production Metrics (machine efficiency, labor efficiency, tool efficiency)
• Service and Trading (we have to develop)
• Project Management and CRM
• Dashboard for All
• Re-Think about CHS
• Implementing QRCode in more menus (eg. grn - indent)

Re-Think about CHS

• We can have card interface pre selected values only user have to search the what they want and records is created.

1. QA Material

   • Develop resources or modules for Quality Assurance (QA), including guidelines, checklists, and best practices for ensuring product quality.

2. Production Metrics

   • Machine Efficiency: Track and analyze machine performance, downtime, and maintenance needs.
   • Labor Efficiency: Monitor labor productivity, work hours, and efficiency metrics.
   • Tool Efficiency: Assess tool usage, performance, and maintenance schedules.

3. Service and Trading Development

   • Enhance or develop ERP solutions specifically for service-oriented and trading organizations, addressing their unique requirements and workflows.

4. Project Management and CRM

   • Implement comprehensive project management features, including task tracking, timelines, resource allocation, and collaboration tools.
   • Integrate or enhance CRM (Customer Relationship Management) functionalities for managing customer interactions, sales processes, and customer service.

5. Dashboard for All

   • Create a unified dashboard that provides a comprehensive overview of key metrics, performance indicators, and analytics for all areas of the ERP system.

HARMONY (Services Industry)

1. Project Management

   • Project Planning & Scheduling
   • Task Assignment & Tracking
   • Milestones & Deliverables
   • Resource Allocation
   • Time Tracking

2. Resource Management

   • Resource Scheduling
   • Utilization Tracking
   • Skill Management

3. Client Management

   • Client Onboarding
   • Client Interaction Tracking
   • Service Requests & Issues

4. Financial Management

   • Invoicing & Billing
   • Expense Management
   • Budgeting & Forecasting

5. Contract Management

   • Contract Creation & Tracking
   • Compliance Monitoring
   • Renewals & Amendments

6. Human Resources

   • Employee Management
   • Payroll & Benefits
   • Performance Tracking

7. Service Delivery

   • Service Tracking
   • SLA Management
   • Quality Assurance

8. Reporting & Analytics

   • Project Performance Reports
   • Financial Reports
   • Resource Utilization Reports

SONATA (Trading Organizations)

1. Sales Management

   • Order Processing
   • Quotation Management
   • Sales Tracking

2. Inventory Management

   • Stock Levels
   • Reorder Points
   • Inventory Valuation

3. Procurement Management

   • Supplier Management
   • Purchase Orders
   • Supplier Performance Tracking

4. Financial Management

   • Accounts Receivable & Payable
   • General Ledger
   • Financial Reporting

5. Supply Chain Management

   • Logistics & Distribution
   • Demand Forecasting
   • Supply Chain Optimization

6. Customer Relationship Management (CRM)

   • Customer Data Management
   • Sales Pipeline Management
   • Customer Support & Service

7. Reporting & Analytics

   • Sales Analysis
   • Inventory Reports
   • Financial Performance Reports

8. Compliance & Regulation

   • Regulatory Reporting
   • Compliance Tracking