Quarto ERP: Documents and Reporting System

erp documents

In today’s fast-paced business landscape, managing ERP documents and streamlining reporting processes is crucial for success. Enterprise Resource Planning (ERP) systems have revolutionized the way organizations handle and report on their data. Explore how our ERP system transforms document management and reporting, boosting efficiency and empowering informed decisions for businesses.

Documents (Vouchers) play a major role in the functioning of every organisation. In brief, transaction vouchers are the major input source in the ERP system.

Quarto ERP is a user-friendly and powerful software crafted to manage Manufacturing, Sales & distribution, Inventory, Procurement, CRM, HR and Asset management along with full-fledged financial accounting and business analytics, it allows to generate professional financial reports and statements in a way that makes it easy. Quarto ERP allows the user to simply create different types of vouchers and sub voucher for convenience and business analysis. It also helps in delegation of work by granting rights to each voucher and reports. Users are allowed to customise the voucher according to the business requirement or for any special purposes.

Documents are maintained to record different types of transactions which are mainly the following types

  • Receipts
  • Payments
  • Journal
  • Contra
  • Purchase Indent
  • Purchase Order
  • Goods Receipt
  • Purchases & Purchase Returns
  • Sales Order
  • E-way Bill/Delivery Invoice
  • Sales & Sales Returns
  • Production Indent
  • Production Order
  • Production
  • Stock Issue
  • Stock Receipt
  • Inventory Damage Accounting
  • Physical Stock Taking
  • Stock Transfer

Benefits of Vouchers and Documents in ERP

  • Retain the information properly
  • Standardised control in ensuring the desired parameters
  • Efficiency in simplifying the transactions
  • Ensuring the correctness in transactions through approvals
  • Audit facility
  • Branch wise operational controls
  • User controls
  • Value limits
  • Put uniformity in the transaction system
  • Retrieval facility for multiple years
  • Locking System of entries
  • Different Vouchers in desired design capabilities

Reporting Capabilities

The report traces the state of activities currently in the business. It can be historical, analytical or statistical in nature. Report Building capability of Quarto ERP helps its users to design and retrieve information based on the management decision making aspects, User level activities and gets instantly. These reports help to keep track of each and every business transaction along with supporting vouchers. Reports can be created for various purposes in the business. For every entry in the software there we can create a customised report and the user or administrator can limit the access to the report as per its nature.

Graphical Reports

Quarto ERP provides graphical reports for better understanding and analysis. Graphical reports are a visual representation of data and information that helps in understanding and identifying trends in the ever increasing flow of data in the business. Graphical representation enables the quick analysis of large amounts of data at one time and can aid in making predictions and informed decisions etc. These reports can be analysed in different modes.

Report Configuration in Quarto ERP

Quarto ERP report configuration facilitates its users to configure the reports in the way that the business requires. We can configure and create new reports according to the user requirement. It characterises the information that defines the performance, Functional and attributes of the reports.

User Level Access rights

Quarto ERP is secured both from external and internal attacks. It limits the access of individual users through User Access Rights, Document Locking System, Approvals etc.

An Array of Inbuilt and Buildable Reports

Quarto ERP provides inbuilt reports that carry different functionalities in the business.

  • Day to day Reports
    1. Cash book/Bank book/Day Books
    2. Sales Register/Sales Return Registers
    3. Purchase Register/Purchase Return Registers
  • Financial Reports
    1. Balance Sheet
    2. Profit & Loss
    3. Trial balance
  • Stock Reports
    1. Current Stock
    2. Stock Ledger
  • Analysis
    1. Inventory Analysis
    2. Budgets & Actuals
    3. Ratio Analysis

Different financial reports, Inventory Reports, Analysis are generated according to the workflow of business. These reports can be accessible daily, monthly or yearly. Also users can generate reports as the requirements.

Conclusion

Creating ERP documents and reports is an integral part of our approach. We ensure their relevance and detail them in a simplified manner, providing efficient and straightforward management of daily activities. This includes the backbone storage of data, ensuring data security for the company, which is readily available whenever a decision-making team needs it.

If you are in business or in management please welcome to our site www.quartoerp.com to know more or contact us through Phone 9995824809/9995824808, Email: sales@missioninformatics.com