Best-in-class ERP modules
All ERP modules you’ll ever need to run mission-critical operations from anywhere!
Finance
Have a multi-dimensional view of your corporate finances. Simplify accounting and financial consolidation processes.
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CRM
Get a 360° view of your customers! Run marketing campaigns, track leads, automate sales processes and maximize profits.
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Procurement
Optimize total cost of purchasing, reduce compliance risk and increase bargaining power over suppliers.
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HR and Payroll
Plan and manage your workforce more efficiently, from recruitment to employee succession and automate payroll processing.
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Manufacturing
Support complex manufacturing operations, improve production planning and remove inefficient practices.
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Asset Management
Maximize operational efficiency of your fix assets. Plan, schedule, track and ensure optimum usage of your assets.
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Inventory
Boost your supply chain efficiency and achieve comprehensive control over internal logistics operations.
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Warehouse (WMS)
Start your Logistics 4.0 journey with technologically enabled, optimized and automated warehouse operations.
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Order Management
Achieve seamless order to cash using powerful omni-channel order management solution.
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Point of Sale (POS)
Manage your store, restaurant or any other retail and hospitality business from the palm of your hand.
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Projects
Keep your project on track from forecasting and planning to accounting and closure.
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Helpdesk & Support
Ensure exceptional customer support by efficiently handling complaints, redressal and feedback.
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Time & Expenses
Gain better visibility on employee expenses and time spent and never miss a deadline.
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Services
Establish a robust, fail-proof framework to deliver exceptional, personalized, and reliable service.
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Documents (DMS)
Become a truly paperless company. Save time, ensure compliance and automate your paper workflows.
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Business Intelligence
Automate data discovery process and build intelligent dashboards to respond immediately to streams of real-time data.
Learn moreReady to connect integrations
Our open interfaces allow you to easily link Onfinity ERP and CRM with your favorite apps.
What each module does
Every module below is part of one system, sharing one set of master data and one ledger. Nothing here is a separate product bolted on.
Finance
- Fits the country you operate in
- Accounting books are configured, not coded. A book carries its own accounting principles and runs on an accrual or a cash basis, and more than one book can post from the same documents — which is what a group reporting under two standards at once needs.
- Budget against actual, at any level
- Budget by organisation, cost centre, project, campaign or business partner, then track what actually happened against it. The dimensions on the accounting schema decide how deep that goes.
- Reports you define yourself
- Standard financial statements, plus a report writer for the ones the standards do not cover.
Inventory
- Every movement is recorded against a document
- Receipts, issues, transfers and adjustments each trace back to the order or job that caused them, so stock and the ledger cannot drift apart.
- Costing that reflects what the item really cost
- Duty, freight, insurance and clearing charges land on the goods receipt and into stock value, spread by quantity, value, weight, volume, line or cost.
- Levels you can defend
- Minimum and maximum levels, reorder points and lot or serial tracking where the item calls for it.
Purchasing
- Six documents, each made from the last
- Indent, request for quotation, order, goods receipt, bill, payment. Nobody retypes anything, and the bill is matched against what was ordered and what arrived before it can be paid.
- Vendors rated on the record
- Quality and delivery ratings built from receipts rather than opinions, with agreed price lists carrying their own validity dates.
- Approvals that run themselves
- Workflow decides who signs off, by value, category or budget, and escalates when nobody does.
Order management
- One order, four kinds of line
- Stock, a service, a contract, and something still to be made. Each line goes its own way while the customer sees one order.
- Delivered against the order, invoiced against the delivery
- Short shipments stay visible instead of being tidied away, and the invoice can never claim more than went out of the door.
- Profitability by customer and product
- Margin is read off the order and the cost that landed against it, not estimated at month end.
Manufacturing
- Material requirement planning from real demand
- Make-or-buy decisions calculated from actual orders and forecast, not from a spreadsheet kept alongside.
- Multi-level bills of material
- Components several levels deep, planned and exploded together, with routing, work centres, setup and run times.
- Make to stock or make to order
- A job raised from a customer order carries that order and that line the whole way through the shop, so what a customer is waiting for is on screen rather than in somebody's head.
Warehouse management
- Pick lists and put-away generated, not written
- Warehouse tasks come out of the storage strategy set for each product rather than from whoever is on shift.
- Works with the scanning you already have
- Barcode and automatic identification devices feed movements straight into stock.
- More throughput from the same floor
- Locations, zones and volumetric use planned rather than improvised.
HR and payroll
- Hire to full and final settlement
- Recruitment, onboarding, the employee record, leave, attendance, payroll and exit in one place, with the payroll rules of the country configured rather than hard-coded.
- Employees serve themselves
- A self-service portal for requests, claims, leave and payslips, so the HR team stops being a postbox.
- Attendance from the devices on the wall
- RFID and biometric readers feed attendance directly, and remote teams are tracked without a device at all.
Project management
- Cost the project before quoting it
- Lay out the structure, price it, and raise the quotation or order from the plan itself.
- Templates, and more than one plan version
- Reproduce a project shape quickly, and keep several plan versions as the work changes rather than overwriting the original.
- Invoice on milestones or percentage complete
- Billing follows the project's actual status, and assets assigned to a project depreciate against it.
Service and contracts
- Contracts that bill themselves
- A billing plan on the contract raises each invoice when it falls due, so a year of maintenance does not depend on somebody remembering in month seven.
- Renewals with rules
- Renewal terms and notice periods held on the contract, so what is about to lapse is a query rather than a discovery.
- Fixed price or time and materials
- Both, with budget against actual on the service project and change requests invoiced rather than absorbed.
Helpdesk and support
- Requests arrive through whichever channel suits
- Email, phone, web forms and a customer portal all land in the same queue.
- Routed and escalated without a supervisor
- Assignment follows rules rather than availability, and escalation follows urgency or the service level agreed.
- Service levels that are measured
- Agreements defined per customer, then reported against, rather than promised and forgotten.
Asset management
- Know where an asset is and what it has cost
- Every transaction against an asset is tracked, with expenses and maintenance resource cost allocated to it, so the running cost is a number rather than a guess.
- Any kind of asset, with its own attributes
- Vehicles, buildings, plant, hardware and software, each with the attributes that make sense for it.
- Maintenance driven by run time
- Service intervals triggered by usage, executed through workflow, with requests and tickets raised against the asset itself.
Time and expense
- Receipts attached where they belong
- Scanned receipts sit on the expense line and route to whoever approves it.
- Billed on the customer's own price list
- Recorded time and expense turn into an invoice at the rates agreed with that customer.
- Joined to the project
- Time booked against a project lands in its cost, so project margin includes the hours.
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