Twigo ERP

Financial/Accounts Management

• Tax Management
  Built-in GST management and tax planning tools to simplify compliance for Indian businesses.
• Fixed Asset Management
  Tracks business assets and equipment with dedicated management and status monitoring.
• General Ledger
  Comprehensive financial accounting system for managing cash flow and expense reports.
• Bank Reconciliation
  Financial tools to track cash flow and reconcile expenses with bank statements.
• Budgeting And Forecasting
  AI-driven forecasting for sales and demand to assist in financial budgeting.
• Accounts Payable & Accounts Receivable
  Integrated accounting for tracking customer dues and supplier payments.
• Multi-Currency Support
  Supports global operations with customizable rate and discount systems.

Human Resource Management (HRM)

• Payroll Management
  Manages employee records and salary processing as part of its core HR and admin functionality.
• Performance Management
  Tracks branch and employee performance with real-time analytics and graphical insights.
• Time and Attendance
  Records employee work cycles and task timelines for better administrative control.
• Employee Information Management
  Stores comprehensive employee records for HR and administrative oversight.
• Recruitment and Onboarding
  Tools for hiring, job postings, and new hire integration.
• Learning Management
  Training programs and skill assessments.

Supply Chain Management

• Demand Planning
  Forecasts future stock requirements based on sales history and AI predictions.
• Inventory Management
  Real-time batch-wise tracking, expiry management, and multi-location stock control.
• Transportation Management
  Facilitates logistics through its supply chain and multi-location branch management.
• Route Planning
  Supported via branch management and multi-location logistics workflows.
• Supplier Relationship Management
  Manages purchase orders, vendor contacts, and procurement history efficiently.
• Procurement and Purchasing
  Automates purchase orders, stock arrivals, and supplier payment tracking.
• Logistics and Distribution
  Manages supply chain flow across multiple branches and warehouses.

Manufacturing

• Maintenance Management
  Features a specialized 'Preventive Maintenance' module to track and schedule asset upkeep.
• Work Order Management
  Facilitates order management from initial creation to final sales order fulfillment.
• Bill Of Materials (BOM)
  Available within its manufacturing and product management features to track material lists.
• Production Planning and Scheduling
  Included in BOM and inventory modules to plan production for manufacturing.
• Quality Control Management
  Includes expiry management and batch-wise tracking to ensure product quality.
• Shop Floor Management
  Monitors real-time sales and stock activities at the point of sale (POS).
• Material Requirement Planning (MRP)
  Calculates material needs based on manufacturing orders and inventory levels.

Customer Relationship Management (CRM)

• Contact Management
  Centralizes customer and vendor information for seamless interaction and tracking.
• Lead Management
  Integrated CRM tools to capture inquiries and manage the sales journey for growth.
• Marketing Automation
  Automated email and SMS tools combined with loyalty program management for engagement.
• Audience Segmentation
  Categorizes customers for targeted loyalty programs and reward automation.
• Sales Pipeline Management
  Tracks sales orders from pendency through to final billing and fulfillment.

Project Management

• Time Tracking
  Monitors employee tasks and operational activities through automated reminders and logs.
• Collaboration Tools
  Multi-user and multi-branch access with role-based permissions for team collaboration.
• Resource Management
  Optimizes the use of inventory, human resources, and supply chain assets.
• Task Scheduling
  Automated task reminders and report scheduling to ensure timely operations.
• Cost Management
  Detailed expense management tools to track and reduce operational costs.

Reporting and Analytics

• Predictive Analytics
  Uses AI-powered predictions for inventory, sales, and demand forecasting.
• Sales Reports
  Generates detailed reports on sales trends, pending orders, and profit performance.
• Dashboards
  Smart business dashboard with real-time charts and comprehensive operational analytics.
• Financial Reports
  Automates Profit & Loss, expenses, and other critical financial performance statements.
• Business Intelligence
  Provides graphical insights and data analysis to support strategic decision-making.
• Custom Reports
  Flexible reporting tools to generate tailored insights for finance, stock, and sales.
• Regulatory Compliance Reports
  Generates GST-compliant reports and tax filings for Indian regulations.
• Real Time Reports
  Provides instantaneous updates on sales, inventory, and expense data.

Integrations

• Customer Support
  Includes a helpdesk ticketing system and helpdesk automation for managing customer service.
• Payment Gateway Integration
  Supports online payments and bank transfers for secure, integrated financial transactions.
• API Integration
  Designed to integrate with external websites and third-party digital tools.
• Third Party Integration
  Connects with websites, external devices, and other third-party software applications.
• Ecommerce Integration
  Specialized tools for integrating the ERP system directly with your business website.

Security and Compliance

• Disaster Recovery
  Cloud-based hosting with secure data access and encrypted storage for reliability.
• Data Encryption
  Uses advanced security measures and encrypted storage to protect business data.
• Audit Management
  Maintains detailed logs of financial transactions and inventory movements for audits.
• Role-Based Access Control (RBAC)
  Granular permissions control what specific users can view or edit in the system.
• GDPR and Other Compliance
  Built with modern data security standards to protect user privacy.

Administrative Features

• Workflow Automation
  Automates repetitive processes, including order-to-bill conversion and task reminders.
• Data Import/Export
  Allows for easy data migration and report generation in standard file formats.
• Admin Panel
  Centralized control hub for managing all branches, users, and system settings.
• User Access Management
  Assigns role-based access to ensure data security and team collaboration.
• Workflow Approval
  Configurable approval chains for sales orders, purchases, and expenses.
• Centralized Database
  One unified cloud database serving as a single source of truth for all business data.

Alerts & Notifications

• Email and SMS Notifications
  Automated alerts for critical tasks, appointments, and stock status updates.
• Security Alerts
  Proactive notifications for unauthorized access or system security events.
• Custom Event Alerts
  Set up notifications for tasks, appointments, or near-expiry stock alerts.
• Non-Compliance Issues
  Proactively monitors and flags expired stock or pending regulatory tasks.