Activo Specifications

Activo TM is the system Enterprise Resource Planning (ERP) solution to ensure smooth functioning of daily business operations of an organization such as Accounting, Human Resource, Sales, Purchase, Inventory, Asset maintenance, and Contracts. The systeme erp solution facilitates management and people of any organization to integrate their processes by using technology and attain high productivity. It is used to increase the efficiency of maintenance and operations for different types of organizations including financial institutions, service organizations, manufacturing units, trading companies, and travel management agencies. Activo systeme erp TM automates daily operational tasks through a workflow-based approach such that relevant users, assets, and resources are engaged effectively.

Activo | FMS
Activo | FMS

Benefits

  1. Automation of processes to maintain manufacturing, HVAC, and Banking assets
  2. Multiple client facilities and locations management
  3. Integrated inventory, HR and Financial Accounting
  4. Cost minimization with an enhanced level of service
  5. Performance evaluation and monitoring
  6. Accessibility from around the globe through a web-based user interface
  7. Implementation of maintenance standards and best practices
  8. Online Tracking of Sales Teams

MODULES

Below listed modules are available within the product:

  1. Finance Management
  2. Human Resources
  3. Facility Operations and Project Management
  4. Preventive Maintenance (Yearly, quarterly and monthly planner)
  5. Sales Management
  6. Procurement Management
  7. Consumables and inventory management
  8. Contract monitoring and evaluation
  9. Service Request Management (Help Desk module)
  10. Customer Relationship Management (CRM)
  11. Report management and designer
  12. Security module with roles, permissions, and client-based authorizations
  13. Smartphone app
  14. Customer user interface

Additionally, the web-based user interface of systeme erp is also available for Customers.

Features

Activo™ solution is equipped with a detailed feature set within each of the above modules. These features are mentioned below as per category:

Financial Management

  • Initial financial setup
  • Company information management
  • Master Accounts
  • Journal Voucher (Receipts and Payments)
  • General Ledger maintenance and permissions
  • Trial Balance
  • Summary view of accounts
  • Financial statements (Balance Sheet, Profit and Loss, Cash flow statements)
  • Integration with Operations, Sales and Purchase
  • Customer Ledger (Receivables and Aging)
  • Accounts Receivables
  • Accounts Payables
  • Bank Reconciliation

Human Resource Management

  • Employee information management
  • Attendance policy and management through biometric, face recognition device integration
  • Leave policy
  • Calendar and shift management
  • Payroll processing including customizable allowance and deductions
  • Tax management
  • Recruitment process
  • Performance appraisals
  • Training management

Facility Operations and Project Management

  • Work Order
  • Help Desk module (Service Request)
  • Task Groups
  • Scope Deviations
  • Integrated with Inventory of consumables
  • Janitorial, Horticulture and Pantry management
  • Electrical, Plumbing and HVAC services
  • Workflow versioning for Work Orders, Service Request, Preventive Maintenance, Contract
  • Manufacturing unit maintenance
  • Yearly, quarterly and monthly planner
  • Internal Inspection
  • Work Progress Reporting

Inventory Management

  • Stores and Locators
  • Item Groups
  • Items
  • Goods Receipt
  • Item Issue
  • Return and Adjustments
  • Transfers

Sales Management

  • Customer database
  • Sales Order
  • Sales Delivery Challan
  • Sales Invoice
  • Customer Sales tracking with receivables
  • Sales Tax
  • Sales Returns
  • Integrated with Financial Accounting
  • Mobile App for Sales Order and Tracking

Procurement Management

  • Supplier database
  • Contract monitoring and evaluation
  • Supplier Quotation and comparison
  • Material Requisition Summary (MRS)
  • Consumables and Asset request and approval
  • Purchase Order
  • Good Received Note (GRN)
  • Vendor Payment Sheet

 

Customer Relationship Management

  • Customer database
  • Customer opportunity management
  • Leads management
  • Tender and Bid management
  • Tender document management
  • Thank You email generation
  • Scheduling of notifications and alerts
  • Pre-visit survey, meeting and assessment

 

Reporting module

  • Report Builder module
  • Export to PDF, Excel and CSV
  • Out-of-box reporting available
  • Customized reports

 

Analytical Dashboard

  • Graphical dashboard to display summary information
  • Dashboard widgets customization as per user preference
  • User Assignment notifications

Security and Authorizations

  • Users and Security Groups
  • Client level privileges to users
  • Report permissions

 

Activo™ is based on a Microsoft ASP.NET MVC technology stack with supported databases as SQL Server, Oracle, and MySQL.

Deployment options are:

  • Cloud-based hosting
  • On-premise hosting

Smartphone App

The organization will also have a smartphone app used to initiate sales orders along with location tracking. This app is connected to the back-end through web services.

Always keep track of your employees. You can view and analyze the route of each and every sales order and delivery.

User (Web-based): Admin will have a web portal to track salesperson orders and statuses with their location.

Customer User interface

  • Customer service request
  • Customer feedback
  • Complaint reporting form
  • Task monitoring

Deployment options

  • Cloud-based hosting
  • On-premise hosting