Product

Servana ERP System Framework

1. Core ERP Platform (Central Hub)

   • Acts as the backbone connecting all modules.

   • Ensures seamless data flow and integration between modules.

2. Modules:

   • Accounting

     • Manages financial transactions, ledgers, and reporting.

     • Integrates with Automated Billing and Inventory for real-time financial updates.

     • Connects with Service Case management and Contract Management 

   • Inventory

     • Tracks stock levels, orders, and supply chain activities.

     • Links with Field Service and Service Contracts for resource allocation.

     • Connects with CRM sales processes for inventory levels and allocation

   • CRM (Customer Relationship Management)

     • Manages customer data, interactions, and sales pipelines.

     • Connects with Service Contracts and Field Service for customer support.

   • Field Service

     • Handles on-site service operations, scheduling, and technician management.

     • Integrates with CRM and Service Contracts for service requests.

   • Service Contracts

     • Manages service agreements, warranties, and maintenance schedules.

     • Variable usage meters and consumable provisioning thresholds

     • Links with CRM and Automated Billing for contract renewals and invoicing.

   • Rental Contracts

     • Tracks rental agreements, equipment availability, and payments.

     • Integrates with Inventory and Automated Billing for rental management.

   • Automated Billing

     • Generates invoices, processes payments, and manages billing cycles.

     • Connects with Accounting, Service Contracts, and Rental Contracts.

3. Data Flow:

   • All modules feed data into the Core ERP Platform.

   • Real-time updates ensure consistency across modules (e.g., inventory changes reflect in accounting).

4. User Interface:

   • A unified dashboard for users to access all modules.

   • Role-based access control for security.