Module 1

CRM & Sales

Manage your entire customer relationship from first contact to final payment. Create quotations, send GST-compliant invoices, and never miss a payment follow-up again.

👤
Customer MasterStore customer details, GST numbers, multiple addresses, contact persons, and credit terms in one place.
📝
Sales Orders & RevisionsCreate orders, revise them when customers change requirements, and track the full revision history.
🧾
GST Invoicing & E-InvoiceOne-click invoices with automatic GST calculation. Generate E-Invoice (IRN + QR) and E-Way Bills directly.
💳
Payments & WalletsTrack payments, manage advance amounts with customer wallets, and set automatic payment reminders.
🚚
Shipments & DeliveryCreate delivery orders, print shipping labels, and track dispatch status.
See CRM in Action
Customer: Bharat Motors
Active
GSTIN: 24AABCT1234F1Z5
Credit Terms: Net 30
12 orders this year
Outstanding: ₹2,40,000
Invoice INV-2024-0234
E-Invoice Generated
IRN: a1b2c3d4...9b
QR Code: Ready to print
Total: ₹1,41,600 (incl. 18% GST)
Payment Reminders
3 overdue
Auto-sent at 7, 15, 30 days
Email + SMS notifications
Module 2

Procurement

Streamline your entire purchasing process—from material requests to vendor payments—with complete visibility and control.

📋
IndentsTeam members request materials via Indents. Managers approve before purchasing begins.
📨
RFQ — Request for QuotationSend RFQs to multiple vendors and compare prices side by side.
📄
Purchase OrdersCreate POs with auto-filled vendor details. Track delivery status and partial receipts.
🔍
Quality InspectionsRun quality checks on received goods before accepting into inventory.
🔁
Returnable Gate PassTrack items sent out temporarily (for repairs, testing) and ensure they come back.
See Procurement in Action
Purchase Order PO-2024-0089
Sent to Vendor
Vendor: Steel Suppliers Ltd
5 line items · ₹3,42,000
Expected: 20 Apr 2024
RFQ Comparison
3 quotes received
Vendor A: ₹18,000/unit
Vendor B: ₹17,200/unit (Best)
Vendor C: ₹18,500/unit
Quality Check
Passed
Inspected: 50 units
Accepted: 48 · Rejected: 2
Module 3

Inventory & Stock

Always know what you have, where it is, and when to reorder. Real-time stock tracking across multiple warehouses with full lot traceability.

📦
Item MasterMaintain all products and raw materials with SKU, HSN code, units, and reorder levels.
🏭
Multi-Location WarehousesTrack stock separately for each warehouse, rack, or bin. Transfer between locations.
🔖
Lot & Batch TrackingEvery stock entry creates a lot with full traceability from receipt to dispatch.
📌
Stock ReservationsReserve stock for specific orders or production runs to prevent over-commitment.
🔔
Reorder AlertsGet notified when any item drops below its reorder level. Never run out of materials.
See Inventory in Action
AC Motor 5HP — Stock Summary
In Stock
Warehouse A: 42 (12 reserved)
Warehouse B: 18 (6 reserved)
Free Stock: 42 units
Lot LOT-2024-058
Traced
Received: 14 Mar 2024
Inspection: Passed QC
10 units issued to MO-089
Reorder Alerts
4 items low
Copper Wire: 12 (need 50)
Bearing 6205: 28 (need 40)
Module 4

Production Planning

Plan, schedule, and track manufacturing from raw materials to finished goods. Know exactly what's happening on the shop floor at any time.

📋
Bill of Materials (BOM)Define what goes into each product. Multi-level BOMs and packaging lists supported.
🏗️
Manufacturing OrdersCreate MOs, check material availability, and track production progress in real time.
🔄
Routings & Work OrdersDefine the steps to make each product. Schedule operations across workstations.
🏪
Workstation ManagementSet up workstations, assign operators, and track utilization and throughput.
🔧
Job Work (Subcontracting)Send materials to outside vendors. Track with challans and manage returns.
See Production in Action
MO-2024-089 · Motor 5HP x20
65% Complete
13 of 20 units done
Due: 28 Apr 2024
Routing Progress
Winding — Done ✓
Impregnation — Active
Assembly — Pending
QC Testing — Pending
Auto Material Consumption
From BOM
Copper Wire: 260m used
Stator Core: 20 pcs used
Rotor Shaft: 13/20 issued
Module 5

Accounting & GST

Complete double-entry accounting with India-specific compliance. GST calculations, E-Invoice, TDS, and return filing — all automatic. Read the 7-step e-invoice guide →

📊
Chart of Accounts & LedgersPre-configured chart of accounts for Indian manufacturing businesses. Fully customizable account groups and ledgers.
🧾
GST ReturnsPrepare, review, and file GSTR-1 and GSTR-3B quickly and accurately.
💼
TDS ManagementEasily record and manage TDS entries as per applicable regulations.
🏦
Bank ReconciliationSeamlessly reconcile bank statements with your books and identify discrepancies efficiently.
📈
Financial ReportsAccess real-time financial reports including Trial Balance, Profit & Loss, Balance Sheet, Cash Flow, and GST reports.
See Accounting in Action
GSTR-1 — April 2024
Ready to File
B2B: 182 invoices
B2C: 64 invoices
CDNR: 8 notes
Trial Balance
Balanced
Total Debit: ₹42,18,000
Total Credit: ₹42,18,000
Difference: ₹0
TDS Summary Q4
194C: ₹1,24,000
194J: ₹48,500
Total deducted: ₹1,72,500
Module 6

HRMS & Payroll

Manage your workforce from hiring to payslips. Biometric attendance, leave management, salary processing, and statutory compliance — all built in.

👤
Employee ProfilesComplete employee records — personal info, bank details, family, documents, and history.
👆
Biometric AttendanceConnect ESSL/ZKTeco devices. Attendance data pulls automatically every day.
🗓️
Leave ManagementEmployees apply for leave online. Managers approve with one click. Balances update automatically.
💰
Payroll ProcessingRun payroll based on attendance and salary templates. PF, ESI, PT, TDS auto-deducted.
📄
Salary SlipsGenerate professional salary slips as PDF. Email to all employees with one click.
See HRMS in Action
Attendance — March 2024
Auto from Biometric
Present: 24 days
Half-day: 1
Leave: 1 (CL)
Payroll Run — March
68 employees
Gross: ₹18,42,000
Deductions: ₹2,84,000
Net: ₹15,58,000
Statutory Compliance
PF Employer: ₹68,400
ESI: ₹14,200
PT: ₹2,400

Additional capabilities

Task Management
Assign tasks, track progress, manage team todos, and use the built-in ticket system for support requests.
📊
Real-Time Dashboards
Sales, stock, procurement, and HR dashboards with live data. Customizable widgets for each user role.
🤖
AI Assistant (Claude)
Query your ERP data using natural language via Claude AI. Ask questions like "show me overdue invoices."
🔐
Role-Based Access
Granular permissions for every module. Each team member sees only what's relevant to their role.
📧
Email Integration
Send invoices, salary slips, and payment reminders via email directly from OEMup. SMTP configured.
🏢
Multi-Company
Run multiple companies from a single OEMup account. Each company has isolated data and settings.

Ready to see it in action?

Start your free trial or book a demo. Our team will show you exactly how OEMup works for your factory.