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Page 1: Ecount ERP Web-based ERP for small and medium-sized businesses

(714) 408-4445

www.ecounterp.-com

Page 2: Ecount ERP Web-based ERP for small and medium-sized businesses

CONTENT01. System Overview

02. Feature Highlights

Page 3: Ecount ERP Web-based ERP for small and medium-sized businesses

SystemOverview

Why waste your resources on expensive solu-tions?

Page 4: Ecount ERP Web-based ERP for small and medium-sized businesses

Efficient change for small and medium-sized businessesPowerful ERP Functions Ecount ERP priced at $55/Month Provides features required for most small and medium-sized

businesses. Inventory, Production, Logistics, Sales, Purchases, Accounting,

Funds, Payroll, Costing, Profit, Groupware, Webmail, and more. Features are fully integrated and fully functional in one ERP sys-

tem. Provides a customizable ERP program that can be configured ac-

cording to the needs and workflow of your business. Used by a wide range of industries including manufacturing, dis-

tribution, services, and more. Total of 200,000 users and growing.

Affordable price of $55/month for all ERP features No additional fees incurred for user customizations No additional cost for multiple user IDs Free trial version available for testing purposes Immediate availability of the system after registration Included: Weekly upgrade of current features Included: Regular maintenance and development of new features

Must be affordable and easy to implement. Must provide features that do not require hiring specialized IT personnel or expensive equipment. Must be able to respond quickly to changes in legislation and business workflows.

Sales,Purchases,

& Inventory

Production, Costing, & Profit

Accounting& Payroll

Group-ware & Web-mail(Extra)

What is a suitable ERP for a small or medium-sized busi-ness?

Page 5: Ecount ERP Web-based ERP for small and medium-sized businesses

Standardized and designed for a variety of businesses. Enables users to customize features in accordance to their unique workflow. Will adapt to current needs and those that may arise as your business grows. Allows for immediate response to business expansion and changes in business environment.

Scalable System

Work optimization via customizable features Customize report templates and search options in the program. Create your own invoice, purchase order, and sales slip templates for email

and print. Customize entry menus by adding extra fields or editing existing columns.

Scalable & Customizable

Used in a variety of industries Manufacturing, distribution, service, non-profit organizations, and

more. Features required by many industries are included and easy to use.

Page 6: Ecount ERP Web-based ERP for small and medium-sized businesses

Web-based ERP

Web-based vs. On-premise

On-premise: Only specified users connected through expensive remote servers can access the program; managers cannot check vital data in real-time.

Web-based: Access from any network or device with Internet access. Real-time data is a crucial aspect of management decisions and future plan management.

100% Web-based, no need for installation Accessible via Internet anywhere, at any time Accessible on mobile devices such as iPhone, Samsung Galaxy, and more Access data anywhere in the world in real-time

Accessible via In-ternet

Low Maintenance Data is secured in our servers and not affected by computer prob-

lems Additional features and customization are free of charge Ecount provides server storage, security, data backup, and mainte-

nance Ecount develops new features and system upgrades on a weekly ba-

sisUser ID Authorization Set-tings Create an unlimited number of user IDs Authorization settings can be configured by user IDs (Read-Only, Enter, All,

None) Block access by user ID / IP address / Specific Hours Set authorization for menus, clients, locations, and departments

Page 7: Ecount ERP Web-based ERP for small and medium-sized businesses

By continuing to strengthen our internal information security system to further gain our customers’ trust, we received the ISO 27001 Certification after passing very strict audit criteria in December of 2011.

ISO 27001 Certification is the internationally recognized certification system that mandates security stan-dards by an international board of members in the field of information security.

We manage data through a robust Information Security Management System (ISMS), in accordance with ISO 27001 Certification requirements.

ISO 27001 Certification

Stable System Uninterrupted user access provided by IDC / UPS (Uninterruptible Power Supply) Firewall (Network F/W) / Intrusion Prevention System (IPS) / SSL (Secure Sockets Layer) 24-hour monitoring and security

Data Security/Man-agement Confidential information entered by the user is saved through an encryption process. Data entered in the ERP is stored in multiple servers every day at a specific time. Data backup is done every day beginning from the day you start using Ecount until the day you backup data.

Information Security

Page 8: Ecount ERP Web-based ERP for small and medium-sized businesses

Excel Uploader – Easily upload data previously managed with Excel. Upload batches of existing data in seconds. We provide upload templates to facilitate data preparation for upload.

Data Upload

Data Backup All data in Ecount can be exported into Excel for personal filing. Reports seen in Ecount ERP can be converted into Excel files.

Data Upload / Backup

Page 9: Ecount ERP Web-based ERP for small and medium-sized businesses

Pricing

How can Ecount provide an ERP system at such a low price?

With 20,000 users worldwide and low operating costs, we are able to offer our service at an affordable price. No need to pay for customization since Ecount already offers most of the features needed by most small and mid-sized businesses.

ERP Service

Additional Services

Menu Features PriceAccounting / Finance

* All functions* Unlimited User IDs* Unlimited departments, warehouses, and stores* Groupware access for 10 users

7-day Free TrialMonthly Fee of

$55

SalesPurchasing / Inventory / LogisticsProduction / CostGroupware / CRMPayroll

Program Features PriceMobile ERP App iOS & Android Application

FreeMultilingual Support English, Spanish, Chinese, Japanese, Korean, and Vietnamese

Online Ordering System Manage orders & purchase requests online

Page 10: Ecount ERP Web-based ERP for small and medium-sized businesses

10 년 이상 Web 기반 ERP 서비스에 전념해온 SaaS / ASP 전문기업

About Us

Ecount promotes efficient changes in business.

Company ECOUNT INC.

Founded Aug. 18, 1999

Size 190 employees (As of Feb. 2016)

Clients Approx. 20,000 companies

worldwide

Industry IT (Web-based ERP Development and Service)

Offices South Korea (Seoul and Incheon) USA (Cerritos, CA) China (上海 , 中国 ) Vietnam (Ho Chi Minh)

Page 11: Ecount ERP Web-based ERP for small and medium-sized businesses

Features

Inventoryㆍ Productionㆍ Costingㆍ SalesㆍPurchaseㆍ Accountingㆍ Fundsㆍ PayrollㆍHR

Page 12: Ecount ERP Web-based ERP for small and medium-sized businesses

System Features - Part 1

Inventory Production & Out-sourcing Sales Purchases Free Services

Integration BOM Sales Purchase Planning Installed Apps· Integrated management of sales, purchases, and produc-tion· Link invoices, accounting, and payments

· Automatic calculation of ma-terials based on BOM designs· Assign BOM process/usage steps· Create multiple BOMs for an item

· Track Quotation→Sales or-der→Sales→Shipping· Invoice and link to account-ing· Set unique pricing policies· Generate sales forecasting

· Calculate quantities based on required raw material· Use safety stock levels and minimum purchase quantity· Create Material Require-ment Planning (MRP)

· Use our Mobile App to cre-ate sales and purchases in real-time· Use our Barcode App to track inventory and process sales quickly off-site

Reports Production Invoice Purchase Orders Multi-language· Data syncs in all reports· View inventory balance, item trails, and summaries· Create up to 50 unique tem-plates· Location/item grouping available

· Track Job Order→Goods Issued→Goods Receipt· Check progress status by job· Manage outsourced production

· Print invoices immediately after capturing sales transac-tions· Create up to 50 unique in-voice templates· Send invoices via e-mail

· Create purchase orders and send them via e-mail to your vendor· Check for outstanding pur-chase orders

· Available in English, Span-ish, Chinese, Vietnamese, and Japanese.

Inventory by Warehouse/Stores Costing Receivables/Payables Purchases Userpay

· Check inventory balance by location (Ex: warehouse or store)· Register transfers and movement between different locations

· Calculate costing by process/item· Reflect labor cost, expenses, and outsourcing processing cost· Comparison between stan-dard cost and actual cost

· Sync customer receivables in accounting immediately af-ter sales· Manage account receivables by customer/PIC· Apply credit limits

· Track from Purchase Re-quest→Planning→Purchase Order→Actual Purchase· Manage payables by vendor/PIC· Manage imports and exports with foreign currency

· Access payroll statements online via our Userpay portal.

Barcodes Production Schedule Inventory Quantity Serial No. CS Portal· Manage items with barcodes· Print different types of la-bels

· Create a production sched-ule based on due dates of sales orders· Apply lead time, safety stock and inactive days

· Check insufficient inventory upon creating sales orders· Check for outstanding ship-ments

· Assign serial numbers to items· Manage inventory by serial number

· Receive sales orders online in real-time from your cus-tomers· Create customer message boards

After-Sales Services Defect / Quality Control Lot Numbers· Manage repair orders· View repair history and progress status by item

· Defect management by process/type· Sample/Lot inspection· Quality inspection report/Quality Qty. management

· Assign lot numbers to items· Can also set custom fields to manage pallet numbers or expiration dates

Page 13: Ecount ERP Web-based ERP for small and medium-sized businesses

System Features - Part 2

Accounting & Funds Payroll & HR Services

Reports Fast Entry Payroll Groupware· View funds statements, account balances, transaction history, and profit analysis· Financial statement can be cus-tomized for external reporting· Check funds statements in real-time

· Double-entry journalizing for ex-perts· Auto-journalizing for non-experts· Connected with sales, purchase, and payroll data· Upload transactions and journal entries quickly via Excel

· Online payroll portal available· Create payroll books/statements· Setup earnings and deductions· Send payroll statements via e-mail

· E-approval options for managers· Create custom boards and forums· Manage schedules and attendance· Log all CRM activity· Project management [Gantt chart]· File and image storage available

Accounts Receivable / Payable Vouchers Time Management· Manage accounts receivable/payable by customer/vendor· Access all AR/AP Aging details· View balances including all sales/purchase history

· Search, modify, delete, and track quickly· Send copies and invoices via e-mail· Print payment/receipt journals

· Manage management attendance logs· Track overtime and tardiness· Apply attendance information onto payroll calculations· Manage days off, vacation time, and more.

Costing / Profit Projection / Budget HR· Analyze monthly profit/costing· Calculate gains and losses based on production, sales, and purchases

· Manage receipt/payment sched-ules· Create Daily/Monthly/Yearly Pro-jections· Manage budgets and budget limits

· Create employee information pro-files· Manage any changes to HR· Track hired and retired dates

E-approval Fixed asset / Notes· Set e-Approval templates for users registering accounting vouchers· Include copies or link directly to the payment journal, S/A journal, and more.

· Track increase and depreciation of fixed assets based on schedules/timelines· Calculate maturity and expenses

Segmentation Commerce / Foreign Currency· Create segments of data based on classifications, departments, or projects.

· Manage incidental expenses for each import task· Create Invoice / Packing List

Page 14: Ecount ERP Web-based ERP for small and medium-sized businesses

Inventory ManagementProvides All Features Related To In-ventory• Includes modules for managing sales, purchases, production, and profit cal-

culation.• Provides various reports needed by the person-in-charge (PIC) of each task.• Links to other functions such as accounting, e-approval, and more.• Check the inventory of stores and external warehouses in real-time.

Inventory Management Reports• Data entered in the inventory modules will immediately sync to-

gether.• Since it’s web-based, you can search and print any report at any

time.• Create custom report templates for your business.• Hyperlinks include access to direct input menus and screens

used to originally enter the data.

Page 15: Ecount ERP Web-based ERP for small and medium-sized businesses

Inventory Management By Location/Store• Manage multiple warehouses by identifying each site’s inventory balance.• Search through the inventory reports by specific location.• Check inventory balances of all stores in real-time.• Easily share all inventory related matters with foreign branches instantly.

Business Expansion With Accounting And Payroll• Inventory and accounting modules are linked so that a sale can automatically generate an in-

voice.• Calculate cost and profit by using data registered in sales, purchases, production, and more.• By using e-Approval (GW), you can setup up an approval system for quotations, purchase orders,

and vacation requests. Submitted requests will apply onto the reports once approved by the PIC.• Existing quotes, purchase orders, and job orders can be attached and linked to posts in the e-Ap-

proval (GW) tables as a reference.

Inventory Management

Page 16: Ecount ERP Web-based ERP for small and medium-sized businesses

Production & OutsourcingProduction Management Through BOM (Bill Of Material)

• Design the BOM (estimate) for finished and semi-finished (WIP) goods.• Search through lists of raw materials, process step, and usage step of a

BOM.• Automatically calculates the estimated raw material necessary for produc-

tion.• Modify the BOM’s design and manage different design versions at once.• Estimates of a BOM can help with purchase planning of materials.

Manage Production Progress By Process• Track production through Job Order → Goods Issued → Goods Receipt• Manage raw material, semi-finished (WIP), and finished goods by process.• Apply existing job orders when registering Goods Issued and Goods Receipt.• Set the amount of material consumed upon producing each finished product

and semi-finished product.

Page 17: Ecount ERP Web-based ERP for small and medium-sized businesses

Production & OutsourcingOverseas Factories And Outsourcing• Manage multiple factories overseas and outsourcing vendors.• Use the CS Portal to receive job orders from outsourced factories.• Check the inventory balance and quantity of manufactured items created

per outsourced factory and location.• Expenses from outsourcing production are reflected in accounting and cost-

ing.

Costing / Profit• Manage costing/production by process, item, customer, or vendor.• Calculate an item’s cost using Average Cost, FIFO, or Last Purchase Cost.• Apply labor costs, expenses, outsourcing fees, and more that will reflect in

costing.• Generate various report types related to costing/profit.

Page 18: Ecount ERP Web-based ERP for small and medium-sized businesses

Sales

Sales Management Features• Designed for managing quotations, sales orders, actual sales, and shipping. • E-mail any slip (quotation, sales order, or actual sale) directly from Ecount.

All slips are customizable and allow for up to 50 unique templates.• Data integration allows you to apply existing quotes to sales orders and then

convert them to actual sales slips. Edits can be made during each step.• Issue invoices immediately after linking sales data with the accounting

books.• Check sales amounts and receivable balance by customer/PIC after entering

sales.

Manage Receivables By Customer/PIC• View updated summaries of receivables by customer and

PIC immediately after generating sales slips.• Browse the transaction details of your sales, received

amounts, and receivables during a specified period.• Manage receivable amounts by identifying invoiced slips

and pending invoices per customer.• Create sales projections using anticipated receivable

payment dates and amounts.• Generate detailed reports and statements related to re-

ceivables management.

Page 19: Ecount ERP Web-based ERP for small and medium-sized businesses

Sales

• Setup your sales reports, generate statistical summaries, and customize statements according to your business needs.

• Include necessary information by adding, modifying, and elimi-nating fields in the entry menus.

• Provides various reports, such as Sales Status, A/R by Customer, Customer/Vendor Book, Sales Summary, and more.

• Sales reports are automatically updated in real-time, which allow users to access critical information when in or out of the office by using their mobile devices.

Convenient Features That Enhance Efficiency• Price Management: Setup prices specifically by customer, location,

or item• Credit Limit Management: Set a customer’s credit limit and config-

ure the usage of warning pop-ups for sales exceeding set limits.• Safety Stock: Set safety stock quantities by location (store) for each

item. Manage inventory in locations individually or as a whole.• Sales Forecast: Create a sales forecast by setting up a specific pe-

riod per PIC, location, or item.• Barcode (App): Install the Mobile App and use it to scan barcodes in

order to enter sales in real-time using your mobile devices.

Sales Reports

Page 20: Ecount ERP Web-based ERP for small and medium-sized businesses

Purchases

Purchase Plan / MRP (Material Re-quirement Planning)• Organize a purchase plan based on the job order or the sales order of a

customer• Figure out the point of purchase and quantity of materials needed based

on a production schedule’s details.• Calculate automatically the raw materials needed to produce products

based on the BOM taking into consideration the inventory levels.• Calculate the minimum purchase quantity of materials needed based on

the safety stock, outstanding purchases, and others.• Search and check the progress status of each purchase order by vendor

and item.

Purchase Order / New Purchase• Create purchase orders based on sales orders and purchase plan details.• Send your purchase order via e-mail to your vendor.• Search and check a purchase order’s status by PIC, vendor, or item.• Generate an invoice for a purchase as soon as you register the purchase de-

tails.• Use the Outstanding Purchase Order Status to see pending orders.

Page 21: Ecount ERP Web-based ERP for small and medium-sized businesses

More Inventory Related FeaturesBarcode Management• Control your inventory using our advanced barcode system.• Assign barcodes to items so you can scan the items during a sale or pur-

chase.• Configure the barcode labels according to your business needs.• Print on any paper type, such as A4, Pomtek labels, and roll papers.• Install our Barcode App for faster inventory tracking on-the-go.

After-Sales Services• Manage all incoming and requested repairs on items or parts sold.• Setup custom repair types and progress status per item.• Search the history and details per progress status.• Easily check the progress of a repair by customer.• Issue expense invoices upon receiving the parts after maintenance and re-

pair.• Setup the templates and search reports related to After-Sales Services, Re-

pair Status, and Repair Request Status.

Page 22: Ecount ERP Web-based ERP for small and medium-sized businesses

More Inventory Related FeaturesSerial No. / Lot No.• Track your items using serial numbers or lot numbers.• Search through sales, purchase, returns, receipts, production, after-

sales service slips, and inventory book by serial number. • Create small groups of items for easy classification.• Customize the use of our management fields to establish lot numbers,

manufacturing dates, use-by dates, or expiration dates.

Quality Control (QC) / Product Defect• Set testing protocols and procedures for your items.• Enter and register sampling and lot test data for an item.• Generate inspection reports for tracking each test’s results.• Mark samples or lots as qualified (passed) or unqualified (failed).• Register product defects found during production or receipt of

goods.• Provides various reports to help analyze the causes of the defect.

Page 23: Ecount ERP Web-based ERP for small and medium-sized businesses

Accounting & Funds Accounting Management Reports

• Generate overall accounting reports with real-time data of your transactions.• Provides sample templates for balance sheets, income statements, ledgers,

and more.• Access and track changes in accounts via smartphone.• Manage company expenses by using the e-Approval tools designed for man-

agers.• Tools available for managing cash flow, budgets, and projections.

Easy Entry

• Screens available for accounting novices and experts.• Upload entries in batches via Excel directly into the journals.• Customize the chart of accounts based on your company’s requirements

(country-specific, industry type, etc.).• Customize the sales taxes based on your company’s requirements such as

country-specific rates for automated journal entries• Manage cash flow and funds by linking inventory slips with journal entries,

such as sales and purchases.

Page 24: Ecount ERP Web-based ERP for small and medium-sized businesses

Accounting & FundsReceivables / Payables• Manage receivables/payables by PIC and customer/vendor.• Track funds by date of receipt/payment upon creating a sale/pur-

chase.• Apply payments to invoices based on unique tracking numbers (ex:

invoice number or ID).• Register payments of multiple forms, such as checks, deposits,

transfers, and notes.

Projection / Budget• Organize plans based on daily, monthly, and annual

goals.• Reference any existing projections by applying saved

data when creating an accounting voucher.• Create budgets by account, department, and project.• Control funds and check credit limits upon registering

accounting entries in the payment journal.

Page 25: Ecount ERP Web-based ERP for small and medium-sized businesses

Payroll Settings and Calculation• Create custom earning and deduction types based on your company.• Manage monthly/daily attendance per branch, office, and department.• Calculate payroll based on multiple payment frequencies.• Apply payroll data directly onto the accounting books without rekeying.

Userpay• Setup each user’s access for the payroll

portal to view/print statements.• Unique URL (http://pay.ecounterp.com)• Print payroll books and statements• Share payroll data via email in multiple

languages.

Payroll & HR

Page 26: Ecount ERP Web-based ERP for small and medium-sized businesses

Payroll & HRAttendance• Manage vacation days, overtime, and tardiness.• Users can request days off and overtime through the e-Approval

portal.• Check remaining vacation day balances and set limits per user.• Automatically apply payroll data from the attendance journals

onto payroll calculations.

HR• Create profiles for each employee and attach confidential

information in a secured portal.• Assign employees to specific projects for payroll calcula-

tion.• Track hired dates and retirement dates per user.• Customize fields for including additional information ac-

cording to the needs of your business.

Page 27: Ecount ERP Web-based ERP for small and medium-sized businesses

Additional BenefitsMultilingual Interface• Set the language shown in the interface for each user.• Available in Korean, English, Spanish, Chinese, Vietnamese, and Japa-

nese.• Setup foreign currencies for managing transactions overseas.• Customize templates in different languages.

CS Portal• Useful for receiving orders online directly from your customers.• Avoid wasting time on phone calls or faxing by using an online portal.• Set notification messages for when a customer enters orders in the CS Por-

tal.• The customer can check their order status online in real-time.• Allow your customers to view inventory balances and order statuses.• Can also be used as an ordering portal for your vendors. Easily configure it

to be linked with your purchasing department.

Page 28: Ecount ERP Web-based ERP for small and medium-sized businesses

Additional Features (Optional)Groupware

Free for 10 Users (5 GB) $10/month for every 5 additional users

[e-Approval]• Submit drafts to managers through e-Approval• Link slips/vouchers to approval documents

[Work]• Create discussion boards for your teams or individuals

and assign progress statuses for each forum.• Manages business contacts, customer/vendor informa-

tion, and clock in/out of each GW user.

[Share]• Create boards for sharing documents or files• Store files, documents, and images

[DIY Board]• Create customized boards with unique field types and

features.

[CRM]• Log all information pertinent to your contact with a cus-

tomer or account.• Create boards for managing customer relationships.

[Project]• Manage a project’s status using Gantt charts.

Page 29: Ecount ERP Web-based ERP for small and medium-sized businesses

Customer Support

95% Success rate using Ecount ERP

Customer Support

Online Help

System Upgrades

Manuals Available

• By Phone : Speak to our ERP experts in real-time• Screencast: Record your screen and share it with our team• Support : Request calls or videoconferences for remote help

• Q&A : Submit questions through our Q&A boards (quick response)• Ecount Search: Use the Ecount Search engine to find quick solutions or search by

keyword• FAQ : Series of frequently answered questions are available• Requests : Share your suggestions with our team. Ecount reviews each suggestion

and evaluates its necessity for all of our subscribers. Responses are typically sent in 2 weeks.

• Weekly upgrades : Included at no cost to you. Enjoy updates and new features for free

• Online Manual : Provides basic troubleshooting and answer to common questions• Video Tutorials : Available for both beginners and experienced users

At Ecount ERP, our customers are our top priority.We strive to provide you with the best solution for your business.

Page 30: Ecount ERP Web-based ERP for small and medium-sized businesses

In order to survive in a changing world, businesses must learn to adapt.Ecount ERP helps companies make changes for a more efficient future.

Tel: (714) 408-4445 Email: [email protected] Skype: ERP-Ecountwww.ecounterp.com