Executive Summary

Client Overview:

Informatics Publishing Limited (IPL) is based in Bangalore and specializes in content creation, digital publishing, and e-learning. The company integrates technological expertise with domain knowledge, serving global clients like universities and research organizations. IPL plays a vital role in transforming the digital publishing sector.

Process Overview

Informatics uses Frappe ERP for a variety of processes. Below are the business processes implemented across multiple modules:

• CRM (Customer Relationship Management)
• Buying
• Selling
• Stock (Inventory)
• Helpdesk
• Insights (Analytics & Reporting)
• Finance
• HR (Human Resources)
• Support

Key Objectives:

• CRM Flow starts with the Opportunity DocType, followed by creating interactions. These are reviewed via a Daily Interactions Report.
• A Sales Quotation is created against the Opportunity, followed by the creation of Sales Orders.
• From the Sales Order, a sequence of transactions is triggered:
  • RFQ
  • Purchase Order
  • Purchase Receipt
  • Purchase Invoice
  • Delivery Notes
  • Sales Invoice
• Opportunity is mandatory for creating Quotations and Sales Orders.
• The system uses custom fields across various documents such as Opportunity, Sales Order, and Sales Invoice.