Cloud Computing, Software as a Service

About Us

BScaler™ provides complete business management Software as a Service for Small to Medium Businesses – SMB with the BScaler Enterprise Resource Manager™, a browser-based, completely integrated Front Office to Back solution that combines Sales, Service, Operations, and Finance into a fully automated system. Users track, control, simplify and speed-up all operations, dramatically reducing human error.

The Not-For-Profit version provides logical, automated and transparent financial manage¬ment for all stake¬holders.

Subscribe to the affordable SaaS version or buy the SaaS+™ version to achieve even lower cost-per-user!

Export your data at any time – we’ll show you how. No lock-in!

Everything is integrated and ready now!

ERM is Role-based for efficient and comfortable operation in a secure environ¬ment. Each login ID has defined role responsibilities and privileges. Here are some of the role definitions:

Executive – Full privileges including the Executive Dashboard BAM
CFO/Controller – Privileges incl. Customer Credit Line, Financial Statements
CPA – View only Financial Statements and Reports
VP Operations – All Operation functions incl. MRP/Warehouse System

Sales VP – Manage/Control/Change entire Business Unit/Division
Sales Manager – Manage/Control/Change entire Sales Region; Reassign Contacts
Sales Rep – Create, manage Accounts, Contacts, Opportunities, Quotes
Sales Agent – Create, manage assigned Contacts, Opportunities, Quotes
Sales Partner – Access Partner Portal, Create, manage assigned Contacts, Opportunities, Quotes; functions configurable by Management

Support – Use the Service Desk to view customer info, generate and update Service Tickets and communicate with other service participants (Service Reps - Service Manager and VP)

PM – Manage/Control Inventory and Procurement Operations
Production – Convert Quotes to Orders; record Shipping/Receiving, generate Invoices
AR – Generate AR reports; apply Customer Payments
AP - Enter AP Invoices, mark for payment

Accounting (Mgr) – Credit approval, manage commissions and all accounting functions including AP Check Printing

29 Employee Roles, 6 Partner Roles, 5 Customer Roles

CRM -- Customer Relationship Management
Opportunity manger – automatic forecasts from sale probabilities, time manager, requires Accounting to approve customer credit
Quote Generator -- Multiple quotes for same Opportunity, one Current Quote;
Automatically calculates Margins, Discounts, Extended amounts.
Parts Databases for Sales Personnel -- The Price List; view Inventory Status (Qty on Hand, on order, etc.)
My Sales Desk—For Sales Reps And Agents -- Acct. Pipeline Report; Selected Con¬tact List for daily working and Time Management—Action Items; Create/Manage Accounts (suspects, prospects, customers), Contacts, Opportunities, Quotes; Forecast, AR, Backlog, Customer Info
Customer Portal -- Customer login and manage the account, incl. Support tickets and new orders
Forecast – Business Unit, Region and Sales Rep; Pipeline (without quote); Forecast by Item/Part number for MRP; NRC (non recurring charge) Sales Forecast: NRC With Cost Plus GP; MRC (monthly recurring charge)

Service and Support—My Service Desk
The Support Role users’ work area
Support Service Level (Platinum, Gold, Silver, etc.)
Service type: RMA, Product Feature Request, Bug Report, etc.
Create Service Tickets and email

Production, P.M., VP Operations, Controller, & CFO Roles
Inventory Control—The Master Item Data List
Inventory Status—Quantity Numbers
The Assembly Data List—Creating Assemblies (BOM); Work Orders

Accounting and Controller Roles
Assign Customer Credit Line & Credit Approval per order
Sales Rep Commission Criteria
Generate Commission Reports

Inventory and Asset Control
Create Parts, Components, Assemblies, Subassemblies (BOM)
Categories, Cost, Quantities on Hand, on Order, on Allocation & Available
Manage Co. Price List, Watch Lead times & Obsolete dates
Transfer Fixed Asset From Inventory
Fixed Asset Depreciation & Location tracking
All transactions record to Inventory & G/L Accounts, maintaining balance
Tangible Part Forecast (Qty requirement, availability, lead-time, etc.)
Generate multiple, configurable Reports

Order Generation
Generate SO (sales or service order) From Quote data & Customer PO

Procurement
Items Management, one or multiple warehouses, WIPs, RMAs etc.
Procurement To Fill Pending Orders
Procurement for other reasons, including fixed assets
Purchase Order Approval (up to 3 levels)
Approved Vendors
Receiving Items That Were Ordered
Transactions automatically record to Inventory, G/L Accounts, maintaining balance
Revising a Purchase Order
View purchase Order History

Invoicing
Choose Normal Invoice or Deferred Revenue Invoice & Processing
Manage Consignment Sales both Incoming and Outgoing
Derive Customer data; add shipping details and deliverables from Order data
Move quantities of tangibles On Hand to Invoice
Automates Monthly Recurring Charge items
Quickly Create and Manage Service Contracts
Derive Sales Tax amounts; set collectible or exempt
Preview, approve the Invoice
Creating the customer Invoice — ERM Does:
Assign Invoice tracking number, enable adjustments, update accounting data
Generate A PDF Invoice
Automate Order revision for partial and back order shipments
Manage the Deferred Revenue, a.k.a. Advance Payment, Process
Easily recognize the Deferred Revenue when it is time
Transactions automatically recorded to G/L Accounts, maintaining balance

AR – Accounts Receivable
Apply Customer Payment of regular Invoices
Apply Customer Payment of Deferred Revenue Invoices
Automatically record all transactions to G/L Bank Accounts, maintaining balance
AR Aging Report

Inventory Reports
Inventory Valuation
Price List
Inventory Status
Open PO To Vendor
Shipments Received

Service Contracts
Assign Contract Number & Record details
Record covered item Serial Numbers
Automated renewal reminders

Credit, Payments, Sales Tax
Assign customer Credit Line
Invoice Rollback, Customer Credit, Revenue Reversal, Tax Credit

BSCALER CLOUD COMPUTING SOARS

Reports
Production Reports
The Backlogs
The Invoice Register By Sales Rep
The Invoice Register By Category
The Invoice Register By Business Unit
Deferred Revenue Backlog
Multiple Accounting reports
Customer Payment Register
A/R Aging By Sales Rep
A/R Aging By Customer
Sales Taxes
Electronic Waste Fee (CA)

Accounts Payable
Involves the G/L General Ledger
Requires extra level security password for highest security level
Used and controlled by Controller & Executive roles only
Create a New AP Invoice when no PO was issued (e.g. utility pmt)

Approved Vendor clicks onto PO
AP/PO Received Invoice Data List
AP Invoice Data List
AP Invoice History Data List
Payment History Data List

Click to select Invoice For Making Payment
Approve Invoices for payment
Process and print AP Checks

Reports:
AP Aging
Journal Entry
Payment Register
AP by G/L Account
AP Daily Cash Requirement
AP Actions that require the high security password:
Manual G/L Account Entry maintaining balance
Voiding a check
All AP transactions record to Bank/G/L Accounts, maintaining balance

Sales Tax
Manage Sales Tax Table for States/Counties/Cities

General Ledger System In Real-time
Maintain the G/L Account Entry Data List – records every transaction
Enable Manual Transactions with Accrued Expenses & Double Acct. Entry
Maintain and Reconcile multiple Bank Accounts
Manage G/L Account Subtypes and Cash Flow Types
Manage
Other Income and Expenses
Purchase of Merchandise – Cost of Revenue
Cash Accounts & Bank Accounts
Manual G/L Account entry, including Double Account entry
AP Checking
Secure Check Printing
Fixed Assets including Depreciation
Generate the G/L Account Transaction Report

The Executive Dashboard BAM Control Console
View
Important G/L Accounts with “meters”
Current Balances
G/L Account Transaction Histories
Automated and Manual G/L Account Entries
All Assets
Fixed Assets
Liabilities and Equity
AP Journal entries
The active ERM Users

Manually establish balance, then enable ERM Automatic G/L Entries

Click to generate Financial Statements
Trial Balance Worksheet at any time
Cash Flow Statement
Balance Sheet
Income Statement

Operating Period
The Begin New Operating Period button also closes the Current Operating Period
View Current Operating Period Revenues and Expenses
View Previous Operating Periods

The ERM Administrator (“AppAdmin”) Module

The customer’s ERM Administrator adds and removes users and customizes ERM modules for the particular business—full information management without a DBA. Consists of these 18 user-configurable business sub-modules: Company addresses, Approvals, BU List, Region List, Manufacturers, Inventory Categories, Payment Terms, FOB, SO Groups, Opportunity Probabilities, Sales Next Action menu, Service Next Action menu, Account Profiles, Employees, Partners, Customers, Lead Sources and Expense Types.

Each is customer-configurable to meet unique business needs including Company multiple addresses, multiple Remit To’s.

Upload Logo, set fiscal year start date for Sales Forecasting.

Everything is easy yet accurate. BScaler provides the training, user documentation and support. BScaler backs up your data and maintains and upgrades the system. Watch your IT burden vanish!