Generation of quotations including cost build up of manufactured products from components and process times
Easy conversion from quotes, to orders, to sales invoices
Flexibility to start from a quote, an order, or simply generate an invoice
Copy and edit of orders and invoices
Credit note and refunds with option to restock returns
Stock Control
Bills of material (component make up) for manufactured products
Process routings (where and how long to produce) for manufactured products
Automatic prompt to revalue products where a component cost has been amended
Multiple stock locations
Serial Numbering/ Batch Traceability
Material Requirements Planning (‘MRP’)
On-screen schedule of future stock movements bringing together sales / works order demand, purchase / works order availability, current stock, and minimum stock requirements
Option to include projected sales demand
System generated ‘suggested’ purchase and works orders
Easy creation of purchase / works orders
Works Orders & Scheduling
Works order (instruction to make products) creation and maintenance
On screen interactive works order scheduling
Print Job Cards including stores requisition and routing instructions
Update stock produced and issue of component stock on completion of works orders
Customer Relationship Management (‘CRM’)
Contact set up and maintenance
Record interactions with contacts and set up reminders for future interactions
Easy conversion of contact prospect into a customer record
Purchase Order Processing (‘POP’)
Supplier account set up and maintenance
Quotation request from up to three suppliers
Easy conversion between supplier quotes and purchase orders
Receive goods against orders to ensure correct stock update
Reporting actual cost of purchases against expected
Accounting & Payroll
Hierarchical accounts structure to ensure correct financial reporting and tax calculation
Transaction templates to minimise errors due incorrect account mispostings
Easy set up of standing orders and direct debits to minimise manual input
On screen bank reconciliation
Employee hours booked to works orders, projects, and departments
Flexibility to run payroll for all or just a few, or even one, employee at a time
Fixed asset register and automatic calculation of depreciation
Automatic calculation of goods received not yet invoiced accruals
Automatic calculation of project work in progress
Calculation of VAT on standard, cash, or fixed percentage basis
Settings & Set Up
User set up with customisable menu access
Customer and supplier import utilities
Opening balance input form
Customer, Supplier & Stock data import
Security
Security of your business system and data is of particular importance and unless you have a dedicated inhouse IT function it is costly and time consuming to ensure that you are running the latest and most secure software, and that regular backups are taken.
the user can control who sees what area of the application;
our servers run Linux operating system to eliminate problems with viruses;
our servers are backed up daily, weekly, and monthly, and the last two copies of each retained (*);
our servers are located at a secure UK based data centre;
connections between the user machines and our servers are encrypted to prevent interception of data flow.
The recommended browser for our application is Mozilla Firefox.
(*) Note: we nevertheless recommend that you take regular backups of your data by clicking on Settings, Backup, and then downloading the backup file to a safe location.
Overview of Functionality
Sales Order Processing (‘SOP’)
Stock Control
Material Requirements Planning (‘MRP’)
Works Orders & Scheduling
Customer Relationship Management (‘CRM’)
Purchase Order Processing (‘POP’)
Accounting & Payroll
Settings & Set Up
Security
Security of your business system and data is of particular importance and unless you have a dedicated inhouse IT function it is costly and time consuming to ensure that you are running the latest and most secure software, and that regular backups are taken.
With our cloud based ERP application:
The recommended browser for our application is Mozilla Firefox.
(*) Note: we nevertheless recommend that you take regular backups of your data by clicking on Settings, Backup, and then downloading the backup file to a safe location.