WAREHOUSING & DISTRIBUTION

ASSEMBLY & SALES

SERVICE & REPAIRS

EQUIPMENT HIRE

• User definable reporting structure to allow for analysis at multiple levels

• Regular or on-demand auto-reversing journals and standing journals

• Reconciliation documents for account control

• Full foreign currency functionality including forex revaluations

• Multiple budgets, including budget revisions and forecasts

• Updated automatically in real-time

• Detailed or summarised ageing

• Credit control allowing for value limits, days overdue or both

• Debt collection control with overdue letters, call tracking and automated follow ups

• Comprehensive sales and margin analysis

• Detailed or summarised ageing

• Multiple payment and prepayment capabilities including electronic payments

• Comprehensive purchase and expense analysis

• Multiple bank accounts and multiple bank clearing accounts in multiple currencies

• Currency adjustments for revaluation purposes

• User definable receipt types and associated processing attributes

• User definable payment types and associated processing attributes including those required for electronic payment for both direct debits and direct credits

• Supports online payments catering for most banks’ electronic banking software

• Quotes, sales orders, picking and shipping documents and invoices

• Consolidation of multiple orders into a single shipment

• Consolidation of multiple shipments into a single invoice

• Multiple shipments/invoices per order with backorder management

• Various picking options are catered for

• Multi-level pricing and discount matrices

• Promotions allowing for discounts or gift with purchase for a specified period

• Credits and/or returns processing with authorisation hierarchy

• Purchase quotes, orders, shipments and invoices with authorisation hierarchy

• Shipment costing with multiple on-cost allocation methods

• Linked sales orders with backorders are automatically updated by received POs

• Inter-warehouse requirements processing

• Multiple warehouses and multiple bin locations per product

• Multiple units of measure

• Full and cycle counts

• Batch, lot and/or serial number control

• Tariff classifications and import duty rates

• Dangerous goods

• Build capability provides for stocked and non-stocked kits or assembled products

• Optional image store for graphical representation of product

• Full pricing module with unlimited price codes and base formulae

• User definable inventory groups allowing for analysis and processing by category

• User definable catalogue structure for product promotional documentation, etc.

• User definable discount structures at group and/or individual product level

• Accounting and tax depreciation registers

• Straight Line or Diminishing Value depreciation method

• Asset Registers including allocation to employees and locations

• Asset revaluation

• Insurance classification, valuation and reporting

• Market valuation recording

• Quotes, job costing and job invoicing

• Parts, labour recoveries, outwork and sundry costs/recoveries

• Multiple user definable on-charging rules including fixed price jobs

• Multiple invoices per job and multiple jobs per invoice

• Warranty registrations

• Internal or external warranty claims with submission of claim to suppliers for reimbursement

• Warranty recovery analysis

• Free service claims

• Warranty analysis based on failure codes or faulty products

• Manage hiring of unique equipment or sundry items including license requirements and related items and equipment

• Range of hire periods and charges catered for

• Track availability and location of hire inventory

• Track profitability of hire inventory including maintenance costs

• Manage multiple contacts for debtors, creditors and employee records

• Customer service calls to track interactions with customer, with contact type and classification codes for analysis purposes

• Call escalation and automated follow ups

• Linked to user profile to secure email control

• Integrated links to timesheet control

• Training course recording

• License control

• Employee schedules, productivity and turn over reports

• Audit record for every record identifying user, date and time created and user, date and time last modified

• List of all associated documents with drill down capability

• User definable audit profiles to track and record specific actions on specific records

• Profile based security with users linked to menus, and access rights

• Full transactional analysis with drill-down to source documents and transaction sets

• Reference tracking for all transactions

• Full document rollback allowing for corrections to processed data

• Catering for group, company and reporting currencies

• Automated job queuing allows for individual reports or packages to be processed at one time

• Jobs can be queued at various intervals, e.g. daily, weekly or monthly

• Dependent job queuing catered for

• Supported formats include PDF, Excel and HTML

• Output to printer, file or emailed or faxed to a list of recipients

• SMS messages

• Allows for documents to be loaded against accounts, documents and codes

• Category codes enable the classification of documents to assist with document management and searches

• Stored documents can be viewed and maintained

• Embedded, real-time analytics that can easily scale for growing data and user volume

• Open analytics enabling seamless interoperation with other systems and tools

• Ability to incorporate advanced analytics into real-time processes

• Business Intelligence (BI) allowing for customisable dashboards and ad hoc reporting

• Multiple data models and subject areas catered for

• Integrate seamlessly with a wide range of third-party and opensource analytics packages, e.g. Tableau, Power BI

• Able to create seamless business processes that connect with internal and external data sources, applications and services

• Graphical tooling to visually diagram processes, rules, and workflows

• EDI (Electronic Data Interchange) available for numerous documents including orders from customers, incoming shipment details from suppliers and consignment data

  - EDIFACT and X12 formats supported by default

  - Purchase and Sales documents (ORDERS, DESADV, INVOIC

  - Product point of sales and forecast information (PAD/852,830)

• Set of APIs (Application Programming Interfaces) to facilitate integration with third party systems and/or for website integration

  - Accessed via Web Services using either SOAP or REST

  - XML or JSON format

• Automated deployment options provide flexibility when choosing a platform:

  - Amazon Web Services (AWS)

  - Google Cloud Platform (GCP)

  - Microsoft Azure

  - Private Cloud

  - VMware vSphere

  - Pre-existing virtual and bare-metal environments