This module ensures a smooth and precise exchange of information and streamlining suppressed business processes. The enhanced mechanisms of the ERP system ensure full control over your employees and monitor the activities that have been planned, but remain unexecuted (an unanswered phone call, e-mail messages without answers). Each message is an integral part of the ERP system, and can be converted with a single motion into the implementation of an offer, order of goods, an invoice or a meeting with a client placed in the calendar. Thanks to the “current ordering” tactics, you are able to manage and allocate tasks to the relevant cells in the company even from anywhere in the world.
Integrating messages with the web site and an online store
Integration with the Allegro sales system
Mobile app available
Handling and merging of all company mailboxes
Active monitoring of all messages
Direct creation and allocation of tasks from received e-mails
A direct quote creation based on e-mails received
Automatic scheduling meetings based on e-mails received
Creation of memos and collective documents with the function of chat and online video conversations
Creation of collective memos with the function of chat and video conversations
Template management for periodically sent e-mails
Available calendar and organizer with the ability to plan events, meetings, business trips, services, implementations. The scheduling feature in the events’ calendar is equipped with an expanded mechanism for automatic notifications and invitations.
Creating groups of employees sharing one e-mail e.g. service department, sales department, complaints, production, customer queries.
This includes the complete apparatus for sales, with automatic order acceptance, verification of inventory, generation of invoices and ordering a carrier. Using the tool for tracking the goods shipped, you can check the status of the package sent until it is received by the customer. The system can notify your client about his shipment’s status. The sales module keeps a file on expiring cyclical and service contracts; it also has auto-recovery for unpaid debts. In addition, the ERP system will not allow you to omit uninvoiced items in an already contracted budget of a performed project. The SALES module can be directly connected to the financial/accounting software used in your company.
Preparing sale offers
Converting offers for orders
Linking sales orders with invoices and storage release documents
The ability to automatically generate repetitive generated sales orders or invoices
Retail sales using fiscal printers
Calculation of commissions for sales representatives
The option of calculating the VAT included in the price
Integration with an online store
Integration with the Allegro sales system
Defining how to automatically create invoices: upon procurement or storage release
An automated sales system from order to the delivery of goods to the customer’s doorstep
Evaluation of current relationships with customers, assessing opportunity and the stage of sale (CRM)
Keeping records of companies
The planning and execution of events
Setting a second price for the contractor
Planning expenses based on the projects performed
Invoicing and debt collection
Based on the accounting module, the system performs the functions of invoicing and generating any sales documents. Issuing an invoice sending it to the customer takes no more than 50 seconds. The allocation of numbers as well as the creation of history of sent documents is registered automatically. Moreover, the system features an option of controlling payables and receivables with automatic charging interest for late payment.
The receivables control system associated with automated mailing and generation of documents (request for payment)
Record of transfers to ZUS and US
Keeping cash registers, calculation of depreciation
Automatic generation of cost invoices for electricity, gas and telephones, transmitted monthly
Handling bank statements along with imports (any adjustment to a particular bank)
Defining payments and exporting them to a specific e-banking system
One of the most important ERP modules, which collects and stores material resources in electronic form. This part of the system is closely related with each ERPa module, particularly SALES, PURCHASES and PRODUCTION. As a result, data exchange is carried out smoothly without any confusion. Thanks to the WAREHOUSE, it is possible to run a reliable commodity and material management as well as inventory management. The system meticulously prepares warehouse documents, thereby maintaining an understandable order, so significant in the absence of a storekeeper. The automatic mechanism of current demand will prevent material deficits in the warehouse, while maintaining continuity in production. In addition, you no longer need to worry about the expiry dates of your products.
Direct connection to an online store (automatic verification of inventories)
In this module, using the available system mechanisms, you can send inquiries, perform your order and make purchases from your supplier. The system continually monitors the purchasing stage, estimating the delivery time and at the right time segregating the merchandise in storage. This is where a list of all your suppliers is connected with the history of purchases. This part of the system is directly connected to the warehouse module.
Purchase Order Execution broken down into stages
Automatic sending of orders
Registration of the order list
The available base of suppliers
Here you can set the rules for the production of goods taking into account the minimum quantity of products, the required sequence of actions, the terms and dependencies of the stages of production, the usage of equipment and human resources. Each development cycle is continuously monitored by an ERP system minimize the human error. The systematic exchange between PURCHASES and WAREHOUSE maintains the optimized production rate tailored to the requirements of the company.
The ability to create bills of material (BoM), multilevel approach
Parameterization of the production process
Creating supply plans
Ability to record by-products (e.g. waste)
Creating demand along with the simultaneous production order based on BOMs
The ability to record the duration of manufacturing operations
Automatic accounting records for the used materials and finished products. Generating PW and RW documents
Calculation of material costs of finished products
Calendar-based procurement planning
Adjusting production – production scheduling
This is where you will find the current, completed and scheduled projects to be implemented. Thanks to the roster mechanisms, you can manage the implementation of the relevant parts of the project so as to make it on time. Built-in control system for expenditure will inform you about when it is possible to plan and start the next project without the risk of financial deficit. For each project you can assign an employee with specific tasks and a specific time of implementation. All projects are characterized based on the Gantt chart, which will help to clearly show the complexity and the current state of the project.
Monitoring the progress of projects (graphs)
Hourly settlement system in the implementation of projects
Calculating the cost-effectiveness of projects
Control of expenditure on projects
Planning the implementation of projects
Assigning tasks to employees
Multi-level projects view
Delegation of tasks
Registering the involvement of each employee in the project’s tasks in the form of timesheets
Financial management of projects with the use of cost centers
This is the HR module, or human resource management. This is where the record of all employees and system users is kept, broken down into stations, departments and sectors. It is here that the working time of each employee is recorded, together with a calendar of holiday requests and attendance statistics. In addition, the ERP system enables comprehensive support in recruiting employees, their training and motivation, as well as firing from workstations.
Implementation and recording of payroll data
Keeping personal files, with registration of the employees’ data
Ability to send ZUS declarations
Implementation of personnel/payroll mechanisms
Settling holidays, sick leaves
rozliczanie urlopów, zwolnień lekarskich
Preparation of documents related to employment, salaries and employee evaluation
Direct connection of the ERP system to the system for applying for the position via the website
Records of labor history
Managing and record of all agreements
Creating payrolls based on any number of algorithms for calculating wages
Automatic reminder about expiring contracts
Generation of any kind of prints and proof of income, statements and authorizations
Records of work tools, accessories released
Registration of acquired skills, trainings, employee competence
An index of all vehicles available within your company. This element of the system stores and records all relevant data of vehicles and periodic fees, which the system will keep reminding you of. Moreover, the ERP system keeps a record of all service and repairs of the vehicle, generating a summary of the costs of its maintenance. Calculating fuel consumption is now done automatically without the time-consuming counting of invoices.
Reminder of expiring insurance or technical inspection
Keeping a vehicle service history with the scheduled service future visits, the so-called fleet service registry
The vehicle’s odometer
Record of fuel taken
Fleet service registry
Summary of costs
This is where all of your tenders and competition offers that you find interesting are automatically imported and downloaded daily by the ERP system from selected websites and tender databases (e.g. Business Poland, Oferent, the Public Procurement Office). The system creates a list of contracts broken down into provinces and regions. An authorized user of the ERP system has the ability to assign the tender to an employee for development and preparation of documents.
Creation of a list with an option to mark abandoned tenders and the ones submitted for execution
Creation of a list of completed tenders
Converting tenders into closing signals
Assigning tenders to employees for implementation
Automatic reminders about the deadline for submission of documents
This is the storage place for all results, analyses and reports generated from ERP data. Reporting is based on the time unit and available filters you can use to generate required data. For more convenience, all reports can be displayed and edited in an excel file. In addition, graphic presentation involves many types of charts, such as pie or bar charts.
intuitive report generator
graphic presentation of reports with pie, bar and Gantt charts
all report results can be printed out or converted to Excel or PDF
automatic sending of messages to an indicated email address
any given additional “on request” reports within three working days at the longest
available comparative analysis of several reports at a time
It is an internal calendar available to either all or just some selected users or the ERP system. Using the calendar function you will be able to inform the right people about training, a tender or an important delegation, providing them with its duration, location, invitees and the details of the event (subject, scope, profile). The invited user acknowledges that they had received the information upon confirming their attendance. When creating events, you may assign the status to the persons invited, determining who is the person responsible for the meeting, who is a guest and who is the client. The ERP system automatically enters the meeting to the user’s personal calendar of events. Sending invitations automatically is also generated for external users who do not have access to the ERP system. The system provides the ability to send invitations delayed as per a preset schedule.
Possible direct connection with the booking module
Invitations via e-mail/sms
Automatic booking of hotels, conference halls
Automatic reminders of scheduled events
Ability to integrate several reports at a time in comparative module
This module provides assistance in the reception and registration of goods or services registered by the client. A detailed file of complaints helps to diagnose the damage and address the issue immediately. In addition, the careful keeping of records of complaints allows extracting information about the product’s weaknesses.
The register of waste, products returned to the warehouse, customer complaints – verification of labels, identification of the product series or batch
Quality control of manufactured goods, verified on the basis of a check list
Planning regular product quality controls in time
Recording the results of completed quality controls
Scheduled periodic quality controls of the manufactured product
Keeping records of equipment, i.e. periodic quality control of the functioning of equipment and technical inspection
Audit of goods purchased from suppliers and contractors
The role of this module is to maintain constant contact with the client in accordance with the established rules. It is here that you can set up a system of automatic notifications to customers regarding the sales made and asking for their opinion of the transaction. The system will inform the customer about current promotions and discounts at appropriate intervals, according to the path you set up. More importantly, the system keeps a record of customer reviews and the degree of satisfaction with your services.
Creating terms and mailing templates, newsletters
Calculation of cost-effectiveness in creating new marketing campaigns, or discontinuing the inefficient current ones.
Creating, monitoring progress and evaluating the effectiveness of campaigns
Estimating the effectiveness of a campaign and the final summary
It is a comprehensive accounting module that includes accounting features suited to all options and accounting scenarios. Settlement mechanisms in this module are closely linked with each part of the system. In the case of external accounting services, it is possible to integrate the ERP system with another, any financial/accounting program. In addition, the accounting module is compatible with the Accounting Act.
Accounting based on the chart of accounts and cost centers
Electronic submission of tax returns (VAT-7 and VAT-EU)