Using separate platforms for accounting, inventory, manufacturing, sales and support is very costly, not only in time spent transferring data back and forth but also because of the risk of error. ERPetology solves that problem by tying everything together. Every module talks to the other modules in the same language, so nothing is lost in translation.
Take a look at a typical dataflow for a manufacture-to-order business:
Start with a lead
The CRM module lets you specify how you got the lead, whether the lead is qualified, company and contact information. You can also add notes.
Cost the project
The Bill of Materials helps calculate the true cost of a project by adding the costs of labor, rent, electricity and more to the cost of materials.
Create the Quotation
The quote includes items, prices, taxes and terms. The lead’s contact information is added from the CRM. ERPetology lets you email documents directly and tracks all your correspondence – no need to go back and forth to your email program.
Yay! The quote was accepted!
Create a customer from the lead with one click and a Sales Order from the Quotation with another. If you have just one default customer group, you can even do the whole thing in one click instead of two.
Keep your Stock in Control
Each step of manufacturing and sales automatically adjusts inventory levels of raw materials, finished products and scrap. Set safe quantities for raw materials along with lead times for fulfillment, to make sure you always have what you need on hand.
Create a Work Order
You can create a Work Order right from the Sales Order. The work order automatically pulls data from the sales order and BOM to eliminate unnecessary data entry. When saved, it creates job cards for all the operations, reserves inventory and creates a material transfer request.
Track hours and productivity
The sequence of operations is set in a routing document. The job card tracks the start and stop times for each task. It can also be used to track scrap.
Manage asset use
The production calendar helps you maximize equipment and personnel use, to avoid double booking and idle time.
Maintain product excellence
Quality inspection parameters can be set for any stage of production, as well as for the final product and purchased materials. A message will automatically pop up when an inspection is required.
Shipping Rates, Delivery Note and Tracking
The Delivery Note can be created from the Sales Order in one click. Partial shipments and divided orders are no problem. Calculate and compare rates and print labels through integration with EasyShip. Customers get a tracking number on the invoice, and can also check tracking through a web portal.
Invoice
One-click invoicing from the Sales Order or Delivery Note. Include standard and custom terms and conditions statements, certifications and other notes. The customer’s default payment terms and taxes are automatically applied. If a label was created through shipping integrations, the tracking number will be automatically added to the invoice.
Online and Offline Payments
Customers can pay open invoices with credit cards, digital wallets or ACH. Customers with NET30 or other payment terms can get automated reminders when payments are due. You can also set up subscriptions and recurring payments. Review payment status in Accounts Receivable.
Track every aspect of your business
ERPetology includes numerous reports out of the box covering every part of the system. Our forecasting model uses data from past sales and production to help you predict what you need to go forward. Need something custom? We can do that too.