Software > IT projects > Beverage distributor seeks inventory management system

Beverage distributor seeks inventory management system

IT project from: beverage distributor (Germany)Project no. 18/1510: finished
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Mr. Dipl.-Kfm. Uwe Annuß
uwe.annuss@softguide.de

We are a beverage distributor with two locations and purchase beverages, bottles, and accessories primarily from other EU countries, store the goods, and ship them via DPD or DHL. We also broker goods that are delivered directly to customers in drop shipping. We supply companies in the catering industry.

To support our operational processes, we are looking for a new merchandise management solution with the following requirements:

  1. Management of the warehouse (without batches), items with and without warehousing
  2. Invoicing with warehouse correction: Management of customer data, pro forma invoices for prepayment, delivery notes for commission goods, storage as PDF
  3. Bills of materials: Items are sold both individually and as part of a collective item. These collective items are packages at a flat rate that contain items with 7% and 19% VAT. The program should be able to split the VAT proportionally.
  4. External warehouse: Individual representatives have small warehouses at their premises. Their stock is replenished on a regular basis. When they deliver, the goods are deducted from their warehouse.
  5. Sales representative commission: It must be possible to divide the items into different product groups. The groups have different commission rates, and sales representatives have different commission rates. Commissions are paid after receipt of payment. The program must be able to distinguish between paid and unpaid invoices.
  6. Payments from customers: In administration, bank details are retrieved directly, with automatic or manual payment reconciliation.
  7. Dunning: In conjunction with an open item list
  8. Calculation also in combination with separate freight costs (and customs duties or taxes). This means the net item price for the order from the supplier, but then a purchase price including freight and spirits tax for the calculation.

In addition, the following functions would be desirable:

  • Debits (previously manual, not in operation, but would be nice) - Debits directly from the program and not manually via an external function.
  • Payment transactions (previously external online banking) - Ideally, payment of invoices directly via a banking module, if possible.
  • Accounting - It would be nice to use this as well; it is available in the previous program, but is extremely complicated. Runs separately via DATEV.
  • Online shop - Currently runs as a side project, integrated into the homepage. Orders are transferred manually. Mainly used by existing customers as an ordering aid. But should be expanded.
  • Sales evaluations, etc. For articles, customers, representatives OP lists per representative
  • Income surplus calculation
  • Cloud solution would be useful. Currently network, but the upload connection is quite slow. Work from two offices (company and home office) due to the slightly different business hours in the restaurant industry.
  • Access via tablet (Android)

Initially, approx. 2-3 software workstations are planned.

Based on the specific requirements, the following solutions can be considered:

Software / Company Functions Customizing OS
Oktopus Pro 0 / 0
 
 
 
 
 
 
 
 
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