Software > IT projects > Craft and service company seeks business solution (ERP)

Craft and service company seeks business solution (ERP)

IT project from: craft business (Germany)Project no. 24/3373: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are a craft business specializing in repair and maintenance services. We also operate a spare parts business with an online shop.

To handle all our business transactions, workflows, and internal matters, we are looking for a suitable business solution with the following requirements:

  • Customer management
  • Supplier management
  • Article management
  • Project support (on a smaller scale)
  • Route planning
  • Time recording
  • Invoicing
    • Quotes
    • Orders
    • Delivery notes
    • Invoices
  • Warehouse functions
  • DMS
  • Open item management (incoming payments)
  • Accounting
  • Calendar and appointment management
  • Support for mobile devices (Android)
  • Online banking interface
  • Optional email management
  • Optional online shop
  • Interface to existing online shop, if applicable
  • On-premises or cloud

Six to eight software workstations are planned. We work with MS Windows systems.

The software should have the following functions.

Necessary:
Absence management
Access management
Accounting
Archive access rights
Article management
Bill of material processing
Bill of material processing
Calendar and appointment management
Cash book
Chart of accounts
Cost estimates
Deliveries
DMS
Documentation systems
Dunning
File archiving
Financial accounting
Full text search
General ledger
GoBD
Incoming payments
Invoicing
Logistics
Maintenance
Master data management
Materials management
Open item management
order creation
Order management
Order processing
Parts list management
Payment entry
personnel master data
Process management
Purchase Order Management
Quotation generation
Repair order
Repair, cost estimate
Route planning
Service call confirmations
Service orders
Service report
Shipping processing
Statistics
Supplier management
Template management
Time and work plans
Time models, time accounts
Time recording
Vacation management
Warehouse management
Web service integration
Optional:
Approval workflow
Archiving
Asset management
Asset management
Cover letter, advertising
CRM
Digital personnel file
Document archiving
Document workflow
E-mail archiving
E-mail attachments
E-mail management
Employee capacities
Extensible functions
Knowledge management
Operating orders
Order forecast
payment systems
Payment transactions
Performance Management
Personnel management
Personnel planning
quotation management
Report management
Revenue analyses
Service product bill of material update
Service products
Software integration
Task management
Tool management
Wages and salaries
Working time models
Future:
data aquisition

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

ERP-Projektmanagement
ERP twyz.enterprise
Inventory Management
solution2
Enterprise Resource Planning

Project statistics

Quantity
Researched solutions 40
Selected potentially relevant solutions (of which published) 19 (3)
Sent e-mails (questions, queries) and telephone calls 131
E-mails received from vendors 23
Direct responses to the IT project 4
Responses classified as relevant 10