We advise companies and are looking for ERP software or a craftsman solution with functionalities for trade, project business, and service billing for our customers (craftsmen and communication service providers, networks, in-house production of control cabinets). The craftsman company currently has seven employees (growing) and has a good market position.
The software must meet the following requirements:
Purchasing of purchased parts and assembly services
- Master data maintenance
- The existing item numbers and parameters are to be imported via an interface (CSV)
- Delivery time, packaging size, batch, minimum quantity, price
- In the future, a link to the supplier item number is to be established: Item/supplier number relationship
- Price lists
- Price list system for different suppliers with different prices
- Graduated prices
- Conditions management
- Advance payment
- Partial payments
- Goods inspection purchased goods and goods from own production available in stock; not available; partial deliveries possible
- Order determination, - proposal based on order data and demand determination
- Disposition, order proposal determination with several disposition methods
- Min-max
- Order point model
- Minimum order quantity
- Determine order proposal
- Alarm lists for overstock and understock
- Optional: Provide optimization options for stock levels
- Ideally: Customer-specific order proposals (especially if ordering exclusively for projects)
- Ordering process
- Request management
- Order management: Enter orders directly or convert a request into an order
- Quantity correction
- Delivery times
- Delivery conditions
- Delivery location: Delivery or drop shipment
- Reservation of an item for a customer
- Picking information for the order - consecutive pure project number
- Order confirmations
- Ideally: Project information including street / city / telephone / contact person
- Assignment of a commission number, which can also be assigned a project number
- Goods receipt
- Ideally: Supplier confirmation - confirm actual delivery date and delivery type (such as drop shipping)
- Incoming invoice: Purchase invoice as order control
- Purchase control: Comparison with supplier invoice, report and manage differences
- Invoice creation
- Transfer to Datev
- Purchase/sales income statement Products/product groups/suppliers
- Outgoing invoice book
Warehouse management
- Inventory management: Inventory management of warehouse goods from external purchases and in-house production
- Goods receipt: Orders are compared with the delivery note and posted. Corrections must be traceable.
- Batch management: Entering the supplier's batch number No cutting of cables to length, i.e., always purchase full length.
- Permeable liability must be guaranteed.
- Goods receipt (goods are transferred to the warehouse)
- Ideally: without a scanner in the manual warehouse
- Ideally: with a scanner, then also with storage locations
- Picking with posting of goods movement according to commission order for
- In-house production
- Projects
- Assembly
- Ideally: Goods issue
- Recording and posting of all goods issues for an order
- Recording batch numbers
- Goods posting: from returns Projects or in-house production
In-house production
- Basis Production order
- a) A production order is created for each project.
- b) Production orders with service numbers are created
- Behind the service numbers are 1-2 stage parts lists
- A service number can consist of purchased parts and/or several assemblies.
- Specification of capacities
- Specification of resources
- Specification of work steps
- Productivity determination
Sales/order processing
- Support for the sale of projects and purely purchased parts; customer orders by
- phone
- letter
- fax
- email
- Optional (Vision): Customer integration into order platform
- Order entry
- Inquiry management
- Quotation creation
- Order confirmation
- Agreement on terms and conditions
- Picking, bill of materials explosion
- Reservation of goods
- Creating production orders: The customer order is used to determine the requirements for purchasing and in-house production, such as installation modules and multifunctional housings, and these are forwarded to the relevant departments.
- Measurement
- Project tracking, recording all measurements and quantities consumed at the customer's site
- Assembly: Determining quantities and times according to service number and item number at the customer's site
- Worksheet entry
- All individual parts and assembly times are recorded at the customer's site and forwarded to invoicing at the customer's site
- Reconciliation with SCT time recording
- Invoicing: Invoice creation for all relevant items – see project calculation and worksheet
- Invoice creation
- Transfer to Datev
- Purchasing and sales income statement for products, product groups, and suppliers
- Outgoing invoice book
- Customer data management with CRM system
- Ideally: Data transfer: Sales representative management
Controlling
- Income statement
- Gross profit recording and determination by product/customer/project
- Contribution margin determination
- Inventory optimization
- Ideally: Daily closing, weekly closing
- Optional: Pre- and post-order recalculation, income statement for each project.
Project calculation
- Ideally: Expense recording (approx. 10 projects p.a.)
- Prices
- Time requirements
- Assembly
- Material
- Measurements
- Special items
- General costs
- Travel expenses
- Travel times
- Car
- Gasoline
- Hotel
- Staff bonus - commission
- General apportionment costs in absolute terms and as a percentage
- Target/actual comparison
Documents
- Production order
- Measurement recording
- Quotation is invoice template
- Addendum / construction obstruction / service report / measurement
Time management Production time recording should be carried out with SCT
Hardware
- Internal: Please provide a coherent and secure hardware concept with hardware for 10-20 users
- Cloud, if applicable: Alternatively, please provide a cloud solution. (Field service: Technical solution for fitters)
Please also provide us with: References with contact persons, which database is used.
Approximately 10-20 software workstations are planned.