Software > IT projects > Engineering firm seeks support with order processing, invoicing, and warehouse management

Engineering firm seeks support with order processing, invoicing, and warehouse management

IT project from: engineering firm (Germany)Project no. 25/3421: finished
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Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

We are an engineering firm offering consulting, planning, and project management services in plant engineering and are looking for solutions to support order processing, invoicing, and warehouse management - cloud-based with guaranteed German servers.

We have the following requirements for the software:

  • Master data management (customers, suppliers, sales items)
  • Quotation creation and revision: predefined items and freely definable positions must be possible
  • Automatic generation of order confirmations, delivery notes, and service reports from quotations
  • Creation of e-invoices: advance, partial, and final invoices must be possible
  • Export functions to DATEV and CSV
  • Assignment of warehouse withdrawals and working hours to customer projects
  • Time recording via mobile app
  • Business analysis of projects (preliminary/final costing)
  • Good integration with Microsoft 365 desired

A maximum of five software workstations are required.

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

Software / Company Functions Customizing OS
ERP twyz.enterprise 27 / 0
 
 
 
 
 
 
 
 
projectfacts 25 / 0
 
 
 
 
 
 
 
 
ZEP 8 / 0
 
 
 
 
 
 
 
 
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