We are a family-owned company in the mechanical engineering industry with 35 employees and a leading manufacturer of industrial components. We are looking for a new IT system with the following requirements:
Areas of expertise:
- Sales: CRM, order processing
- Purchasing
- Warehouse management
- Manufacturing: machine data collection, PPS
- General, optional: Workflow management, DMS, project management, resource management
- (Financial accounting, HR optional)
Order processing:
- Search option for customer contact persons
- Multiple customer contact persons per customer
- Search option for sales representatives
- Search option for sales zones
- Scheduled orders
- Orders without invoicing
- Warranty processing
- Option of partial delivery
- Repair orders
- Logical sequence and data transfer: order confirmation, delivery note, invoice
- Information about back orders
- Loan tracking
Customer management:
- Support for commission settlement
- Recording of interested parties
- Order blocking
- Credit limit
- Framework agreements
- Automatic assignment of customer numbers
- Automatic assignment of customer numbers
- Price scales
- Assign one company to two industries
Supplier management:
- Search option for representatives
- Multiple representatives for one supplier
- Supplier evaluation
Article management:
- Automatic product number generation
- Logical search function for articles in the technical area
- Parts lists
- Additional text for internal and external use of the article
- Expandable fields for the technical data of the article
- Discount function
- Minimum quantity surcharge
- Country of origin
- Customs tariff number
- Delivery times
- Storage location/storage place
- Quantity and measurement units
- Turnover frequency
- Supplier item number
- Technical parameters
- Drawing number
Ordering:
- Automatic order proposal
- Order proposal based on minimum stock
- Management of purchase contracts
- Ordering with reference to existing framework agreements
- Ordering with different delivery dates for each order item
- Order status: open order
- Order status: existing order confirmation - reported date change - delivery reminder
Accounting:
- Collective invoice
- Pro forma invoice
- Credit note
Delivery:
- Goods receipt note
- Transport documents
- Waybill creation
Warehouse management:
- Goods receipt entry
- Conversion of external units of measurement to internal units
- Automatic creation of a goods receipt note
- Reconciliation of incoming invoices with goods receipts and orders
- Order proposal generation when minimum stock level is reached
- Reserved stock
- Stock reservation when creating quotations (optional)
- Support for inventory
- Transfer between warehouses
- Storage location management
- Mobile picking
Production planning and control:
- Support for workshop production
- Maintenance data
- Recording of operating hours per workstation (machine/system)
- Assignment of order priorities
- Serial number tracking
- Batch tracking through all production stages Informative management cockpit
System technology:
- Access management
- DE/ENG language setting in delivery documents
- Customizable menus
- Online user manual
- Help menu
- (Multi-client capability optional)
- Interface CAD, financial accounting, if required
We use Windows 2012 in conjunction with MS-SQL Server as our operating system. Approximately 20 software workstations are planned.
Note from SoftGuide:
Information about the current ERP system, financial accounting, deadlines, etc. can be requested from SoftGuide.