We are an IT service provider and are looking for a comprehensive ERP solution to optimize our business processes.
The software should support the following requirements:
- Serial number management
- Batch origin
- Batch tracking
- Warehouse management
- Inventory
- Multi-warehouse management
- Consignment warehouse
- Variant management
- Last-in, first-out
- Parts lists
- Product variants
- Material orders
- Procurement proposals
- Order monitoring
- Contract management
- Supplier dunning
- Quotation creation
- Lead management
- Inquiry management
- Order management
- Goods availability
- Credit limits
- Price calculation
- Sales contracts
- Sales representatives
- Mobile data entry
- Visit reports
- Resubmission functions
- Customer management
- Recurring invoices and subscription billing
- Order picking
- Shipping cost calculation
- Returns management
- Shipping analysis
- Webshop interfaces (WooCommerce)
- Article import and export
- Import and export of orders
- Accounting, including invoice creation
- Account assignment
- Cost centers
- Manage accounts receivable and accounts payable
- Time tracking or project time tracking
- Integrated DMS
- Integrated CRM
- Excel evaluations
- Custom reports
- Support ticket system
- Email client integrated into the system (interface with MS Outlook also possible)
- Mobile offline capability
- Service reports or performance records
- Product groups
- Discounts for customers
- Cash register system with interface (EC terminal)
- Employee scheduling
- GEO data for customers, route planning
- Invoice dispatch via email
- Concurrent or named user
- NO CLOUD solution desired!
Seven software workstations are planned.