We are active in IT consulting and are looking for an ERP system for a customer in the industrial wholesale sector. The new ERP system should map all business processes. From ordering to payment of incoming and outgoing orders, financial accounting, and payment transactions, everything should be processed in the new system. The simultaneous introduction of mobile data entry should drastically reduce the effort involved. The scope of the project includes both implementation and consulting services. Processes are to be optimized to reduce excessive development costs, but relationships with customers and suppliers can only be changed to a limited extent. Currently, a standalone web shop with data exchange at different time intervals is in operation. An integrated solution would be desirable, i.e., the web shop should be part of the product.
We have the following requirements for the software (ranked as essential, important, desirable):
- Merchandise management
- Procurement proposal for orders – essential
- Posting delivery notifications for available items – essential
- Assigning a delivery to multiple orders – essential
- Posting partial or multiple deliveries – essential
- Correction postings with MDE (mobile data entry) – important
- Processing of deliverable orders with MDE – essential
- Consider goods from the picking warehouse – essential
- Route optimization for shipping (picking, shelves, etc.) – important
- Labels per packaging unit (item, carton, pallet, etc.) - important
- Chaotic warehousing - essential
- Storage location suggestion during storage - important
- Assignment of manufacturer number to own item number - essential
- Order processing (inquiry, quote, order, order confirmation)
- Customizable displays (product information) - desirable
- Customer-specific discounts - essential
- Customizable discounts when creating quotes - essential
- Creation of list/report-based quotes - important
- Delivery date and desired delivery date - important
- Accounting
- Document entry and assignment to multiple processes - essential
- OCR text recognition for scanned documents - important
- Automatic storage of outgoing invoices as PDF files - essential
- Document management - desirable
- Travel expense accounting - desirable
- Time recording (terminal, vacation, sick leave, etc.) - desirable
- Totals and balances - essential
- Balance sheet - essential
- Posting transaction data - essential
- Different currencies - essential
- Automatic update of exchange rates - important
- E-banking according to EBICS (formerly FTAM) - essential
- Reporting - essential
- DATEV interface - essential
- Webshop
- Individual customer areas (discounts, etc.) – essential
- Simple user maintenance – important
- Online access to merchandise management (real time) – important
- Availability display – essential
- Order information by email – essential
- Automatic transfer of inquiries from the webshop to merchandise management – essential
- General requirements
- Help function in all masks - important
- Intuitive usability - important
- Form designer - desirable
- Modifiable design for MDE - important
- Country-specific legal compliance (taxes, laws, etc.) - essential
- End user support – important
- Interface to existing merchandise management and accounting systems
- Transfer of master data – essential
- Access to transaction data – desirable
- MS Excel interface – essential
- Single sign-on – important
- Internal backup – essential
- Hyper-V Virtual Machine support – important
- Remote Desktop Services support – essential
- All-inclusive cost model (rental, leasing, purchase) - important
- Multi-client capable - essential
- Windows-compatible; cloud solution possible
15 software workstations are planned.
Note from SoftGuide: Specifications and a catalog of requirements can be requested from SoftGuide.