We are an SME specializing in the maintenance and servicing of industrial plants and mobile equipment with a focus on hydraulics, and we are looking for software for inventory management with resource planning (maintenance service).
The software should be used for trade (spare parts only) and services in the following areas:
- Industrial plants such as plastic injection molding machines, machine tools, machining centers, paper machines, presses (automotive manufacturing)
- Mobile devices such as construction machinery, work platforms, commercial vehicles
The following minimum requirements apply:
- Order processing (quotes, orders, delivery notes, invoices, credit notes)
- Merchandise management (management of multiple storage locations, stock valuation by determining an average purchase price, management of parts lists, price list management including price scaling, use of barcodes, creation of an item history, assignment of images or instructions to individual items or assemblies)
- Financial accounting (accounts payable and accounts receivable, asset accounting, open item management, invoice receipt book, invoice verification and posting; nice-to-have: the ability to link detailed cost accounting and use it to generate key figure reports)
- Resource planning (schedule and capacity management, maintenance contracts, management of all planned and unplanned service calls, automatic generation of assembly documents, cost comparison of budgeted, planned, and actual costs, graphical resource planning)
- Web-based
- License model Rental software preferred
In addition, the following mandatory modules should be retrofittable at short notice:
- Reporting (report generator and dynamic report creation, design of forms for e.g. quotations, invoices, order confirmations or assembly reports, creation of analyses through database queries, structured and evaluable report forms, full-text search)
- Customer management (overview of all processes, assignments, receipts, quotations, invoices, documents, filing and allocation of documents and reports, CRM functions; nice-to-have: ticket system)
We currently use Apple products such as MacBook, iPad, and iPhone. In the future, it should be possible to connect service-oriented modules from other software manufacturers.
The following software workstations are planned:
- Start phase: 5 workstations (1 x office, 3 x technicians, 1 x field service)
- Expansion phase: approx. 10 workstations (2 x office, 6 x technicians, 2 x field service)