As a management consultancy, we are looking for an integrated ERP solution for a client. Our client is a manufacturing and trading company that sells promotional items, most of which are made from imitation leather.
The promotional items are largely produced to order by a company in Asia. Selected products are stored at the company and picked after the customer order is received, further processed if necessary, and shipped. A special feature here is that the trading company ships the products on behalf of its customers to their end customers in such a way that the company itself is not identifiable as the shipper and manufacturer.
Our client currently has six employees who will be working in the future ERP system.
In accordance with the license models of the ERP system providers, we request that you prepare a quote with the necessary licenses.
The quote should be for a cloud solution and, alternatively, for a dedicated server solution, and should also include the necessary consulting services for implementation.
The initial aim is not to make any software adjustments, but to introduce the standard version of the software offered in the company. Due to the size of the company, any organizational changes required by the new ERP system can be implemented quickly.
The required functions come from the following modules or functional areas:
- Document Management System (DMS)
- Master data management
- ERP for users
- Sales, with complete order processing
- Customer Relationship Management (CRM)
- Purchasing and production
- Warehouse
- Finance
The system should meet the following requirements:
- Document Management System (DMS)
- Integrated document management system
- Interface to document management system
- Scanner connection
- OCR
- Automatic content recognition or keyword indexing
- Master data management
- Customer data
- Product data
- List of characteristics
- Number of characteristics
- Product search based on characteristics
- Packaging materials, including weight
- ERP for users
- Own offers:
- Assign customer if not already done
- Articles in the merchandise management system
- Requests to suppliers, if necessary
- Flat rates, customer-specific prices, and conditions when designing offers
- Initial check of material availability, if necessary
- Document template with address from master data
- Finished document is saved after printing and linked to the quote in the system
- Order confirmation:
- Enter order in the system
- Generate order confirmation with corresponding template from the system
- Overview functions for orders (new, in planning, in execution, confirmation sent, etc.)
- Own orders:
- Transfer of quotation or order items to orders
- Document template for orders that is filled in by the system with supplier address and items
- Order monitoring (ordered or order sent; order confirmed or order confirmation received; completed or delivery received)
- Own delivery notes:
- Delivery note, document template is filled by the system with items from the quotation/order
- Partial deliveries possible
- Goods issue, suggestion based on delivery note items or similar
- Own invoices:
- Various billing methods (flat-rate billing)
- Consideration of item price, customer-specific prices, conditions from framework agreements
- Document template
- Manual revision of the invoice if necessary, finished invoice is stored in the system
- Invoice tracking and dunning with overview functions: Draft invoice, invoice open, invoice paid, dunning level
- Recording of payment
- Shipping documents
- Shipping documents in the customer's name
- Interface to shipping service providers
- Access to the product catalog
- Sales
- Currency selection
- Price calculation model
- Global discount
- Discount per item group
- Discount per item
- Customer discount
- Tool for customizing price models
- Price models by region or country
- Fixed prices or graduated prices
- Create quote
- Access to technical documents or details during configuration
- CRM
- Customers and prospects Maintenance
- Consistent access to customer data from all applications
- Separation of company and personal contacts
- Carry out target group-oriented marketing campaigns
- Support in the field
- Documentation of sales processes, sales activities
- Reminder function
- Customer statistics
- Purchasing and production
- Bill of materials creation for purchasing
- Bill of materials creation for production
- Work plan creation for production
- Attribute values for work steps in the work plan
- Calculate time for work steps
- Incidental procurement costs
- Warehouse
- Goods receipt and goods issue posting
- Inventory management
- Inventory
- Finance
- Financial accounting
- Dunning
- Product costing
- Payment transactions
Six software workstations are planned.
Detailed specifications and a list of requirements are available and can be requested via SoftGuide.