We are management consultants and are looking for an ERP system for a customer - a manufacturer of musical instruments with a high level of vertical integration that also sells accessories. The company's customers are currently (large) musical instrument dealers. In the future, end customers will also be served via a web shop. The company generates a large part of its sales from exports (approx. 70%). Products are shipped via parcel services and freight forwarders. The freight forwarders handle customs clearance for exports. The customer documents to be created (quotations, delivery notes, invoices, etc.) must be available in multiple languages depending on the customer master data. The new ERP system can be provided both on-premises and in the cloud.
The software must meet the following requirements:
- Article master data
- Management of article master data for individual parts, assemblies, and finished products, including multimedia files
- Prices and price lists in multiple currencies for sales articles
- Serial number management for finished products possible
- Customer quotation, customer order, and invoice management
- Prices, discount structures
- Payment terms
- Delivery terms
- Annual bonuses for customers, representatives
- Quotations, delivery notes, and invoices
- Sending customer documents by email, electronic invoicing
- Open orders (backlogs)
- Reservations
- Cash sales invoices
- CRM, sales
- Customer master data
- Mailings, e-mailings, newsletters
- Customer dashboard for clear presentation of essential customer data
- Interface to telephone software (telephone system)
- Evaluations (sales by year, product group, etc.)
- Shipping and delivery
- Sea, air, land according to delivery terms
- Assistance with packaging (shipping volume, weight, number of pallets, packages, etc.)
- Air, sea, and freight forwarding
- Partial deliveries
- Drop shipment (white label delivery note for deliveries to end customers on behalf of retailers)
- Multiple delivery addresses per billing address
- Intrastat reports
- Picking orders
- Editor for document templates
- Production order management
- Creation, registration, and cancellation of production orders for all production stages and production areas
- Tools
- Accessories
- Departments (internal and external) with production order management for each department
- Procurement and services
- Supplier data management, service provider data management
- Suppliers
- Service providers
- Dashboard for clear display of key supplier and service provider data
- Overviews and evaluations (open orders, delivery dates, volume by period, supplier, article group, etc.)
- Interface to telephone software (telephone system)
- Evaluations (volume by year, product range group, etc.)
- Warehouse and inventory management
- Ongoing inventory management for wood and metal
- Annual inventory management for other raw materials, consumables, and supplies
- Assemblies
- Finished goods warehouse
- Raw materials, components, assemblies, and finished goods
- (Automated) posting of additions and disposals to warehouses
- Retroactive material postings
- Suggestions for production and supplier orders when stock levels are low
- Inventory, permanent inventory
- Inventory valuation
- Financial accounting
- Accounts payable and accounts receivable
- Foreign currency management and postings
- Interface to banking software for automated payment and posting of supplier invoices
- Interface to banking software for automated posting of receivables
- Export interface to DATEV (especially annual financial statements)
- Import interface from DATEV (especially personnel cost postings)
- Interface to the tax office (especially sales tax returns)
- Asset accounting
- Payroll accounting is carried out by the tax advisor in DATEV.
- Management information system
- Flexible, easy-to-use editor for evaluations (reports)
- Controlling
- Product costing (pre- and post-calculation)
- Document
- Storage and search of business-relevant documents
- Fully digital processing of transactions
- Web
- Integrated web shop or online interface to web shop for master data, inventory, customer data, order data, shipping orders, payment function
In the first step, approximately five software workstations are required.