Software > IT projects > Sales and service company (commercial household appliances) seeks business solution

Sales and service company (commercial household appliances) seeks business solution

IT project from: Sales and service companies (B2B) (Germany)Project no. 25/3489: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are an established sales and service company for household appliances and are looking for a business solution (ERP, merchandise management) for our growing B2B business. In addition to selling new and used products, we also offer customer service, planning, consulting, and warehousing.

The software should meet the following requirements:

  • CRM
  • Supplier management
  • Article management
  • Warehouse management
  • Purchasing
  • Invoicing
    • Quotations
    • Orders
    • Delivery notes
    • Invoices
  • Dunning
  • Open item management
  • Serial number management
  • Customer service scheduling, technician scheduling
  • Calendar and appointment management
  • Statistics
  • SEPA interface
  • Interface to financial accounting
  • Support for mobile devices (iOS)
  • On premises or cloud

Three to four software workstations are planned. The work will be carried out using MS Windows systems.

The software should have the following functions.

Necessary:
Analysis
Analysis functions
Archiving
Article management
Article, customer and invoice numbers
Calendar and appointment management
CRM
Customer data
Customer evaluations
Customer history
Customer management
Customer service history
Customer statistics
Deliveries
Delivery bills
Deployment planning
Document management
Documentation
Dunning
Financial accounting interface
Invoice items
Invoices
Invoicing
Master data management
merchandise management
mobile computing
Mobile data collection
Open item management
Order confirmation
order creation
Order data
Order history
Order management
Order processing
Order processing
Order status
Purchase Order Management
Quotation generation
quotation management
Repair order
Repair, cost estimate
Sales statistics
Sales statistics
SEPA
Serial number management
Service calls
Service field operations
Service orders
Service report
Service requests
Statistics
Supplier management
Supplier orders
Support project management
Technician management
Time recording
Tool management
TWAIN interface
Warehouse documents
Warehouse management

Based on the specific requirements, the following solutions can be considered:

Software / Company Functions Customizing OS
ERP twyz.enterprise 51 / 60 ✔
 
 
 
 
 
 
 
 
v.Soft 60 / 60 ✔
 
 
 
 
 
 
 
 
ERP-Projektmanagement -
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