We are a medium-sized company in the field of refrigeration and air conditioning technology. We are currently looking for a suitable ERP system for our company.
The software should meet the following requirements:
Purchasing:
- Product group creation/management
- Article creation
- Creation of “catalog article numbers”
- Conditions
- Price maintenance (purchase price/sales price) and creation of a price history
- Option to record supplier bonuses in order to take advantage of any purchasing benefits when sales targets are achieved (plan orders in advance)
- Delivery time recording
- Orders (stock items)
- Not project-related
- EDI orders
- Option to cancel orders
- AB check
- Invoice verification
- Reminder for open orders (list of all open orders due)
- Evaluations (sales evaluation by supplier)/turnover frequency of the item/trade margins/overview lists for disposition)
- Interfaces to item data from suppliers/wholesalers
- History of changes made by employees
Warehouse management and material logistics/management:
- Storage location management/inventory management (storage location/shelf compartment)
- Goods receipt - goods issue - goods transfers
- Reservations (order-related/vehicle-related)
- Material returns
- Option to write off for own use
- Inventory corrections/goods returns
- Posting of partial deliveries
- Assembly/customer service vehicles (goods on the vehicle/goods in the vehicle)
- (scanner/barcode)
- Evaluations? Inventory/stock lists
- History of changes made by employees
Order creation/order processing:
- Order creation (with images)
- Article selection from existing goods pool
- “Catalog article number” for particularly customized articles, for example
- AB check - invoice verification
- Reminders for open orders (list of all due open orders)
- Delivery date entry - creation of complaint items
- Option to cancel orders
- Consideration or option for post-calculation
- Option to enter item texts/additional texts
- History of changes made by employees
- Evaluations – open orders, trade margins, open offers
Customer service/assembly/delivery:
- Route planning/short-term resource planning
- Digital work order creation at the customer's site (tablets) (When creating work orders, the available items created for the work orders should be selectable)
- Complaint processing
- Delivery note printing
- Evaluations
- Technician/engineer management
- Overview of faults received
- Subsequent option to prioritize the faults received (set priorities)
- Logging of calls in the fault list (“stamp”)
Digitization of documents e.g. orders, AB, delivery notes, invoices, etc.
Working time recording
- “Stationary” employees
- “Mobile” employees
- History of changes made by employees
Other requirements:
- Form editor for customization to your own needs (e.g., work reports, invoices, orders, all forms)
- Warranty/goodwill/serial numbers
- Coolant recycling/deposit
- Tool management (RFID/barcode) – for high-quality tools
- Multi-client capable
- Access to merchandise management via a VPN tunnel
- Access to all databases/fields via Access (ODCB)
- Competent and qualified customer support
- Import (data transfer) – customer data from current system, possibly also additional data if possible
At least 14 stationary software workstations are required.