Software > IT projects > Wholesaler seeks ERP system

Wholesaler seeks ERP system

IT project from: wholesale trade in oils, lubricants, fluids, etc. (services) (Germany)Project no. 25/3495: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are an independent wholesaler in the field of oils, lubricants, fluids, etc. – a full-range supplier – and are looking for an ERP system. Our product master includes 1,173 data records. Our document management system handles up to 6,000 documents per year. We also offer small-scale services (e.g., waste oil disposal).

The software should meet the following requirements:

  • CRM, customer management, customer history
  • Contact management, prospective customers
  • Quotations
  • Orders
  • Delivery notes
  • Invoices
  • Invoice creation possible with attachments (accompanying documents)
  • Article management
  • Document management
  • Warehouse functions
  • Dunning
  • Open item management
  • Evaluations
  • Renner-Penner lists
  • (Sales) statistics, sales development, annual comparisons (10-year comparison)
  • Report
  • Payment transactions (incoming payments)
  • Internal interfaces (.csv, .txt, MT940)
  • Uncomplicated system, easy to use, clearly structured
  • If you offer a solution in this area, please send us a few screenshots of the order and structure or, if necessary, an explanatory video in advance.
  • To save both sides a lot of work, I would ask you to provide information or a guide price for your product, particularly regarding any upcoming implementation.

One to three software workstations are planned. We work with MS Windows systems.

A functional specification in PDF format can be obtained from SoftGuide.

The software should have the following functions.

Necessary:
Analysis
annual overviews
Article hit and rivet lists
Article management
Article, customer and invoice numbers
Contact management
CRM
CRM customer data reconciliation
Customer and sales data analysis
Customer data
Customer display
Customer evaluations
Customer history
Customer management
customer review
Customer statistics
Delivery bills
Delivery note creation
Document management
Dunning
E-mail invoice dispatch
Filter function
Incoming payments
Internal interfaces
Invoice items
Invoices
Invoicing
Open item management
Payment entry
Payment transactions
Purchase Order Management
Reporting
Revenue analyses
Sales comparisons
Sales statistics
Statistics
Warehouse management

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

Software / Company Functions Customizing OS
v.Soft 33 / 37 ✖
 
 
 
 
 
 
 
 
ERP-Projektmanagement -
Markus Meyer IT-Beratung - Messerblatt -
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