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Wholesaler seeks ERP system

IT project from: wholesale trade in oils, lubricants, fluids, etc. (services) (Germany)Project no. 25/3495, until: 1. OCT. 2025
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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:

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

SOG ERP, WMS und E-Shop
TOPIX ERP
ERP-Projektmanagement
Markus Meyer IT-Beratung - Messerblatt

Project statistics (State 09.07.2025)

Quantity
Researched solutions 31
Selected potentially relevant solutions (of which published) 16 (7)
Sent e-mails (questions, queries) and telephone calls 87
E-mails received from vendors 13
Direct responses to the IT project 2
Responses classified as relevant 8