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ERP Guide
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Let's catch up
Why use an ERP?
In the previous part of Business’ Guide to ERP, we followed Spindl’s journey. We discussed some crucial concepts—the modular nature of ERP systems, and how you can use it to manage your business using monolithic software. Now that you know the basics of ERP systems and can identify what works for you, we can break down the most common modules into detailed sections. Every module contains individual processes that chain to form a workflow. It groups transactions and records that are thematically similar.
This helps to create scalable, repeatable, and interconnected strings of actions. These strings are necessary to provide structure and create SOPs or standard operating procedures. SOPs influence how your business workflow is made. These workflows can differ from industry to industry.
Think of this. How is pizza made?
First, the dough is prepared and fermented. Then, it’s shaped. The base is layered with a rich tomato sauce. The toppings and cheeses are spread over the sauce. Finally, the pizza is baked, cut, garnished, and served. All the ingredients are portioned and weighed to achieve a well-balanced taste. Pizza wouldn’t be pizza if you performed those actions in a different order using different proportions, right? (Okay, maybe some extra mozzarella isn’t all that bad.)
This is why workflows are important. They ensure a repeatable and consistent process for any product or service. A recipe for success, if you will.
Using modules, creating and maintaining these workflows becomes much simpler.
Chapter 13
ERP Manufacturing
industry
Chapter 13: ERP Manufacturing
Why use an ERP?
One of the problems that Spindl wanted to tackle is its unmanaged manufacturing process. Maintaining quality while streamlining manufacturing is a difficult but ultimately necessary task. To best understand the needs of a manufacturing ERP, they must break down the process. Only then will they know if they can cover all bases. So Lyn (Spindl's elected ERP Project Champion) and the team crack the case. Their manufacturing process is as follows:
Yarn, branding labels, packaging, and thread are purchased from various sources
A manufacturing plan is charted (based on previous sales projections)
The yarn is separated based on the plan for various clothing items
The yarn is knit into a fabric
The fabric is dyed into different colors
The dyed fabric is bleached and then chemically washed
The fabric is compacted and steamed; the fabric dimensions are adjusted as required
The fabric is cut into individual shapes for each garment type, then the labels are attached
Various pieces of cut fabric are stitched together to form the final garment
Each garment goes through an inspection
Garments are then ironed and packed
Garments are packed into distribution boxes
A third-party quality inspection takes place from random boxes
Approved boxes are stocked in warehouses and await distribution The process is considered as discrete made-to-stock manufacturing. Equipped with this clarity, it becomes much easier for Spindl to translate the process into an ERP workflow.
They know that the manufacturing workflow must account for:
Organization of parts that arrive from suppliers
Material management and planning
Multiple, parallel processes of the yarn treatment
Human labor being accounted for
Automated labor being accounted for
Final assembly
Quality control
Packaging
Think of this. How is pizza made?
First, the dough is prepared and fermented. Then, it’s shaped. The base is layered with a rich tomato sauce. The toppings and cheeses are spread over the sauce. Finally, the pizza is baked, cut, garnished, and served. All the ingredients are portioned and weighed to achieve a well-balanced taste. Pizza wouldn’t be pizza if you performed those actions in a different order using different proportions, right? (Okay, maybe some extra mozzarella isn’t all that bad.)
This is why workflows are important. They ensure a repeatable and consistent process for any product or service. A recipe for success, if you will.
Using modules, creating and maintaining these workflows becomes much simpler.
Product Catalog
And so it began: conversations about growth, changes, family, nostalgia, and frustrations. Their shared love for art and clothes, a disdain for increasingly unsustainable clothing trends, and mutual boredom of their stagnating work-life gave birth to something special—an idea to start a company!
They called it Spindl. In a market dominated by fast fashion giants, Spindl had something unique to offer—a clothing company driven by longevity and sustainability.
Saf and Mel decided to put capital into their business idea. It was risky, but they believed in it. After sourcing seed investments from families and local contacts, and putting their own money in, they realized they’d need more. So they turned to investors. It wasn’t an easy job by any means; it took them many months of planning, ethically sourcing yarn, creating solid proof of concepts, and going to investors after investors to build the company of their dreams.
With their initial seed funding secured, Saf and Mel laid the groundwork for their business. They began hiring and training employees, securing supply contracts, setting up infrastructure for production, reaching out to distributors, started some marketing, and so on. It took a while for them to kickstart production between looking for quality suppliers and setting up manufacturing, but they got it done with some persistence.
Eventually, they almost had everything they needed to set up a smooth-functioning manufacturing business. They also decided they would avoid spending a lot on advertising traditionally. Instead, they focused their attention on where they knew their audience would be receptive—social media. Striking deals with local influencers to test and wear their clothing before launch helped them gain both traction and validation.
Their proposition was simple: in this day and age, sustainability is paramount; with their clothes, people had the chance to build a long-lasting, yet chic closet—all at a competitive price. A few weeks after their website went live, it looked that they had a hit on their hands.
Why use ERP for inventory management?
Manufacturing is a specialized process, and with good reason—manufacturers add value to the goods they sell. They do so by transforming raw materials into finished goods through a variety of operations. This requires nuanced systems that can account for the entire process of taking said raw materials, treating them, and shipping out a complete product. Since it’s at the heart of the business, any oversight here will almost certainly trickle down and seep into other aspects of the business. For a process with this level of depth, its accompanying module should ideally give you a 360-degree view, along with control over each singular process. It also is important to consider the type of manufacturing operation a business runs, because that heavily influences the ERP needs.
Discrete: Discrete manufacturing is used for the production of distinct, individual items. These items are made using parts, bills of materials, etc., and can be made at various production rates.
Make-to-Order: An item is manufactured only after a customer places an order for it. For example, business cards, and birthday cakes are made-to-order.
Make-to-Stock: Bulk production of items that are made based on future demand forecasts. Mass-produced, fast-moving consumer goods usually fall under this category. Consumer electronics (e.g., phones, air conditioners, etc.), and packaged food and beverages are always made-to-stock.
Engineer-to-Order: A unique manufacturing process wherein an item is designed, engineered, and then produced to match the customer’s order specifications. Project Management is an integral part of this process. Specialty machinery, custom furniture, tailored clothing, etc. are usually engineered-to-order. This usually also requires the Project Management module.
Repetitive: With some exceptions, this category usually has dedicated production lines that turn out the same item continuously.
Process: Commonly used in beverage, chemical, and pharmaceutical manufacturing. Requires materials, ingredients, and recipes using bulk material (as opposed to singular parts, components, etc). The end product is obtained by a set of continuous processes.
Process: Commonly used in beverage, chemical, and pharmaceutical manufacturing. Requires materials, ingredients, and recipes using bulk material (as opposed to singular parts, components, etc). The end product is obtained by a set of continuous processes.
Batch: Instead of churning out products constantly, the manufacturing takes place on a per-batch basis.
ERP is traditionally tailored towards discrete manufacturing. Typical functions include inventory and materials management, supply chain management, finances, and CRM. These act as individual modules but heavily interact with the self-contained manufacturing module (but more on that later!).
Maintain details of your products and warehouses.
While it’s possible to use software made specifically for CRM, it’s beneficial to use an ERP if other modules are also being utilized. Why? Because all of the CRM data integrates with adjacent modules (most importantly, Sales). Not only does this provide better insights into your business, but it also reduces the workload of maintaining two separate databases.
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Manage sales, purchases, inventory, billing, quotes, leads, customers, payroll,* *and much more.
Have your data safely stored in one place. No running around like a headless chicken looking for stuff from spreadsheets or emails or different apps.
Eliminate redundancy and repetitiveness. Because everything is integrated, you’re not entering the same data in multiple places.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Breaking down the workflow
To set up manufacturing on an ERP, there are some key components that we must understand.
You’ll come across quite a lot of in-depth parts while setting accounting up, so let’s brush up on the lingo.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Warehouse
Figure 5. Standard ERP manufacturing workflow
It’s incredibly comprehensive, and for good reason—it ensures that every other part of the accounting module works per this data.
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Item
Any saleable, purchasable, manufacturable product and any service that exists within your ERP system is an Item. Not only does it include what your company sells, but also what it buys and uses to create its products (e.g., raw materials, sub-assemblies, finished goods, services, etc).
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Operation
An Operation is any manufacturing exercise that is performed on the raw materials to process them further into the manufacturing path.
For example, if the Cost Center 'B' and 'C' depend on Cost Center 'A' by 20% and 80%. Then, you can mention 'A' as a Distributed Cost Center. It helps to reflect the income, expense, and budget of 'A' in 'B' and 'C' with allocated percentages.
That’s when the lead turns into an opportunity.
An opportunity is created when a lead (or customer) is showing signs of purchasing from you. Once you’ve converted a lead into an opportunity, it’ll go two ways - either they lose interest (in which case, you mark them as Lost), or they wish to see a quotation, which we will discuss under the sales management module section.
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Workstation
The place where an Operation is executed. A Workstation also stores information regarding the place where operations are (or a part of an operation is) carried out. Data regarding the cost, rent, electricity, etc. are stored here. It also includes details such as Production Capacity (the total number of jobs that can be executed at the same time at the Workstation), and Working Hours (the hours during which the Workstation is active).
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Bill of Materials
A Bill of Materials (or BOM) is a list of Operations (i.e. human/automated processes) and Items (i.e. parts, bought or made) with their quantities, that are required to produce another item. A BOM is truly at the heart of the manufacturing system. Without it, the final product cannot be produced consistently. It is also used to create Work Orders and Job Cards.
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Multi-Level Bill of Materials
Some Items have Quality Inspection as a criterion before they can be transacted. When enabled, this prompts users of the system to ensure QA takes place before the Item(s) are transacted with. This works for incoming and outgoing products. Details such as the sample size, inspection criteria, remarks, etc. can be entered into the system during Quality Inspection.
A lot of the time, sub-assembly of Items is required before a final product can be made. This is especially applicable to electronics. Here, a multi-level BOM comes into play. Every sub-assembled Item has its own BOM (consisting of raw materials and smaller parts), and the final product is made using a BOM consisting of the sub-assembled Items.
Think of your laptop. It’s a self-contained device, but it functions due to the hardware that goes into the case. The hard disk drive, motherboard, graphics card, RAM sticks, and processor are some of these elements. While manufacturing a laptop, all this hardware is built separately (sub-assemblies), and then put together to make the laptop (i.e. the final output).
It’s essentially the blueprint of the accounts in your organization.
(You’ll be importing this data while setting up your ERP, and it’s also the first step in creating a full-fledged accounting system.) There are different account types, such as balance sheet accounts, profit and loss accounts, and groups and ledger accounts, etc. that are all maintained within this umbrella.
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Work Order
A Work Order is a document that’s given to the manufacturing shop floor as a signal to manufacture a certain quantity (based on the type of manufacturing) of a certain Item using its pre-entered BOM. It helps generate the material Item requirements using the BOM and the quantity, along with any Operations that take place.
Let’s look at an example.
If you purchase new machinery for your manufacturing business, your company’s assets go up by the value of the machinery. That’s the first account that’s affected. The equal and opposite entry is that your company’s cash goes down (as it was spent in purchasing the asset).
Maintaining your accounting module revolves around billing and invoicing transactions
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Job Card
A document that stores the production information of a particular Operation that is performed at a Workstation. It is created from the Work Order and assigned to Workstations.
All existing customers are entered into the system. This gives the salespeople a comprehensive database of details for each customer. Information such as tax ids, account managers, accounting details, territory, etc. Are all added.
A list of sales partners (along with their commission details) is also uploaded to the system. This eliminates the need to manually enter information for these sales partners in future transactions.
Whenever an opportunity (see: CRM module) comes to fruition, a quotation is sent to the customer. The quotation includes all proposed details of the transaction (i.e. Quantity, pricing, tax details, discounts, fulfillment date, etc.).
Once the quotation is approved by the customer, it is converted into a sales order. This acts as a confirmation from the buyer that they are ready to purchase the clothing from Spindl.
In the case of a blanket order being placed, details about the expectations are entered and saved. This includes the validity period, item quantities, and prices. If there are any other terms & conditions, those are also mentioned. Sales orders are generated using the blanket order based on the delivery cycle.
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Material Request
A Material Request is simply a document identifying a requirement for a set of Items for a particular reason. There are usually multiple kinds of Material Requests that address different scenarios and requirements:
Purchase: If the material being requested is to be purchased.
Material Transfer: If the material being requested is to be shifted from one Warehouse to another.
Material Issue: If the material being requested is to be Issued for some purpose like manufacturing.
Manufacture: If the material being requested is to be produced.
Inter-department communication can easily be reduced when all the information is readily available to the responsible parties. This increases the overall productivity and efficiency of any company.
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Production Planning Tool
The Production Planning Tool helps you plan the production and purchase of Items for any given period. This is useful when there are multiple Sales Orders, as it allows you to effectively manage raw materials and resources during production.
Inter-department communication can easily be reduced when all the information is readily available to the responsible parties. This increases the overall productivity and efficiency of any company.
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Manufacturing Reports
Standard manufacturing reports like Work order Summary, Job Card Summary, Production Analytics, or demand driver forecasting report can help track the order progress made and bring to notice any corrective measure necessary.
The Stock Ledger’s information lends itself to an incredibly comprehensive report of the inflow and outflow of material across the Warehouses of your company, called the Stock Ledger Report. It sounds simple enough but is perhaps one of the most useful and knowledge-laden resources available to you. The Stock Ledger’s oceanic information will grant you deep insights into your business.
As is the case with most reports in an ERP, you have the option to filter the report to be as birds-eye-view or as granular as you need it to be.
Inter-department communication can easily be reduced when all the information is readily available to the responsible parties. This increases the overall productivity and efficiency of any company.
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
CRM Reports
Using standard CRM reports, you can know the desired details or perform necessary analysis:
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Lead Details: This report provides lead name, address, contact details, lead source, territory, and other details.
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Sales Funnel: By using the sales funnel report, and by quantifying the number of prospects at each stage of the process, you can get an idea of your potential customers
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Using standard CRM reports, you can know the desired details or perform necessary analysis:
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Setting up a CRM workflow
To streamline and improve their customer interactions, Saf and Mel decide to implement a CRM workflow in their ERP system.
Existing leads along with their source are imported into the system. All web forms, emails, incomplete orders, etc. are tracked for lead collection.
Leads are assigned to various salespeople. This ensures that every lead is followed up on, maximizing the opportunity for a potential sale.
Opportunities are created and categorized when Leads show promise. This segregation allows for clearer data analysis and ensures that the right people are reaching out for each opportunity type. This helps get accurate reports, and also makes sure that all opportunities are being tracked and actively engaged until they reach the sales stage.
Customers are sorted into groups based on various parameters. This allows them to target groups with the right marketing campaigns, price lists, etc.
A list of all salespeople is added to the database. Sales targets are set based on certain parameters like item categories or territories so the actual sales can be monitored against the expected sales for every salesperson.
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Aftereffects of using an ERP's CRM module
Saf and Mel could clearly see and enjoy the benefits of having an ERP CRM in place:
A central system ensures the team attends to the leads/customers timely and captures the history of the relationship with them.
The purchase and manufacturing team could keep an eye on new opportunities/customers and prepare for the next month's orders.
Auto-generated reports help the team to identify issues and work on course correction. The decision-making becomes much easier with real-time reports right in front of them.
A transparent system helps Saf and Mel keep track of the company and employee growth.
A list of all salespeople is added to the database. Sales targets are set based on certain parameters like item categories or territories so the actual sales can be monitored against the expected sales for every salesperson.
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Product Catalog
And so it began: conversations about growth, changes, family, nostalgia, and frustrations. Their shared love for art and clothes, a disdain for increasingly unsustainable clothing trends, and mutual boredom of their stagnating work-life gave birth to something special—an idea to start a company!
They called it Spindl. In a market dominated by fast fashion giants, Spindl had something unique to offer—a clothing company driven by longevity and sustainability.
Saf and Mel decided to put capital into their business idea. It was risky, but they believed in it. After sourcing seed investments from families and local contacts, and putting their own money in, they realized they’d need more. So they turned to investors. It wasn’t an easy job by any means; it took them many months of planning, ethically sourcing yarn, creating solid proof of concepts, and going to investors after investors to build the company of their dreams.
With their initial seed funding secured, Saf and Mel laid the groundwork for their business. They began hiring and training employees, securing supply contracts, setting up infrastructure for production, reaching out to distributors, started some marketing, and so on. It took a while for them to kickstart production between looking for quality suppliers and setting up manufacturing, but they got it done with some persistence.
Eventually, they almost had everything they needed to set up a smooth-functioning manufacturing business. They also decided they would avoid spending a lot on advertising traditionally. Instead, they focused their attention on where they knew their audience would be receptive—social media. Striking deals with local influencers to test and wear their clothing before launch helped them gain both traction and validation.
Their proposition was simple: in this day and age, sustainability is paramount; with their clothes, people had the chance to build a long-lasting, yet chic closet—all at a competitive price. A few weeks after their website went live, it looked that they had a hit on their hands.
Setting up a manufacturing workflow
Using this knowledge, we can understand how Lyn constructs Spindl's manufacturing workflow:
It shows you:
All the individual Items are added to the ERP. This includes every single material, component, and service that Spindl uses for manufacturing, along with the final products. (e.g., Yarn, thread, and dyes are considered separate Items, but so are shirts, jackets, and pants.)
Workstations for various operations are created. Details of operating costs, production capacity, working hours, etc. are all entered and saved.
Manufacturing processes are saved as Operations. Each Operation processes and furthers raw materials in the manufacturing path. Operations are conducted at Workstations. (e.g., Dyeing fabric and cutting the fabric are considered Operations that take place at separate Workstations.)
A Bill of Materials is created for each product that Spindl makes. This includes sub-assemblies and final products. Each BOM is made using previously-entered raw material Items to create a final product Item. Details of the quantity of raw material used, unit of measurement, operations, etc. are all entered.
Work Orders are created as a signal of production of a certain Item. Every Work Order uses BOMs (or multi-level BOMs), Operations, and Workstations to determine what is to be made, how it will be made, and where it can be made.
For every Work Order that is made, a Job Card is issued. This is used by the operators of a Workstation to issue Material Requests and Stock Transfers to begin producing Items.
The production department can create Production Plans against Material Requests. This allows them to keep up with the procurement of materials, based on the number of finished products that need to be manufactured.
All of the above parameters are used to calculate the Projected Quantity.
Projected Quantity = Actual Quantity + Ordered Quantity + Indented Quantity + Planned Quantity - Reserved Quantity - Reserved for Production - Reserved for Subcontract
The projected inventory is used by the planning system to monitor the reorder point and to determine the reorder quantity. This is incredibly useful for planning and monitoring your Inventory, and maintaining safety stock levels (in case of an unexpected surge in demand).
While it’s possible to use software made specifically for CRM, it’s beneficial to use an ERP if other modules are also being utilized. Why? Because all of the CRM data integrates with adjacent modules (most importantly, Sales). Not only does this provide better insights into your business, but it also reduces the workload of maintaining two separate databases.
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Manage sales, purchases, inventory, billing, quotes, leads, customers, payroll,* *and much more.
Have your data safely stored in one place. No running around like a headless chicken looking for stuff from spreadsheets or emails or different apps.
Eliminate redundancy and repetitiveness. Because everything is integrated, you’re not entering the same data in multiple places.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Breaking down the workflow
As with the previous modules, we’ll quickly go over some key elements of any ERP’s Selling module.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
One step up with the ERP Manufacturing module
The manufacturing department can have a seamless communication pipeline with their shop floor. Not only does this give them clarity in regards to the amount of raw material that they need (helping reduce costs), but it also ensures that they have enough stock in hand at all times. Because of this, a few of Spindl's key issues—missing supplies, late deliveries, and mismanaged materials are better handled.
Dex can overview the delivery pipeline and plan production for multiple orders optimising resource usage. With all business operations and team communications running smoothly, Dex, Saf, and Mel have more time to have quality discussions like introducing new items in their catalog knowing that their ERP is scalable enough to handle any product line expansion.
A shareholder is any person, company, or other institution that owns at least one share of your company’s stock. Each shareholder is issued a folio number upon making a transaction. The folio number also acts as a unique identifying number or ID, using which record-keeping against each shareholder’s transactions can be maintained. A shared ledger in the system is used to maintain a report of all transactions made by a shareholder.
A share transfer is the issue, transfer, or purchase of company shares from one party to another. This change in the company’s share structure is logged in your ERP using share transfer entries.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Batch-Wise Balance History
This Report comes in handy for the filtered Balance History of a specific Batch of a specific Item. The data, again, is pulled from Stock Ledger Entries.
You can also set up tax withholding categories for areas where the tax is deducted at source and paid to the government. This is usually called TDS (short for tax deducted at source), where employers subtract the taxes from their employee's paychecks and directly pay the amount to the tax authorities. TDS goes beyond just payroll, however. It can also be applied to transactions made with your suppliers depending on your agreement with them.
Let’s also look at VAT (value-added taxes) and GST (goods and services taxes). Most countries across the world have their versions of VAT, a type of tax that is assessed incrementally based on the price of a product or service at each stage—from production to distribution, all the way to the final consumer.
For item-wise taxation, you can create item tax templates. This is useful if some of your items have different tax rates from the standard tax rate, as it lets you assign modified tax rates to specific items (or a group of items). Then, when transactions are made with these items, the custom tax rate overrides the standard tax rate.
Based on how your tax legislation is, you will have to configure your tax settings in a specific manner. Make sure to weigh in with your business accountants to ensure that no errors are made during this process!
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Setting up a workflow
While completing data migration for implementation, Lyn and Max made sure to upload Spindl's inventory data. This meant they’d established the Opening Stock. Max’s department is now ready to use a new workflow to manage stock and inventory.
Upon creation, Items are serialized and batched; Quality Inspection is set as a mandatory criterion. This gives the employees a clear record of where the Items have come from, when to conduct quality inspections, track warranty, returns, etc.
Warehouses are created in the system. These Warehouses correspond to the physical organizational system for easier navigation.
Purchase Receipts are made when materials are accepted from Suppliers. These are all made against Purchase Orders.
In the Purchase Receipt, all the materials are checked for quality. If there are any rejections, the Rejected Quantity is updated and stored in the Rejected Warehouse.
Balance Sheet: A Balance Sheet is the financial statement of a company that states assets, liabilities, and equity at a particular point in time. You can run the report across multiple years to compare values and analyse your financial position
If certain Items require Quality Inspection records (as marked while creating the Item), the inspections are conducted. Only Items that have passed the inspection can be submitted and recorded as stock within the system.
The Serial Number and Batch details are entered. This takes place after the Items have been approved.
Once the Purchase Receipt is submitted, a Stock Ledger Entry is automatically created for each accepted Item. This marks the Item as stored in the respective warehouse.
For every rejection, a separate Stock Ledger Entry is made.
The Purchase Order is updated to reflect the status of the order.
For every Item movement that takes place, a Stock Entry is created.
Delivery Notes are made when shipments leave the Warehouse. It contains the list of Items that are sent in the shipment and updates the inventory. A copy of the Delivery Note is sent with the transporter.
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Benefits of using the ERP's stock module
Now that the ERP tracks and maintains the inventory location, value, and quantity in real-time and is easily accessible to Max and his team, their work is easier. The time that was utilized in switching between spreadsheets and creating reports manually or dealing with inventory shortage and finding lost inventory is now used in planning for inventory in advance and making smarter decisions.
With the order status getting updated automatically on receipt creation, Max has better visibility and works stress-free. Mel and Saf notice the processes getting cleaner. The work environment at Spindl also gets lighter since the team has a transparent and reliable inventory management system to work with.
That’s when the lead turns into an opportunity.
An opportunity is created when a lead (or customer) is showing signs of purchasing from you. Once you’ve converted a lead into an opportunity, it’ll go two ways - either they lose interest (in which case, you mark them as Lost), or they wish to see a quotation, which we will discuss under the sales management module section.
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Blanket Order
A blanket order is an order from a customer to supply materials for specific items over a given period of time at a pre-negotiated rate. A blanket order can be used to generate sales orders as per the delivery schedule.
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Sales Partners
Any entity (individual or company) that assists you in getting business is a sales partner. They are otherwise called channel partners, distributors, dealers, agents, retailers, resellers, etc. Usually, sales partners have a specific commission rate (which you can define within the ERP). When a sales partner is selected in transactions, their commission is auto-calculated for the net total of the transaction.
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Salesperson
The sales stage indicates the level at which the opportunity is in the sales cycle (e.g., negotiation). Generally, high-value opportunities go through many phases before the final sales transaction is made. Tracking the stages helps you gain insight into how many opportunities you have at various stages.
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Sales reports
You can view your company's sales performance, analyze sales data in different views to see the sales performance.
Sales analytics repor: You can analyse your sales order/invoices and compare the value/quantity between different periods based on certain parameters like customers, customer group, itme, item group, territory or order type.
Sales order analysis report: This report provides current billing and delivery status for all active Sales Orders.
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Setting up a selling workflow
After completing their trials and assessments, the sales team at Spindl begins using the following sales workflow:
All existing customers are entered into the system. This gives the salespeople a comprehensive database of details for each customer. Information such as tax ids, account managers, accounting details, territory, etc. Are all added.
A list of sales partners (along with their commission details) is also uploaded to the system. This eliminates the need to manually enter information for these sales partners in future transactions.
Whenever an opportunity (see: CRM module) comes to fruition, a quotation is sent to the customer. The quotation includes all proposed details of the transaction (i.e. Quantity, pricing, tax details, discounts, fulfillment date, etc.).
Once the quotation is approved by the customer, it is converted into a sales order. This acts as a confirmation from the buyer that they are ready to purchase the clothing from Spindl.
In the case of a blanket order being placed, details about the expectations are entered and saved. This includes the validity period, item quantities, and prices. If there are any other terms & conditions, those are also mentioned. Sales orders are generated using the blanket order based on the delivery cycle.
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Benefits of using the ERP's selling module
An integrated system benefits all department users in planning and organising better. For example, Max from the procurement department had real-time access to sales orders and reports without switching between different spreadsheets or apps. He could plan out Spindl's raw material purchases and create inventory space accordingly. Even Dex's manufacturing team could create production plans way ahead of schedule based on the sales orders and have clothing ready for delivery efficiently.
Inter-department communication can easily be reduced when all the information is readily available to the responsible parties. This increases the overall productivity and efficiency of any company.
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
CRM Reports
Using standard CRM reports, you can know the desired details or perform necessary analysis:
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Lead Details: This report provides lead name, address, contact details, lead source, territory, and other details.
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Sales Funnel: By using the sales funnel report, and by quantifying the number of prospects at each stage of the process, you can get an idea of your potential customers
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Using standard CRM reports, you can know the desired details or perform necessary analysis:
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Setting up a CRM workflow
To streamline and improve their customer interactions, Saf and Mel decide to implement a CRM workflow in their ERP system.
Existing leads along with their source are imported into the system. All web forms, emails, incomplete orders, etc. are tracked for lead collection.
Leads are assigned to various salespeople. This ensures that every lead is followed up on, maximizing the opportunity for a potential sale.
Opportunities are created and categorized when Leads show promise. This segregation allows for clearer data analysis and ensures that the right people are reaching out for each opportunity type. This helps get accurate reports, and also makes sure that all opportunities are being tracked and actively engaged until they reach the sales stage.
Customers are sorted into groups based on various parameters. This allows them to target groups with the right marketing campaigns, price lists, etc.
A list of all salespeople is added to the database. Sales targets are set based on certain parameters like item categories or territories so the actual sales can be monitored against the expected sales for every salesperson.
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Aftereffects of using an ERP's CRM module
Saf and Mel could clearly see and enjoy the benefits of having an ERP CRM in place:
A central system ensures the team attends to the leads/customers timely and captures the history of the relationship with them.
The purchase and manufacturing team could keep an eye on new opportunities/customers and prepare for the next month's orders.
Auto-generated reports help the team to identify issues and work on course correction. The decision-making becomes much easier with real-time reports right in front of them.
A transparent system helps Saf and Mel keep track of the company and employee growth.
A list of all salespeople is added to the database. Sales targets are set based on certain parameters like item categories or territories so the actual sales can be monitored against the expected sales for every salesperson.
With an ERP assisting your business management, you start spending a significantly less amount of time slogging away. You’re eliminating factors like manual maintenance, data duplication, communication difficulties, and a lot more when using it. When you’re not spending time updating every single spreadsheet, you can invest it in growing your company.
Cue: an ERP!
It consolidates all your business operations in a single, central monolithic application.
This allows you to view, analyze, and manage all your business operations from one place. No jumping from app to spreadsheet to another app to make sure one job gets done. All data that you enter into an ERP speaks to the other—if you’ve just made a sale, you can use that information directly within the system to update your inventory as well. With an ERP, you can:
Focus on innovation and profitability.
Drastically improve employee productivity.
Avoid the slog of redundant work.
Have everyone on the same page. The data updates for every single user in the system, so there are no discrepancies.
*Maintain track of things and remain transparent. *A full history of all processes, available at all times.
You can now set the pigeons free! That said, an ERP is a tool for_ _a business to utilize. It’s only as efficient as its users make it.
An ERP can
1.1. Manage all your business processes in one system
1.2. Visualize your business’ data and records
1.3. Manage all your business processes in one system
1.4. What an ERP will help you accomplish
An ERP cannot
2.1. Automagically enter accurate information for you
Give you insights in plain language (that’s for you to figure out)
2.2. Send them chocolates on their birthday (but it can remind you to)
An ERP cannot
Support for customers
Managing the website
Continue to next chapter