Supply Chain Management: Features at a glance
Stock
| Unlimited Stock Records | Create unlimited records with extended description, sell and cost price, sale and next price, stock category, sales and supply code analysis and links to multiple warehouses |
|
| Multi-Warehouse | Create multiple warehouses. Define movements, cost and sell price, minimum stock and re-order levels for individual stock items | |
| Traceability | Stock items can be serial or batch traceable with traceable history for up to 999 months | |
| Stock Valuation | Value stock by a variety of methods, including FIFO by transaction cost, warehouse last cost and average cost | |
| Receipts & Returns | Goods Received Note and Return to Vendor document processing | |
| Transfers | Transfer stock from one warehouse to another or one to many warehouses, using a distribution table | |
| Profiles | Group stock items together, including stock holding, costing, traceable and issuing information | |
| Integration | Real time or batch update to the Nominal Ledger. Automated and seamless integration to all other Supply Chain Management modules for complete stock management. | |
| Enquiry | Detailed enquiry facilities with criteria selection for specific results. Full transaction drilldown at stock record and warehouse level | |
| User Definable Views | Define stock views with up to 6 levels of analysis with criteria filtering, graphical representation and transaction drilldown. Also includes easy export to Microsoft Excel | |
| Global Price Changes | Perform global changes of cost or sell price for stock items, categories or warehouses, by value or percentage | |
| Attachments | Attach notes, memos, files or images to stock items | |
| Comprehensive Reporting | An extensive range of reports are provided as standard | |
| Customisable | Stock Control can be customised to suit the specific requirements of your business | |
| Context Sensitive Help | Comprehensive and easy to use Help facilities | |
Bill of Materials
| Multi-level | Create multi-level structures, with unlimited components per level and sub-assembly definition (including phantom) |
|
| Work in Progress | Control the progression of Works Orders from creation to completion, including interim stages, allocation, issue and return of components | |
| Automatic Works Order | Generate Works Orders based on warehouse stock re-order levels, or as a result of a back-to back Sales Order | |
| Works Order Movements | Control the movement of components in relation to assembly structure and build method required |
|
| Works Order Progress | Allows batch progression of Works Orders to all Work in Progress stages Includes Works Order detail drilldown and materials list | |
| Kitting | Option to raise and complete a Works Order in one process, resulting in the immediate uplift of stock. Definable per assembly | |
| Modify Structure | The structure of the assembly can be modified per Works Order, to allow for specific customer requirements or component substitution | |
| Traceability | Create batch or serial number traceable assembly structures, including traceability at component level | |
| Integration | Seamless integration with Stock and optional links to SOP and Costing | |
| Assembly Cost Update | Keep build costs up to date in relation to fluctuating component stock prices | |
| Attachments | Attach notes, memos, files or images to assembly records | |
| Enquiry | Detailed enquiry facilities with criteria selection for specific results, including Works Order detail drilldown and materials list. | |
| Comprehensive Reporting | An extensive range of reports are provided as standard | |
| Customisable | Bill of Materials can be customised to suit the specific requirements of your business | |
| Context Sensitive Help | Comprehensive and easy to use Help facilities | |
Purchase Order Processing
| Document Processing | Create Documents containing products, non-stocked items and description only lines. Supplier discounts are automatically applied where applicable | |
| Order Processing | Create Purchase Orders containing products, non-stocked items and description only lines. Supplier discounts are automatically applied where applicable | |
| Optimise | Individual lines from multiple Documents against one supplier can be optimised together to create one Document | |
| Models | Define template Documents or Orders against supplier records to be used as the basis for a new Document or Order. Quantities may be amended and lines may be added or removed | |
| Re-Order | The re-order function creates Documents or Purchase Orders based on stock or warehouse re-order quantities |
|
| Find Document | Search and locate Purchase Documents or Orders from any supplier record | |
| Match | Receipts of goods can be matched to the original Purchase Order quantities. Supplier Invoices can be matched to the Order or the Goods Received Note (GRN) | |
| Satisfy | Manually satisfy Orders that a supplier is unable to fulfil, therefore making them complete. | |
| Supplier Product File | Contains information such as cost price, lead time, economic order quantity and vendor rating, to assist with Order processing and the Re-order functions | |
| Definable Document References | User-defined, self-incrementing Document and Purchase Order references. Option available to allow user input of Purchase Order reference if required | |
| Integration | Seamless integration with Costing, SOP, Stock, PIR and Purchase Ledger | |
| Global Price Changes | Perform global changes of cost prices for supplier products by value or percentage | |
| Comprehensive Reporting | An extensive range of reports are provided as standard | |
| Customisable | POP can be customised to suit the specific requirements of your business | |
| Context Sensitive Help | Comprehensive and easy to use Help facilities | |
Invoicing/Sales Order Processing
| Document Creation | Caters for Sales Documents, Pro-formas, Quotations, Orders, Deliveries, Invoices and Credit Notes | |
| Document Progression | Progress Documents to the required stage without the need to re-key information. Full edit facilities are also available prior to Invoice. | |
| Discounts | Define line, quantity break and chain discount tables, for an individual or group of customers. Discounts and special prices are automatically applied when processing Sales Documents. | |
| Special Prices | Define special price lists with sale price, next price and quantity breaks, for an individual or group of customers | |
| Batch Processing | Process multiple Documents by account, route or warehouse. An option to consolidate multiple Orders to one Delivery note and Invoice is also available |
|
| Repeat Invoice | Process repeat or contract invoices in batches by customer and due date, determined by contract dates and frequency, eg monthly, quarterly, annually, weekly | |
| Part Processing * | Part progress documents on a line by line basis to the required stage, eg customer call-off orders | |
| Model Quotes | Create template Quotes against customer accounts for progression to Orders. Quantities can be changed and lines added or removed if required | |
| Definable Document References | User-defined, self-incrementing Document references. Option available to allow user input of Order, Delivery and Invoice references. | |
| Integration | Seamless integration with Costing, Stock, Sales and Nominal Ledgers | |
| Global Price Changes | Perform global changes of sell, sale or next price for price lists or warehouses by value or percentage | |
| Document Find | Search and locate Sales Documents (Pro-formas, Quotations, Orders, Deliveries, Invoices and Credit Notes) from any customer record | |
| Allocation * | Define stock to Order allocation criteria that best suits your company stock management policy. Pick lists can be produced automatically after allocations have been confirmed | |
| Picking * | Produce picking lists based on allocated stock levels or outstanding Order quantities. Pick lists can be ordered by customer, route, warehouse or bin location | |
| Back to Back * | From SOP, immediately generate Purchase Orders or Documents in POP, and Works Orders in BOM. Alternatively, use back to back processing facilities in POP or BOM to batch process requests | |
| Comprehensive Reporting | An extensive range of reports are provided as standard | |
| Customisable | Invoicing or SOP can be customised to suit the specific requirements of your business | |
| Context Sensitive Help | Comprehensive and easy to use Help facilities | |
* Sales Order Processing only
