Enterprise Resource Planning Software for Small Businesses.
“Designed for those who are expert in their business, not in accountancy.”
1. The Application
The application has been designed with the user in mind in order to get the business up and running as quickly as possible and with a minimum of technical accounting or IT knowledge – it does not require any specialist software to be installed on PCs or workstations, nor any specialist in-house IT administration.
Our aim is to give smaller businesses the same potential to improve productivity, operating efficiencies, and therefore competitiveness, that the very best large ERP systems have to offer, and at a very affordable price.
And there has been no skimping on functionality: the application includes full sales order processing (‘SOP’), purchase order processing (‘POP’), materials requirement planning (‘MRP’), capacity planning/ works order scheduling, accounting and payroll.
Yet despite its extensive functionality, the application has been designed for ease of use so that it is always working for you, the user, and not vice versa.
Based around an industry standard SQL database, this ERP solution requires an Internet Browser only (Mozilla Firefox preferred) to operate, and can therefore be accessed from any location making it ideal for multi site, remote access, and flexible home/ office working.
It is simple to give access to your system to remote/ home workers, and even adviser(s) and accountant(s) from their offices, and you can control which parts of the system any user can see and use.
Whilst designed for the SME sector, being web based the application is highly scalable and offers a very real ‘future proofed’ solution to any growing business.
2. Key Benefits
improved profitability through better business planning and cost monitoring;
improved cashflow through better control of working capital;
improved customer service through more efficient sales order processing;
improved order lead times through streamlining of the business processes;
improved employee productivity through reduced data input to, and retrieval from a single centralised information source
3. Overview of Functionality
3.1. Sales Order Processing
customer account set up and maintenance
multiple delivery addresses
generation of quotations including cost build up of manufactured products and services from components and process times
easy conversion from quotes, to orders, to sales invoices
copy and edit of orders and invoices
credit note and refunds with option to restock returns
revenue and profit reporting by sales order/ invoice, product (stock item), project, and department
(scheduled for version 2.0: XML data transfer of orders and invoices to customers for truly paperless transactions)
3.2. Material Requirements Planning
on-screen schedule of future stock movements bringing together sales/ works order demand, purchase/ works order availability, current stock, and minimum stock requirements
option to include projected sales demand
system generated ‘suggested’ purchase and works orders
easy creation of purchase/ works orders
3.3. Stock Control
stock and order item creation and maintenance
bills of material (component make up) for manufactured products and service items
process routings (where and how long to produce) for manufactured products and service items
3.4. Works Orders & Scheduling
works order (instruction to make products) creation and maintenance
on screen drag and drop works order scheduling
update stock produced and issue of component stock on completion of works orders
reporting of actual time taken to produce an order against expected (process routing) times
3.5. Purchase Order Processing
supplier account set up and maintenance
multiple receiving addresses (for ‘drop ship’)
quotation request from up to three suppliers
easy conversion between supplier quotes and purchase orders
receive goods against orders to ensure correct stock update
easy conversion of goods received note to supplier invoice
booking expenses to projects and departments
credit note and refunds with optional stock returns
reporting actual cost of purchases against expected
reporting supplier delivery performance against agreed due dates
(scheduled for version 2.0: XML data receipt of orders and invoices from suppliers for truly paperless transactions)
3.6. Accounting & Payroll
hierarchical accounts structure to ensure correct financial reporting and tax calculation
transaction templates to minimise errors due incorrect account mispostings
easy set up of standing orders and direct debits to minimise manual input
on screen bank reconciliation
employee hours booked to works orders, projects, and departments
fixed asset register and automatic calculation of depreciation
automatic calculation of goods received not yet invoiced accruals
automatic calculation of project work in progress
user set up with business owner defined user access to menus
year end and month end routines and reports
budget creation and maintenance
3.8. Help Documentation
various forms of documetation including quick help and video tutorials