www.tres.pl - Baza wiedzy Trawers ERP - Spis treści
Important questions answered in Trawers (for a trade and service company) 1. How much money is your business making? 2. Are your customers satisfied? 3. What do you know about your company? (from basics to details) 4. Is your cash flow liquid? 5. Are your employees loyal, honest and useful? 6. Do you execute your processes and functions efficiently? 7. Do you have adequate levels of stock? 8. Is your ERP system viable? 9. Are you able to develop technologically and as an organization? 10. Related topics 1. How much money is your business making? (where from and what from?) ---------------------------------------------------------------------- You make your money on margin. - How high is the margin in terms of amount and percentage according to items and customers? Who and what is bringing in the highest margin? - How to ensure that you always have margin? Minimum margin can be controlled. You can halt sales below the cost of purchase. --> Margin system --> Commissions for sales representatives 2. Are your customers satisfied? -------------------------------- You will have all the useful information on your customers: addresses, telephones, e-mails, history of sales and purchases and important dates all in one place. Each event can be recorded, including e-mails (recorded automatically.) You will be able to grant individual discounts and carry separate contract price lists for different customers. You can use the software to carry out your marketing campaigns. 3. What do you know about your company? From basics to details -------------------------------------------------------------- Data is floating in the following manner: document -> subsidiary ledgers -> general ledger An audit trail is left. You can generate financial statements from documents and ledgers through the system of analysis and statements, MS Excel KE supplement, SQL queries etc. Ledgers may accumulate data in a synthetical and analytical structure, divided by contractors, warehouses, index groups, orders, organizational units etc. --> Reports and analysis 4. Is your cash flow liquid? ---------------------------- You are in control over the level of receivables and credit limits. Transactions can be halted for customers who are behind on their payments. You are aware of all the receivables and payables and their aging. --> Reports and analysis You can send default notices and calculate default interest. You can review injections and withdrawals planned for the subsequent days or weeks. You can view cash and bank account balances. 5. Are your employees loyal, honest and useful? ----------------------------------------------- You can grant passwords and authorizations to users. Activities of the employee's (operators) are recorded. Basic files carry a history of changes. You can limit access so that only the necessary data will be available, for instance, only the data concerning given branch office, a contractor, stock prices or selling prices. Your sales representatives can receive their commission based on your calculations of sales. 6. Do you execute your processes and functions efficiently? ----------------------------------------------------------- Information can be quickly retrieved from files using F2 and F3 keys. You receive hints and supervision. You cut down on redundant operator activities. Many processes are run automatically (autorun). You receive notifications. Cataloging runs efficiently. 7. Do you have adequate levels of stock? ---------------------------------------- You can set the minimum and maximum levels of stock. You calculate the average stock turnover in order to identify the buying needs. You record the restocking needs of the branches. You can quickly identify unpopular or expired products. 8. Is your ERP system viable? ----------------------------- The license is inexpensive and the costs of operation and development are predictable. The data is safe in one place and is periodically checked. The program only has one instance, which is located on the server. The branches have terminals only. Therefore, updating can be done remotely as it only requires copying one file. The software is constantly reviewed and developed, also according to our own needs. It is scalable and will not be affected by the changing hardware requirements, the number of users of a particular installation or the size of collected data. Our company has been around for years, and we are here to stay. We will keep developing our software in terms of both technology and content. 9. Are you able to develop technologically and as an organization? ------------------------------------------------------------------ You can use barcodes to identify sold items, purchases and warehouse operations. Items can have more than one barcode. You can automatically specify stock locations in warehouses. You can use mobile computers in pre-selling and van selling. Your customer can record sales orders and perform other operations remotely. Your suppliers can check inventory balance in your files. You can exchange documents with suppliers and customers electronically in EDI (XML) or text format (CSV). You can send and receive documents by e-mail. You can automate business processes. --> Automated processes 10. Related topics Reasons why you need Trawers Important answers User profiles Business Processes
www.tres.pl - Baza wiedzy Trawers ERP - Spis treści