www.tres.pl - Baza wiedzy Trawers ERP - Spis treści
General description of Trawers ERP 1. General information 2. Trawers in sales 3. Related topics 1. General information Trawers is an ERP/MRP software package that has been developed for over 20 years. It has proved successful at supporting the work of over 600 small and medium trading, service and production enterprises operating in various lines of business. Trawers has a rich and all-embracing functionality owing to years of close cooperation with the user companies. The program offers high quality solutions to businesses. The software's development is inspired by an ongoing analysis of business realities and world trends in ERP/MRP software and employs the latest technological tools. Trawers works both on Windows and Linux systems. Owing to its moderate bandwidth requirements, it is successful at work shared between departments just as well as at local work. The software's architecture is simple and logical. It consists of over 20 functional modules, all of which are integrated. Work may be organized depending on business line, type and size of organization, etc. The software embraces all key business processes: marketing and sales, purchases, payments, inventory and warehouse management, manufacturing, accounting and fixed assets. It supports multi-currency transactions and EDI. The input data is collected in a common database and immediately affects each of the connected areas. The information on the state of enterprise is always up-to-date. Numerous reports, alerts and notifications allow users to monitor and analyze current situation and historical data and make appropriate decisions. The role of each user can be precisely defined. Authorizations can be set for functions, data, work parameters and rights to the modification of sales prices, discounts and many other features. Trawers is easy to use. Its operation is consistent and easy to grasp. The abundance of descriptions and hints make it easy to learn to use the program. If you want to get to know the program, you can take it on a test drive. Test drive is more than a demo. It is the lowest cost method of testing the program's usability directly in your company. This method will let you find out what are the requirements of your business and experience how our solutions work on your own data and in your natural work environment. Trawers is easy to implement. Thanks to the supplied support materials and best practices, unassisted implementation is feasible. 2. Trawers in sales Trawers supports trade and marketing activities in sales end-to-end; from obtaining new clients and maintaining contacts, through offers, orders, invoicing and payments, to sales analysis and beyond. Client base management ---------------------- Client base management functions supply necessary information as a means to make decision-making easier. They can be used for: * marketing (e.g. helping to decide to whom should a campaign be addressed) * trade (which offer to send, how high a credit limit should be set) * debt collection (defining stages of collection and content of notices) * etc. Customer file contains various useful information: * phones and addresses, financial and trade data, EDI profiles * contacts to persons responsible for the handling of correspondence * ship-to addresses for the shipping of items * settled and unsettled accounts * quick access to the history of offers, orders and invoices * quick access to the history of contacts, e-mails and tasks Credit limits ------------- The credit limit policy determines the manner in which the crediting of customers is controlled. The credited amounts can be defined and monitored with respect to a whole enterprise, particular departments, operators (sales representatives) or customers. Selling price discounts ----------------------- The rules for determining selling price discounts are recorded in each customer file. They can depend on the relevant range or group of items, discount group, number of sold items and value of sale. There are control mechanisms which enable the user to: * deny an operator the option of granting discounts * set a maximum percent of discount to be granted by an operator * associate the percent of discount with the minimal margin in order to control margin Selling price lists ------------------- In Trawers, you can control the pricing policy with a price list mechanism. Several different price lists can be created, including catalog, contract and special offer price lists. Processing of sales orders -------------------------- There are several scenarios for the processing of sales orders: * Order -> issue from warehouse -> invoice * Order -> invoice * Invoice (no order) * Issue from warehouse -> invoice The orders may be downloaded automatically from mobile systems, online locations or EDI, input manually or created based on sales offers. The available reports include: * order processing status: the number of ordered, issued and invoiced items * backlog according to days/weeks * invoices issued on orders * items ready/out of stock according to orders * order processing expenses * shipping documents Margin control -------------- A complex policy of margin control can be created. The control policy affects a number of factors, including sales representatives, customers, items, price lists, groups of items and discount groups. Users can check whether the sale satisfies the set minimum margin percent. They can halt sales at prices below a sufficient margin. The calculated and actual margins can also be used as a basis for commissions for sales representatives. Payments -------- The program can manage cash and non-cash payments. Domestic and international monetary means, cash operations and bank transfers can all be recorded by the software. The levels of receivables and credit limits are monitored. Sales may be halted if a customer is behind on their payments. Analysis -------- The program supplies various reports which enable the user to analyze sales data from a number of perspectives: * sales and margin listings > according to customers * statements from paid invoices > calculated and actual margin * sales dynamics > according to customers/warehouses/items * sales in various systems and aspects * sales of items > according to weeks * sales according to customers/items/months * commissions and premiums for sales representatives Also, sectional reports include: * report on the current state of enterprise * planned payments > according to weeks * analysis of receivables and payables 3. Related topics Reasons why you need Trawers Important answers User profiles Business Processes
www.tres.pl - Baza wiedzy Trawers ERP - Spis treści