Module Overview
An ERP System That Has Been Built For You
Dashboards/Home
Our primary login screen presents you with our Home module. The Home module shows key information such as production tasks. An order overview screen and our dashboards are all visible via this module.
Features
This module comes with the following integrated features:
- Tasks – each order in the system with a task (or group of tasks) that must be complete before production. Each task is assigned to a person or a department. When the user logs into the system, they see a list with their tasks.
- Order Overview – users can see a complete order overview from the main home module. This screen shows if the order tasks are complete and if production has started. If the job has been shipped and/or billed, documentation is presented to the user.
- Dashboards – permission based allowing you to see at a glance who your top performers are. Customers, Salespeople along with your estimate to order conversion rate and more.
Dashboards/Home
Our primary login screen presents you with our Home module. The Home module shows key information such as production tasks. An order overview screen and our dashboards are all visible via this module.
Features
This module comes with the following integrated features:
- Tasks – each order in the system with a task (or group of tasks) that must be complete before production. Each task is assigned to a person or a department. When the user logs into the system, they see a list with their tasks.
- Order Overview – users can see a complete order overview from the main home module. This screen shows if the order tasks are complete and if production has started. If the job has been shipped and/or billed, documentation is presented to the user.
- Dashboards – permission based allowing you to see at a glance who your top performers are. Customers, Salespeople along with your estimate to order conversion rate and more.
CRM
(Customer Relationship Management)
The CRM module will enhance the experience you provide for your customers. This module allows you to store notes and even their individual contacts. The ability to add notes allows your sales and customer services staff to build a rapport with your customers. Multiple addresses can be stored against each customer and even details on the types of pallet and maximum pallet height.
Features
This module comes with the following integrated features:
- Shared delivery addresses – this feature is useful when many customers share the same delivery address such as a mailing house.
- Manage Overs & Unders – if a customer has an overs and unders tolerance these can be set within the customer record card.
- Currency control – configure alternative currencies so customer facing documentation displays correctly.
- Control different billing types – i.e. Bill On Ship, Pre-Paid, Bill On Completion etc.
- Customers Aged Analysis summary.
- Shipping pre-sets such as Blind Shipment, default delivery address and delivery tax codes.
Order Management
Order Management is where our software shows it is for the envelope industry. A system that is fast and easy to use yet highly intelligent. Documentation is created and emailed at the click of a button. Complex multiple quantities, multiple print versions, multiple delivery addresses, wrap around windows and more are all covered. To see how custom this is to the envelope industry arrange a short demo now.
Features
This modules includes the following features:
- Multi quantity estimating.
- Multi print versions.
- Match with similar quote.
- Customer supplied stock.
- Large library of integrated reports.
- Bill Of Material orders.
- Order templates
- Price Book templates.
Scheduling
A simple to use drag and drop board make scheduling easy. Group jobs with similar specifications. Sort jobs by estimated machine and run time. Split production for those long run orders. The colour coding segments highlight if production sensitive tasks are not complete.
Features
- Reserve timeslots for jobs that have not yet been converted into orders.
- Book maintenance time reservations.
- Group similar spec jobs.
- Direct access to the original order and documentation.
- Split long-duration jobs into smaller runs.
- Sign off production balances.
- Override run speeds and setup times.
- Switch between Gant view and Running List views.
- Library of production-related reports.
- Track and acknowledge order changes in real-time.
Raw Materials & Stock
Our Raw Materials & Stock module allows for easier management of stock control. Whether it be your stock envelopes, window film, paper or pallets. Stock levels and warnings are instantly visible reducing the risk of insufficient stock.
An inventory module ensures that you know exactly what raw materials are required for each production job in plenty of time to get them ready ensuring that work flow is not held up
Features
- Bill of materials.
- Stock requisitioning.
- Auto Issuing / Backflushing.
- Stock reconciliation.
- Envelope packaging configurator.
- Minimum stock levels.
- Minimum re-order levels.
- FIFO and LIFO configurations
- Library of industry standard stock related reports
Purchasing
Instantly replenish low stock levels and see what deliveries are due. Create PO revisions and control outsourced material in a simple to manage solution.
Features
- Purchase Order revision audit.
- Receive partial deliveries.
- Receive quantities in different units of measure.
- Track expected and late deliveries.
Dispatch
Features
- Create ‘Loads’ for multiple orders / customers / deliveries.
- Manage finished goods inventory including stock valuations.
- Create shipments ahead of time.
- Generate Bill of Ladings and other legal shipping documentation.
Invoicing
Features
- Ad-hoc / Custom invoice creation for sales without an order (i.e. waste paper sales).
- Tax calculator based on geo-codes.
- Sales data fed directly into our General Ledger module (or exported to your alternative accounts package).
- Invoice by job or by dispatch depending on your companies requirements.
General Ledger
Our General Ledger module is an optional add-on. The module offers a complete package allowing everything to be managed in one software solution.
Features
- Financial Statements exportable to Excel.
- Simple wizard for year-end process.
- Recurring journal entries.
- Bulk-import journal entries (payroll)
- Customer aging reports
- Supplier aging reports
- Customisable Chart Of Accounts (split by factory, division or combined for company overview)
Features
- Financial Statements exportable to Excel.
- Simple wizard for year-end process.
- Recurring journal entries.
- Bulk-import journal entries (payroll)
- Customer aging reports
- Supplier aging reports
- Customisable Chart Of Accounts (split by factory, division or combined for company overview)
Costing
This module allows you to analyse if you made a profit on a job. Split into materials, production and shipping you are able to determine where additional profits and cost savings can be made. Group by Customer or CSR to see an overview or drill-down to an individual job. This is a module you can’t do without.
Features
- Cost analysis based on Customer.
- Cost analysis based on CSR.
- Cost analysis based on Job.
- Analyse exactly what material was issued and why this differs from the estimate.
- Track estimated production vs actual production data (run speed, setup, breakdowns)
Report Design
Our integrated report designer allows you to create your own custom reports and also allows you to amend any of our integrated documentation such as the Production Ticket and Delivery Note etc.
A report can be created on just about anything providing the data is stored in the database. Over the past 10 years we have built a comprehensive library of industry specific reports and even if you’re not comfortable making changes yourself, our skilled team can always make them for you.
Features
- Drag and drop database tables into your report or write your own SQL.
- Simple designer to ensure your reports look professional.
- Control any report with permissions.
- Assign any report to any module.
Admin
The admin module is another module that has been built from the ground up with envelope manufacturing in mind. Not only does our admin module cover the basics such as user accounts and factory details, it is also the home to our Job Grader and Web Tooling configurators. Other envelope specific configurators include our Envelope Design screen that controls your fixed die cutting tools and your envelope styles etc.
To find out more about this module, it is recommended to arrange a demo.
Features
- Web Toolsets
- Fixed Envelope Dies
- Window Tooling (Wrap around windows)
- Job Grader (custom to the envelope industry) / Equipment capabilities configurator.
Visual Explainer
(ERP Modules)
This short explainer video gives you a brief overview of each of our ERP Modules.
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