An ERP (enterprise resource planning) system is a fully integrated business management tool covering functional areas of an enterprise like Logistics, Production, Finance, Accounting and Human Resources. It organizes and integrates operation processes and information flows to make optimum use of resources such as employees, material, money and machine.
An integrated ERP solution is the key to unlocking your team's full potential. Whether for management or finance, purchasing or sales, service or accounting, production or warehousing: the ERP solutions developed by ITXS is a complete solution that provides your employees with exactly the functions and information they need.
Client management – basic CRMs which can add and follow-up extra leads:
clients can be filtered by different attributes
comment or alerts can be added in the client profile
can send alerts via e-mail to staff, upper management or clients at a set date or after a schedule
contact adding, setting up order or delivery dates, origin groups or scheduled sales in the client area
client image administration and localization
Sales target management and tracking – sales reports and expectancies from the previous day, monthly achievement vs daily target, monthly estimation.
Client listing – product organization per client next to data like:
Internal product code and client product code
Agreed listing price
Miscellaneous information or alerts
Listing report with promotions or active stock per client
Command tracking – daily analysis of orders detailed to enable the sales team to maximize their level (commands are marked differently according to their processing stage).
Pricing module – the system can automatically generate offers based on chosen products or array of products or based on the client history. The administration is simple, the offers are exported in .pdf or .xls format.
It's role is to aid the acquisitions team to place orders to the suppliers, based on the estimations of the sales team and reports such as:
Target vs sales report
KPI report (account balance, margin, average invoice value, average monthly sale, number of sold items, orders/month. Items/order)
Fill rate report
Order profitability analysis
Supplier order management module – listing based on the order attributes to the supplier and status visualization (this can automatically update itself based on the WMS connection). Furthermore, data specific to the INTRASTAT report can be added in the order and after the order is received the differences between the command and delivery (the order can be associated to several deliveries).
Supplier management and product listing next to the acquisitions price in different currencies. Some items can be blocked from ordering, this attribute is used in generating reports and situations:
Supplier item report
Detailed stock report
Un-invoiced value due to stock shortage report;
Sales per supplier report
Transport generating module based on confirmed orders – based on an order report (destination, pallet number, quantity), orders can be coupled in one transport for cost optimization. After establishing a transport, the order has the status modified automatically to "in transit to delivery".
Client tracking module - clients and orders can be visualized on an interactive map based on some attributes in order to realize an optimum route.
Delivery approval flux – every delivery accompanying notice is tracked untill it returns to the supplier and in case of any unforseen event the information is stored in this module. Additional reports:
Transport history report
Merchandise stored in customs report
Delivery per driver report (quality and value)
Management system for commercial conditions KA – for a client (Key Account in general) certain commercial conditions can be defined: CA plan, invoice discount, payment due date, promotion discount, advertised discount, number of discounts accepted and the duration of the promotion, listing/delisting/replacement fees.
Multiple document printing module – any number of documents (order, invoice, accompanying notice) can be selected to generate a .pdf document to print.
EDI document delivery module – invoices can be send trough KA in a single module to multiple suppliers, data trough expert supplier, tecnet and doc-process. Client receptions can also be tracked (if they are send trough EDI) and the invoice delivery result.
Order input module - the orders can be imported in an excel format or can be manually introduced within an intuitive way. Moreover, the system has certain input restrictions to prevent human error.
Un-billing motivation analysis – orders that are not billed go through an automatic analysis module (missing stock) and trough a manual analysis (duplication). This statistic is send daily to the sales teams for analysis.
Tracking bills stuck in the payment phase – because of certain reasons, like lack of items at merchandise reception or price differences, bills can be blocked at payment. In this case, the accounting department can step in and modify the invoice status to "blocked", "in unlocking process" or "unlocked". In the final report the invoice number, client, value, invoice date, transporter, observations and adjustment date are specified.
KA profitability report: it can be generated monthly, quarterly or annually and based on the bonuses the net margin per client can be calculated.
Undrawn invoice reports (on respective periods - 7; 30; 60;90;120 days)
Influx report based on intervals
Opened notices reports
Agent, company, array or period margins report