What to consider when looking for ERP software – Pt II

Shop Floor Control

job card software gives you more control over your shop floor resources. It manages who worked on what, when they worked on it, and how much it cost the company to perform that work. Many companies use separate attendance/time tracking solutions; hvac service software eliminates the need for a separate system. Usually the shop floor control functionality is very user friendly, making it easy for shop floor staff to report their time and start their work. Some ehs software allow workers to see work-related documents, like engineering drawings or work instructions, which eliminates the need for paper printouts. Additionally, supervisors of shop floor personnel can approve employee time sheets to ensure that the time reported is as accurate as possible.

ngo accounting software functionality includes quoting, order processing, pricing, and shipping. It allows you to generate quotes for prospective work and do things like provide quantity price breaks, develop costs for mark ups, and provide presentation-level documents for proposals. Entering a sales order is a typical method for introducing demand in to the field service management software. When a customer places an order, the ERP could trigger a credit check, or price products based on your relationship with the customer or on predefined criteria. Do you have special instructions for certain customers and/or transactions? There are places to store this type of information in ERP Software.

In addition to all of the above, CRM Software can also automatically calculate lead times; some can even give promise dates based on the materials required, along with where the order fits in based on your current production schedule. This type of functionality can be very powerful—having the ability to make a promise of a delivery date and consistently meet that expectation is extremely valuable to customers. And from a shipping standpoint, the manufacturing software knows what orders you have in process, when they are scheduled to ship, and where they are shipping to, so it can create packing lists, bills of lading, manifests, etc. Most ERPs also integrate with small package shipping companies such as UPS and FedEx, to eliminate duplicate entries.

Inventory Management

ERP systems like ERPNext give the ability to see the big picture in terms of locations, quantities, and characteristics of products. Knowing the location of a product in a warehouse (even down to the specific rack, level, or bay) is time-efficient. Inventory management also encompasses how materials are stocked and/or planned for. You may have one essential material you can never run out of, and others you may not keep in stock unless you have an order that demands them. Thus, you would want to plan the ordering of these products differently. ERP gives you that type of flexibility.

Inventory transactions are typically tightly managed in ERP, and the ability to use mobile devices and barcodes makes it even easier to keep your inventory processes efficient. These mobile devices are typically wireless so users can move around freely in a warehouse, and scan product as they perform inventory transactions. ERP systems can also manage the movement of material between locations, or even between companies, if that is a requirement. Intercompany transactions can be complex, but ERP can provide a platform to track these types of processes and the financial implications associated with them.


Purchasing processes involve things like requests for quotes, requisitions, purchase orders, and purchase receipts. ERP systems can help you track what you want vendors to quote, what they quoted, and how long the pricing is valid. If you have approval processes that need to be tracked, requisitions can help centralize the approval process before purchase orders can be placed. And finally, the purchase order stores vendor information, vendor pricing, expected delivery dates, and quantity/product information. Once goods show up, ERP allows you to execute the goods receipt against the purchase order so workers can validate that the product was, in fact, ordered; the quantity is correct; and that the product meets your quality standards.

Quality Management

Speaking of quality standards, most ERP software has the functionality to help companies stay compliant in regulated environments, or adhere to quality standards. The ERP can help support incoming product inspections, handling of nonconforming product, corrective actions to be taken, inspections that need to take place during the production of the product, management of measuring devices used for quality testing, and a variety of reporting needs driven by companies with these types of requirements.

Are you looking for ERP software?

If so, I would suggest you read about how to select ERP. It provides in-depth, practical advice on making your evaluation smooth, fair, and focused. There is a lot of information out there about ERP, and sometimes it is difficult to figure out exactly how to go about finding the right solution for your company. This no-nonsense guide helps you determine what is important to you, what questions to ask, and how to ask them.


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