Customers, prospects, suppliers, freight forwarders, service providers, brokers, dealers - all business partners are managed under the umbrella of customers. The background is that both purchase and sales transactions can be handled via the same customer account. Although they don't have to.
The hierarchical article structure is defined by the levels: main group, subgroup, product type, article and optional article type. Properties such as description, declaration, analysis values, packaging, price and quantity unit, EAN codes, classification of hazardous goods, handling, palletizing, production etc. are specified in the master data.
Warehouse management keeps you in control of inventory in storage boxes, cells, storage compartments and storage areas. Any number of storage locations can be assigned to each warehouse. These can be blocked totally or individually or can be reserved for certain customers.
The user has the possibility to set up several domestic and foreign delivery instructions for a customer with all relevant information. These are available, when entering orders, transport orders, contracts, and contract options, thus simplifying the entry of addresses that differ from the main address of the customer.
If goods are to be delivered to different customers at the same address (for example, a transshipment center or a central warehouse), the addresses of all customers and delivery addresses can be accessed.
The user is free to maintain several accounts for a business partner, for example, accounts receivable / creditors, participation rights, employees. The master data entered in the customer is valid for all related accounts.
In addition, certain business transactions can be restricted to accounts of an account type, for example, goods issues only via customer accounts, goods receipts only via vendor accounts.
Additional data can be stored for the following areas:
For one-off transactions, you have the option to create "various accounts". Once a full customer relationship exists, these customers can be converted.
To manage sustainable biomass, in particular to verify sustainable product processes, you can assign certificates, declarations of conformity and self-declarations to a customer. All customer accounts belonging to this customer are thus given the same sustainability status.
You can easily manage the certificates of customers with multiple customer accounts and have the option to withdraw the sustainability status for individual customer accounts.
When using raw material processing, the necessary billing procedures can be stored. For this purpose, deduction types and withdrawal tables are linked to articles.
Contract, site and product-related analysis parameters can be recorded in regard to minimum, maximum values and default values. The analysis parameters can be freely defined. Properties such as the quantity unit, the calculation variant, the decimal places, designation and abbreviation can be maintained individually.
The link to externally read data from laboratory devices is carried out using special mapping specifications. Using the calculation variant, average quality for article, warehouse, cell and customer-based quantities can be calculated and displayed on the screen or in evaluation lists and results reports.
In some cases, the creation or administration of reference articles is helpful, eg if
The configuration / administration of the reference articles is carried out in the article master.
It is possible to store multilingual declarations and descriptions so that they are available for contracts, delivery documents and billing documents.
An automatic stock control or quantity check is carried out within the order management or the weighing connection. Specify the miscibility of goods in the storage locations (sort-related, article-specific, etc.). Enable storage classes for the administration of dangerous goods. The system supports automated controls on certified goods flows.
In addition to automatically generated storage space movements, the warehouse manager can document all activities via individual storage transaction types in the system. Transfers, bonitures, and incoming and outgoing goods. For all transactions analysis values of submitted samples can be recorded.
Cleaned and dried goods are indicated and are thus distinguishable from the rest of the product. Measuring devices and points can also be stored in the storage location. Interval-controlled measured values can be integrated. In order to support material handling, a permanent evaluation of the inventories is carried out.
Within the query and evaluation areas, users can view inventories from the viewpoint of a warehouse or an article. Browsing through different levels: warehouse, storage location, movements, operation (order, weighing order or activity). At each level, average or individual qualities can be displayed.
Warehouse-related conditions can be defined for the raw material purchase. When posting, a link between warehouse and cost center can be established.
Customers can receive different freight rates per warehouse. A special warehouse, eg plant protection, can be specified for the processes.
Where does the product come from? Where did the goods arrive? What was previously in the storage location?
Based on storage location or cell movements you get a fully integrated trace of goods flows.