Vendor Rebate Management
To eliminate headaches in calculating and tracking Vendor Rebates, use the Vendor Rebate Manager software provided by Seradex ERP. It is an add-on module that integrates with Seradex ERP at Purchase Order and Payment processing.
Many of the top manufacturers offer rebates that help their customers maximize profits while attracting new business. These supplier programs reward customers who achieve volume and behavioral goals, often through quarterly rebate incentives. Organizations like Parker Hannifin as well as others use this as standard practice.
Administering and tracking these Vendor Rebate programs is time consuming and error prone.
Seradex simplifies the often-tedious task of handling vendor rebates by completely automating the process. Each step, from negotiation to receipt and beyond is recorded, in real-time, and reflected in your General Ledger and price schedules. This way, you never lose track of a rebate you earned. Invoice and pricing errors can generate a massive amount of paperwork resulting in hours of rework and a significant impact to the bottom line. Seradex provides customers with an efficient, paperless solution for price management. As rebate programs and contracts vary significantly from one firm to the next, and even from contract to contract, Seradex provides support for complex processes and can quickly accommodate updates and new information.
Seradex can streamline and automate the discount management process, enabling you to manage and track the individual promotional programs and assure that rebate forms are submitted on time, taking full advantage of available discounts by ordering additional inventories before promotions expire. The system is used in conjunction with the Event Alert Module that can monitor inventory and production schedules. The Event alert will remind staff when rebate deadlines are nearing and notify buyers to purchase additional inventory before rebates end, and alerts managers when submissions are falling behind schedule.
Customer Rebate Management
To eliminate headaches in calculating and tracking customer rebates, use the Customer Rebate Manager software provided by Seradex ERP. It is an add-on module that integrates with Seradex ERP at Sales Order and Invoice processing.
Seradex simplifies the often-tedious task of handling customer rebates by completely automating the process. Each step, from negotiation to invoice and beyond is recorded, in real-time, and reflected in your General Ledger and price schedules. This way, you never lose track of any customer rebate status. Invoice and pricing errors can generate a excessive credit notes resulting in hours of rework and a significant impact to your customer relationship. Seradex provides customers with an efficient, paperless solution for price management. As rebate programs and contracts vary significantly from one firm to the next, and even from contract to contract, Seradex provides support for complex processes and can quickly accommodate updates and new information.
Seradex can streamline and automate the discount management process, enabling you to manage and track the individual promotional programs and assure that rebates are accurate, The system can be used in conjunction with the Event Alert Module to remind both you and your customers when rebate deadlines are nearing. Many large retailing chains insist on sales contracts that involve customer rebates. Organizations like Wal-Mart and Home Depot as well as others use this as standard practice.
Administering and tracking these programs by customer is time consuming and error prone.
Enables rebate calculation by Customer, Invoiced amount, Item, Product Line or Date range
Handle national accounts with multiple Ship To locations.
Define rebates for individual customers or groupings of multiple site customers
Adjust rebates “across the board” to eliminate redundant adjustments.
Use custom formulas to create rebates based on any combination of customer ship to locations, product types, monthly specials
Supply Chain Managmenet
Supply Chain Management is a hot topic. The emergence of the Internet, evolving customer demands, and pressure to accelerate business processes are pushing the boundaries of traditional ERP and supply chain automation. The ecosystem is expanding, and IT architecture is evolving to address tremendous opportunities. Just-in-time manufacturing and vendor-managed inventory are just two examples of business requirements that are driving automated collaboration, and therefore increased demand for integration across the manufacturing industry.
Do you need to reduce costs, improve supplier performance and achieve a greater competitive advantage? Supply Chain Management can help you accomplish these goals. Supply Chain Management can improve customer satisfaction, reduce inventory and cycle-time and many other costs. A supply chain exists for every manufactured product. It includes purchased material, transportation, sub contract work, manufacturing operations and shipment to your customer. Your customer may include it in their manufacturing process - so a supply chain can ultimately link many organizations before the final end product is created.
Until now marketing, manufacturing, and purchasing departments across organizations have operated independently. Technology advances now enable more collaboration and information sharing. This results in building to inaccurate forecasts and purchasing contracts issued with very little demand information. Most supply chains are ripe for extensive cost reductions. The typical analysis for supply chain management examines:
Inventory - the inventory for each item is analyzed - who will hold it and how much will be stocked
Location - which company should hold the inventory
Production Schedules - to to coordinate schedules of linked organizations
Transportation - shipment consolidation and frequency
Supply Chain Management offers companies tremendous opportunities for improving profits - improvements that have been achieved are:
Fulfillment Cycle Time - 30% - 50% Reduction
Inventory - 20% - 60% Reduction
Product Costs - 20% Reduction
Productivity - 10% Improvement
Supply Chain Management offers companies tremendous opportunities. And while it is one of the most talked about strategies in business today, it is also one of the most misunderstood. Too often efforts are focused on price, a few process improvements and inventory reductions. But there is so much more that suppliers can help you to accomplish. Let us show you what the impact can be by working with just one of the commodity / service spending areas.
Job Costing is a complete project management, costing, revenue recognition and control system. This software module gives you complete control over commitment and change order management. Enter subcontracts and purchase orders directly into Job Cost. Then track them against invoices for total control of committed costs. Manage every step of the change order process, from pending through approval, to ensure change order profitability. Your project information is always up to date and real time. Easily view information such as potential cost overruns, percent complete, and production units in place. Customizable Crystal Reports let you calculate and print information forth analysis.
Job Cost Features
Each cost is allocated to a job including inventory transfers, accounts payable invoices, product receipts and labour hours
Actual production cost information is captured
Actual cost summarized by cost group and compared to estimated costs
Exception reporting and cost overrun reporting
Ability to flag potential problem jobs during production
Inquiry options for customer and job information
Revenue Recognition and WIP Schedule Worksheet
Integrated Production Scheduling and Data collection
Unlimited Job Costing Categories
Job Change order management system
Estimates, purchase orders, work orders and invoicing by Job
The ERP Purchasing Software Module provides complete purchasing control to generate and track purchase orders from PO issue to receipts. The Purchasing module provides controls for the complete procurement process, from vendor quoting through receiving, inspection, cost accrual and vendor payment.
Vendor quotes are collected against items with multiple vendor price comparisons used by the system to recommend vendor selection for each purchase order. Requisitions can be generated automatically from M.R.P. or can be entered by users. Once approved, requisitions can be automatically converted to Purchase Orders. An item may be received directly to a line stocking location, to a specific job, or simply to its primary stocking location.
Purchase Order Features
Due dates by line item
On line Material Requisitions
Maintains a purchase history file by product and by vendor
Ability to handle blanket orders
Allocate inventory to specific job and job cost category
Capable of autofaxing PO’s
Systematic comparison of an invoice to goods received
Ability to accept multiple receipts against: an open purchase order
Ability to cancel an open purchase order
Specific reason codes for items returned to vendor to include; over shipment, quantity rejected etc.
G/L account specified by line item
Order parametric components generated from the * Product Configurator Module for sizes, colors and options
Seradex Finite Scheduling software module is a powerful advanced planning and scheduling (APS) system that enables you to quote, measure and attain accurate delivery dates. The Production Scheduling module makes just-in-time (JIT) and Lean scheduling possible for all companies. Whether you have products that are make to order or make to stock or both Seradex can manage your delivery promises.
How long will the schedule last before a rush order appears, re-work is required, operators report sick, a machine breaks down, or demand does not match the forecast? We know your scheduler spends endless hours re-assigning work, changing priorities to meet promised delivery dates.
The Production Scheduling Module is an easy-to-use, finite capacity scheduler. It has the capability and the advanced technology to generate highly optimized and feasible schedules for your manufacturing process. You can easily determine the most optimal solution by quickly running “what-if” scenarios.
Seradex will only schedule production when resources are available. Materials are ordered only when they are needed. Inventory levels fall and bottleneck resources are not overloaded. Work in progress remains at a relatively constant level, lead times are more predictable and delivery dates are more reliable. Management spends less time fire fighting and can balance fluctuating demand, with available capacity.
Production Scheduling Features
Schedules both Forward and Backward
Priority Levels from 1 - 9
Schedule departments, cells, equipment, tools and labor
Handles Setup and Run Times
Integrated to Electronic Kanban for Pull Scheduling
Alternate work center and routing features
Powerful operation pre-requisite and overlap selections
Identify and Manage Bottlenecks
Schedules around constraints of material on hand, material on PO as well as labor
Supports Drum-Buffer-Rope and Theory of Constraints (TOC)
Schedules Shop Floor to the minute
On completion of scheduling alogrithym the shop schedule is exported to Microsoft Project
Factory and Work Center Calendars
Real time on line job status with color coded Schedule Viewer
Powerful “What if” Simulation. Adjust overtime or sub-contract and see late jobs come in on-time.
Sales Order Processing
The Sales Order Module is designed to help you improve customer service and evaluate sales and marketing activities. It is ideal for any company in the distribution, engineer, design or customize to order, repetitive or process environment.
The Sales Order Module maintains extensive customer information, defines pricing and tax information, generates sales orders, manages picking, issuing, packing and shipping operations, and checks credit. All of the administrative, product, pricing and shipping information is edited during the sales order entry process.
The Sales Order Module, built on the Seradex Technology platform, provides in-depth insight into the main business processes of sales and distribution, such as inquiry, quotation, and sales order processing, backlog management, returns handling, and delivery. The Sales Order module ships with a set of key reports, as well as standard business metrics, key performance indicators, and scorecards. Combining out-of-box analytics with power and flexibility, you can get a jump-start into analyzing sales data and also easily extend the Sales Order module to incorporate additional reporting and business requirements.
The Sales Order Module enables process management, drilling from high-level to detailed information, capturing trends, performing advanced statistical analysis, and extracting intelligence not otherwise evident. Many areas of analysis are provided out-of-box in this module.
Seradex Sales Order Processing Features
Instant availability of all inventoried items
Us the Product Configurator Module for sizes, colors and options
On line pricing with discounts for each of your customers
Multiple Ship to Address (unlimited)
Integrated customer credit and account balances
Taxes automatically calculated
Automate all paper work required: order confirmation, invoices
Handles back orders and partial shipments
Allow easy conversion of estimates/quotes to orders
Commission tracking and calculation
Can have salesperson for bill to and ship to addresses
Open Order Report by customer, item or status
Backorder report lists backorders that can be filled from inventory.
Sales, margin and commission data for each sales rep and/or dealer
Sales tax liability for each tax jurisdiction defined
Order Confirmations and Invoices
Extensive sales and margin analysis by month and year-to-date
Top 40 Customers
Top 40 Items
A Product Configurator simplifies the process of creating and tracking made-to-order products in your ERP system. It allows employees to identify unique product configurations to better serve customers. In addition, you can support complex products and services with a guided selling tool to determine which products best fit your customers’ needs.
Do you have thousands of product options? How about front line employees that have varying levels of product knowledge? This can lead to order entry errors, costly credit notes and unhappy customers. Are pricing rules inconsistently applied? Does engineering have to get involved in routine sales? If so, we can help you.
The Seradex Product Configurator lets customers, engineers, salespeople, customers, and dealers recommend solutions, configure complex products and automate pricing, costing and commission calculations. You can produce detailed quotations and instantly create bills of material and routings for each order.
Product Configurator Overview
Do you sell products that have dimensions (Doors, Windows, Furniture, Glass, Mirrors, Lumber etc.)? Do your products have multiple options, dimensions, colors, accessories or materials? In your “Make to Order” business, mistakes in order entry can be costly customers get annoyed and scrap and rework is generated. How often does an order get “ping ponged” between the customer, dealer, order entry and manufacturing? Are you creating thousands or part numbers and bills of material?
If this sounds familiar its time to re engineer order processing with the Seradex Product Configurator. This product works with the Sales Order and Estimating Modules. It is also available on the Web. Every information system should start with the most important part of your business - your customer. What impacts customer service more than order processing?
The Seradex Product Configurator Provides
Quick and accurate order entry for complex products with choices, options, dimensions
Powerful Rules Based configuration capabilities
Can configure parametric products like doors and windows.
Instant pricing of product by customer including applicable discounts
Automatically configure a parametric bill of material and routing
“One Button” Quote to Order transfers
Eliminate “non-buildable” orders
Reduce returns and credit notes
Links to Microsoft Office products: Excel, Word, E-Mail
Integrates with Scheduling, Inventory, Purchasing
Warns when customer credit limit is exceeded
Supports multiple invoices per order
Price lists can handle multi-currency and customer discounts
Handles multiple Ship-To Addresses, Salespersons and commissions
Prints order confirmations, invoices, credit notes
Report formats can be customized
Automatically computes sales taxes for the invoice total
Generate dimensioned drawings automatically from AutoCad
Prevents incomplete orders from being released to production
Store images of products and options
Create parametric rule based configured and costed bills of material
The configurator integrates to all of our supported accounting partners including ACCPAC, Great Plains, BusinessVision and QuickBooks. You can easily set up configurator rules. Unlike most competing products, complex rules can be defined for product options without any software programming. This software can support an unlimited number of interrelated options, rules and constraints. Quotes and Orders can easily be customized to include customer defaults, CAD Drawings, pricing discounts as well as terms and conditions. Quotes can be immediately e-mailed for fast approval.
For complex products, a configurator must be able to support thousands of options, rules and constraints. The ability to easily setup and manage your configuration rules is one of our products strengths. Seradex Xpress makes setting configurator constraints as easy as point and click. If/Then relationships can be defined for product options.
The Inventory Control Module is the tool for controlling all inventory-related transactions. Proper inventory management is an essential key to running a successful business. While inventory control is not the most exciting part of running a business, it is commonly the one thing that ties up significant money and resources. Seradex Inventory Control Software is easy to use, flexible, and powerful. With its advanced features this module is a perfect tool to track and control your inventory.
No matter how big or small your company is, you need to properly track inventory to maximize your profitability. Inventory can tie up a large amount of your money, time and resources and provide a significant opportunity for cost savings. A dependable inventory management system is essential to running a successful business. Seradex Inventory Control will help you take charge and effectively manage your inventory.
Inventory Control - Your Business Challenges
Accurate tracking of quantities and costs by product
Maintain full compliance with GAAP Inventory requirements
Accurate tracking of committed inventory and products on order for specific jobs
Identify slow moving, overstock and obsolete items
Multiple inventory locations by product
Support standard and actual costing
Maintain unlimited number of inventory items
Shipments, returns and receiving transactions will result in on-line updates to stock levels and costs
Rapidly perform physical inventories and facilitate cycle counting
Ability to handle fractional quantities and unit of measure conversions
Seradex Inventory Control
Quantity on hand
Quantity on order with vendor
Quantity allocated to orders
Identification of slow-moving items
Primary and unlimited alternate vendors
Vendor lead times, costs and part numbers
Inventory type (manufactured, purchased, resale)
Quantity used this month
Quantity used YTD
Lot and Serial tracking
Lead time to purchase
Standard material and labor costs
Ability to enter year-end physical counts
Ability to quarantine work-in-process, raw materials and finished
Inventory Control - Reports
Stock status on-hand balances, on order, backordered and allocated
Quantity shipped by month, by product by product group
Produce cycle count listings and schedules
Produce inventory transaction audit and history trails
Physical inventory worksheet
Item Status and Valuation
Overstocked Items and Slow Moving Items
Print Bar coded receiving Labels to track all incoming materials
Print Bar coded pick Lists to track materials picked for shop orders or sales orders
Print bar coded Shipping Labels to apply to packaged finished goods
Print AIAG Approved Shipping Labels
Print Bar coded Serial number labels to apply to finished product
To use labels to wand in physical count into physical Inventory Module
Seradex supports a wide variety of Barcode scanners and readers. Seradex supports Wireless , Serial and Keyboard-Wedge type Bar code Readers. There are several good manufacturers of reliable and versatile scanners. There is an excellent selection of scanners that are ergonomically designed for power, performance and durability.
Physical Inventory/Cycle Counting
With the Physical Inventory and Cycle Count software module in Seradex ERP you will be in full control of the Physical Inventory process from start to finish. For most manufacturing companies, a complete physical inventory can be a costly, complex job that involves numerous people and many departments.
Whether you use cycle counting or annual physical inventories, Seradex provides the tools to collect, reconcile and post inventory counts and general ledger transactions. Cycle counting allows you to set up frequency rules for your A, B and C items. You can then print daily or weekly count worksheets for easy counts and data entry.
Despite the well-documented problems associated with annual physical inventories, manufacturing operations continue to conduct them year after year. To conduct a successful physical inventory you need bullet proof preparation ,processes and automation. The Seradex ERP Inventory Software will help you introduce highly effective alternative methods.
Whether you keep your inventory accurate through cycle counting or through annual physical inventories, Seradex ERP gives you the tools that make it easy to collect, reconcile and post count quantities against on-hand inventory balances and in turn generate general ledger transactions. Cycle counting allows you to set up pre-established rules for the frequency of and method for counting items. You can then print pre-populated cycle count worksheets for simple count collections and for easy count data entry. Inventory Movement reports are available to monitor transactions performed during the cycle count to ensure accurate reconciliation.
Now, you can access real time material status, location and availability. Monitor and track items at the lot and/or serial number level as well as warehouse location.
Tag printing with and without Item Numbers and blind counts to support formal audits and meet generally accepted accounting principles (GAAP)
Inventory can be optionally frozen during the process
Uses a high speed data entry screen for manual entry
Updates Item Master information
Discrepancy, variance and recount processing and reporting
Automatically creates the required adjustments, GL transactions and audit trails
Inventory valuation is calculated
Support for lot, serial, rack, bin and location information
Supports cycle counting where only portions of the inventory are counted and reconciled during normal business operations.
The Lot and Serial Traceability module in Seradex ERP was designed for manufacturers who require stringent control over product tracking and traceability.
Lot and Serial Tracking provides this traceability by creating a lot number, serial number, or other grouping of a part and automatically tracking each part as it flows from receiving through production and is shipped to your customer. You can assign additional information including a description, expiration date, and other user-definable fields.
For manufacturing industries as diverse as pharmaceutical, military, aircraft, automotive, electronic, scientific equipment and food or chemical processing it is critical that raw materials and finished goods are tracked.
Quality control specifications like ISO9000, QS9000, FDA, HACCP (Hazard Analysis and Critical Control Point ) and most military specs insist or suggest material traceability.
Tracks the part from of materials, into production and through to product delivery &bury inventory transaction records lot/serial information
As jobs move through the plant, operators are prompted for additional information when re and issuing material or shipping finished goods
Inquiry capabilities allow you to review the flow of material lots and serialized as parts move through the manufacturing process.
Customize part trace ability requirements and specify Traceability requirements by part.
Users can view and edit multiple tables in the system (employees, customers, vendors etc)
Use the description, expiration date, and ten user-defined fields to expiration for each lot.
Track warranty validation dates of both finished and purchased products
This module processes service calls, parts, labor, quotes, warranty, purchase orders, work orders, repair scheduling, manufacturer charge-backs and customer billing. And best of all this is done in a completely integrated system in real time.
Open service calls can be accessed instantly by customer name, phone number or ticket number. Once the call is displayed, all relevant information pertaining to the issue is displayed. Any activity on the service order is time/date stamped and fully audited for management control.
Overall, the system is very easy to use. Staff may be manually assigned individually to service tickets or you can automate this! At the end of each day, the system can automatically schedule tickets by priority, route or request date. This maximizes the use of your staff and increases the number of customers that can be serviced daily.
Automatic reminders alert service representatives when customer and follow-up goodwill calls are due. Representatives will know immediately when a customer’s part has arrived, a service date has been set, or the order has been completed. The system ensures that all your customers receive the optimum service levels.
Seradex Service Module
Automatically manage follow-up calls and scheduling
Automatic warranty billing to correct parties, such as, vendor, customer or extended warranty provider
Quality assurance and analysis reporting by product, issue type, vendor or technician
Customers can log issues and track issue status over the web
Issue and manage RMA no’s
Link associated tickets
Attach electronic documents to the Service Ticket
Link a service ticket to a Bill To and/or Site
Create Work Flows by Incident Type
Link a Service Ticket to a Bill To and/or Site
Search and attach a Service Ticket to a product and optionally a serial number
Create Service Contracts and associate a Service Ticket to a contract
Shop Floor Management
Shop Floor Tracking Module collects data for costing, scheduling, updates, inventory movement, lot/serial tracking and payroll. Seradex Floor Tracking provides interactive tools for controlling production activity. This module helps you plan capacity, perform dispatching, track order status and costs, follow-up on material shortages and generate shop paperwork. All data is manually entered via keyboard.
Shop Floor Tracking Features
Real time updates to the Scheduling module
Collect time and attendance information: include hours worked, sick and vacation time, overtime
Create time sheet batches for popular payroll and bank software to update payroll system (once approved by the shop manager)
Track labour costs against shop orders
Tracks bill of materials used for each shop order to compare against estimates, bills of material and to supply costing information
Track rework and scrap costs by reasons and operation
Collecting lot and serial number information on finished goods and components for traceability purposes
Track down time and down time reason codes
Shop Floor Tracker and Data Collection
Barcode Data Collection and Manufacturing Execution Software (MES) is a growing trend at manufacturing companies. Manufacturers are being driven to deliver higher quality products in shorter periods of time. To remain competitive in this fast-paced business environment, you need to generate higher productivity from existing resources. The confusion on the shop floor is not the result of a lack of effort. It takes production control personnel and supervisors many hours each day to research the current status of all of the jobs on the floor and develop a work schedule.
Seradex offers the simplest, easiest-to-use manufacturing Barcode solutions in the industry. We offer a wide selection of quality products for creating, printing, and using Bar codes. The use of bar coding in Manufacturing Execution Systems (MES) is growing dramatically. Barcodes provide fast, easy, and accurate method of data entry. The correct use of Barcodes decreases employee time required and increase an organization’s efficiency.
Track Operator Productivity
Track Work Center Productivity
Track Scrap and Down Code Reasons to drive lean manufacturing practices
Real Time Order Status and Costs
Monitor variance to standard labor times
Track Setup and Run Times separately
Integrates to Seradex Production Scheduling Module
Employee Task Manager
The Execution Manager module in Seradex ERP is designed to assign and track prioritized goals to every department in your manufacturing company including: Accounting, Customer Service, Marketing, Sales, Purchasing, Engineering, Research or Information Systems.
As a company leader, being informed, being organized, being able to respond quickly and track other people’s follow through is critical to your ongoing success. Is everyone in the company working towards strategic goals like responding to customer issues quickly enough?
Many organizations spend a large amount of time on collaboration issues like communicating, coordinating, scheduling, tracking and managing who is doing what and by when. Studies show (and Dilbert illustrates) that the time spent planning and controlling can easily exceed the time spent on execution. Managers are drowning in the details.
Organizations have tried many software packages to help manage their companies. These typically include email, project management software or spreadsheets.
Easy to learn and use
Control deadlines and priorities
Quick identification of issues that need immediate attention
Map strategic goals into employee To-Do lists
Solid accountability is enforced on each employee
Manage more people with fewer resources
Easily switch tasks between employees to improve utilization
Improve teamwork and increase productivity
Save managers time by consolidating team tasks, progress and reports automatically in one place and with one tool
Ensure employee goals match company and department strategic goals
Ensure goals are completed by their target dates
Facilitates rapid and accurate communication between all employees
Look at all open or completed issues by deadline date, department, customer, employee or other user defined category
Easy to learn and use
Prioritized To-Do List
Eliminates over allocation
Limits managers from assigning more tasks than can be completed in a given time period
Communicates complete task description to eliminate confusion
Facilitate rapid communication between all employees
Enter and track RMAs by Web for Warranty, Non-Warranty, Refund, Exchange, Over Shipment, Refused and Unresolved claims
Enter product improvement suggestions
Allows multimedia files such as text files or screenshots to be attached to tasks for more detailed identification and faster resolution
Define priorities and statuses for each tasks
Email notification when tasks are added or updated
Record the estimated number of hours, percentage of completion and actual hours
Track tasks on multiple projects
Assign tasks to specific employees
Every task is tracked until it is resolved
Root Cause assignment
User definable classification and reporting
Sales Commission Tracking
Sales commission programs exist in every shape and size. These programs tend to vary significantly from industry to industry, and many times within companies in an industry. Sales commission programs tend to be different by employees even within a single firm. Variations can include the kind of performance being incented (Revenue vs Margins), the frequency of calculation (Monthly vs Quarterly), the type of transactions being incented (Sales orders vs Invoices vs Payments), the level of salespeople being incented (Salesrep vs Sales Manager), whether Draw or Cap is being used, and so on.
Seradex ERP has a flexible Sales Commissions software tool with the Advanced Commission Tracking module. It is an add-on module that integrates with Seradex ERP at Sales Order and Invoice processing.
Sales compensation programs differ by company. However, all sales compensation and incentive programs have one thing in common: Effective administration requires time and money. We can help reduce your administrative costs and still enable you to provide reliable and accurate information to your sales force and sales management
Many manufacturing companies have commission plans for sales employees, dealers, distributors, contractors and other sales agents. Tracking, calculating, controlling and administering commissions is time consuming and error prone. Over and under payments often occur leading to sales force friction and reduced moral.
Create customized sales compensation plans that keep your top producers happy without jeopardizing your profitability
Define sales commissions rules for sales staff, reps or distributors
Set up commissions by customer, part, market, margin, commodity, or groups
Enables commission splits for up to 5 people for each Sales Order
Easily update sales incentive rules for all personnel
Decrease sales force turnover
Enforce a common approach to administering your compensation programs
Create payroll batches for sales employees
Create Accounts Payable batches for non employees
Use custom formulas to create commissions based on user-defined rules to handle any combination of customers, prices, margins or discounts or currency
Ensure credit notes result in commission claw backs.
Enforces commission adjustment if the original order is changed
Handle multiple currencies
Select specific items or charges to exclude from commissions - i.e. freight o taxes
Bill of Material
The Bill of Material ERP Module is designed to ensure your organization has complete control over product structure. This module ensures that engineering, production, purchasing and order processing are using the same information.
The Bill of Material is the fundamental building block for scheduling, costing and inventory control. If you are have instituted lean manufacturing programs you need to make sure your software can support you. Seradex Bill of Material module was developed from the ground up to incorporate the principles and methodologies of lean. Seradex offers utilities to flatten multi-level bills-of-material. The bills of material architecture supports just in time purchasing, kanban controlled items and vendor managed inventory.
Seradex offers many features for company’s that deal in projects involving complex sales, engineering, purchasing and production requirements. For project-oriented Engineer to Order (ETO) companies effectively managing the list of all components needed to make a final product is crucial. Often, many multi-disciplinary teams (mechanical, electrical) are involved. The BOM is different for each individual customer. The Bill of Material Module allows you to accommodate an ever-changing bill of material, enforce standards, collaborate with other departments, customers and suppliers as well as integrate with existing CAD systems. This results in improved margins, increased efficiencies and competitiveness, while meeting stringent customer demands.
Your Design Challenges
Maintain complete product structure information including materials, labor and sub contracting
Copy bills of material to estimating and work orders and then edit if necessary
Allow drill downs through each level
Roll of costs by cost type i.e. material, labor etc.
Allow unlimited items on each level
Seradex Bill of Material Features:
Effectivity Dates controlled by ECN
Unlimited revisions and alternate routings
Process parametric components using the Product Configurator Module for sizes, colors and options
Copy Bill of Materials
Qty per - no limit on decimal places
16 or more levels
Roll up standard and most recent costs
Update standard costs with most recent costs
Allows mass change or delete
Planned Scrap by component
Maintain yields for each component
Checks for recursive items
Records Engineering changes
Can be integrated to AutoCAD
Can drive parametric bills of material
Routings can include set up, run, work center, tools, operator classifications and be linked to work instructions
Analyze the effect of labor and overhead rate changes
* Costed Bill - Costed at Most recent and at Standard
* Indented Bill of Material (Parts only)
* Indented Product Structure (Parts and Routings)
Assembly pick list
* Summarized Bill (All parts are listed with a total for each part summarized - each part is shown only once)
* Routing Report (Routings Only) Web Customer Order Status
Customer orders drive your supply chain. Your business must manage orders and inventory levels efficiently. When customers demand service through multiple channels, order promising, tracking and fulfillment become more complex and intensive. Multiple channels mean customers accessing order status information through the web; phone, fax or email. Frequently different people could answer these inquiries. These channels can lead to inaccurate or outdated information. Order status can be difficult to asses and result in poor customer service.
Consolidating orders into a single interface for submission, tracking, routing, fulfillment, and order status queries, can help all employees access vital information from a common interface thus ensuring visibility in the entire order management process. And if this visibility is in turn communicated to the customer, it means that the customer has a complete picture of the status of his order until the final delivery.
Accurate Customer order status includes managing pending orders by status, accessing orders by customer, purchase order, order or invoice numbers. The Web Customer Order Status module in Seradex ERP permits customers to view the status of their open orders through a web browser. An HTML page from the host Web Site will display in a calendar format outlining the Customer PO number and your Sales Order number and the line item delivery date.
Enables delivery status to be accessed automatically without answering a phone call or responding to email
Customers access the secure web site with a user name and password to view only their orders
A date control on the page allows the user to select specific weeks to view
Users can print the delivery status
Users can click on a drop down calendar to change viewing weeks
Full security with firewalls to prevent unwanted traffic
Delivery dates are the most recent calculated from Seradex scheduling module
Electronic Data Interchange or EDI is the computer to computer exchange of business information using a internationally-recognized electronic document standards. Walmart, large retailers and the automotive industry are all large EDI users. EDI messages adhere to a set of rules and regulations governing the flow of electronic data, known as EDI protocols. The use of standardized data formats allows computers to exchange various business documents without companies needing to customize their hardware or software system. Seradex offers an exceptional software solution for companies either entering the world of EDI or seeking a more simplified way of conducting their in-house EDI transactions.
The Seradex EDI / ERP Module automates two critical supply chain functions. It translates an electronic transaction from a customer or vendor directly into the Seradex ERP System. It also creates an electronic transaction to send to a customer or a vendor. The EDI Module automates the rapid, electronic transmittal of documents between trading partners to save time and eliminate errors. Seradex also supports XML transaction sets for EDI in you are using ACCPAC, BusinessVision, Great Plains or Quickbooks.
EDI - Your Business Challenges
Rapidly exchange large batches of business transactions automatically and electronically in the traditional standardized formats between trading partners
Support just-in-time (JIT) ordering challenges in manufacturing operations.
Seradex EDI Module
Rapid transmission of documents for a swift flow of information where necessary
Hastens the sales order, shipping and invoice cycles to provide faster turnaround
Promotes better customer service through increased responsiveness
Eliminates errors often caused by manual entry
Quoting and Estimating
The Quoting and Estimating Software Module is cost estimating software that helps any Job Shop prepare estimates, control projects and establish information to compare estimated and actual costs. It is ideal for any manufacturing or construction company in an “Engineer to Order” or “Make to Order” environment. The Seradex Quoting Module offers an integrated
Quoting and Estimating Features
Store multiple estimate revisions
Use the Product Configurator Module for sizes, colors and options
Detailed estimating including unlimited cost types e.g. material, labor, commission, sub contract, freight etc.
Use unlimited job cost categories
Copy and modify previous estimates to create new ones
Maintain job templates for typical jobs
Unlimited levels of detail in the Bill of Material with full costing
Include set up and run times for labor operations - this allows recosting on quantity changes
Issue multiple estimates per project
Track supplier quote information
Fully Integrated with Inventory and Accounts Receivable
Easily alter margin or price
Extensive comment fields - for estimating, costing, production and purchasing
Free form multi level organizational structure
Include existing assemblies and modify and modify to suit
Full multi currency capabilities