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Expandable ERP

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Expandable ERP
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Sales & Order Management for Expandable ERP

Configuration Control Module

Expandable CONFIGURATION CONTROL is used by companies who manufacture standard assemble-to-order products with customer-selected features and options. Configuration Control provides faster, mistake-proof quoting and order entry while eliminating the engineering overhead involved in maintaining hundreds or thousands of custom bills of material. Configuration Control has standard and unique product configurations, allowing you to sum up the costs of their components, set configuration prices, review configuration gross margins and check availability of configuration options. Features and options for a product are predefined, allowing sales representatives and customer service personnel to enter accurate, timely quotes and sales orders without the need for engineering to review each item. Configuration Rules can be defined for including or excluding options based on other options selected for inclusion in a configuration. Each rule includes an Informational, Warning or Stop Message that is displayed when the rule is executed and an inclusion or exclusion exception is found.

Electronic Data Transmission Module (Customer Trading Partners)

Expandable’s ELECTRONIC DATA TRANSMISSION (EDT) module provides import and export capabilities for data rich translation and mapping into standard EDI documents. To support the broad range of EDI options between two business partners, Expandable provides comprehensive export data sets and a minimum import data set in flat file formats transmitted via SFTP to an EDI translation, mapping and delivery provider. The Value Added Network service provider or custom translation and delivery application takes the data required by the target trading partner and maps the data per user specifications and delivers them securely to the end trading partner. File transfers are supported with Secure FTP (SFTP) from Expandable to SFTP Server(s). Each trading partner is supported by their own unique FTP setup and credentials, trading data and production/test mode of delivery within the Expandable Customer Master linking to EDT Partner SFTP server.

Pack-Out Ship Module

Expandable Customers push industry Best-In-Class (BIC) with 96% complete and on time shipments and improvement rates of 19%, higher than industry BIC by two points. The PACK-OUT SHIP module provides the option of packing out orders, tracking packed items within packed boxes, generating packing slips with Box Labels and reviewing the pack-out before the shipment transaction hits the financial books.

Quick Sales Order Entry Module

Industry Best-in-Class analyst benchmark metrics for growth in operating profits attributed to ERP approach 10% while Expandable Customers are seeing a much higher 15% growth rate on average. The Quick Sales Order Entry program is designed to simplify order entry by collapsing the three editor windows into a single overlay editor that resembles a sales order report. The overlay editor accommodates quick entry for high volume and/or simplified order entry. The Quick Sales Order Entry module uses the same standard security rights as other Expandable ERP program.

Return Material Authorization (RMA) Module

As part of the Advanced Sales Order and Jobs (Work Order)management, items returned for warranty or non-warranty repair can be handled through Return Material Authorization (RMA) Management process and covers the three (3) basic types of material returns typically encountered:

  • Goods returned for Credit — item is returned for credit only; no replacement is requested.
  • Goods returned for Replacement — item is returned and a new one is shipped to replace it.
  • Goods are returned for Repair and the same item is sent back to the customer.

Sales Order Credit Card Validation Module

Expandable’s interface to credit card processors such as PCCharge™ provides the ability to complete online credit card validation during the order entry process. Through a connection to the credit card processing network, as an order is placed in Expandable, the interface validates the charge, delivers an authorization code, and initiates a two-part book and ship” transaction, reserving the credit charge until the order is shipped. When the order is shipped, the system sends a message through the validation interface to bill the order, and the system completes the credit card transaction once funds are wired from the processing center.

Sales Order Management Module

Expandable Customers push industry Best-In-Class (BIC) with 96% complete and on time shipments and improvement rates of 19%, higher than industry BIC by two points. Expandable’s SALES ORDER MANAGEMENT system controls all phases of customer order processing including quotations, forecasts, committed orders, available to promise, shipments and return authorizations. Real-time automatic credit checking at both order entry and shipment time ensure proper credit control. Multi-level pricing allows the pricing structure to be established at the customer and/or part level. Serial numbers are tracked for both shipping and customer returns. Sales history is maintained by customer and part number. Sales Order integrates with Configuration Control to create unique product configurations at order entry time. Inquiries display customer status information including customer master, sales order, sales history, AR invoice, AR check, serial number and job data.

Shipping RESTful API Module

The Shipping API Package provides access to Expandable’s shipping module to allow external applications to trigger shipping transactions against Sales Orders in the system in the Order to Cash process. Providing unique application integration with Shipping Carriers, Third Party Logistics providers and other value added ERP shipping extensions.

Volume Pricing Module

Industry Best-in-Class analyst benchmark metrics for growth in operating profits attributed to ERP approach 10% while Expandable Customers are seeing a much higher 15% growth rate on average. The VOLUME PRICING module provides pricing (discounts) based on sales volume from a designated time period. The Volume Pricing Editor maintains special pricing for parts sold through the Sales Order Editor to customers with a particular Customer Master table Class Code.

Expandable ERP Modules

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