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abas ERP

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Sales & Order Management for abas ERP

Costing

Customer satisfaction and profitability rely on accurately costing your products and services. Excessively low prices will reduce your profit margin, while promising impossible delivery times risks damaging customer satisfaction. Precise costing helps you to reliably determine costs and delivery times on all levels, ensuring that your team only promises what your business can deliver. With concurrent costing and ongoing comparisons of the preliminary and final costing, you always know whether or not you are working according to plan, and can react quickly should a discrepancy arise.

abas ERP provides product-related and order-related costing for an exact valuation of the operating result. In the ERP system, any number of preliminary costings can be performed for products, and then compared. A preliminary and final costing can be performed for sales orders and work orders, and can also be compared to other preliminary costings. All costings can be compared directly with one another. The cost per stock unit as well as the costs of the total BOM items are listed in the table of costing results. There are different costing models included in abas. These models can be customized to the respective requirements. Each time preliminary costing is performed, the procurement period and gross weight in kg per stock unit will also be calculated.

Preliminary costing

Preliminary costings can be carried out based on known parts master data structures. Individual values of a preliminary costing can also be entered manually, without the system accessing existing structures. abas ERP provides the option of performing preliminary costings for a specific date. This means that the prices and production list structures valid on this date are taken into account. Preliminary costings can be performed for products specifically for each warehouse group. Based on the conclusive data, you can choose the most cost-efficient variant. Individual costing sheets can also be created as required. Preliminary costings are archived. This enables you to precisely follow the price development of a product. For a preliminary costing in quotations and sales orders, the determined values, such as price and delivery time, are adopted into the quotation or sales order item. Results from individual preliminary costings can be edited. You can edit, delete and insert information in the costing results. Each change has an immediate effect on the total costing, so the consequences of various What if…” scenarios can be seen clearly.

Concurrent costing

abas ERP software offers the option of generating concurrent costings for sales orders within the scope of make-to-order manufacturing, and work orders. These are based on the posted completion confirmations for production (valuated times), the posted materials consumption, the special direct costs of production, and the special direct costs of sales. The costings are always up-to-date and can be opened directly from the individual data objects such as the customer sales order or the work order. This tool is especially helpful in make-to-order manufacturing to be able to display the current cost status, and to include a projection with regard to the expected costs for an order in controlling at an early stage. The determination of the inventory value of orders in progress is automatically linked to the concurrent costing.

Final costing

In abas, final costing can be performed for completed sales orders and work orders. The final costings can be displayed in consolidated form or in detailed views. Costs are determined and sorted by material, production, and external service costs. When final costing is performed, final costs will be evaluated for both order-related procurements and warehouse procurements. Final costing can also be performed for filed processes. Costs not yet incurred can be determined from the preliminary costing order. The final costing is carried out using a cost collector. You can add additional costs to the cost collector that are not yet known when performing the final costing. For example, you can enter travel or freight costs that will be incurred but for which a document does not yet exist. They will be adopted into the final costing as special costs.

In invoices and financial entries, costs can be allocated to multiple items, reservations or work order suggestions by means of a cost allocator. If final costing was able to collect all costs for a finished part, pricing will be performed. The cost price is determined based on the calculated cost of goods manufactured and the finished part’s mixed price is updated. This mixed price update is documented in the stock movement journal. Until all of the costs of the work order are available, the mixed price will not be updated. The update will be automatically carried out by final costing when all costs of the work order are posted. You can even control whether the final costing should update the mixed price or not.

Final costing and valuation

When valuation is active, all costing and valuation-relevant PPC processes will be valuated on a process basis, according to cause and the exact price of various valuation methods and then documented and saved in the valuation database. Final costing then accesses the valuation database. All values that go into the cost collector come from valuation objects. The exceptions are values that are entered manually in the final costing. Several valuation types can be configured for stock issue (receipt price, LIFO and FIFO). Because the value flow chain remains open indefinitely in final costing, subsequent additive costs or delayed documents (freight invoices, etc.) can be transferred to the originating processes in final costing. This is also still possible if the sales order or work order that is receiving the respective costs has already been completed. The Revaluate” function automatically performs a final costing if values have been updated for materials included in the final costing.

Comparison of costing results

With abas ERP, you can compare preliminary and final costing results from work order suggestions or work orders. Individual preliminary costing sheets can be compared to the final costing sheet.

Costing statistics: cost variances

The costing statistics: cost variances info system is used to compare costs and enables you to check your calculations. This is done by comparing the cost variances between preliminary and final costing.


Invoicing Module

abas ERP gives you the flexibility to map all company-specific processes for invoicing. For example, you can use the system to manage down payments, make cash sales, and create single, partial and collective invoices. You can also create credit notes and make cancellations in the system. Cost objects and revenue accounts are allocated by abas. A connection to other functions results from the automatic posting in financial accounting and warehouse management.


Process History Module

The connections between quotes, orders, packing slips and invoices can be easily traced using the process history function. This means you can quickly answer sales questions such as which sales order a packing slip item belongs to or which quote a sales order item came from.

Completed sales processes are managed in their original format in a directly accessible archive. A process in the archive can, for example, be printed as a form or used as a copy template for a new process. Statistical evaluations can also be created from archived sales processes.


Quotation Management Module

Quotation management is a tool that kicks off the sales process by allowing multiple facets of your company to identify potential leads, and prepare for the forecasting of those sales in production. You can use quotation management to gather as much information about a prospect as possible, as well as identify what their needs are. This allows you to determine how deeply you want to segment them and what functional areas you need to focus on based on their characteristics.

The abas quotation management tool helps to improve your sales forecasting by projecting when a customer will place an order and how it will affect your financials, allowing you to prepare your production processes accordingly.

One-step release

With abas’ quotation management, you can easily release a quote directly into a sales order in one step using the release button, removing the hassle of double data entry.

Estimate sheets

abas ERP’s quotation management tool contains an estimate sheet to provide a table for storing generic cost data. The estimate sheet includes a cost estimate for a custom product tool that allows you to put parts into the production list even if they don’t exist in your system currently, so you can provide customers with accurate quotes. You can do this by creating a custom product in the system for the customer, and abas will come up with an estimate that gives you an approximated cost, measure the likelihood of the availability of the product, and provide a time frame in which it will take to assemble and deliver the product. You also have the ability to insert any additional costs that may exist during the production process, such as overhead and freight, to provide an accurate quote.


Sales Management Overview Module

To easily manage the complete sales process, abas ERP provides users with highly integrated sales control. This supports processes ranging from the entry of an opportunity to quotation creation, order management, and entering packing slips and invoices. The sales function provides a current view of your customer and business relationships and product sales data. It allows you to optimize deliveries while maintaining the best possible stock levels.

Sales advantages that result from a fully integrated supply chain system

When creating invoices, orders or quotations, your sales staff can access the customer master, parts master and company master. This is where the advantages of a fully integrated supply chain system are most evident. The software is directly connected to all functions within material management, production, scheduling, costing and financial accounting. Double or triple data entry is not required, enabling you to reduce errors and save a significant amount of time.

High level of customer satisfaction through efficient sales processes

Several functions within abas ERP deliver key information about opportunities, open quotations and the current order level, allowing you to efficiently monitor revenue planning performance. The numerous workflow functions help you prioritize quotation tracking and order processing. This increases the efficiency of processes and provides for a high level of customer satisfaction.

Customer file

The customer file presents all important activities relating to a customer or prospect. It gives you direct access to information about a customer, such as sales, outstanding items, open activities and tasks. Notes, archived documents from the document management system, service equipment and ongoing service activities are also visualized in the customer file. Displaying opportunities and quotations in chart form provides visibility and highlights sales potential.

Product file

The product file collects all of the important information about a product from various areas of abas ERP and presents it in chart form in a single view.

Sales overview

The sales overview in abas enables you to manage all sales tasks centrally. A role-based overview shows you all of the assigned activities at a glance, from quotations to invoices. For example, you can analyze your operations over a designated time period, then easily toggle to other applications for further actions, such as packing slip or invoice creation.

Sales center

You can manage all sales processes from the sales center info system. The sales processes from quotation to invoice are processed, viewed and created from here. You can select, create, release or process current or already-archived sales processes according to different criteria. By connecting to info systems such as plan chart, procurement status or warehouse stock, you can easily access specific information. The sales center also controls the complete shipping planning.

Quotations as a success factor

You can create quotations easily using the data recorded in your ERP system, then structure it with formattable text and text blocks. With review periods, you can be sure to follow up on time. You always have an overview of your ongoing or completed quotations and can analyze them efficiently and prioritize their tracking accordingly.

Order

For many businesses, order management is greatly influenced by individual requirements, which abas ERP provides the necessary flexibility to accommodate. Complex customer structures can be easily mapped in the system. In the standard release version, it is also possible to transfer customer purchase order data through the Internet or EDI, or to determine customer-specific prices.

Order management

Quotations and web orders can be processed to sales orders automatically, accelerating the order creation process. You can also manage blanket orders for special products, deliveries, volume discounts and pricing in the system.

Material planning and date schedulingYou can schedule orders at any time, even immediately after they have been entered. To do this, abas automatically breaks down the product structures of the individual sales order items for all levels, calculates the due dates and the quantities for all material and capacity requirements, and updates the procurement suggestions for all missing parts.

Blanket orders

Manage conditions and withdrawal quantities of products in abas ERP in customer-based blanket orders. The outline agreements are managed independently of the orders. These form the outstanding blanket orders. The blanket orders are listed and managed in cumulative quantities, including delivered, released, or remaining stock per product. This allows you to check and monitor the contracts concluded with customers at any time.

Shipping

Efficient processing and handling of shipping is achieved using abas ERP at various work steps. The shipping planning function assists you not only with shipping planning, but also packaging material management, picking and customs, and export processing. Up-to-date and clear dialog information of deliverable sales orders, their processing status, and access to delivery and shipping conditions all ensure that your shipping department has the latest information.

Shipping planning

Efficient shipping planning guarantees you the fastest delivery to the customer. Storing products for a shorter period saves you both time and money. Forecast delivery schedules can be split into multiple partial deliveries.

Picking list

With the help of abas ERP, a shipment can be prepared in the warehouse using a picking list. The loading list determines how the goods are to be packaged and transferred to the logistics service provider. An overview of current stock levels is provided at all times. If there are any amendments at short notice, these will be taken into account after creating the packing slip. If the delivery quantity in the packing slip changes, the number of packages is updated automatically.

Availability check

With abas ERP, you can check the availability of minimum stock-related and requirement-related products. In addition to purchases, the ERP system also takes reservations into account. The advanced availability check for sales quickly provides information about delivery availability when creating a sales order, and displays available partial quantities in chronological order. The availability check for work orders provides information about maximum releasable quantities based on the availability of required materials, and also displays possible partial release amounts in chronological order.

Consignment warehouse

abas ERP supports the management of consignment warehouses, allowing you to supply the warehouses directly. You can also use abas to manage deliveries via shipping companies, perform inventory management, track minimum stock levels, and create a warehouse withdrawal statement for the customer.

Packaging material management and container management

Packaging materials are required for the shipping of materials. Particularly in the consumer goods and automotive supply industries, materials must be packed and provided with special information according to the packing instructions stipulated by the client. Reusable packaging such as pallets and plastic containers can be managed in abas. Packaging material instructions are recorded in a database, and individual movements are entered so that up-to-date stock levels can be displayed at any time.


Shipping Order Module

The shipping order function in abas provides you an overview of the goods to be sent. Multiple packing slips can be combined into a single shipping order from which a shipping order document can be generated. If the shipping order has been specified in the packing slip, they are connected.

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