Guides to business processes with ERP
Find the information you need about production, sales, purchasing, inventory, costing and accounting. Covers ERP processes used in manufacturing, wholesale, distribution and retail.
Starting point
Most referenced guides
Master Production Schedule (MPS)
Create a production plan by considering orders, inventory and expected capacity together.
Material Requirements Planning (MRP)
Review your production plan alongside inventory and open supply.
Bill of materials and production recipe
Define raw materials, semi-finished goods, operations and alternatives in the product structure.
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Guides by business process
Production and process definitions
Define production units and steps according to your business structure.
Work center and route definitions
Specify the machines and operations each job will pass through.
Production capacity planning
Plan the workload of work centers and production resources.
Subcontracting capacity planning
Plan subcontracted work according to capacity and due dates.
Model material planning
Review model and order requirements together by planning period.
Model cost planning
Review expected costs by model and period before production.
Standard and actual cost management
Compare planned costs with actual material and production expenses.
Sales order management
Track customer orders, due dates, prices and order status together.
From order to production request
Move customer orders into planning by product, due date and production stage.
Production tracking by process, work center and route
Track the current stage of each production order and pending work.
Barcode production tracking
Record operation starts and completions on the shop floor.
Piece-rate labour management
Track workers, completed work, piece-rate earnings and scrap records.
Subcontracting tracking
Track orders, raw materials, semi-finished goods, scrap, capacity and delivery status in subcontracting.
Scrap tracking and scrap cost
Record scrap with its cause and operation, then trace its production-cost impact.
Inventory management and stocktaking
Keep inventory records consistent with warehouse movements and approved count adjustments.
Purchase request management
Route each need into purchasing with its justification, budget, approval and owner.
Purchase order management
Track supplier orders by quantity, price, due date and delivery details.
Item records and inventory movements
Manage item records, variants, barcodes and warehouse movements.
Customer and supplier account management
Manage customer and supplier records, account transactions and due dates together.
Invoice and dispatch note processes
Track the links between orders, dispatch, invoices and warehouse movements.
General accounting management
Manage the chart of accounts, journal entries and period reviews in a consistent workflow.
Cheque and promissory note tracking
Track received and issued instruments by due date, portfolio and transaction status.
Barcode management
Link internal and trade-item barcodes to product variants and validate labels.
Price management
Organise item and customer prices, discount permissions and effective dates.
Inventory profit and loss management
Review closing inventory value, stock movements and profit-and-loss reports within the same period and scope.
Supplier portal
Manage supplier access, order confirmations, delivery updates and document reviews in a shared workflow.
Sales, purchasing, warehouse, production and accounting records are parts of the same business flow. Tracking them together gives a clearer view from order to delivery and cost recording.