A Microsoft Access based solution - Another Success Story

Customer: Various

Industry: Engineering

Need: Most Financial accounting Packages do not meet the full functionality required in quoting, order processing and tracking jobs in a make-to-order environment; typical ERP solutions are too expensive to install and implement

Solution: We developed a sales and costing database using Microsoft Access, which consists of two basic modules - one dealing with quotations and sales and the other responsible for costing and tracking of production.

The use of this software resulted in ease and speed of the quotation process, which can then be converted into orders and jobs. The cost of production, including raw materials and hours required can be estimated and then used as a basis for payroll systems. Business procedural reporting also comes as a standard feature.

Background:Many small to medium sized businesses use accounting packages which lack functionality on manufacturing and distribution levels. Most businesses are required to create detailed quotes and process orders with ease , as well as tracking production progress. Since a traditional ERP system is too expensive to install and implement, they require a support system which fulfils all order entry and billing needs at an affordable cost. 

Benefits:

  • Accurate tracking of sales quotas and performance of sales staff
  • Costing of W.I.P.
  • Tracking of progress on jobs

Customer Profile

Small to medium sized business who’s accounting packages lacked functionality on manufacturing and distribution levels.

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