What ERP is
If you have read what ERP means, you already know the idea: an ERP (Enterprise Resource Planning) is the program in which the company runs its day-to-day work. Purchasing, production, stock, invoices and people sit in the same system, not in five separate applications.
What you gain with an ERP:
- You see all the activity. The manager sees orders, stock and money right away, not at the end of the month.
- You stop doing the work twice. Data is entered once and goes where it needs to by itself, with fewer mistakes.
- You plan better. When you know the real stock and the orders in progress, you buy on time and do not tie up money in goods.
- The steps link up by themselves. For example, when the sales agent enters an order, the stock is reserved and the invoice is prepared without another person in between.
- You know where the money goes. With up-to-date data, you react quickly when the market changes.
Two examples of ERP developed by Veziv
We chose two projects in completely different lines of business:
- an ERP for MSN Expert (Medical Service for Neurology), a company that distributes medical products and devices for people with disabilities;
- an ERP for AVBS (AV Broker Solutions), a loan brokerage company.
ERP with an online store for a medical distributor
MSN Expert sells through its online store, directly to patients and in partnership with clinics and hospitals. Before the ERP, customer data and orders were entered by hand, with time lost and mistakes made.
Customers and orders come in by themselves
The ERP is linked to the WooCommerce store. With every online order, the customer and order details reach the ERP automatically: contact, order history, what they like to buy. Nobody copies orders from one program to another any more.
Stock updates with every sale
When someone orders on the website, the quantity in stock goes down in the ERP. The company sees the real stock and does not run out of the products in demand, nor end up with surplus goods. Purchasing is planned on real demand. More in procurement and stock and online store and marketplace.
Deliveries are tracked from the ERP
After the WooCommerce order, the system prepares the delivery instructions, and the team sees the status of each order. The link to the courier companies brings in the delivery status automatically. See logistics and deliveries.
The invoice makes itself
Once the order is placed, the ERP generates the invoice and sends it to the customer. Every transaction stays on record for reports. Details in finance and accounting.
ERP with bank-by-bank quotes for a loan broker
AVBS works with several banks, each with its own rules. The application we built started with setting up the working environment and the structure of the application. Then we added the customer database and quote generation.
For each partner bank we wrote a separate algorithm. The consultant enters the customer's details, and the system shows which offers suit them. Repetitive work went down, and so did calculation errors. Customers get an offer made for them more quickly. See also quotes and estimates and CRM and marketing.
What the two companies automated with the ERP
- Customer data. With every online order, the customer and the order go into the ERP automatically.
- Stock. The stock level updates with every sale.
- Deliveries. The link to the courier companies shows the delivery status, for the company and for the customer.
- Quotes. The bank-specific algorithms generate offers according to each customer's situation.
What they gained
- Less time on admin. The teams deal with customers, not with copying data.
- Fewer mistakes. What fills itself in can no longer be mistyped.
- Customers served faster. A quick answer, tailored offers and deliveries they can track.
- Decisions based on data. Up-to-date reports show what works and what does not.
If you want to see what an ERP would look like for your company, write to us. The steps we go through are in developing a CRM, ERP or mobile app from scratch, and you will find other work in our projects.