Exact Online Claim

EOL (Exact Online) solution (http://www.exactonline.co.uk) is a competitive ‘All-in-one’ (CRM , Financials, Inventory Management , Manufacturing and/or a Wholesale and Distribution Process) subscription based Cloud ERP and CRM solution. It’s great to have all users working with the same data in one system, reducing data entry whilst providing single truth of information when running reports. We also have good EDI and API capabilities using various methods like for an example: Magento, LYNQ work force and Scanning solutions.

Some of the features of our award-winning software are: ERP Customer Relationship Management:

• Quotations with revision of quotations (quick and easy revision of quotations) .

• Social media functionality – Twitter

• Market Campaigns and lead generation with Mailchimp and segmentation of customers

• Store all documentation centrally such asTerms and Conditions , Signed Contracts , Signed Sales Orders , Design docs and Logos to be embroidered

• Workflow of tasks/events between teams

• Automatic price calculations by the system to work out pricing for specific customers (unique price lists for individual customers or group of customers , promotions etc.)

• Ability to import sales orders from template spreadsheet into Exact Online

• App for SmartPhone / Tablets to view customer details, orders, stock levels etc. Inventory Control:

• Clear overview of stock items levels – across multiple warehouses and locations.

• Carry optimum stock levels of items with drop shipment and back to back order functionality

• Reorder points and volume discounts and pricing agreements for parts and accessories

• Alerts on stock levels • Quotation to sales order à invoice àGeneral ledger is seamless (reduce data duplication – data entered once) • Serial and Batch tracking of items (expiry dates, recall of items)

• EDI Links with website to create opportunity from websites Manufacturing:

• Quotations

• Shop order management, calculation and costing

• Bill-of-material and routing functionality – build finished items from components

• Sales invoices and sales purchase order management – purchase components

• Serial / Batch Traceability*

• Multiple Warehouses*

• Storage Locations*

• Cost Rollup*

• Multi-level BOM* Financials:

• Core financial functionality ( Multicurrency , Revaluation reports , EC Sales Reports , Budgeting , Fixed Assets etc. with):

• Cashflow Statement Report (report to see monies in and monies out per month) . Does factor in accruals and prepaid expenses. • Bank Feeds to bank accounts • Automated Bank Reconciliations

• Import scanned invoices for easy entry and reduce errors

Bespoke Quotation Calculation, Landing Cost Calculation,