Inventory Management

The Inventory Management module gives management concise and accurate information for the control and planning of finished goods, in-process, and raw material inventory. WinERP™ provides summary and detail analyses for both accounting and production control purposes. It also provides a sub-system for complete cycle counting and physical inventory reconciliation.

• Multiple warehousing
• Multiple facilities
• Multiple locations (bins) within warehouses
• Lots within locations
• On-line transaction posting
• Transaction effects that you define
• On-line display of inventory transaction history, location, inventory, order, and allocation detail
• Multiple user-defined selling units of measure and global units of measure for automatic conversion
• Inventory valuation
• One-step, two-step, and process control cycle counting
• Inventory usage and turnover analysis
• Reorder calculations and inventory level recommendations
• Item alpha lookup
• Complete interface to General Ledger
• Complete lot control and traceability
• Complete container control and traceability

Forecasting

WinERP™ Forecasting comes with five pre-programmed forecasting techniques. In addition, provisions exist for making up to four more programmed techniques available, if necessary. You can also modify your system by programming up to 26 individual forecasting sub-routines. You can select from one to five techniques (preprogrammed or user-created) for modeling demand.

WinERP™ Forecasting uses a "best fit" method to determine which of the available forecasting techniques produces the most accurate forecast for a given modeling period. The modeling period is user-defined, but it normally consists of a set of the most recent periods for which demand history exists. WinERP™ then selects the technique that most closely approximates the basis data, and generates a forecast that spans the planning year.

WinERP™ Forecasting is also designed as a closed loop application. This means that it processes information from the Billing and Order Entry products and creates a forecast that can be broken down into sub-periods and loaded directly to the Master Production Schedule forecasting file. Processed orders can then consume the forecasted quantities on the master schedule. When processing for an intermediate period is completed, the billing or order data can be adjusted before it is used to generate a new forecast. This helps reduce the danger of using data that reproduces forecast errors. However, WinERP™ allows a variation of this routine: You can elect to use the forecast history data from the MPS/MRP forecast file to generate future forecasts.

Purchasing

The Purchasing module enables you to perform day-to-day purchasing functions, such as maintenance and tracking of requisitions and purchase orders. Numerous reports are available to you for your evaluation of vendor performance, purchase order pricing, expense projections, and open orders.

• Multiple purchase order releases
• Optional three-way match of purchase order, inventory receipt, and invoice (in Accounts Payable)
• Automatic conversion of purchasing-to-stocking unit of measure upon receipt
• Ship-to location maintenance (for drop shipments or multiple plants)
• Integration with accounts payable
• Outside operation purchase orders
• Inspection information (inspection time support, inspection dispatch list) for dock-to-stock tracking
• Automatic tie to MRP for vendor negotiation and scheduling
• Vendor contract and quotes
• Acceptance and processing customer orders for inventory items shipped directly from a vendor to the customer

Order Processing

The Order Entry module allows entry and edit of customer orders. Through automatic pricing and inventory allocation, WinERP™ increases shipments, reduces backorders, and provides the information for production and accounting projections.

• On-line order entry, correction, and maintenance
• Automatic backordering
• Customer item number cross reference processing
• On-line pre-allocation (optional)
• On-line consolidation of orders
• Inventory availability checking and allocation by location
• Inquiry on open orders by customer name, customer number, item, request date and order
• Inquiries on customers, customer quotes, ship-to locations, lot/location allocations, material status, and warehouses
• Customer credit checking, credit holds, and on- line review and release
• Multiple customer ship-to addressing
• Special pricing by customer, item, discount classes
• Contract and discount pricing with quantity breaks
• On-line and batch shipper release: by order, by date, or by batch
• Supports multiple companies, profit centers, and locations
• Printed acknowledgements and pick slips
• Supports made-to-order or one-time (special) items
• Customer notes and order notes
• Optional batch detail allocations to orders
• Multiple customer terms per company
• On-line shipment history
• Allocation to the location/lot level at order entry or picking time
• Control and monitoring of customer requests for return goods
• Credit card processing

Billing

The WinERP™ Billing module allows you to produce invoices for orders that are generated through Order Entry. It also produces invoices for "post-ship" orders generated outside the Order Entry product, such as over-the-counter sales. For both types of invoices, you can review the invoices for accuracy and make any necessary changes before releasing and printing them. Taxes are calculated automatically when the invoices are printed. When you run the Invoice Release program or Post-Ship Register program, accounting and sales information are updated automatically.

• On-line invoice release, with order data maintainable at release time
• Automatic backordering and partial shipments
• Full accounts receivable and inventory posting
• Post shipment billing and adjustments
• Correction of invoices after release and before printing
• On-Line correction of location/lot allocations at billing time
• Control and monitoring of customer requests for return goods

The Billing module is integrated with the Distribution and Financial sub-systems. It uses the information from the Order Entry program to print invoices, and then updates Accounts Receivable, Sales, Inventory, General Ledger, and Cash Management.

Distribution Resource Planning

WinERP™ Distribution Resources Planning (DRP) is a closed-loop distribution system that integrates into the entire WinERP™ package to give you state-of-the-art management information for the distribution aspects of your business.
DRP addresses several critical business issues:

• Transportation Planning
• Interplant Communications
• Distribution Network Visibility
• In-transit Tracking
• Distribution Center Replenishment

Distribution Resources Planning allows visibility into the entire distribution network. Planners can see the actual demand on warehouses or distribution centers and how they affect the control resupply facilities. It also provides an accurate picture of the transportation loading and scheduling needed to support the distribution schedule.