Core Functionality

End-to-end and advanced manufacturing functionality designed to help you better manage your complexity and take full control of your business even as you grow

Built to manage your entire business

With OptiProERP’s end-to-end functionality, you can connect and efficiently manage every function across your business in real-time – all in one solution.

Built to be intuitive and easy-to-use

Equipped with smart tools and an intuitive interface, OptiProERP allows you to unleash the full power of an industry leading, role-based solution with just a few button clicks.

Built to be flexible and adaptable

OptiProERP’s configurable features and adaptable platform give you the agility to respond to accelerating market changes and evolve at the pace of innovation.

Accounting & Financial Management

As your business grows, so does the complexity of managing its financials. While entry-level accounting software may have helped you before, you now need a solution that can help you take your business to the next level.

OptiProERP captures all your financial information in one place to help you to streamline and simplify your accounting and financial processes. This includes accounts receivable, accounts payable, and posting of ledgers and journal entries. And any product related transactions, such as a goods receipt posting, will automatically trigger corresponding journal entries and update balances in real-time.

  •   General Ledger
  •   Accounts Payable
  •   Accounts Receivable
  •   Balance Sheets
  •   Budgeting & Budget Allocation
  •   Bank Statement Processing
  •   Chart of Accounts
  •   Credit Card Processing
  •   Exchange Rate Management
  •   Fixed Assets
  •   Financial Reporting
  •   Journal Entries
  •   Live Sales Tax & Reporting
  •   Multi Branch Management
  •   Project and Job Costing
  •   Profit and Loss Reports
  •   Transaction Templates
  •   Recurring Transactions
  •   1099 Forms

Accounting & Financial Management

As your business grows, so does the complexity of managing its financials. While entry-level accounting software may have helped you before, you now need a solution that can help you take your business to the next level.

OptiProERP captures all your financial information in one place to help you to streamline and simplify your accounting and financial processes. This includes accounts receivable, accounts payable, and posting of ledgers and journal entries. And any product related transactions, such as a goods receipt posting, will automatically trigger corresponding journal entries and update balances in real-time.

  •   General Ledger
  •   Accounts Payable
  •   Accounts Receivable
  •   Balance Sheets
  •   Budgeting & Budget Allocation
  •   Bank Statement Processing
  •   Chart of Accounts
  •   Credit Card Processing
  •   Exchange Rate Management
  •   Fixed Assets
  •   Financial Reporting
  •   Journal Entries
  •   Live Sales Tax & Reporting
  •   Multi Branch Management
  •   Project and Job Costing
  •   Profit and Loss Reports
  •   Transaction Templates
  •   Recurring Transactions
  •   1099 Forms

Sales & Opportunity Management

Properly managing your sales pipeline is critical to the success of your business. However, global markets and global competition are making sales management increasingly more complex. Spreadsheets and contact management products are simply not enough to manage the intricate sales cycles in today’s global business environment.

OptiProERP gives you the powerful sales and opportunity management tools that you need to be successful. You can easily create quotes, enter orders, perform real-time product availability checks, and process product deliveries. Reporting tools help you analyze lead sources, deal sizes, and sales stages to help you better understand your business today and better plan for the future.

  •   Sales and opportunity management
  •   Advanced sales analysis
  •   Activity management with triggers and alerts
  •   Pricing and quotations
  •   Multiple price lists and currencies
  •   Real-time product availability check
  •   Marketing campaign management
  •   Competitive analysis
  •   Services contract management
  •   eCommerce integration
  •   Integration with Microsoft Office

Customer Management

Maximizing your existing customer relationships is critical. To effectively manage your customers, you need a system that can help you identify and maximize cross/up-sell opportunities.

OptiProERP allows you to easily manage your customer relationships and maximize customer retention. With access to all customer information on a single screen, in a single system, and in real-time, OptiProERP provides unprecedented 360-degree visibility into your customer accounts and allows you to sell more, faster.

  •   Single customer master record
  •   Access to customer balances and credit lines
  •   Marketing campaign management
  •   Customer order history and open orders
  •   Customer call logs and incidents
  •   Customer specific reporting
  •   Synchronization with Microsoft Outlook contacts

Customer Management

Maximizing your existing customer relationships is critical. To effectively manage your customers, you need a system that can help you identify and maximize cross/up-sell opportunities.

OptiProERP allows you to easily manage your customer relationships and maximize customer retention. With access to all customer information on a single screen, in a single system, and in real-time, OptiProERP provides unprecedented 360-degree visibility into your customer accounts and allows you to sell more, faster.

  •   Single customer master record
  •   Access to customer balances and credit lines
  •   Marketing campaign management
  •   Customer order history and open orders
  •   Customer call logs and incidents
  •   Customer specific reporting
  •   Synchronization with Microsoft Outlook contacts

Production Management

The production process is becoming more complex, making streamlined and efficient production planning and execution more critical than ever.

OptiProERP allows you to manage various types of bills of materials, issue production orders, and run material requirements planning on the fly. Production dashboards provide you with a real-time view of all aspects of your production activities, helping you to identify problems before they arise.

  •   Single level and multi-level Bills of Materials (BOM)
  •   Primary and alternate BOM’s
  •   Primary and alternate routings
  •   BOM and routing revision control
  •   Work center management
  •   Resource management
  •   Tooling and calibration management
  •   Production orders and forecasts
  •   Real-time production dashboards
  •   Materials Requirements Planning (MRP)
  •   Master Production Scheduling (MPS)
  •   Capacity Requirements Planning (CRP)
  •   Rough Cut Capacity Planning (RCCP)
  •   Advanced Planning and Scheduling (APS)
  •   Finite and infinite planning
  •   Materials issued to operations
  •   Subcontracting operations
  •   Shop Floor data collection

Supply Chain Management

Having the right inventory at the right place at the right time means the difference between successfully completing a contract and delivering a finished good, or losing a deal. Properly managing your company’s supply chain is just as important as managing your sales pipeline because if nothing is produced, nothing can be sold.

OptiProERP helps manufacturers and distributors build a dynamic, resilient, and efficient supply chain. OptiProERP provides real-time insight into all supplier transactions, helping you get a clear picture of your supply chain at every level.

  •   Pro-active supply chain management
  •   Immediate status of your supply chain
  •   Real-time vendor performance analytics and dashboards
  •   Data sharing and collaboration with suppliers
  •   Simplify processes and maximize insight

Supply Chain Management

Having the right inventory at the right place at the right time means the difference between successfully completing a contract and delivering a finished good, or losing a deal. Properly managing your company’s supply chain is just as important as managing your sales pipeline because if nothing is produced, nothing can be sold.

OptiProERP helps manufacturers and distributors build a dynamic, resilient, and efficient supply chain. OptiProERP provides real-time insight into all supplier transactions, helping you get a clear picture of your supply chain at every level.

  •   Pro-active supply chain management
  •   Immediate status of your supply chain
  •   Real-time vendor performance analytics and dashboards
  •   Data sharing and collaboration with suppliers
  •   Simplify processes and maximize insight

Inventory and Warehouse Management

Real-time visibility into your inventory across multiple locations will enhance customer satisfaction by providing reliable information about current inventory levels and all inbound and outbound shipments. But accurate inventory and warehouse management is also necessary for you to produce your products on time and as promised. The more your company grows, the more complex this process becomes.

Whether your business has one or multiple warehouses, OptiProERP helps you manage detailed warehouse information, track and record stock movements, and organize all your material requirements. It provides accurate information about shipments, inventory transactions, and item location. It also allows you to value your inventory using methods such as standard costing, actual costing, or moving average.

  •   Item and SKU management
  •   Multiple price lists
  •   Goods receipts / goods issued
  •   Inventory transactions and transfers
  •   Serial number management
  •   Lot/batch management
  •   Bin location management
  •   Item dimension/weight data
  •   Cycle counting
  •   Consignment and Vendor Managed Inventory (VMI)
  •   Pick and Pack
  •   Bar coding
  •   RFID scanning
  •   Available-to-Promise recommendation

Purchasing

Purchase management is the actual process of purchasing an item for your company and updating all necessary journal entries. This can entail any purchase, from buying office supplies to procuring raw materials for the production process. To make your purchasing as efficient as possible, you need tools for process automation and control.

OptiProERP enables you to manage your entire procurement process from purchase order creation to supplier invoice payment. It helps you simplify the complex order-to-pay cycle, including creating receipts, invoices, returns, and payments.

  •   Purchase request and purchase orders
  •   Item and vendor master data
  •   Request for Quote (RFQ) functionality
  •   Warehouse and accounting integration
  •   A/P Management and credit memos
  •   Down-payment invoicing
  •   Landed cost calculations
  •   Vendor performance management
  •   Documentation trails for audit purposes
  •   Workflow automation

Purchasing

Purchase management is the actual process of purchasing an item for your company and updating all necessary journal entries. This can entail any purchase, from buying office supplies to procuring raw materials for the production process. To make your purchasing as efficient as possible, you need tools for process automation and control.

OptiProERP enables you to manage your entire procurement process from purchase order creation to supplier invoice payment. It helps you simplify the complex order-to-pay cycle, including creating receipts, invoices, returns, and payments.

  •   Purchase request and purchase orders
  •   Item and vendor master data
  •   Request for Quote (RFQ) functionality
  •   Warehouse and accounting integration
  •   A/P Management and credit memos
  •   Down-payment invoicing
  •   Landed cost calculations
  •   Vendor performance management
  •   Documentation trails for audit purposes
  •   Workflow automation

Service Management

Offering product support, maintenance contracts, and warranties not only increase your bottom line, they also help you maintain quality customer relations by providing services and care for products beyond the original purchase.

OptiProERP supports warranty tracking, service operations, service contract management, service planning, tracking of customer interactions, and customer support. It allows your sales representatives to create contracts on the fly, and manage their start and end dates.

  •   Support, service and warranty contracts
  •   Tracking across multiple customer interactions
  •   Equipment record and cost of ownership
  •   Equipment reports across multiple sites
  •   Service analytics and dashboards
  •   Service plan management
  •   Service call management
  •   Response time analytics
  •   Mobile Service Application

Quality Control

Continuously delivering high quality products in today’s complex manufacturing environment can be a challenge for small and midsized manufactures. The key to avoid returns or scrap is to use quality control as a basis to improve your processes, thereby ensuring quality products and avoiding costly waste.

OptiProERP’s rich quality control features provide best practice processes for quality assurance and quality control. Comprehensive test and subtest plans capture attributes and characteristics. Actual dimensions are compared to tolerance specifications with automatic pass/fail.

  •   AQL, RQL, customer / vendor-specific sampling
  •   100% Inspection
  •   Defining capture points
  •   Data capture as part of SPC
  •   Flexible definition of quality test plans and sub test plans
  •   Extensive quality analysis and dashboards
  •   Support for compliance
  •   Material Review Board (MRB)

Quality Control

Continuously delivering high quality products in today’s complex manufacturing environment can be a challenge for small and midsized manufactures. The key to avoid returns or scrap is to use quality control as a basis to improve your processes, thereby ensuring quality products and avoiding costly waste.

OptiProERP’s rich quality control features provide best practice processes for quality assurance and quality control. Comprehensive test and subtest plans capture attributes and characteristics. Actual dimensions are compared to tolerance specifications with automatic pass/fail.

  •   AQL, RQL, customer / vendor-specific sampling
  •   100% Inspection
  •   Defining capture points
  •   Data capture as part of SPC
  •   Flexible definition of quality test plans and sub test plans
  •   Extensive quality analysis and dashboards
  •   Support for compliance
  •   Material Review Board (MRB)

Mobility

’Information at your fingertips’ can’t be confined to your desktop or tethered device – your customer demands are moving faster and faster. You need answers, and you need them now. From sales and service teams satisfying customer needs in the field to real-time status of work orders and inventory movements in the plant, mobility is the key for business productivity in today’s on-the-go environment. Mobility is truly ‘information at your fingers tips’.

OptiProERP extends collaboration and productivity beyond the desktop with mobility applications. You can manage your business on the move and empower your mobile teams with applications so they can input and have access to critical business information in true real-time, from anywhere and on any device.

  •   Executive dashboard
  •   Key Performance Indicators (KPIs)
  •   Event notification – triggers and alerts
  •   Quote and order management
  •   Sales activity management
  •   Service and installation management
  •   360-degree customer visibility
  •   Real-time visibility into inventory levels and Available to Promise (ATP)
  •   Visibility into all items and price books
  •   Sales rep dashboards
  •    Mobile inventory transaction
  •   Mobile shop floor data collection
  •   Mobile quality assurance execution

Business Analytics

Getting a detailed and accurate picture of your company’s performance is not an easy task, especially if your data is stored on different systems in different locations and needs to be manually compiled every time you need to make a decision. Then once you have the data, you need to understand and make sense of it. Real-time visibility into your business performance and the tools to help you make decisions now are crucial for success.

OptiProERP’s business analytics features provide you with real-time dashboards, reporting, and analysis across all functions in your company. These interactive, role-based dashboards deliver reliable and aggregated data to decision makers – anytime, anywhere, on any device. With OptiProERP, you enable and foster more informed and timely decision-making across your business.

  •   Numerous out-of-the-box business intelligence widgets
  •   Role-based and configurable widgets
  •   Dashboard builder with automated email scheduling
  •   Advanced cash flow forecasting
  •   Advanced Available-to-Promise
  •   Advanced enterprise search
  •   “Drag and relate” analytics
  •   Interactive analysis with Excel

Business Analytics

Getting a detailed and accurate picture of your company’s performance is not an easy task, especially if your data is stored on different systems in different locations and needs to be manually compiled every time you need to make a decision. Then once you have the data, you need to understand and make sense of it. Real-time visibility into your business performance and the tools to help you make decisions now are crucial for success.

OptiProERP’s business analytics features provide you with real-time dashboards, reporting, and analysis across all functions in your company. These interactive, role-based dashboards deliver reliable and aggregated data to decision makers – anytime, anywhere, on any device. With OptiProERP, you enable and foster more informed and timely decision-making across your business.

  •   Numerous out-of-the-box business intelligence widgets
  •   Role-based and configurable widgets
  •   Dashboard builder with automated email scheduling
  •   Advanced cash flow forecasting
  •   Advanced Available-to-Promise
  •   Advanced enterprise search
  •   “Drag and relate” analytics
  •   Interactive analysis with Excel

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