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Core Functionality

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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

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Business Management Solutions

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.

Intuitive ERP Software

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 clicks.

Flexible ERP System

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.

Built by manufacturers for manufacturers

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End-to-end functionality designed to simplify your complex manufacturing and distribution operations

Built by manufacturers for manufacturers

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End-to-end functionality designed to simplify your complex manufacturing and distribution operations

Accounting & Financial Management

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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

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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

Customer Management

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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

Supply Chain Management

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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

Purchasing

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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

Quality Control

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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)

Business Analytics

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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

Request a demo

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Take a deeper dive into OptiProERP’s robust, end-to-end, and advanced manufacturing
functionality and see them live with an exclusive walkthrough