Fitrix ERP

A full ERP system designed by Fourth Generation Software Solutions.

About Fitrix ERP

Fitrix ERP is a robust, adaptable Enterprise Resource Planning software suite for small and mid-size businesses that’s extremely affordable. Fitrix ERP has the lowest Total Cost of Ownership (TCO) of any complete and scalable ERP software solution on the market today.

The Fitrix ERP software suite consists of twenty fully integrated Financial/Accounting, Distribution and Manufacturing applications, including General Ledger, Accounts Payable, Accounts Receivable, Payroll, Fixed Assets, Order Entry, Inventory Control, Purchasing, Job Cost, CRM, Bill Of Material, Production Order Processing, Standard Routing, Standard Costing, Actual Costing, Master Scheduling, Material Requirements Planning, Production Scheduling, Labor Processing and Capacity Requirements Planning. Fitrix ERP employs an extremely proven and highly scalable set of underlying software technologies including the world-class IBM Informix Dynamic Server (IDS) SQL database, and an innovative Adaptable Applications Architecture that allows Fitrix ERP applications to be completely customized and still upgraded when new versions are available. An integrated Developers Rapid Application Development (RAD) Toolkit and full application source code are available for making any level of user interface (screens/form, report), business logic and database changes to the already very feature-rich modules.

Fitrix ERP software technology has been installed in literally thousands of businesses in many different industries, and has proven its reliability and scalability again and again in mission-critical back-office applications–from just a couple of users to hundreds. Fourth Generation offers a complete range of implementation services, including requirements analysis, business process optimization, software installation, configuration and customization, data migration, report-writing, training and ongoing maintenance and support. In addition to our staff, we have a network of skilled consultants throughout North America that can help you implement and customize Fitrix.

Fitrix Solutions for Your Business:

Fitrix ERP Financials/Accounting Series

Fitrix ERP Financial/Accounting Series is part of the twenty-module Fitrix ERP software suite. The Fitrix ERP Financials/Accounting Series consists of five fully integrated Financial/Accounting applications, including General Ledger, Accounts Payable, Accounts Receivable, Payroll and Fixed Assets.

Fitrix ERP Distribution Series

The Fitrix ERP Distribution Series is designed to add key capabilities to the Financials/Accounting Series specifically for wholesale distributors. The Fitrix ERP Distribution Series consists of three fully integrated Distribution applications, including Order Entry, Inventory Control and Purchasing.

Fitrix ERP Manufacturing Series

The Fitrix ERP Manufacturing Series works in conjunction with the Financial/Accounting Series, providing fully integrated Manufacturing applications, including Bill Of Material, Production Order Processing, Standard Routing, Standard Costing, Actual Costing, Master Scheduling, Material Requirements Planning, Production Scheduling, Labor Processing and Capacity Requirements Planning.

Fitrix ERP Developers RAD Toolkit

The Fitrix ERP Developers RAD Toolkit is an advanced Rapid Application Development (RAD) application workbench that allows developers to design an application and have the computer generate the code to create it. This process reduces costs as well as development time and assures superior design consistency. The Toolkit environment ensures that all programs are built in a standardized way, automates much of the programming process, and substantially reduces the time and costs associated with enhancing and maintaining your software over time.

Accounts Payable

Your Accounts Payable personnel do more than just pay the bills. They are involved in building a relationship with your vendor by making sure all payments and contractual conditions are fulfilled. They also add to the bottom line when taking advantage of vendor discounts offered by paying invoices in a timely manner. Managing your suppliers needs while managing your cash flow requires a flexible and adaptable Accounts Payable system.

The Fitrix ERP Accounts Payable module provides a comprehensive solution for managing your cash expenditures. It records transactions and obligations to vendors, offers flexible cash disbursement capabilities, and takes advantage of discounts offered for invoices paid by the discount due date. The financial reports available include a payables aging report and a future cash requirements report which provide valuable business insight for cash management decisions.

Features/Function Highlights

  • Modular Integration - Direct integration with the Purchasing and General Ledger modules
  • Online Access To Vendor Activity and History - the vendor activity program provides a listing of all invoices entered in the database for the vendor with flexible sort and query logic plus drilldown to payment history capabilities
  • Automatic Payment Selection - Select invoices for automatic payment based upon the due date, discount due date or vendor. Select individual invoices for full or partial payment
  • Vendor Hold - ability to flag a vendor as ýOn Holdý so that automatic payment selection will not pay the vendor
  • Remittance Address - supports multiple Pay-To addresses
  • 1099 Form - automatic creation of year end 1099 forms
  • Recurring Invoice capabilities - Automatically creates recurring invoices such as a monthly lease payment without repetitive data entry
  • Remittance Advice Report - prompted after each check run to print a remittance advices for all checks where the number of invoices paid do not fit on the standard check stub
  • Check Reconciliation Program - multiple checking account capabilities with a program to reconcile General Ledger balances to you various bank statements
  • Use Tax - multilevel taxing capabilities for multiple localities such as state, county, and city. Canadian tax handling (GST/PST) is also supported
  • Account Groups - the ability to set up a group of general ledger accounts by an account group code that is stored with the vendor code. This code is then used in when entering vendor invoices so that you do not have to remember the GL distribution for the invoice thereby streamlining data entry


Reports available include:

  • Vendor Aging
  • Vendor Ledger
  • Vendor Open Item Report
  • Cash Requirements Report
  • Check Register
  • Outstanding Checks Report
  • Check Reconciliation Report
  • GL Activity By Account Number for AP Transactions Only
  • Vendor Labels
  • Vendor 1099s

Accounts Receivable

Managing cash flow is strategic to the success of every business. A streamlined process to create customer invoices and capture payments in a timely manner is integral to this. Also of great importance is knowing the credit worthiness of your customers real time. A good software solution must be able to give your staff the information they need to make decisions regarding extension of credit while keeping overdue and overextended credit to a minimum.

The Fitrix ERP Accounts Receivable module provides an effective and organized system for maintaining customer information that in turn leads to effective cash flow management, improved customer service, and profitability. You can access customer credit and sales history information on line, create invoices and statements on demand, and apply payments easily.

Features/Function Highlights

  • Modular Integration - Direct integration with the Order Entry and General Ledger modules
  • Multiple Ship-To’s - Allows for multiple ship-to addresses per customer
  • Online Access To Customer Activity and History - The customer activity program provides a listing of all invoices entered in the database for the customer with flexible sort and query logic plus drilldown to payment history or source document capabilities
  • Customer Hold - Ability to flag a customer as ýOn Credit Holdý so that orders can not be processed
  • Credit Department Notes - Ability to enter notes regarding collection activity. These notes will be attached to the customer record and stored with the user name that entered the note and the date it was entered
  • Finance Charges - Automatic creation of finance charges on past due invoices
  • Dunning Letters - Ability to create and print dunning letters. The type of letter and date it was sent to the customer is stored with the customer record so your Credit Department will have access to this information. The standard letters that come with Fitrix include:
    • Notification that customer has been placed on credit hold
    • Customer has invoices 30 days past due
    • Customer has invoices 60 days past due
    • Customer has invoices 90 days past due
    • Final Demand For Payment (invoices over 120 days past due)
  • Payment Processing - Flexible cash receipt processing that allows you to automatically pay invoices in oldest date order, select specific invoices for payment, partially pay invoices, or place On Account if it is a pre-payment
  • Chargebacks and Write-offs - Option to create customer chargebacks and write-offs while in cash receipts if a partial payment on an invoice is made
  • Invoicing - Easy free-form data entry complete with zoom lookups to customer and ship-to information, tax codes, and payment terms. (Note: free-form because invoicing tied to inventory items you stock is handled by the Fitrix Order Entry module)
  • Recurring Invoice Capabilities - Automatically creates recurring invoices such as a monthly professional services fee without repetitive data entry.
  • Sales Tax - Multilevel taxing capabilities for multiple localities such as state, county, and city
  • Account Groups - The ability to set up a group of general ledger accounts by an account group code that is stored with the customer code. This code is then used in when entering customer invoices so that you do not have to remember the GL distribution for the invoice thereby streamlining data entry
  • Transfer of Data - Ability to transfer all open items, ship-to codes, sales history, and payment history from one customer code to another in the event of a business name change or consolidation
  • Credit Card Processing - Process credit cards for customers using this payment method


Reports available include:

  • Aging Reports - These can be run by customer code or business name, by invoice date or due date, in summary or detail, with an ýAs Ofý date you specify. You can predefine the number of aging periods you want to print (up to seven) and the number of days in each
  • Customer Ledger
  • Customer Open Item Report
  • Customer Activity Detail
  • Customer Statements
  • GL Activity By Account Number for AR Transactions Only
  • Customer Labels

Actual Costing

Actual Costing analyzes your actual production costs for an item and compares them to one or more standard costs. Cost variances are presented in summary format, by order, item, or product. Detail variances are presented by component and routing step.

Features/Function Highlights

  • Item Variance History
    • Compares your actual cost to beginning of year standard by accounting period and year. Variances displayed in summary by: Material, Labor, Setup, Overhead, Outside process.
    • Variances displayed in detail by Material usage, Material cost, Setup usage, Setup rate, Setup quantity, Labor usage, Labor rate, Overhead usage, Overhead rate, Outside process usage, Outside process rate, Production scrap.
  • Product Variance History
    • Same summary/detail as item variance history
    • Display cost comparisons and variances by item product code
  • Order Variance Detail Report
    • Compares actual versus standard costs by production order
    • Compare actual costs to multiple standard costs
    • Costs can be analyzed by Order summary, Component details, Routing details
    • Variances by component include Material usage & Material cost
    • Variances by routing step include Setup usage, Setup rate, Setup quantity, Labor usage, Labor rate, Overhead usage, Overhead rate, Outside process usage, Outside process rate, Production scrap
  • Order Variance Summary Report
    • Print by item
    • Print by product
    • Comparison to multiple cost types
  • General Ledger Interface
    • Posts summarized order variances to General Ledger
    • Run on demand

Bill of Materials

The Bill of Material module identifies a standard list of items, or components, required to produce a different, or parent, item. It defines the relationships between items being produced and the items needed to produce them. A produced item can be composed of one or more items which might be purchased, assembled, fabricated or changed in some way to create a new item. This new item may be sold directly, or used itself to make another item in a product’s structure.

  • These bills of material are used by other modules within Fitrix to streamline business processes, provide effective planning tools, and to manufacture products in a consistent and timely manner.
  • Production Order Processing - uses standard bills of material when creating production orders to manufacture products. The standard bill is copied to the production order bill as a starting point
  • Material Planning - uses standard bills of material to plan strategic production and purchases, in support of a longer term production plan

Features/Function Highlights

  • Item Maintenance
    • Global entry option
    • Departmental entry option
    • 80 character description
    • User-Defined units of measure
    • Purchase unit of measure with conversion
    • Multiple user-defined reference table entries
    • Multiple user-defined fields
    • Single-Level and cumulative lead-times
    • Phantom items
    • Inventory and non-inventory items
    • Unit cost breakdown includes Material, Labor, Setup, Overhead, Outside Process
    • Direct access to additional maintenance for Bill of Material, Standard Routing, Warehouse balances
    • Unlimited notes for additional description
  • Bill of Material Maintenance
    • User-defined component sequencing
    • Multiple uses of same component with same parent
    • Component links to standard routing
    • Bill of material copy
    • Component mass replace
    • Component mass delete
    • Bill of material delete
    • Component effectivity dates
    • Alternate components
    • Parent component notes
    • User-Defined Reference Tables
    • Product code
    • Group code
    • Commodity code
    • Accounting code
    • EOQ Calculator
    • Analyzes movement history to determine optimum order quantity
    • CMLT (Cumulative Material Lead Time) Calculator
    • Analyzes indented bill of material, standard routings to determine overall time to buy/make
  • Inquiries
    • Item - departmental format
    • Bill of material: Single level format, Indented format, Access to notes
    • Component where-used: Single level, End item
  • Reports
    • Item list - departmental formats
    • Sales catalog - quick reference for pricing, description
    • Bill of material: Single level format, Indented format
    • Component where-used: Single level, End item

Capacity Requirements Planning

Capacity Requirements Planning analyzes loads placed on production resources. It reviews standard routing information for planned and released production orders, to determine the resources needed to satisfy production requirements. Loads are measured against available capacity, in user-defined time intervals, to support exception analysis.

Features/Function Highlights

  • Period Intervals
    • Define how the future is to be divided into time periods
    • Multiple period intervals may be defined
    • Used to display and print future production activity by time period
  • Capacity Maintenance
    • Allows for non-standard override of daily capacity, by shift, for Work Center, Department, Teams, Machines
  • CRP Generation
    • Generates planned order routings
    • Typically run in conjunction with MRP generation
  • Change Routing
    • Allows changes to routing for each planned order
    • Handy when shifting load to optimize capacity
  • Capacity Inquiries
    • Displays capacity and load for a given resource, with overload or under-load percentage
    • Resources analyzed are Work Center, Department, Teams, Machines
    • User-defined period intervals to view loads in a variety of formats
    • Drill-down from period load to details of orders and operations
    • Review alternates for an overloaded resource
  • Capacity Reports
    • Prints capacity and load for a given resource, with overload or under-load percentage
    • Loads prints in graphical format for easy exception analysis
    • Resources analyzed are Work Centers, Departments, Teams, Machines
    • User-defined period intervals

Fixed Assets

The Fitrix ERP Fixed Asset module provides a comprehensive system to track your capital expenditures and the functionality to calculate and post the depreciation at the end of each accounting period or fiscal year. It also allows you to track depreciation on an unlimited number of assets with an unlimited number of books. Many of the Internal Revenue Service class codes and depreciation methods are already included in the module for your convenience.

Features/Function Highlights

  • Automatically posts monthly provisions to the General Ledger
  • Calculates book and tax depreciation using a number of different depreciation methods
  • Groups assets for reporting purposes
  • Tracks warranty information and maintenance costs on each asset
  • Revalues assets based on additional capitalized expenditures
  • Ability to enter and post year end adjustments due to short years and any required conversion to mid-quarter convention
  • Calculates profit or loss on the sale of any asset
  • Ability to automatically ýcloneý assets during initial set up
  • On line historical notes for each asset


Reports available include:

  • Print Asset Life Summaries
  • Print Form 4562 Data
  • Print Tax Preference Report
  • Print Gain/Loss Report
  • Print Acquisitions Report

General Ledger

It’s imperative to know at any given time what your financial standing is so that sound decisions can be made in a timely manner to improve your company’s profitability. The General Ledger provides companies with complete financial reporting from all aspects of the business to manage corporate performance and monitor the return on investment.

The Fitrix ERP General Ledger module combines power and flexibility with ease of use, to give you the critical information you need to make timely and informed business decisions and manage your business more effectively. Up to date financial statements can be run on a daily basis if needed. Fitrix ERP analytical tools include audit trail reports, drill-down capabilities that enable you to view everything from detailed journal entries to original source documents, financial analysis reporting such as actual versus budgeted , this year versus last year, plus an interface with the F9 report writer tool that enables you to perform ýwhat ifý analysis and write customized financial statements.

Features/Function Highlights

  • Modular Integration - Direct integration with all Fitrix Accounting and Distribution modules
  • Flexibility - Ability to have multiple periods and even multiple fiscal years open at one time. There is no need to postpone entering transactions in the current month/year until the prior month/year is closed out
  • Drill Down - Ability to drill down from an account balance to see all entries that make up the balance and the source document for each entry
  • Budgeting - On line data entry that can be entered by company and division /department within the company
  • Reversing Journal Entries - Ability to mark journal entries for accruals as reversing so they will be reversed automatically in the next accounting period
  • Recurring Journal Entries - Ability to set up recurring journal entries that will recur every month or only when selected to recur
  • Date Control - Ability to password protect the number periods backwards and forwards your employees can post transaction to
  • Account Number Control - Ability to block using certain account numbers in transactions since they are system maintained. An example is the Accounts Receivable asset account number


Reports available include:

  • GL Activity Audit Trails
  • Trial Balance
  • Income Statement:
    • Department detail
    • Consolidated
    • Summary By Account Category
    • This Year/Month versus Last Year/Month
  • Balance Sheet:
    • Department detail
    • Consolidated
    • This Year/Month versus Last Year/Month
  • Actual versus Budget

Optional F9 Financial Report Writer

With this tool you can take up-to-the-minute data from Fitrix General Ledger and import it into Excel. From there you can:

  • Perform what if analysis
  • Create customized financial reports in various formats that span any time frame, even one day or one week reports
  • Ability to slice and dice your GL account number into segments representative of your business (region, division, department)
  • Consolidated financial reporting for multiple databases if you are running more than one company with Fitrix
  • Allows you to pass budget information from your spreadsheet back to the Fitrix GL thereby reducing data entry and data entry errors

Inventory Control

One of the biggest factors in cash flow management is the effective management of inventory levels because inventory is one of the largest investments a company makes. A good software solution needs to provide you with up to date information on what’s in stock, where it’s located, how much of it you sell, and when you will run out. Without this information you run the risk of stock outs and overstocks which in turn can produce inferior customer service and reduced profitability due to lost sales and high carrying costs.

The Fitrix ERP Inventory and Replenishment modules provide you with the tools to effectively manage your inventory. Your on hand quantities are updated when the purchase order is received. During order entry you can see what is on hand, what is allocated to customer orders and the order detail, what is on backorder and the order detail, and what is due to be received and the estimated receipt date. The replenishment module tracks what is being sold and how much needs to be ordered and when to avoid overstock and stock out situations. Also included is extensive reporting capabilities, maintenance programs for physical counts and adjustments, and the ability to maintain inventory in multiple distribution centers.

Features/Function Highlights (Standard Inventory Control)

  • Modular Integration - Direct integration with Fitrix Replenishment, Purchasing, and General Ledger
  • Item Code Unit Of Measure - Automatically converts prices and quantities among purchasing, stocking, and selling units
  • Item Classification - Assign an item class code to each item for reporting purposes or to group for special pricing discounts
  • Incremental Units - For items that you must sell or purchase in increments of 2 or more, set the incremental quantity so that purchases orders and customer orders must have quantities in these increments
  • Serial and lot number tracking
  • Cost Method - Cost method can be set to average, FIFO, or LIFO
  • Transaction History - Ability to see per item the sales and purchasing history online for each month with drilldown to document detail
  • Item Status - Ability to drill down from the quantity on hand to see: Quantity allocated to customer orders with order detail, Quantity on back order with order detail, Outstanding purchase orders and the estimated receipt date with PO detail
  • Multiple warehouses - A separate inventory for each item can be maintained at any number of geographical locations
  • Warehouse Transfers - A picking ticket is created for transfers between distribution centers, freight can be added to the transaction prior to posting so that the receiving center receives the items at a landed cost, and the option to fulfill customer backorders in the receiving center
  • Physical Count - Inventory can be easily counted and adjusted. Count sheets are printed, variances, are entered, a variance report lists quantity and valuation differences, and the post program updates the quantity on hand and General Ledger


Reports available include:

  • Stock List Report
  • Stock Status Report
  • Physical Inventory Reports ( count sheets and variance report)
  • Price/Cost List
  • Reorder Advice
  • I/C Journal By GL Account Number
  • Purchase/Sales History
  • Cost Valuation
  • Inventory Status

Features/Function Highlights (W/ Replenishment)

  • Modular Integration - Direct integration with Fitrix Inventory Control, Order Entry, and Purchasing
  • Tailored Usage Tracking - Usage is tracked whenever an item is sold or transferred to another distribution center. Sales outside the norm like a monthly special to reduce inventory can be excluded from the usage number so as not to inflate them. You define how often this usage should be captured and inserted into the usage tables and how many periods of usage you want to use to calculate your average usage
  • Replenishment Calculations - Once you have run the Create Usage program to insert the most recent period’s activity into the usage tables, you are now ready to run the Create Replenishment Calculations program. This calculation process takes the updated usage numbers and applies formulas to it you have previously defined that determine what your Suggested Order Quantity is. These formulas use predefined and user defined variables such as quantity already on hand, quantity on order, average lead time, next replenishment cycle date, safety factor , and carrying and replacement costs
  • Generate Buy Recommendations and Purchase Orders - This process takes the calculated Suggested Order Quantity and creates a buy recommendation to each of your vendors. You can then take these recommended quantities and automatically roll them up to meet any minimum purchase target level you may have with your vendor to receive monetary rewards such as discounts or prepaid shipping. The final step in the replenishment process is to then run the program that automatically creates a purchase order to each vendor
  • Exception Processing - The Expedite Report can be set up to run automatically on a nightly or weekly basis. This report helps identify items in between replenishment review dates that need to be ordered because the quantity on hand has fallen below the reorder point. The reorder point is the quantity you never want to fall below or you may experience stock outages
  • What If Screen - Allows you to see the affect a large customer order or a new customer will have on your inventory in future periods based on average monthly usage and purchase orders coming in so that you can plan your purchases accordingly


Reports available include:

  • Usage Summary
  • Replenishment Calculations
  • Buy Recommendations
  • Create PO From Recommendations
  • Expedite Report
  • Warehouse Buy Comparison Report
  • Warehouse Reallocation Report

Labor Processing

Labor Processing collects labor transactions for production orders. Labor is entered for both setup and run hours, and for direct and indirect hours. Order completion statistics are updated real-time. The hours and completion are analyzed for efficiency at multiple levels within the organization. Efficiency inquiries and reports show this performance in summary and detail formats.

Features/Function Highlights

  • Employee Maintenance
    • Employees can belong to a Department, Team, Group, Job class
    • Labor rates applied to orders by Regular time, Overtime, Premium time
  • Shift Maintenance
    • Multiple shifts per physical shift
    • Early/late start time window
    • Early/late stop time window
    • Lunch extraction
    • Break extraction
  • Job Class Maintenance
    • Standard rates used as alternate for labor costing
  • Labor Type Maintenance
    • User-defined labor transaction types
    • Setup or run hours based
    • Direct or indirect hours based
    • Labor Transaction Entry
    • Setup labor
    • Run labor
    • Indirect labor
    • Start/stop time or elapsed time
    • Completed and scrapped quantities
    • User-defined percent complete
    • On-line order update for hours and quantities
  • Labor Efficiency Inquiries
    • Efficiency by Team, Employee, Work center, Department, Item, Order
    • Transactions analyzed by ranges of Resources, Transaction dates, Shifts
  • Labor Transaction Reports
    • Print by ranges of Department, Work center, Machine, Group, Team, Foreman, Employee, Order
  • Labor Efficiency Reports
    • Efficiency by Department, Employee, Order, Work center

Master Scheduling

Master Scheduling is the primary driver to plan and schedule production to support external demand for products. It facilitates detailed entry of production forecasts and uses these forecasts, along with sales order demand, to generate a Master Production schedule. Rough-cut capacity planning is also available, to analyze commitments placed on critical production resources.

Features/Function Highlights

  • Planning Parameters
    • Sets defaults for MPS generation runs
  • Period Intervals
    • Define how the future is to be divided into time periods
    • Multiple period intervals may be defined
    • Used to display time-phased materials activity
  • Resource Master
    • Defines critical resources used in production
    • Identifies bottleneck areas which should be controlled
  • Bill of Resources
    • List of resources and units needed for master-scheduled items
    • May be manually entered
    • May be automatically generated by analyzing Indented bill of material, Indented routing
  • Maintain Master Schedule
    • Supports manual entry of firm planned orders
    • Generated planned orders can be firmed or confirmed
    • Allows changes in dates and/or quantities for generated planned orders
  • Master Schedule Generation
    • Nets forecast and sales orders to on-hand and on-order
    • Generates planned orders via order policy codes
  • Forecast Maintenance
    • Allows entry of item forecasts by warehouse
    • Items can be assigned to groups to inherit forecast characteristics
    • Forecasts entered by quantity or amount
    • Forecast by week, bi-week, month, quarter, year
    • Forecast may be propagated over a given time frame
    • Allows forecasts to be ‘layered’ for multiple forecasts in the same period
  • Available-To-Promise
    • Displays time phased availability
    • Indicates first period in which a required quantity is available
    • Supports Zoom to display details of periodic requirements
  • Rough-Cut Capacity Inquiry
    • Compares capacity and load in user-defined period intervals
    • Over or under-load displayed graphically for easy exception analysis
    • Details of load displayed with Zoom option
  • Reports
    • Master schedule
    • Rough-cut capacity
    • Bill of resource
    • Resource where-used

Material Requirements Planning

Material Requirements Planning uses the Master Schedule to ensure the production and purchase activities adequately meet the forecast and demand requirements. It uses planned orders from Master Scheduling, as well as requirements from forecast and demand from sales orders to generate planned orders for production and purchasing. Orders are reviewed and released to Production Order Processing.

Features/Function Highlights

  • Planning Parameters
    • Set defaults for each MRP generation
  • Forecast Group Maintenance
    • Allows grouping of items with similar demand patterns
    • Supports default forecast characteristics, such as monthly, bi-weekly, weekly forecasts, total forecast, or by time period, Forecast by amount, or quantity
  • Item Forecast Maintenance
    • Allows entry of forecasts for an item
    • Assignment to a group to inherit group forecast characteristics
    • Forecast entry by amount or quantity
    • Total forecast for a range of dates, or forecast by Month, Week, Bi-week
    • Supports generation of an entered forecast amount or quantity over a given period of time
    • Allows forecasts to be ‘layered’ for multiple forecasts in the same time period
  • Item Requirement Entry
    • Manual entry of a requirement for an item and due date
  • Period Intervals
    • Define how the future is to be divided into time periods
    • Multiple period intervals may be defined
    • Used to display and print future materials activity by time period
  • Firm Planned Orders
    • User can ‘firm-up’ a planned order
    • MRP generation will not re-plan a firm order
  • MRP Generation
    • Full generation
    • Net change generation
    • Simulation
    • Separate generation for each planning warehouse
    • Planning warehouse can use inventory from multiple stocking warehouses
    • Detail multi-level pegging
    • Include/exclude safety stock
    • Include/exclude shrinkage factors
    • Exclude specific inventory locations
  • Order/Review/Release
    • Review/release production orders
    • Review/release purchase orders
    • Create new purchase orders
    • Add to existing purchase orders
    • Combine planned orders to a single order
  • Review/Accept Recommendations
    • Analyze recommended changes to scheduled receipts, such as Defer, Expedite, Cancel
    • Accept recommendations on-line, by item
  • Inquiries
    • Material requirements
  • Reports
    • Planning report
    • Review/release report
    • Order recommendation


In today’s international business market, dealing with many different currencies has become a daily fact of life. The Fitrix Multicurrency Module makes handling different currencies within your accounting software easy. It automatically calculates exchange rates using either the vendor’s/customer’s currency or your home country currency and posts your realized gain or loss due to currency fluctuations to the General Ledger.

It also gives you the ability to input and track documents with foreign currencies in Fitrix Accounts Payable, Accounts Receivable, Order Processing and Purchasing modules, giving you the same flexibility of managing your international customer accounts as you have with your local ones. Whether you deal with one foreign customer, or hundreds of customers all over the world, Fitrix Multicurrency solves all of your currency conversion issues with ease.

Features/Function Highlights

  • Unlimited number of currencies
  • Generates reports in either home currency or the vendor’s/customer’s foreign currency
  • Choice of Daily or Period-based exchange rate types for each currency and each module
  • Ability to assign a different Difference on Exchange GL account number for each currency

Order Entry

Accurate and timely processing of customer orders is one of the most critical functions of any business. When a customer calls to place an order, you need to have a lot of information that is easily accessible. You need to see bill to and ship to addresses, the availability of the items being ordered or substitute items if they are not, the unit pricing the customer is entitled to, and their shipping terms. Once the order is entered you need to ship and invoice the merchandise in a timely manner. Effective order processing leads to happy customers and happy customers lead to a successful and profitable business.

The Fitrix ERP Order Entry module when integrated with the Inventory Management, Accounts Receivable, and Purchasing, gives you all of the functionality you need to process customer orders quickly and accurately. It provides a comprehensive system for tracking and managing customer orders and is designed with real time transaction updating and complete information access. You can enter orders of many types: quotations that can then be converted to regular orders by merely changing the order type, drop ship orders shipped directly from your vendor, credit and debit memos, and returned materials orders (RMAs). Item availability and pricing is checked real time. Once the order is entered, your shipping department can print picking tickets and packing lists and ship the order. The final step is to invoice your customer and when it is posted the quantity on hand is reduced, the open AR record for the customer is created, and the transaction is recorded in your General Ledger.

Features/Function Highlights

  • Modular Integration - Direct integration with Fitrix Inventory Control, Purchasing, Accounts Receivable and General Ledger modules
  • Order Types - Fitrix supports many different types of orders such as:
    • QUO - used for quotations by your sales force and these can be turned into a regular order by simply changing the order type
    • REG - Used for shipments out of you distribution center. You can also use this order type and based on the line type, ship some merchandise from your warehouse and the rest directly from your vendor
    • DPS - Used for drop shipments from your vendor directly your customer. Using this order type automatically creates the purchase order to your vendor
    • RMA - Used for merchandise that is being returned by your customer
  • Pricing - Pricing can be set up for specific order types, specific items, a class of items, specific customers, or a group of like customers. The price can be offered for a specific date range with quantity breaks and can be a specific amount, a percent off list, or a markup from cost
  • Sales Kit Processing - You can define sales kits and use them during order entry. Component items for a sales kit can be automatically exploded during data entry on any of the sales/shipping documents if the detail needs to be seen
  • Alias Item Numbers - You can set up alias code for your inventory items that are customer specific. This is helpful during data entry when a customer calls in an order using their item codes. After entering their code, the program converts the code to your item code. The alias codes prints on all sales order documents
  • Notes - When entering an order any customer notes, shipping notes, and credit notes automatically display for the user to review. You also have the ability to enter order specific notes that will print on the sales order documents you specify
  • Credit Checking - If the customer is flagged as on credit hold, you will be informed of this and the order can not be entered
  • Profitability Check - You can set either globally or by item the required profit margin needed. If the price entered is below this you will receive a warning message. A price variance report is also available that lists any items sold below the required profit margin along with the customer code and the user that entered the price
  • Availability Check - You have access to the quantity available for sale in all of your distribution centers on one screen
  • Multiple Warehouse Shipments - You have the ability to ship a single order from multiple warehouse locations
  • Backorder Fulfillment - Receipt of vendor purchase orders automatically fill customer backorders
  • Lot/Serial Number Tracking - During the invoice process you will be prompted to enter the serial or lot number for any items flagged as lot or serial number controlled. This data is stored in an audit table which can then be viewed so that you know which customers purchased which serial or lot #s and when
  • Interface with UPS Worldship - Fitrix Order Entry provides the shipping address for the UPS Worldship software, acquires the freight charge, updates the order status and tracks the progress of the shipment. This will allow the customer to know their costs and provide them with real-time tracking information
  • Credit Card Processing - Fitrix Order Entry has a built in interface for credit card processing. Those customers that pay by credit card have the order authorized as soon as it is stored and the transaction settled with their financial institution upon invoicing
  • Other Features, including:
    • Ability to enter deposits for sales orders
    • Ability to enter a master sales order and automatically break this down into multiple sales orders
    • Lot number selection based on oldest expiration date
    • Create vendor purchase orders for any backordered items while in the sales order program
    • Shipment routing capabilities
    • Commission reporting
    • Shipment tracking screen
    • Full suite of Export forms including proforma invoice, packing list, bill of lading, commercial and final invoices


Reports available include:

  • Order Acknowledgements, Picking Tickets, Packing Lists, and Invoices
  • Open order reports by order number, salesperson, customer, and item
  • Daily Sales Register
  • Sales History reports by product, customer, and salesperson
  • Price Variance Report
  • Credit Card Reports include:
    • Orders awaiting authorization
    • Invoices awaiting settlement
    • Credit card information on file by customer
    • Credit cards on file due to expire


In-house payroll preparation can be a tedious and time consuming task. In addition to maintaining employee information, you need to maintain detailed audit trails, track accruals such as vacation and sick time, and meet government reporting requirements. All this can be easily handled at a lower cost than using an outside payroll service bureau when you use the Fitrix ERP Payroll module.

Fitrix ERP Payroll was designed to accommodate basic payroll requirements while remaining simple to use. Most of the details such income, deduction, and obligation amounts are managed during set up rather than in your day to day operations. With the flexibility of this module, you can have daily, weekly, biweekly, semimonthly, or monthly pay periods for both salaried and hourly employees. At the end of each quarter and year, payroll reports and W-2s required by the various taxing authorities can be printed from the date stored within the database.

Features/Function Highlights

  • Integrated with Fitrix ERP General Ledger
  • Create payroll from time cards, manually, or automatically based on last pay date
  • Ability to create bonus checks at any time
  • Multiple user-defined benefits and deductions per employee
  • Ability to categorize employees by employee type for easier maintenance and for reporting purposes
  • On line historical notes on employee information for each employee
  • Supports overtime, holiday pay, advances, base pay, and miscellaneous charges
  • Tracks vacation time and sick time accruals and payment of these hours
  • Benefits and deductions can be fixed amounts, percentage of gross, or variable amounts
  • Customizable pay periods and pay methods
  • Supports all standard deductions as well as user-defined deductions
  • Ability to pay employees via Direct Deposit
  • Provides detailed reporting on history, wages, benefits, deductions and obligations
  • Flexibility to run reports by department, employee type, job code, or individual employee


Reports available include:

  • W-2 forms
  • Employer Quarterly 941
  • Quarterly and Annual FUTA Report
  • Payroll Check Register
  • Employee Earnings Report
  • Employee History Report
  • Employee Master Report
  • Wage History Report
  • Payroll Recap Report by Code

Production Order Processing

The Production Order Processing module controls the movement of materials during the production process. Production is managed through the use of production orders. These orders indicate the quantities and due dates of items being manufactured. They also contain lists of materials required, extracted from the standard bill of material, and expected operations, from the standard routing. Production receipts and component movement are reported here.

Production orders are the foundation supporting the ability to manage manufacturing operations. Orders are ‘Released’ in response to demand for an item being sold, or being used in a higher level item. Once released, the orders are used to manage material, labor, overhead, and outside processes, with the expectation that an expected quantity will be completed within a specific timeframe. Reports and inquiries are available to analyze current production status, and act on exceptions requiring attention.

Features/Function Highlights

  • Order Type Maintenance
    • Indicates standard bill of material, standard with changes, or manual entry
    • Indicates standard routing, standard with changes, or manual
  • Hold Code Maintenance
    • Prevents activities for an order downstream of order entry
  • Reason Code Maintenance
    • Assigned to production scrap transactions, for later reporting purposes
  • Accounting Code Maintenance
    • User-defined codes to translate to accounting entries when interfacing to General Ledger
  • Order Entry/Maintenance
    • Use standard bill of material or make changes
    • Use standard routing or make changes
    • Uses a copy of standard bill of material and routing.
    • Changes don’t affect original bill or routing
    • Components can be added to the order
    • Component and routing standard notes are copied into the order*
    • Orders are created on-line; no batch processing
  • Order Split
    • Unlimited splits per order
    • Split order is tracked separately Transaction Processing
    • Component allocation - components can be allocated in advance of issue, by location, lot, serial number, and FIFO date
    • Component issue – with default quantities, or manually entered
    • Component transfer - allows transfer of issued material from one order to another
    • Component scrap
    • Production receipt – with optional backflush of components
    • Production scrap – with assignment of a reason code
  • Inquiries
    • Current order status
    • Order history
  • Reports
    • Current order status
    • Order history
    • Order component shortages
    • Item shortage

Production Scheduling

Production Scheduling analyzes work-in-process for open production orders. Work lists can be displayed or printed to review current work to be done by team, machine, work center or department. Loads on each of these resources can also be compared to capacity to determine resource constraints.

Features/Function Highlights

  • Period Intervals
    • Define how the future is to be divided into time periods
    • Multiple period intervals may be defined
    • Used to display and print future production activity by time period
  • Capacity Maintenance
    • Allows for non-standard override of daily capacity, by shift, for Work Center, Department, Teams, Machines
  • Reschedule Operations
    • Recalculates operation due dates when order due dates are changed
  • Work List Inquiries and Reports
    • Display the status of operations for open orders by resource. Types of operations include Active, Waiting, Arriving
    • Resource types are Work Center, Department, Teams, Machines
  • Capacity Inquiries
    • Displays capacity and load for a given resource, with overload or under-load percentage
    • Resources analyzed are Work Center, Department, Teams, Machines
    • User-defined period intervals to view loads in a variety of formats
    • Drill-down from period load to details of orders and operations
    • Review alternates for an overloaded resource
  • Reschedule Recommendations
    • Report which highlights recommendations for changes in order due dates based on work remaining

Purchase Order

An efficient and robust Purchasing module is key for all distributors and manufacturers. If you don’t track who you buy from, what you buy from them, the cost items are purchased for, and how long it will take get to you, it will be impossible to keep your shelves stocked and service your customers. Not having this information leads to procedural inefficiencies, inferior customer service, and reduced profitability.

When Fitrix ERP Purchasing is integrated with Fitrix ERP Inventory Control, Replenishment, Order Entry, Accounts Payable, and General Ledger you have a comprehensive purchasing system that will track your purchases from the moment they are ordered to the moment your vendor invoices you. The open order report lets you know what is coming in and when; the receipt of merchandise updates your quantity on hand, fills customer back orders, and accrues the liability to your vendor in the GL; the receipt flows through to Accounts Payable when the vendor invoice is received so you are assured you will always only pay for what you received.

Features/Function Highlights

  • Modular Integration - Direct integration with Fitrix ERP Inventory, Replenishment, Order Entry, Accounts Payable, and General Ledger
  • Item Catalogs - The ability to store multiple vendors, vendor item code, and vendor cost per item. This makes data entry more efficient and ensures that the costs used on your purchase orders are accurate
  • Non Stock Items - Purchase orders can be processed for items not stocked in inventory such as supplies, capital expenditures, and services.
  • Requisitions - Automatic creation of requisitions for customer back orders that in turn create purchase orders to your vendors
  • Drop Shipments - By specifying in order entry via order type, a drop ship customer order automatically creates a vendor purchase order to your preferred vendor at your contract cost
  • Automatic Reordering - If the Replenishment module is also in use, purchase orders will be created automatically for items that fall below user specified reorder levels
  • Ship Dates - When you enter a purchase order you can enter who it was confirmed with, the date is was confirmed, and the required ship date. You also have the ability to enter varying required ship dates by line item. When the purchase order ships you can enter the exact ship date. All this information helps your customer service department keep your customers informed as to arrival status of any items they may have on back order with your company
  • Automatic Release of Customer Back Order - When purchase orders are received, in addition to updating your quantity on hand and General Ledger, any items on back order will be released in oldest order date order
  • Interface with Accounts Payable - When you receive the vendor invoice there is no need to enter the purchase information again to record the liability. Simply bring up the PO, enter the invoice number and date, and post to Accounts Payable thereby creating an open payable item to the vendor. If there are any variances in cost between the purchase order cost and invoice cost, these will be listed on the Price Change report for your review.
  • Other Features, including:
    • Add additional costs such as inland freight and duty to items received to achieve a true landed cost
    • Ability to enter a master purchase order and automatically break this down into multiple purchase orders


Reports available include:

  • Open Purchase Order Summary By PO Number, Buyer, or Vendor
  • Open Purchase Order Detail By PO Number, Buyer, or Vendor
  • Goods Received By GL Code
  • Price Change Report (PO vs. Vendor Invoice)
  • Expected Receipts Report
  • Direct/Drop Ship Status Report
  • Requisitions Created From Order Entry
  • GL Activity by Account Number for Purchase Transactions Only

Standard Costing

Standard Costing defines the expected cost to produce or purchase items. It uses the Bill of Material and Standard Routing to compute unit costs for an item. Standard Costing also supports the definition of multiple standard costs.

Featured Highlights & Functions

  • Cost Type Maintenance
    • Multiple cost definitions for a company
    • Multiple historical or simulated costs
  • Item Cost Maintenance
    • Multiple cost definitions for each item
    • Multiple costed bills of material
    • Multiple costed routing
    • Full detail for components
    • Full detail for routing
  • Work Center Cost Maintenance
    • Multiple labor and overhead rates for each work center
  • Cost Method Maintenance
    • User-defined control over automatic rollup
    • Allows manual entry of cost elements, with no rollup
  • Cost Rollup
    • All items may be rolled up
    • Previous errors only can be rolled up
    • Ranges of items may be rolled up
    • Specific items can be rolled up
    • Single level or indented bill of material roll up
    • Any cost type may be rolled up
    • Cost methods control rollup
    • Detailed Roll up report
  • Cost Transfer
    • Costs for all items in a cost type can be transferred to another cost type
    • Current costs can be used to create a new year frozen standard
    • Simulated costs can be used to create a new current standard
    • Selective items can be transferred
  • Inquiries
    • Current cost details
    • Comparison of multiple cost types: Summary, Component Detail, Routing Detail
  • Reports
    • Current cost details
    • Comparison of multiple cost types by: Summary, Component Detail, Routing Detail

Standard Routing

The Standard Routing defines the non-material resources needed to support the production of items. Each produced item can be defined with one or more Routing Steps, identifying the types and amounts of production resources required. These steps identify setup and run hours required, as well as work centers, machines, departments, teams and employees to be used.

In addition, the module defines initial capacities of company resources. These capacities are used by other Fitrix modules to highlight situations where resources are over or under-utilized.

  • Production Scheduling - analyzes load vs. capacity for open production orders
  • Capacity Requirements Planning - analyzes load vs. capacity for open production orders, and longer term planned production orders

Features/Function Highlights

  • Routing Maintenance
    • User-Defined routing sequence
    • Links to standard operations
    • 30-character base description
    • Unlimited routing step notes
    • Inside or outside process
    • Resource definitions for Work Center, Machine, Team, Department
    • Primary and alternate steps
    • Scheduling based on labor hours or machine hours
  • Work Center Maintenance
    • Direct, indirect, or outside process types
    • Optional grouping by department
    • Shift-based capacity in hours per day
    • Standard and average queue times
    • Standard labor and overhead rates
  • Machine Maintenance
    • Optional grouping by work center or department
    • Shift-based capacity in hours per day
    • Standard and average queue times
    • Major and minor service intervals
  • Department Maintenance
    • Shift-based capacity in hours per day
    • Accounting information for interface to General Ledger
    • Tracks production costs for period and year-to-date
  • Operation Maintenance
    • Standard template for easier routing maintenance
    • Operation notes
    • Standards for: Setup hours, Run hours, Machine hours, Machine, Department, Team, Work Center
  • Alternate Resources
    • Work Centers
    • Departments
    • Teams
    • Department
  • Inquiries
    • Routing steps ; summary and detail
    • Where-used by Machine, Work Center, Department, Team, Operation
  • Reports
    • Routing step details
    • Where-used by Machine, Work Center, Department, Team, Operation

Product Overview

Market Focus

Ratio of reviewers by organization size.

Industry Focus

Ratio of reviewers by sector.


Similar Software

  • ProMan ERP
    A web-based ERP system designed by Automated Computer Solutions for manufacturing companies.
  • Seradex ERP Software
    An ERP system designed by Seradex for manufacturing companies.
  • Rootstock Cloud ERP
    Cloud ERP software for manufacturing, distribution, and supply chain.

Other Software by Fourth Generation Software Solutions

User Reviews of Fitrix ERP

No reviews have been submitted. Do you use Fitrix ERP? Have you considered it as part of your software evaluation process? , and help other organizations like yours make smarter, more informed software selection decisions!