A full ERP system designed by True ERP.
TrueERP is a software solution that goes beyond accounting. It is a true ERP solution designed to integrate the information from all your key business functions from inventory control, purchasing and manufacturing through to sales and fulfillment and much more. This ERP software comes complete with every module and function included, so you only need to enter data once and the entire suite knows about it.
TrueERP will help you in:
Every function of your business, including production, sales, purchasing, accounting, distribution, Point of Sale, supply chain and human resources is limited by your capacity to cross reference information. Our ERP software solution bridges the information gap. It is an integrated system eliminating the need for separate applications for:
The TrueERP Software Suite is sold complete with every function and module included in every package, so when you use the TrueERP Software Suite, you can simply and quickly turn on any of these modules, at any time, and start using it immediately. By doing this TrueERP ensures that any data changes and additions to any module will immediately impact on all modules.
True ERP also offers:
TrueERP Food and Drug which is a customized solution that allows businesses to stay focused on their core mission of healing and treatment.
TrueERP Manufacturing which is a customized solution to address the specialized needs such as Capacity Planning, Supply Chain Management, Bill of Materials, Work Orders, Scheduling, Quality Control, Manufacturing Process, Manufacturing Project Management, Manufacturing Flow, and Product Life Cycle management.
TrueERP Warehouse which is a We have recently launched TrueERP Warehouse, a customized solution to address the specialized needs for Order Entry, Order to Cash, Pricing, Available to Promise, Real-Time View of Inventory, Shipping, SCM, Supply Chain Planning, Supplier Scheduling, Product Configuration, Claim Processing, Receiving, Bin Tracking, Pick and Ship.
Book Appointments, Service calls, Allocate personnel to Specific Jobs or even schedule repeat Maintenance work, all in the one Fully Integrated Suite.
TrueERP gives you enormous flexibility and maximum control in managing all aspects of your workshop, servicing and maintenance requirements, from tracking warranty costs, on-site calls to automated scheduled servicing, time and labour costs.
Combine this with the TrueERP lead system and everything to do with Sales, CRM and Prospects are also combined to create a complete picture. Enter data once and the entire system knows about it.
This will track any and all changes made to TrueERP and report on who did them, when they did them and what they did.
Barcodes can be automatically printed on receipt of goods from a supplier or you can simply re-print the barcodes directly from the product list. The numbers printed can be based on either the numbers in stock or you can choose any number to print.
Full control of Budgets, by department, cost center or account. You can create multiple or consolidated budgets or view them as a list.
Budgets - Create an unlimited number of budgets based on almost anything, from accounts to jobs, over any time line as required.
Budget Definition - Define when to start your budget, over what time it will run for and in what periods ie daily, weekly, monthly etc. Set a conservative or aggressive view of the budget, by departments or cost centres, if required.
Variations - Adjust pre-defined budgets as required. Increase or decrease by values or a percentage.
Dashboard - From within your dashboard you can create simplified budgets for a quick summary view of all your numbers. Fantastic way of at a glance, seeing where you stand at any point in time.
Reports - Budgets can be overlaid into a number of reports or simply exported to a spreadsheet for further analysis.
Job Costing - Create budget for jobs, with all the features and functions available as though running the budget on the entire company.
Budget vs Actual - Run reports comparing what has happened to what you had budgeted to happen. Will then give you a variation amount with percentages based on the variation.
Profit and Loss - Run a full profit and loss report with any of the budgets created as an option to overlay into the report. Again a great tool for running comparisons on what has happened to what you had budgeted to happen.
Charts - Create any form of chart you desire for your budget and general reports. Design everything from pie charts to bar graphs, financial pyramids to line charts. Switch between these charts at any time and save your designs so you can simply open them whenever you need them.
Full tracking of all jobs and work orders sold, be they external or internal. Plan ordering resources and labour required for a day, a week, a month or any period chosen.
The Clock On, Clock Off feature, sometimes known as a Bundy Clock, allows you to track the “Actual times” of each employee and load actual times into payroll if available. Also has full reporting on who has turned up late or who has finished early.
Sometimes called a clothing matrix, the matrix system within the TrueERP Software suite will cater for not only “X” and “Y” grids, but also an additional twenty “Z” styled options. ie you may have Size and Colour, but you can also have Garment Length, Cuff width, Collar Height and Sleeve Length etc as addition options along side the traditional colour and size choice.
By setting up a template of a default matrix grid, this template can be simply copied, renamed and you have instantly created a complete new set of products based on the template design.
Enter product via a grid style screen or as a simple product selection. Group and filter on your products for even easier selection, to the point of selecting all products within a style with one click.
With no limits on the number of variations you can have, your range of options is also unlimited.
View your stock levels as a grid style screen or in a standard report view. Track these levels using any option based on any axis i.e. “X” “Y” or “Z”.
Grid entry screens will display directly from your POS screen, giving you a consistent entry point selection for all your matrix selecting and viewing.
Import pricing directly from an Excel spreadsheet or use the copy and paste function into the grid as required.
Change existing products by the defining group. Change one aspect of the group and the entire group is instantly updated with the change.
Prices can be set by the group or individually. This concept also feeds into every other aspect of the TrueERP Software suite in relation to the matrix set-ups, including re-order points and preferred levels.
The TrueERP Software Suite is sold complete with every function and module included in every package, so when you use the TrueERP Software Suite, you can simply and quickly turn on any of these modules, at any time, and start using it immediately. By doing this TrueERP ensures that any data changes and additions to any module will immediately impact on all modules.
You can customise any one of the existing standard reports in the TrueERP Software Suite in hundreds of different ways. These reports can then be saved and viewed at any time. With an almost unlimited range of reports, using different printouts and styles that will allow a user to create a new report or modify any existing report and save as their own. Set your columns of data to not only total as a sum, but display an average, a maximum or minimum value or any other range of totaling features. These reports can then be used to create any number of charts, with an almost unlimited range of designs and styles within the charts and graphing areas. As an added bonus any piece of data that is displayed on any of these reports can be simply drilled into. This fantastic feature will give you extensive detail of what makes up the value displayed, right back to being able to open the original transaction on the report.
Fully Integrated
The TrueERP Software suite is sold complete with every function and module included in every package, so when you use the TrueERP Software Suite you can simply and quickly turn on any of these modules, at any time, and start using it immediately. By doing this TrueERP ensures that any data changes and additions to any module will immediately impact on all modules.
TrueERP uses what is called real time transaction reporting, or is otherwise known as a date driven system. This means that the moment a transaction is entered, it will immediately appear and adjust every other module associated, including stock and all reports, balance sheet, profit and loss, stock quantities etc. You don’t have to wait for end of month rollovers or batch updating any more, your reports are instant and up to date to the milli-second.
As an added bonus, any piece of data that is displayed in any report, can be simply drilled into. This fantastic feature will give you extensive detail of what makes up the value displayed, right back to being able to open the original transactions on the report.
Extensive research has been done in and around the return on investment values associated with the cost of installing and implementing the TrueERP Software suite as a business and management package and while the initial costs are a factor, the medium to long term returns are fantastic and should not be ignored.
Ease of data entry alone has shown a significant improvement in staff efficiency, time savings measures and a massive drop in data entry errors. When combined with how your reporting is instant, control of the business can also be instant. The fact that the TrueERP Software suite is a true all in one package, when data is entered once, it flows everywhere, the overall savings to a business are enormous not only in money, but time as well.
Complete Customer Document Tracking - Keeps a record from within the TrueERP Software suite of the exact location of every letter, fax or email sent to each and every individual customer.
Customer History - An extensive and complete history of every quote, sales order, invoice, cash sale, statement appointment etc that you have made with this customer. These transactions can be simply drilled into at any time, to open the original transaction that makes up the report.
Customisable Fields - Add your own specific fields to categorise your customers. These fields can be text fields as well as ‘Drop Down’ boxes. By making them drop downs you force a certain value to be selected, thus making your database consistent with what is displayed. There is even an option that you can turn on or off, with these fields, that prevents the form from being closed if one of the values has not been entered.
Seamless Office Links - One click on a button to automatically create Spreadsheets, Letters or Emails in Microsoft Office, including Word, Excel, Publisher and Outlook etc using any data from within the TrueERP Software suite.
Telemarketing Database - The TrueERP Software suite will track phone contacts made and also prompt follow up calls. Give reports on any individual telemarketer, right down to the number of calls made, how many of those calls become appointments and which of those then become sales. Conversion ratios can be viewed, not only from a telemarketer viewpoint but also from the sales team. Great for getting an exact count of how many calls need to be made, to produce a sale.
Mail Merge - TrueERP has the facility to send mail merge documents to customers based on nearly infinite selections. With our built in email and fax engine, the sending of documents takes seconds, not hours. An extremely powerful marketing tool!
Follow Ups and Service - The TrueERP Software suite has fully integrated follow up prompting and service cycles so you can set the future of your sales team and ensure they are maximizing potential.
Customer Contact List - Keeps a list of all contacts associated with the customer, which can be added to, or deleted from, depending on your requirements.
Sales Lead Tracking - Full follow-up prompting, which will automatically load for each individual representative when they log onto any computer on the network.
Customers - Complete details as required to keep an accurate customer database, which can be added to, or deleted from, depending on your requirements. The customer database is live to all areas of the TrueERP Software suite which ensures that if any transactions involving a client are processed, the correct details including credit limits, pricing levels, past history, contact and shipping details are automatically loaded and updated. No longer do you have to have multiple software packages to run your business.
Quote Status - Estimate sales by using the status options to reflect the likelihood of making the sale. Turn this into a percentage and a value to help predict cash flows and product workloads.
To Do List - Tasks can be assigned to different employee’s who, when logging on to their system, a screen will pop up to remind them to complete these tasks. These can be viewed and altered at any time and also reported on.
Auto Loading Reminders - As with the ‘To Do List’, when the staff are logging on to their system, a screen will pop up to remind them to complete these tasks, or prompt them that they have appointments, quotes to finish, or followup calls to make etc. A great tool for ensuring that even the simplest thing that keeps getting overlooked is completed, efficiently, and on time. There is a huge range of reminders and prompts that can be turned on or off as each staff member see fit, enabling them to customize the TrueERPSoftware suite to suit their personal requirements.
Customer Loyalty- Run loyalty programmes to track your customer or turn on options to ask simple questions at the time of sale such as postcode information etc.
Look at a simple one page snap shot of your business, including accounts receivable, accounts payable, sales of different periods, cost of different periods and profit and loss over different periods. All figures within this report are drillable to further investigate how these values are created.
Trucking and Delivery Manifest - The TrueERP Software suite has a fully integrated trucking and delivery manifest module, generated directly from invoicing. These manifests are user customisable and can be arranged by truck, location and/or route.
Dispatch and Delivery Reports - All the relevant and required despatch dockets, run allocation sheets, tax invoices, loading summary, and detail sheets are automatically, generated, at a time and sequence of your choosing.
Subcontractors - The TrueERP Software suite will even automatically generate the purchase orders required to hire subcontractors and their vehicles. These can be calculated on a formula of your choosing, based on distance, pallets, weight etc.
Freight and Forwarding - Freight and forwarding charges can be automatically applied to sales and complex calculation tables from your preferred courier or forwarding company can be loaded into the TrueERP Software suite which will then produce their own unique bar-coded labels.
Manifest Assignment - This is done quickly and easily using simple single mouse click or group selection options.
Vehicle Tracking - When interfacing with the fixed assets and workshop module a complete breakdown of the truck’s history can be maintained, including profitability and service history.
Delivery Templates - Set routes for repeated runs that will deliver to a customer in whichever order you choose. Even to the point of setting a run to do one side of the street and then the other.
Manifest Routes - Set long range routes, for distances and return loads. Great when used with the multi-site functionality.
Multi-Site Enabled - Supports unlimited different store and warehouse locations all feeding from and back to one head office. Each site can make alterations or additions, which in turn update to every other site, instantly.
Pay suppliers directly using Electronic Funds Transfer. Transfer the funds directly into the bank account of any supplier with the click of a button from your PC.
Employee - Complete details as required to keep an accurate and extensive employee database or collection of information that is fully integrated with a complete business management and accounting system. This collection of information can be added to or deleted from depending on your requirements, even down to creating your own customisable fields and drop downs.
Roster -These can be created to display the who, where and when for each and every staff member, including the ability to look at them in multiple ways from each individual location to each staff member. Assign all forms of leave on the roster from annual to sick.
Clock On/Off - The Clock On, Clock Off feature, sometimes known as a Bundy Clock, allows you to track the “Actual times” of each employee and load actual times into payroll if available. Also has full reporting on who has turned up late or who has finished early.
To Do List - Tasks can be assigned to different employees, who when logging onto the TrueERP Software suite, a screen will pop up to remind them to complete these tasks. Everything from sales follow-up calls and simple prompts to account reminders. Great for ensuring that even the simplest thing that keeps getting overlooked, is completed, efficiently and on time.
Representative - Trainer List - Complete details as required to keep an accurate and extensive Rep - Trainer database or collection of information that is fully integrated with a complete business management and accounting system. This collection of information can be added to or deleted from depending on your requirements, even down to creating your own customisable fields and drop downs.
Time Sheet - Set your times by shift or hours, periods or rates. Allocate accurate labour times to jobs and areas. Great for job profitability etc.
Personal Preferences - Allows each employee to set their own personal preferences without accessing vital data or areas of no access. They can be completely customised to suit, even down to the fields that the cursor tabs and stops on, including colours displayed and columns or reports that are seen.
Five Level Security - Employees can be assigned up to five different levels of security into each individual window, form or report, ranging from being able to delete a transaction, view only, through to no access at all. In addition you can create access level groups, where staff can be assigned to a pre-defined group.
Complete Document Tracking - Keeps a record from within TrueERP of the exact location of every letter, fax or email sent to anyone, from employees, prospects to suppliers and customers.
Customisable Fields - Add your own specific fields to the employee card. These can be text fields, date picker fields or drop downs. Drop downs force a certain value to be selected, thus making your database consistent throughout. There is even an option for a field to be required, ie you can not save the employee until the field has been updated. Again great for consistency.
Job Profitability Reports - Jobs can be fully reported on, at any time, right back to and including time sheet entry work performed. This will give you all the costs associated with any job, from repairs to service work, products and services used including labour etc.
EFT or Electronic Banking - Transfer payroll directly from your bank account into the employees bank account with a simple click of a button.
Fixed Asset Register - Allows for the complete tracking of Fixed Assets where you can choose between multiple depreciation methods, including No Depreciation, Straight Line and Declining Balance. You can have two sets of depreciation, allow tax values and Book value.
Asset Details - Track everything from codes to purchase price, insurance details and warranty periods, service logs to salvage values. Track your ongoing costs associated with keeping the asset and add your own notes or create your own customisable fields.
Fixed Asset Type lists - Create lists of all different asset types, which allow you to group your assets and define them quickly and easily. Each group can have its own depreciation method and values allowing the updating of all assets within the group very easy.
Disposal - Track the disposal of any asset or treat an asset as a salvaged value. Input automatically any depreciation values to give you the final book or tax value.
Extensive Reporting Features on all Aspects -You can customise any one of the existing standard reports in the TrueERP Software Suite in hundreds of different ways. These reports can then be saved and viewed at any time. With an almost unlimited range of reports, using different printouts and styles that will allow a user to create a new report or modify any existing report and save as their own. Set your columns of data to not only total as a sum, but display an average, a maximum or minimum value or any other range of totaling features. These reports can then be used to create any number of charts, with an almost unlimited range of designs and styles within the charts and graphing areas. As an added bonus any piece of data that is displayed on any of these reports can be simply drilled into. This fantastic feature will give you extensive detail of what makes up the value displayed, right back to being able to open the original transaction on the report.
Service Log - Each asset can be fully maintained and tracked via the service log. The TrueERP Software suite will also log against the asset all work done, including any internal labour costs and products used.
Warranty - Track the assets warranty details including expiry dates and repeat service calls. Great for keeping up to date with the maintenance etc on any asset.
Insurance Policies - Allows for full tracking of all insurance details in regards to each and every asset.
Accumulated Depreciation - Allows you to track the accumulated depreciation of assets by any period you choose. Set your percentage of business use so that when the calculation is followed through each year it can be displayed for the life of the asset including business use.
Fully Integrated - The TrueERP Software Suite is sold complete with every function and module included in every package, so when you use the TrueERP Software Suite, you can simply and quickly turn on any of these modules, at any time, and start using it immediately. By doing this TrueERP ensures that any data changes and additions to any module will immediately impact on all modules.
Allows selling and purchasing from Foreign Countries. Fixed foreign currency values per supplier can be set as well as auto loading of a currency adjustment values when payment is made. Products can also be pre-assigned with a supplier who has a fixed value in the supplier’s currency, which auto loads and adjusts the current currency amount, by the foreign amount. Assign expenses and import costs directly to an item so that a full landed cost of the product is known including freight, customs and import duties.
Make or receive payments in any form, in any currency for any value. Variations in payments can be posted to an account so you can track unders and overs with your foreign currency exchange rates.
The TrueERP Software suite comes pre-loaded with over 250 standard reports. Every one of these reports can be completely customised to suit your individual needs and requirements.
You can customise any one of the existing standard reports in the TrueERP Software suite in hundreds of different ways. These reports can then be saved and viewed at any time. With an almost unlimited range of reports, using different printouts and styles that will allow a user to create a new report or modify any existing report and save as their own. Set your columns of data to not only total as a sum, but display an average, a maximum or minimum value or any other range of totaling features. These reports can then be used to create any number of charts, with an almost unlimited range of design and styles within the charts and graph areas. As an added bonus any piece of data that is displayed on any of these reports can be simply drilled into. This fantastic feature will give you extensive detail of what makes up the value displayed, right back to being able to open the original transaction on the report.
TrueERP has one of the most user friendly, yet arguably the most powerful SQL report and template designer modules built into the suite. Great for designing any printout of any form in any manner you choose. So you can have a report, invoice or cash sale look anyway you choose including logos, images and barcodes.
All standard reports within the TrueERP Software suite are real time and drillable. When you view the data in the standard report mode you can create your own reports, double click on the data within these reports and drill back to the transaction that created the report in the first place.
Any report can be instantly exported in a range of formats from Text to CSV, XML to HTML. Great for reading in a spreadsheet or web page.
The TrueERP Software suite is sold complete with every function and module included in every package. So when you use the TrueERP Software suite you can simply and quickly turn on any of these modules, at any time, and start using it immediately. By doing this, TrueERP ensures that any data changes and additions to any module will immediately impact on all modules.
An enormous range of departmental or cost centre reports, where everything from profit and loss, sales reports to balance sheets, can be broken into departments. Great for breaking your business into accountable areas like parts and sales. Questions like, “Is the parts department making money?” can be answered with the push of a button.
Any report within the TrueERP Software suite can be turned into a chart and/or graph. These can be edited fully and saved as a default chart, for simple one click viewing later. As the system is real time, these charts are always up to date to the second.
Create and save any of the reports or charts as your own, so that when you open the report selector it will display a “My Reports” section. This section will display only your reports and charts for easy access.
Using an unlimited number of filters, on top of filters will give you the ability to create almost any specific report, on almost any subject. You can then save this filter as a Custom Filter and when needed again simply select it for instant results. A Custom Filter can also be set as default so the list opens to that filter every time.
Great for a snapshot of your business on one screen, with easy to read lists and charts as a summary of some of the critical areas within any business.
Easily our greatest feature and constant source of amazement from our clients, is our incredible ease of use, combined with one of the most powerful, fully integrated, revolutionary and feature rich software packages available today. The TrueERP Software Suite must be seen to be believed and as we have only briefly touched on some of the features available with this truly awesome software, please feel free to contact us, anytime to arrange a free, full demonstration of the TrueERP Software Suite.
Employees can be assigned up to five different levels of security into each individual window, form or report, ranging from being able to delete a transaction, view only, through to no access at all. In addition you can create access level groups, where staff can be assigned to a pre-defined group.
Complete list of accounts as required for any business. This list can be added to or deleted from depending on your particular requirements. In addition you can start from scratch with your own set of accounts or simply merge together a combination of both.
Cost Centers - Also called Departments. Allows for breaking down of each individual transaction into different cost centers. Great for doing Profit and Loss reports by departments etc to track individual sections within your company to see how they are performing.
Any report within the TrueERP Software suite can be turned into a chart and/or graph. These can be edited fully and saved as a default chart, for simple one click viewing later. As the system is real time, these charts are always up to date to the second.
Allows for full tracking of all insurance details in regards to each and every asset.
Products - Complete details as required to keep an accurate and extensive stock management database, a database or collection of information which is fully integrated with a complete business management and accounting system. This collection of information can be added to or deleted from, depending on your requirements, even down to creating your own customisable fields and drop downs.
Multiple Stores - The TrueERP Software suite will automatically track stock levels, changes and updates across multiple stores or locations. All information is transferred automatically and seamlessly within milli-seconds. In simple terms every remote location is an identical copy of the other.
Multiple Warehouses - Run multiple warehouses in TrueERP with instant reports on any warehouse, from anywhere within the system including sales transactions etc.
Multiple Bins - The TrueERP Software suite has an enormous range of inventory management options, including tracking multiple bins, racks and levels. All options can be shown in the one screen or any number of reports and lists. These will give you an instant understanding of where your stock is at any time.
Accounts - Once set TrueERP will auto assign all required accounting information including Cost Of Goods Sold, Inventory Assets and Sales Income, even down to what tax codes are required from this product to auto load the BAS Report and GST Returns.
Volume Prices - Enter different prices for purchasing and selling at different volumes ie. if you sell one of the product or if you sell 50, you can set a price for each.
Date Range Price Adjustments - Great if you want to run specials for a period of time, TrueERP will automatically adjust the product price to match the special price assigned for that period and then return to the standard price once outside the date range.
Product Discounting - Set up each individual customer or group of customers to have either a one off discount, special product discount, type discounts, grouped product discounts, permanent discounts or volume sales discounts to name but a few.
Pop-Up Notices - Set pop-up reminders per product. These are great as a reminder to your staff to on sell other products as well as the one selected e.g. if they buy printer, do they want the cable with that as well.
Related Products - Used for auto loading any associated product automatically e.g. when you do sell the printer it automatically loads the required cable. This can be extended to any level where you can have a related product within a related product.
Quantities - View stock levels in any store or warehouse location, instantly from almost any where within TrueERP. Enormously beneficial when in POS or sales to know that while you don’t have it, one of your other stores does.
Stock Take - Use any number of methods to load your stock takes, from entering the data directly, loading it into a spreadsheet and importing it or doing it real time with a handheld scanner. Count your stock as singles or in units of measure such as cartons, pallets, lengths or sheets.
Stock Adjustments - Great for adjusting stock due to theft, loss, wastage or for simply, unknown reasons. Again simply assign it to an adjustment account and your stock balance and chart of accounts are instantly and accurately updated to the second.
Stock Transfers -Make transfers between warehouses or stores seamlessly and effortlessly. Track who ordered the transfer and who did the actual transfer.
Mass Price Updates - Prices can be altered on mass by department, product code, group or any number of ways, with the click of a single button. You can set adjustment values by a fixed amount or a percentage, in the positive or negative. Preferences will allow this to be automated, so that the moment there is any movement in the cost of the product the sell price will adjust automatically maintaining the margin.
Serial Number Tracking - Individual products can be tracked from purchasing to sales, with their own separate numbers. Keep accurate records of exactly which customer has which product, when they bought it and which supplier it came from. Great for warranties, repairs and servicing.
Units Of Measure - Track your products in virtually any way you can think of, from cartons to pallets or kilograms to litres, sheets to rolls. Have these shown in these different units of measure ie. we have 240 bottles, 10 cartons and 1 pallet.
Multiple Barcodes - Assign any type of barcode to a product including multiple barcodes for the same product. Great for running specials on that product and adding a different tracking code for how many of the specials you sell.
Barcode Picking - This area within TrueERP virtually removes human error in the warehouse picking and packing area. This module of TrueERP allows orders to be placed or received in the office, the warehouse would simply scan in their employee barcode which activates the next prioritised picking slip to be actioned. TrueERP will then track how long it takes to pick the goods for the order and how long it takes to pack the goods. All relevant documentation is automatically produced from con notes to delivery dockets, including box labels and what goods are in each carton shipped.
Picking Slips - Produce a range of picking slips from orders placed or print them individually in prioritised order. Show rack and bin numbers on these printouts for efficient picking.
Batch Number Tracking - Will track a batch of stock automatically showing where the oldest stock is and how it can be easily identified. Keep accurate records of exactly which customer has which product, when they bought it and which supplier it came from. Great for warranties, repairs and servicing.
Price Movement Tracking - Any price movement to do with a product is clearly shown over a period of time, so that you can see what changes there have been with the product from sales or purchases.
Extra Supplier Pricing - List every supplier you buy a particular product from and what their prices are including foreign values. List their names and codes for the product which can be used on your purchases orders to that supplier.
Formula Pricing - Where you may need to price something with an ever changing variable, formula’s are fantastic. For example you want to know how much is a window that is 1278mm high x 689mm wide x 4mm thick. Formula’s will work a price for you based on the values entered. In addition you can set it to load a set of products as well ie. how much paint is required on a door 2040mm high x 820mm wide. Not only will it work out the price, but it will load the product for the paint and what is required of that product as well.
Insert Pictures -Easily insert multiple pictures for the product. These pictures will display when sold, and can be easily uploaded onto your web page.
Multi Discount Options -Set a huge range of discount and mark-up options for your product. From individual pricing to product groups; customer types to date range specials. One offs, end of run, even where you can set “buy two get one free” options.
Auto Re-Order - TrueERP will check your entire product list, including satellite stores, then report on how many products you need to order for each store per Supplier. Then with the push of a button, TrueERP can produce every purchase order required from each Supplier.
Auto Price Adjustments - Set preferences to automatically adjust your stock prices either up or down depending on external pressures. If the price from a Supplier changes on receipt of a purchase order, TrueERP will automatically adjust the selling price of that product to maintain the gross margin as set.
Batch Product Creation - Set up a default template for a range of products and have TrueERP create hundreds of products based on this template, with slight name changes for each individual products.
Set Loyalty Values - Great when tied-in with the Customer Relationship Management (CRM) and Marketing modules, to allow the tracking of customer loyalty programs set around each product.
Mass Import - Load all your products onto a spreadsheet and import them into the TrueERP Software suite on mass, instantly creating your product list. Done in seconds, not days.
Auto Product Coding - Have the TrueERP Software suite automatically create product codes for any new products created. You can simply copy an entire product, change the name, to create a new product.
Customer History - Every product has a complete history of every customer that has ever bought this product at any time. You can drill back down on these records to see the original transaction that made up that sale.
Supplier History - Every product has a complete history of every supplier that you have bought this product from. You can drill back down on these records to see the original transaction that made up that purchase.
Pay Commission - Set commission values for each product or on a group of products. These can be based on a number of factors from profit margin to the invoice being paid.
Product Movement - Every product has a Sales and Purchase Movement record that gives you Qty Sold, Average and movement percentage over a select period month to month.
Customisable Fields - Add your own specific fields to the product card. These can be text fields, date picker fields or drop downs. Drop downs force a certain value to be selected, thus making your database consistent throughout. There is even an option for a field to be required, i.e. you can not save the product until the field has been updated. Again great for consistency.
Superbly accurate job costing, with total job costs continually and instantly updated as product and resource costs change, from purchases to labour costs.
Costs against the product can be treated as a base cost or landed cost. You have the choice of applying all expenses associated with the original order, or only applying a small number of them.
Leads are a fantastic way of monitoring and tracking your sales representative. Leads will tell you how many calls they have made, how many they are late in making, how many follow-ups they have and again are they doing their follow-ups on time and efficiently.
Run loyalty programmes to track your customer or turn on options to ask simple questions at the time of sale such as postcode information etc.
Manufacturing - The TrueERP Software suite has a fully integrated manufacturing module for the manufacturing of almost any product, no matter how large or small. Products can be one-off bespoke type builds, or complex machinery requiring thousands of parts to construct.
Scheduling - You can see at a glance, what jobs are on-line and what’s due to come on-line, which allows you to be able to schedule your employees, resources and machinery in the most efficient and productive manner available. The entire process becomes extremely efficient, resulting in less down-time and a decrease in client and staff waiting periods.
Purchases - Scheduling and manufacturing, link directly to your purchasing module with triggers set to prompt your purchasing manager, when and how much to order for upcoming job requirements, or to simply re-stock your inventory levels. These triggers can be designed around stock levels, re-order points or simply due dates and delivery dates.
No Limits - With no limits to how many stages, processes or resources that can be allocated to any or all jobs, you can with confidence, manage the entire manufacturing floor with ease.
Down time - Complete control over down-times in maintenance, staff allocation and holidays, which can be adjusted instantly as required. Again ensuring that you have complete control over your shop floor.
Capacity Planning - Full tracking of all jobs and work orders sold, be they external or internal. Plan ordering resources and labour required for a day, a week, a month or any period chosen.
Job Costing - Superbly accurate job costing, with total job costs continually and instantly updated as product and resource costs change, from purchases to labour costs.
Barcode Scanning - Scan your employees in as they start work, then as they start a job, complete a step or finish the job. Giving accurate, to the second information on time taken to complete each and every step of a job.
Serial Number Tracking - Select or add serial numbers instantly to any step within the process so that throughout the entire process these number can be tracked.
Product Costing - Manufacturing in TrueERP is live, in all areas including product cost updating. As the cost and sell of any product, item or service used in the manufacturing process is changed, you have the choice to immediately update all jobs associated with this change. Again ensuring accurate costs are always kept with the job.
Sales Tracking - The sales team can at any time, confirm where the job is at, by simply opening the original quote or order and viewing the updated status.
Marketing Contacts - Complete details as required to keep an accurate and extensive Marketing Contacts database, a database or collection of information which is fully integrated with a complete business management and accounting system.
Selection Range - Create campaigns based on your own defined set of criteria that your marketing list can be filtered on. These campaigns can then be fed into your telemarketing area for a targeted marketing program.
Telemarketing -Run a complete and comprehensive team of telemarketers by using the telemarketing area within the TrueERP Software suite. This will automatically feed into the leads, prospects and sales areas within TrueERP.
Marketing Ratios - By using the built-in telemarketing modules TrueERP will generate call conversion ratio’s for each member, including how many calls have to be made to create a telemarketing sale.
Prospects - Again complete details as required to keep an accurate and extensive Prospect database. A database or collection of information which is fully integrated with a complete business management and accounting system. Prospects are either a marketing contact that has shown interest in your product, but not yet become a customer, or a list of contacts that you wish your sales people to follow-up on.
Leads - Leads are a fantastic way of monitoring and tracking your sales representative. Leads will tell you how many calls they have made, how many they are late in making, how many follow-ups they have and again are they doing their follow-ups on time and efficiently.
Leads Conversions - Every lead will record what it took to turn a marketing contact or prospect into a customer. How many calls, appointments, emails and quotes were sent or made, before they bought a product.
Sales Ratios - Gain an in-depth insight into what ratios your sales people are achieving ie. for every marketing contact, prospect or appointment given to a particular sales representative, they need twelve to make a sale, so have a ratio of 1:12. Great for creating healthy competition within the sales team.
Sales Pipeline - See what quotes are out there and what the likely hood is that they will convert into an invoice. From this you can predict cash flows and production work loads.
CRM - As the TrueERP Software suite is a fully integrated suite, your CRM module will feed directly into and from your marketing module. Fantastic for linking mail merge campaigns with your marketing profiles.
Create as many different company databases as required. Copy pre-defined set-ups to make creation quicker and easier or start from scratch with all your accounts, customer and suppliers etc
Part of the POS module, supports unlimited different store and warehouse locations all feeding from and back to one head office. Each site can make alterations or additions, which in turn update to every other site, instantly
The TrueERP Software suite will automatically track stock levels, changes and updates across multiple stores or locations. All information is transferred automatically and seamlessly within milli-seconds. In simple terms every remote location is an identical copy of the other.
Run multiple warehouses in TrueERP with instant reports on any warehouse, from anywhere within the system including sales transactions etc.
Full Payment Tracking - Make and receive payments from any source, in any form and track all movements associated with these payments.
Pre-Payments - Make or receive deposits on goods before any form of invoice has been received. Apply these prepayments to an invoice once entered, as you see fit.
**Auto Send ** - With the click of a button, TrueERP will automatically email, fax or print invoices, statements, bills and purchase orders based on the preferred correspondence method selected by the customer or supplier.
Foreign Currency - Make or receive payments in any form, in any currency for any value. Variations in payments can be posted to an account so you can track unders and overs with your foreign currency exchange rates.
Statement Listing - Print, Fax or Email one or all of your customer statements, with opening balances and date range detail. Re-design the look of your statement anytime you wish, using our built-in template designer.
EFT or Electronic Banking - Pay suppliers directly using Electronic Funds Transfer. Transfer the funds directly into the bank account of any supplier with the click of a button from your PC.
Bank Reconciliations - Run reconciliations anytime displaying all debits and credits with a unique “On Hold” feature where you can place the reconciliation in limbo until you are ready to finish it.
Cheques & Deposits - Full cheque and deposit writing facility with complete customisable template writing options. Make your cheques and deposit printout look and feel how you want at any time.
Batch Print Cheques - Print a range of cheques by any number of criteria. These can be printed directly to any bank preprinted designs or you can create your own.
Memorised Transactions - Set up almost any transaction as a recurring entry where it can either automatically post or prompt you before posting. Great for repeat payments like rent or HP.
Credit Note and Refunds - Balance adjustments for any refunds or credits given to any customer or supplier. These can be applied to an existing transaction or simply paid out instantly.
A/R and A/P - Accounts Receivable and Payable will give you complete records for each and every customer and supplier. Add notes to track promises made and drill down to any transaction at any time for more detail.
The TrueERP Software suite has a complete and extensive database with all employee details required to keep an accurate and up to date payroll system. The data within this system can be added to or delete from as you see fit.
You can create awards or groups that employees can be assigned to so that when updating an award all employees under that award are immediately updated en masse. To add a new employee’s details is as simple as assigning them to the award.
Transfer payroll directly from your bank account into the employees bank account with a simple click of a button.
Set your times by shift or hours, periods or rates. Allocate accurate labour times to jobs and areas. Great for job profitability etc.
These can be created to display the who, where and when for each and every staff member, including the ability to look at them in multiple ways from each individual location to each staff member. Assign all forms of leave on the roster from annual to sick.
The Clock On, Clock Off feature, sometimes known as a Bundy Clock, allows you to track the “Actual times” of each employee and load actual times into payroll if available. Also has full reporting on who has turned up late or who has finished early.
All options for leave from sick to annual, long service to rostered days off, so that when your pay is run, these will automatically load into your pay run and update all the associated accounts as required.
The TrueERP Software suite has a full and complete range of deductions pre-loaded so you can set up union fees or child care payments etc quickly and easily or simply add to the list, at any time with your own.
TrueERP has a full and complete range of allowances pre-loaded so you can set up meal allowance or fuel rebates etc, quickly and easily or simple add to the list at any time with your own.
The TrueERP Software suite has one of the most user friendly, yet arguably the most powerful template, printout designer modules built in to the suite. Great for designing any printout, of any form in any manner you choose, so you can have a payslip or any number of payslip printouts, look anyway you choose including logos, images and bar codes.
Run the wizard for a step by step procedure on terminating employees ensuring that every allowance, pay and accrual is correctly accounted for.
The TrueERP Software Suite is sold complete with every function and module included in every package, so when you use the TrueERP Software Suite, you can simply and quickly turn on any of these modules, at any time, and start using it immediately. By doing this TrueERP ensures that any data changes and additions to any module will immediately impact on all modules.
You can customise any one of the existing standard reports in the TrueERP Software Suite in hundreds of different ways. These reports can then be saved and viewed at any time. With an almost unlimited range of reports, using different printouts and styles that will allow a user to create a new report or modify any existing report and save as their own. Set your columns of data to not only total as a sum, but display an average, a maximum or minimum value or any other range of totaling features. These reports can then be used to create any number of charts, with an almost unlimited range of designs and styles within the charts and graphing areas. As an added bonus any piece of data that is displayed on any of these reports can be simply drilled into. This fantastic feature will give you extensive detail of what makes up the value displayed, right back to being able to open the original transaction on the report.
Easily our greatest feature and constant source of mazement from our clients, is our incredible ease of use, combined with one of the most powerful, fully integrated, revolutionary and feature rich software packages available today. The TrueERP Software Suite must be seen to be believed and as we have only briefly touched on some of the features available with this truly awesome software, please feel free to contact us, anytime to arrange a free, full demonstration of the TrueERP Software Suite.
Fully Integrated POS - The POS interface is designed to work with almost all POS hardware, including scanners, receipt printers, cash drawers, EFTPOS machines, EBanking and mag-card readers.
Instant Updates to Entire System - Because the POS is fully integrated within the TrueERP Software suite, the moment a sale is made at the till, all accounts, customer’s details and stock values are instantly updated. You don’t have to wait until the end of the day to monitor how the sales through the till are processing.
Five Level Security - Employees can be assigned up to five different levels of security into each individual window, form or report, ranging from being able to delete a transaction, view only, through to no access at all. In addition you can create access level groups, where staff can be assigned to a pre-defined group.
Customer Loyalty Program - Run loyalty programs to track your customer or turn on options to ask simple questions at the time of sale, such as postcode information etc
Multi-Site Enabled - Supports unlimited different store and warehouse locations all feeding from and back to one head office. Each site can make alterations or additions, which in turn update to every other site, instantly.
Full Layby/Layaway System - Tracks everything to do with lay-bys/layaways from terms and conditions through to payments, balances outstanding and instant complete history.
Voucher System - You can create, sell and receive any number of vouchers with any number of values. TrueERP will even cater for you accepting someone else’s voucher.
Customisable Screens - The POS screen can be designed with multi-layered screens, in fact over 5000 button options. This gives you the ability to create different screens from the main screen with different PLU keys. Great for creating groups of products that can be viewed on the same screen.
Touch Screen Enabled - Comes packaged ready to run on almost any touch screen. This includes an on screen built in numeric keypad so that no keyboard or mouse is required.
Blind Balance - Run end of days or periods, using the standard printout method or using the blind balance method where the tills are counted and entered without knowing exactly what should be there. Someone with a higher security setting would then check that what is banked, matches what was balanced.
Cash Out Capable - Draw cash from the till for those quick payments as they arise, providing your security level allows it of course.
Price Over-rides - With a simple one key selection, any product’s price can be over-ridden. Great for instant price changes for any reason.
Multi Discounting Options - Automatic discounts can be done at almost any level, from customer pricing to product specials, happy hours or monthly giveaways.
Multiple Tills - Run up to 50 tills in the one location, all with their own printers and cash drawers or have all 50 share the one printer or cash drawer.
Quantities - View stock levels in any store or warehouse location, instantly from almost any where within the TrueERP Software suite. Enormously beneficial when in POS or sales to know that while you don’t have it, one of your other stores does.
Pop-Up Notices - Set pop-up reminders per product. These are great as a reminder to your staff to on sell other products as well as the one selected ie. if they buy a printer, do they want the cable with that as well.
Units Of Measure - Sell your products in virtually any way you can think of, from cartons to pallets or kilograms to litres, sheets to rolls. Have these shown in the different units of measure ie. we have 240 bottles, 10 cartons and 1 pallet.
Multiple Barcodes - Assign any type of barcode to a product including multiple barcodes for the same product. Great for running specials on that product and adding a different tracking code for how many of the specials you sell.
Run Membership Account - Use swipe cards for members to automatically load the members or customer details. Great for loyalty programs etc.
Set up each individual customer to have either a one-off discount, a specific product discount, grouped products or family discount, permanent, volume or date range discount, even a markup, should the need arise.
Supplier - Complete details as required to keep an accurate and extensive supplier database. A database or collection of information which is fully integrated with a complete business management and accounting system. This collection of information can be added to or deleted from depending on your requirements, even down to creating your own customisable fields and drop downs.
Supplier History - An extensive and complete history of every Bill, Cheque, Purchase Order, Return Authority and Credit etc that you have with this supplier. These can simply be drilled into at any time to open the original transaction that makes up the report.
Template Design - TrueERP has one of the most user friendly, yet arguably the most powerful template, printout designer modules built in to the suite. Great for designing any printout of any form in any manner you choose, so you can have a bill or purchase order look anyway you choose including logos, images and barcodes.
Source Lists - Keeps accurate accounts of where enquiries originate from e.g. Yellow pages, Radio or newspaper etc. This can be related to an expense account, which will then give you a relative return on the value spent on that form of advertising.
Foreign Currency - Allows selling and purchasing from foreign countries. Fixed foreign currency values per supplier can be set as well as auto loading of any currency adjustment value when a payment is made. Products can be pre-assigned with a supplier who has a fixed amount in the suppliers currency, which will auto load and adjust the currency amount by the foreign amount.
Supplier Discounting - Set-up each individual suppliers products with volume purchase rebates etc. Enter different prices for purchasing and selling at different volume levels, i.e. if you buy one of the products or if you buy fifty of the same product you can set a different price that will automatically load onto the purchase order at the time of ordering.
Smart Orders - Fantastic way of ordering stock by simply selecting the product you need and the smart order will automatically create a purchase order for whoever is the preferred supplier of that product. If there are four different suppliers, for four different products then four individual purchase orders will be created.
Purchase Orders - Can be faxed, emailed, or printed in multiple formats, all from the purchase order screen as the TrueERPSoftware suite has its own built in fax and email engine, so no external software is required.
Return Authorities - Fantastic tool for tracking the return of purchased goods, where they can either be used as a refund on any outstanding purchase order or as a way of knowing what goods you have with a supplier that are being repaired.
Bills - Again these can be faxed, emailed, or printed in multiple formats, all from the purchase order screen as the TrueERP Software suite has its own built in fax and email engine.
Back Orders - Complete back order system that will track what is yet to be delivered by your suppliers. Combine all orders for one supplier into one for easier shipping or treat them as individuals for tracking against your customers.
Supplier Product Code Tracking - Purchase orders can be entered using either your product name or the suppliers product code. Either way, will print with either option or both if required.
Auto Price Adjustments - If altering a price on a purchase order TrueERP will ask if you wish to update your price list to this new price. The TrueERP Software suite will also automatically add any new supplier of a product, also loading their prices and codes directly from the purchase order.
Memorise Any Transaction - This will allow you to create any transaction such as an invoice or a cheque and memorise it. This transaction will then automatically appear every week, month or quarter as required. This is a great feature for regular monthly payments like hire purchases or rental payments etc.
Barcode Printing - Barcodes can be automatically printed on receipt of goods from a supplier or you can simply re-print the barcodes directly from the product list. The numbers printed can be based on either the numbers in stock or you can choose any number to print.
Auto Re-Order - TrueERP will check your entire product list, including satellite stores, and report on how many products you need to bring your stock levels back to your defined re-order points or preferred levels.
Run reconciliations anytime displaying all debits and credits with a unique “On Hold” feature where you can place the reconciliation in limbo until you are ready to finish it.
Book in a repair with a client, for one-off work, warranty or regular service calls. Have these scheduled for any period, over any time, so that you know what is required for the future.
Default Reports - The TrueERP Software suite comes pre-loaded with over 250 standard reports. Every one of these reports can be completely customised to suit your individual needs and requirements.
Extensive Reporting Features on all Aspects - You can customise any one of the existing standard reports in the TrueERPSoftware suite in hundreds of different ways. These reports can then be saved and viewed at any time. With an almost unlimited range of reports, using different printouts and styles that will allow a user to create a new report or modify any existing report and save as their own. Set your columns of data to not only total as a sum, but display an average, a maximum or minimum value or any other range of totaling features. These reports can then be used to create any number of charts, with an almost unlimited range of design and styles within the charts and graph areas. As an added bonus any piece of data that is displayed on any of these reports can be simply drilled into. This fantastic feature will give you extensive detail of what makes up the value displayed, right back to being able to open the original transaction on the report.
SQL Report Writer - TrueERP has one of the most user friendly, yet arguably the most powerful SQL report and template designer modules built into the suite. Great for designing any printout of any form in any manner you choose. So you can have a report, invoice or cash sale look anyway you choose including logos, images and barcodes.
Standard and SQL - All standard reports within the TrueERP Software suite are real time and drillable. When you view the data in the standard report mode you can create your own reports, double click on the data within these reports and drill back to the transaction that created the report in the first place.
Export to Spreadsheet - Any report can be instantly exported in a range of formats from Text to CSV, XML to HTML. Great for reading in a spreadsheet or web page.
Fully Integrated - The TrueERP Software suite is sold complete with every function and module included in every package. So when you use the TrueERP Software suite you can simply and quickly turn on any of these modules, at any time, and start using it immediately. By doing this, TrueERP ensures that any data changes and additions to any module will immediately impact on all modules.
Cost Centre - An enormous range of departmental or cost centre reports, where everything from profit and loss, sales reports to balance sheets, can be broken into departments. Great for breaking your business into accountable areas like parts and sales. Questions like, “Is the parts department making money?” can be answered with the push of a button.
Charts - Any report within the TrueERP Software suite can be turned into a chart and/or graph. These can be edited fully and saved as a default chart, for simple one click viewing later. As the system is real time, these charts are always up to date to the second.
My Reports - Create and save any of the reports or charts as your own, so that when you open the report selector it will display a “My Reports” section. This section will display only your reports and charts for easy access.
Filters - Using an unlimited number of filters, on top of filters will give you the ability to create almost any specific report, on almost any subject. You can then save this filter as a Custom Filter and when needed again simply select it for instant results. A Custom Filter can also be set as default so the list opens to that filter every time.
Dashboard - Great for a snapshot of your business on one screen, with easy to read lists and charts as a summary of some of the critical areas within any business.
These can be created to display the who, where and when for each and every staff member, including the ability to look at them in multiple ways from each individual location to each staff member. Assign all forms of leave on the roster from annual to sick.
Customer - Complete details as required to keep an accurate and extensive Customer database. A database or collection of information which is fully integrated with a complete business management and accounting system. This collection of information can be added to or deleted from depending on your requirements, even down to creating your own customisable fields and drop downs.
Customer History - An extensive and complete history of every Invoice, Cash Sale, Refund and Sale etc. that you have with this customer. These can be simply drilled into at any time, to open the original transaction that makes up the report.
Permanent Customer Discounts - Set up each individual customer to have either a one-off discount, a specific product discount, grouped products or family discount, permanent, volume or date range discount, even a markup, should the need arise.
Picking Slips - Prints location of stock within your warehouse by rack number and or bin location. You can also print all un-printed picking slips, with the touch of one button, or individual picking slips as required.
Multiple Shipping Addresses - Each customer can have multiple shipping addresses, which can be added to or deleted from depending on your requirements.
Customisable Fields - Add your own specific fields to the customer card. These can be text fields, date picker fields or drop downs. Drop downs force a certain value to be selected, thus making your database consistant throughout. There is even an option for a field to be required, i.e. you can not save the customer, until the field has been updated. Again great for consistency.
Template Design - The TrueERP Software suite has one of the most user friendly, yet arguably the most powerful template, printout designer modules, built into the suite. Great for designing any printout, of any form, in any manner you choose, so you can have an invoice or cash sale look any way you choose, including logos, images and barcodes.
Sales Order - Used as a confirmation of a sale prior to invoicing. TrueERP Software sales orders come with full picking slip and delivery docket capability. These can also be easily converted to any number of options from invoices to Purchase Orders etc.
Invoices - Can be faxed, emailed, or printed in multiple formats, all from the invoice screen as TrueERP has its own built in fax and email engine, so no external software is required.
Back Orders - Complete back order system that will track what is yet to be delivered to your customers. Combine all orders for one customer, into one for easier shipping.
Cash Sales - Can be faxed, emailed, or printed in multiple formats, all from the Cash Sale screen as TrueERP has its own built in fax and email engine so no external software is required.
Customer Contact Lists -Keeps a complete list of all the contacts associated with this customer, which can be added to or deleted from depending on your requirements.
Delivery Dockets - Prints your delivery information based on the order created, be it a sales order or invoice. You can also print all un-printed delivery dockets with one button, or individual delivery docket as required.
Transaction Customer Discounting - Set up or auto load from sales transactions, one off discount options per customer per product. These can be done in any number of ways including foreign amounts and mark-ups. Structure a complete price list for a group of customers or again for just one individual.
Customer Profitability - Track any and all costs for a customer job or project from expenses to time sheet entries. Combine these with quoted amounts to see any differences between that and the final income. Great for seeing in an instant if you are making money with this customer, at any time during the job or project.
Foreign Currency - Allows the selling and purchasing of goods from and to a foreign country. Fixed foreign currency values per supplier can be set as well as auto loading of a currency adjustment value when payment is made. Products can also be pre-asigned with a foreign supplier and costs displayed in the foreign currency amount.
Units Of Measure -Track your products in virtually any way you can think of, from cartons to pallets or kilograms to litres, sheets to rolls. Have these shown in these different units of measure ie. we have 240 bottles, 10 cartons and 1 pallet.
Multi-Site Enabled - Supports unlimited different store and warehouse locations, all feeding from and back to one head office. Each site can make alterations or additions, which in turn update to every other site, instantly. Should the internet go down for any reason or time TrueERP will wait until it re-activates then send everything, while still allowing full operation at every site with no loss in speed or activity.
CRM - Complete history and record of all correspondence with each and every customer, as the customer database is fully integrated with the CRM module of TrueERP.
Batch Printing - Invoices can be printed in order of date or customer or number or simply all un-printed orders.
Customer Document Tracking - Keeps a copy or a link from within TrueERP of every Letter, fax or email sent to each individual customer.
Seamless Office Links - One click of a button to automatically create spreadsheets, letters or emails in Microsoft Office including Word, Excel and Outlook. If you don’t use Microsoft then you can create these options directly within TrueERP or have them communicate with virtually any default email program, such as thunderbird etc.
Quotes and Estimates - Unlimited number per individual customer or job with one button conversion to a sales order or invoice, even to ordering the goods through a purchase order. By creating the purchase order from the quote, sales order or invoice the goods can be tracked all the way.
Refunds - Can be faxed, emailed, or printed in multiple formats, all from the refund screen as TrueERP has its own built in fax and email engine.
Progress Invoicing - Great for extended projects where a portion of the total job, needs to be invoiced at any time. Enter the value as a percentage of the entire job or as a fixed value.
See what quotes are out there and what the likely hood is that they will convert into an invoice. From this you can predict cash flows and production work loads.
Select or add serial numbers instantly to any step within the process so that throughout the entire process these number can be tracked.
Book in a repair with a client, for one-off work, warranty or regular service calls. Have these scheduled for any period, over any time, so that you know what is required for the future.
Complete breakdown of all required details for any repair, including income generated and costs involved. Great for time tracking etc.
Reports on customer responses to any meeting or contact, had with any Rep or Employee. Great for getting information on how the repairs and service calls are being handled and what customers think of the Rep that attended.
Track each individual piece of equipment owned and operated by any customer, giving you a complete history on the piece of equipment and its profitability. Create schedules based on each piece of equipment or customer.
TrueERP allows you to service customer equipment and invoice the company responsible for the warranty giving complete control over servicing, products and labour costs.
Full workshop management with reports including work in progress, staff costing, job costing and job profitability. Jobs can be scanned in and out of work in progress giving real time worksheets and labour costs.
See at a glance what jobs are being worked on and at what stage they are at with everything from “Waiting on Product” to “Re-assignment to another Employee”. Create your own stages at any time, giving you complete control over your Work In Progress.
Create invoices with the push of a button, from the repair job with the inclusion of all products and labour involved.
Full link with time sheets and payroll, so again all costs associated with any job are always tracked and accounted for.
Full profit and loss reporting on each and every job, with costs and income tracked. Compare quoted values to actual income received, for greater control.
Create and track any and all variations for any job, ensuring that no cost is missed with everything from time sheets, products and service calls covered.
Full integrated serial number tracking of any piece of equipment, for any customer. Great for keeping accurate records of who has what and what it has required for servicing etc over any point in time.
The TrueERP Software Suite is sold complete with every function and module included in every package, so when you use the TrueERP Software Suite, you can simply and quickly turn on any of these modules, at any time, and start using it immediately. By doing this TrueERP ensures that any data changes and additions to any module will immediately impact on all modules.
You can customise any one of the existing standard reports in the TrueERP Software Suite in hundreds of different ways. These reports can then be saved and viewed at any time. With an almost unlimited range of reports, using different printouts and styles that will allow a user to create a new report or modify any existing report and save as their own. Set your columns of data to not only total as a sum, but display an average, a maximum or minimum value or any other range of totaling features. These reports can then be used to create any number of charts, with an almost unlimited range of designs and styles within the charts and graphing areas. As an added bonus any piece of data that is displayed on any of these reports can be simply drilled into. This fantastic feature will give you extensive detail of what makes up the value displayed, right back to being able to open the original transaction on the report.
Easily our greatest feature and constant source of amazement from our clients, is our incredible ease of use, combined with one of the most powerful, fully integrated, revolutionary and feature rich software packages available today. The TrueERP Software Suite must be seen to be believed and as we have only briefly touched on some of the features available with this truly awesome software, please feel free to contact us, anytime to arrange a free, full demonstration of the TrueERP Software Suite
Full shipping container module for tracking everything about goods on a container from landed costs to ETA’s.
Fantastic way of ordering stock by simply selecting the product you need and the smart order will automatically create a purchase order for whoever is the preferred supplier of that product. If there are four different suppliers, for four different products then four individual purchase orders will be created.
Fully integrated SMS and email engine
Complete details as required to keep an accurate and extensive employee database or collection of information that is fully integrated with a complete business management and accounting system. This collection of information can be added to or deleted from depending on your requirements, even down to creating your own customisable fields and drop downs.
These can be created to display the who, where and when for each and every staff member, including the ability to look at them in multiple ways from each individual location to each staff member. Assign all forms of leave on the roster from annual to sick.
The Clock On, Clock Off feature, sometimes known as a Bundy Clock, allows you to track the “Actual times” of each employee and load actual times into payroll if available. Also has full reporting on who has turned up late or who has finished early.
Tasks can be assigned to different employees, who when logging onto the TrueERP Software suite, a screen will pop up to remind them to complete these tasks. Everything from sales follow-up calls and simple prompts to account reminders. Great for ensuring that even the simplest thing that keeps getting overlooked, is completed, efficiently and on time.
Complete details as required to keep an accurate and extensive Rep - Trainer database or collection of information that is fully integrated with a complete business management and accounting system. This collection of information can be added to or deleted from depending on your requirements, even down to creating your own customisable fields and drop downs.
Set your times by shift or hours, periods or rates. Allocate accurate labour times to jobs and areas. Great for job profitability etc
Allows each employee to set their own personal preferences without accessing vital data or areas of no access. They can be completely customised to suit, even down to the fields that the cursor tabs and stops on, including colours displayed and columns or reports that are seen.
Employees can be assigned up to five different levels of security into each individual window, form or report, ranging from being able to delete a transaction, view only, through to no access at all. In addition you can create access level groups, where staff can be assigned to a pre-defined group.
Keeps a record from within TrueERP of the exact location of every letter, fax or email sent to anyone, from employees, prospects to suppliers and customers.
Add your own specific fields to the employee card. These can be text fields, date picker fields or drop downs. Drop downs force a certain value to be selected, thus making your database consistent throughout. There is even an option for a field to be required, ie you can not save the employee until the field has been updated. Again great for consistency.
Jobs can be fully reported on, at any time, right back to and including time sheet entry work performed. This will give you all the costs associated with any job, from repairs to service work, products and services used including labour etc.
Transfer payroll directly from your bank account into the employees bank account with a simple click of a button.
You can customise any one of the existing standard reports in the TrueERP Software Suite in hundreds of different ways. These reports can then be saved and viewed at any time. With an almost unlimited range of reports, using different printouts and styles that will allow a user to create a new report or modify any existing report and save as their own. Set your columns of data to not only total as a sum, but display an average, a maximum or minimum value or any other range of totaling features. These reports can then be used to create any number of charts, with an almost unlimited range of designs and styles within the charts and graphing areas. As an added bonus any piece of data that is displayed on any of these reports can be simply drilled into. This fantastic feature will give you extensive detail of what makes up the value displayed, right back to being able to open the original transaction on the report.
Create a history of conversations, a record of events, and times they call. Record who you spoke to and the problems and solutions discussed.
Telephone support tracking and agreement section. You can even record the call made, which can be replayed at any time.
TrueERP has one of the most user friendly, yet arguably the most powerful template, printout designer modules built in to the suite. Great for designing any printout of any form in any manner you choose, so you can have a bill or purchase order look anyway you choose including logos, images and barcodes.
Set your times by shift or hours, periods or rates. Allocate accurate labour times to jobs and areas. Great for job profitability etc.
Run a trial balance at any time as required. As the TrueERP Software suite is a true real time system, any transaction created will appear on the report instantly.
TrueERP allows you to service customer equipment and invoice the company responsible for the warranty giving complete control over servicing, products and labour costs.
Full built in web interface API which will allow data to be quickly and easily transferred from ERP to your web page and back again.
Repair and Maintenance Scheduler - Book in a repair with a client, for one-off work, warranty or regular service calls. Have these scheduled for any period, over any time, so that you know what is required for the future.
Appointment Tracking - Complete breakdown of all required details for any repair, including income generated and costs involved. Great for time tracking etc.
Feedback Reports - Reports on customer responses to any meeting or contact, had with any Rep or Employee. Great for getting information on how the repairs and service calls are being handled and what customers think of the Rep that attended.
Equipment Tracking - Track each individual piece of equipment owned and operated by any customer, giving you a complete history on the piece of equipment and its profitability. Create schedules based on each piece of equipment or customer.
Warranty Repairs - TrueERP allows you to service customer equipment and invoice the company responsible for the warranty giving complete control over servicing, products and labour costs.
Workshop Management - Full workshop management with reports including work in progress, staff costing, job costing and job profitability. Jobs can be scanned in and out of work in progress giving real time worksheets and labour costs.
Work In Progress Reports - See at a glance what jobs are being worked on and at what stage they are at with everything from “Waiting on Product” to “Re-assignment to another Employee”. Create your own stages at any time, giving you complete control over your Work In Progress.
Instant Invoicing - Create invoices with the push of a button, from the repair job with the inclusion of all products and labour involved.
Time Sheet Entry -Full link with time sheets and payroll, so again all costs associated with any job are always tracked and accounted for.
Profit & Loss Reporting - Full profit and loss reporting on each and every job, with costs and income tracked. Compare quoted values to actual income received, for greater control.
Variations - Create and track any and all variations for any job, ensuring that no cost is missed with everything from time sheets, products and service calls covered.
Serial Numbers - Full integrated serial number tracking of any piece of equipment, for any customer. Great for keeping accurate records of who has what and what it has required for servicing etc over any point in time.
Excellent support team
It is completely integrated very functional for all aspects of your business.
For my manufacturing company it has been a little harder to navigate how to add everything in the system to function best for us. But once it was determined it has been easy to use.
True ERP
ERP is user friendly and I have been using this software for over 15 years. When I have questions about the software I am able to call support and they can generally answer my more basic questions.
On the other hand; whenever my questions are more technical, I am unable to get a response immediately and have found myself chasing them and waiting upon an answer.
I find the software is very user friendly
As mentioned, its very easy to use with the sections being set out in a logical order. The support is fantastic, very responsive.
I feel that there are functions that we are not using fully or even correctly due to lack of knowledge rather than anything with the software itself.
Amazing Software bundled into one program!
The ability to operate an entire business with one program! Awesome tech support and a great price. Worth every penny spent!
How to videos in more depth on all modules in the program. We watch these all the time to make sure we are entering data correctly
they are scammers they make a lot of promises and sound really good up until you pay them. then every thing that the program is suppose to do it does not. we kept hearing for a year that they are working on in and should only be a few weeks it is the number one priority. we never got the fixes. then renewal time came and the invoice is over three time the amount of the first one. after have so much time and money invested do you just pay and keep on going and hope another year does not go by with out having the proper programming working. or call it quits and cut the losses. we cut the losses.
nothing there is much better software available
the whole thing very bad experience
Software ease of use
I like the flexibility within ERP which allows each staff member to customize their preferences. We can amend the same listing to reflect what we individually find most useful.
There are no major issues. Occasionally we need to amend our closing dates (past the nine months after year end) and that is a little frustrating. A longer length of time before instigating closing dates would be good.
Convenient and has all the functions we need from inventory & accounts & other functions.
It is easy to use.
None
It is a very broad and very capable ERP system.
It is very capable, it has many features that you can implement as you are ready for them. I do not have to have a full time integrator on staff so there is ZERO hidden costs.
Whilst it is very broad, some less used features are not very “deep”. Some other stand alone products such as MS Project can gannt much better than TrueERP but, in terms of value for money it is very acceptable.
Everything is working fine.
Hollie was able to help us with the support logs. Everything is working fine and we are happy with the support.
So far we have no issues, everything is working well. The issues we had was attended by the support team and we are happy.
Happy with the software…
The support agent was helpful in getting the work done in a timely manner. We are happy with the support and also the software. TrueERP is always ready to assist us whenever we have issues.
So far everything is working well. The issue we had has been attended to and we are happy. We love the functionality of the software.
Great support.
Awesome support team, always there to assist whenever we encounter issues. The software works well and everything is alright at the moment,
We had issues but Hollie has helped us to resolve them. We are happy with the support and the software.
Awesome support.
Great support team who are always there to assist whenever we have an issue with the software. Emails are working fine and everything else in ERP is working well. We have no issues at the moment.
We have no issues at the moment, everything is working well and we are happy with support and also the software.
Great support.
The software is working great. The support team is friendly and always helping us straight away with all the small issues we might have regarding the software.
So far we are happy with the software, all our issues has been resolved and we have not encountered any major issues.
Happy with the software!!!
We are happy as TrueERP’s client. The support team is always there to assist us with all the issues we might have. Hollie was able to help us know the new feature that us coming out in the next build. The software works great and we have no issues so far.
So far everything is working perfectly fine, we have no issues and we have not yet encountered any major issues with the software.
Happy with support…
We are happy with everything, the software is working well and the support team is always able to help us whenever we get stuck on using the software and also other issues we might have.
So far everything is working great, we don’t have any major issues we are facing but all the minor issues we have, they always help us and resolve it.
Happy with the support.
Everything in working great at the moment, the software is easy to use, functionality great.The support team always answer my support queries quickly.
We had a minor issues with the database but the support team attended our issue and should be resolved soon. Other than that everything is working cool.
Great Support!!!
The software is great, their support team is always available to assist whenever we have issues on our side.
We don’t have major issues at the moment, the minor issues we had, they have managed to solve it and we are happy.
Great support
Everything is work well, we have no issues at the moment. The software is easy to use and quick to learn. We are happy with TrueERP support team, very friendly too.
So far everything is great, we are happy and we have not encountered any major problems, the small issues we had was resolved.
Great support…
Everything in the system is working fine. Had an issue with the sales order template but was able to be resolved, but everything else is working fine.
The system is working great, we had few issues but the support team helped us resolved them and we are happy and we have no issues at the moment.
Great services!!!
The software is working well, we have not encountered major issues at the moment. It is an essential tool for our organization since it helps us to run our business on a daily basis.
so far nothing, we have not encountered major issues, the support issues we had, they have answered us and we are happy so far.
Awesome services!!!
I am a happy client, everything is working well. We have no issues and the support team is friendly and great, they always answer our support queries and we are left satisfied as clients.
WE have no issues at the moment, everything is just working great and awesome functionalities.
Great support!!
Software is working well. Everything is just great.The support guys are always willing to assist whenever we encounter some problems with the software.
Nothing…The software is working very well so far and all our queries regarding the software are being attended urgently.
The application works well
The tablet application works pretty good, very easy to use and the functionalities area awesome. I am a very happy and satisfied client.The application helps us run our day to day business and its very helpful. We as a team can’t seem to do without it.
So far everything is great, the looks and feel are awesome too
Great support!!
Great customer experience. When I call their office, there is always someone to help me. Whether its a support question or just a general inquiry, someone is always there to assist.
Nothing major at the moment, if we have issues they are just a phone call away
Awesome company to work with.
Their software is easy to learn and use and they also have awesome support always on standby
We still have issues now and then but the support guys always resolve it for us within 24 hours
They are a great company to work with, always available to assist whenever we have an issue with the software.
Great support staff and easy software
So far so great
Great support staff and very friendly
Great service and awesome software
nothing so far
Friendly staff and great services
The support staff are friendly and always available to assist whenever we have an issue, and also their software is easy to use.
So far we are happy with their services.
Helps me daily
Helps me with the day to day activities. Really easy to use and functional software. Customer support is great.
Nothing at this point. Works great for what I need to do.
The software works well
Really happy with the software. Works well for us and helps us during every day business activities.
No issues. Sometimes I need support but for the most part, the support team helps me through this.
Great Software
Really happy with the software and support. The True ERP team is always there to help us. Software helps us daily and no issue’s from my user preference.
All our issues get resolved in no time. There is some functionality that I would make slightly different within the inventory section, but nothing much.
good setup of the website, still feel it needs a bit of work, better than what i have come across
good layout, everything is there where you expect it to be. appealing to the eye. load time is very good.
would prefer to see a welcome home page rather than straight to the point. things could be categorised it will help with a lot with the ergonomics
Great piece of software and really helped improve our daily processes
The general ease of use and it overall functionality is great. Anyone with a bit of pc know how can find there way in the software quite easily
Like any other software there is always something the user doesnt like (nature of the beast I guess), but up and to date we havent come across anything
Amazing Package
The software helps me on my daily activities. Works great and everything works in real time.
No cons at this time.
Awesome Package
TrueERP is a real user friendly software. Helps me on my daily activities and more. Great solution
No real cons. Software works great
Really Helpful
Software works Great! The team is always there to help.
Nothing major. If ever I need help, i can pick up the phone and call them.
Happy customer
Very happy with the software. Easy to use and I always get the support that I need from the team. Happy customer
.
Great customer experience
Great customer experience. When I call their office, there is always someone to help me. Whether its a support question or just a general inquiry, someone is always there to assist.
Generally everything works well. I am potentially looking at inquiring about a custom report, but at the time being, I am happy with everything.
Efficient and helpful
I can use this software on a daily basis. If ever I have a question I can pick up the phone and call them for help or assistance.
Sometimes there are some questions that take longer than others to get feedback on, but at the moment everything is working well.
User Friendly
The software is really user friendly. Easy to navigate and easy to use. I called for some additional training and support and the team was able to help me straight away.
Nothing much. There are a couple of fields where additional training will be beneficial. Nothing major.
When calling for Support help, I usually only have to call once and I have all of my questions answered. If they can’t be answered, the support department calls me back. It’s a great addition the each and every time we call support, I receive an email log of the problem.
None
There are no cons with the support. As I said above, my questions are answered first call and the Support log email is great to pass on or refer back to if need be.
When I needed assistance, TrueERP was there.
The software really helps me. Our current hosted solution is working great and has been really efficient in daily operations.
Nothing major. There are a couple of tweaks we are working through but everything is working well…
Helps me on a daily basis
TrueERP helps me on a daily basis. If I ever have a question, I can pick up the phone and call them directly.
There are sometimes more technical support questions that take longer than others, but I am generally happy with everything.
Fully integrated and all works together
The software is fully integrated and everything works together. You don’t have to run multiple programs to enter your data in.
In terms of support, the support team was able to help me straight away, resolving my query.
Nothing off the top of my head. Again, I did have a support question, but that was answered and sorted out within 1 phone call
Early days, but ERP looks to have some pretty good features
I’m only new to the software and so still learning, but so far its been easy enough to pick up, I’ve called the support line before and they gave me a few handy tips that will make a difference in how efficiently I am able to complete different jobs.
It’s early days, but I haven’t had any problems with the software and from what I can see there are some great features.
TrueERP Makes Reporting a Breeze
I love that I am able to track everything in ERP, especially to do with sales. I can see the history of each individual product or a whole group in what ever time frame I like. I can customize reports, make graphs, export information and more.
All in all the program is pretty good. It allows me to make savvy decisions based on historical reports that are ready at the touch of a button, making my whole job easier.
Best System with Awesome Design
I think TrueERP is a really good system, I recommend it to anyone looking for software and needing everything from accounting to POS to manufacturing. It really does have something for everyone.
There isnt anything i don’t like about ERP, the software is designed beautifully and it fits perfectly into our business.
Would recommend ERP to anyone
I’ve been using ERP for many years now and I love how easy it is to use, I would have no problem recommending the software to anyone because of how much it helps me personally day to day and the business as a whole.
I don’t dislike anything about ERP, it has great features and functionalities, its easy to use and helps me work better.
It helps with out everyday procedures and tracking. We have a big factory so it’s great that we can do our work from tablets and don’t have to go back to computers all the time. Its defiantly helped us out this way.
We are using both PC and Tablet versions of ERP and though there have been a couple of hick up’s with the tablet, there isnt anything that we have been unable to sort out in good time with Dene. He is good at showing me what the issue was, how it was resolved and if there is anything new he teaches me what to do. It’s also the team behind him that help allot, everyone there works hard and it really shows.
No Cons or negative points, but he is a pretty busy mane. When I don’t get onto him fist call, he gets back to me pretty quickly.
I find True ERP really easy to use, it sorts all of the information I need out for me & being able to finish everything in one big bunch is really handy.
I use ERP fortnightly but I find it really easy to use, I can find a report to show me what ever information I need, I can do everything in one big bunch rather then individually. I just makes my job allot easier and faster.
I don’t dis-like ERP but it would be handy to have an online portal within the program. I have to go online for a part of my job and it would be handy to have. But on a whole it’s a great system and I enjoy using it.
Dene has been great for our implementation. He knows the product really well and understands the customizations we need to have.
Dene has been great for our implementation. He knows the product really well and understands the customizations we need to have.
We are in the process of training so nothing at the moment. We are happy with the way things are going.
Implementation has been very well organised, helping us with daily business processes.
Its very user friendly. We have been able to have customizations to help our daily use.
Haven’t found anything yet.
The ERP helps our business procedures on daily basis. On-site and online support is provided whenever required. This software helped us in growing our business… easy and fast processing and NO headache. The project manager assigned to us is very helpful and is approachable.
Fast processing, real time reporting, easy to navigate
paid additions
AS A BEGINNER, FIND IT VERY USER FRIENDLY!
Though the installation is not yet complete, I find it already ease of use. The features on the software was quite pretty good. The reporting were amazing, I can be able to track all whats in and out.
So far, I haven’t encountered problems or issues about the software. The Project Manager who came in our premises was very helpful and did well on the training for us.
THE SOFTWARE IS REALLY GREAT!
Well, I am getting a discount from the company which is really good. About the product or the software, we are really happy that we bought it. Its easy to use, very friendly, and basically it helps our business needs.
To be honest, I don’t have much problem with the system. Its all fine to us, to me. We don’t much face or encountered issues and problem and if there is, customer service were very helpful.
Horrible Software
Nothing
Horrible customer service. Staff make up plenty of excuses as to why the software does not work. Software has plenty of bugs. Trueerp has taken my money and basically ran away with it. The upper management are liars. They can not successfully integrate via EDI. They also charge their customers for customization which they said would be free.
TRUE ERP, IT IS A GOOD PRODUCT!
Well, I have been using the software for years time and it is a good product for us. It helps us do and run the business so easy. Features were good, easy of use. True ERP is been recognize as one of the best.
We are in the range of 7 out of 10 kind of like customers. We do like the product, it helps us do and run the business. There are only some part of the program that need to fix and I know they’re working on that.
TRUE ERP IS USER FRIENDLY!
I don’t have much to say about True ERP but it is definitely a friendly user kind of a software. It is more like self-explanatory.
I am hoping for a more customer support specially in technical department. As we face some issues recently about the software.
For my role in the company the functionality of ERP’s accounting components are great. They tie in with all of the other aspects and make my job easier.
ERP offers great support for anything you need help with within the program. They are quick to resolve problems and are patient with you when they are teaching something new.
There really isn’t anything I like least about TrueERP. It contains everything that I need from an accounting point of view & the other areas of the business are able to use the same program.
ERP is an all inclusive system and covers the needs of our business from Accounting to Manufacturing.
The best parts of ERP include being able to track everything that goes in and out of the business which makes it easy for me to create reports and stats to pass onto other people and departments. This also creates a healthy competitive environment for the staff to be at the top of the charts each month.
In the beginning ERP was hard to wrap my head around but the different aspects but it is easy enough to follow and use now.
We consider TRUE ERP as a SOUL SYSTEM!!
The system can hold a lot of information. Entering data is one of our main things. One of the best feature or like a function that I like the most is the report which is very accurate.
We do not encounter much of problems dealing the software. It only freezes sometimes, but definitely the guys behind TRUE ERP working on it.
We are still new to TrueERP but so far it is making everyday procedures faster and more efficient.
We have found that ERP is easy to use and we are able to track what our staff are doing through out the day. We have had a great trainer from ERP come and help us learn how to best utilize the software for our business.
We are waiting for an addition to be completed to really perfect ERP for us but when that is done I dont think there will be any Cons.
TrueERP is great because it incorporates all parts of our business. We are currently running about 90% of the business through the software!
Easy of use, customer support is awesome.
Even though the software is great,there are some points that I don’t like about. Like the report, the payroll reports not the way I want.
What I like about the True ERP Software is how it is fully integrated. All the functions are usable and very important. At first you can say that some functions are just for display but when you fully understand how it works, you can’t just ignore it.
In short, yes TrueERP has helped us manage the day to day business. Though it is a big program, complicated sometimes but overall very significant change. I wouldn’t hesitate to recommend the software to anyone. Personally, I would describe the software as user-friendly!
It’s easy to use once you get to know it and I can make entries quickly.
Nothing really.
The software is very usable, pretty easy to navigate through and provides a lot of convenience with inputting as well as retrieving data.
The idea and the logic of the software really amazes me.
I don’t have that much, all of it have been resolved.
True ERP quality is superb!
True ERP accommodates our business very well & molds to what our needs. Easy to use most of the time.
Usability & how quickly I am getting the things need to sort out from the customer support.
None
We are using the True ERP software over 2 years to run our business. I must say Yes! It is user friendly. Though there are still some issues which are not answered by the ERP Support.
The idea and logic were good. It meets up our business needs.
I would like to say that the service is very poor. Though the quality meet my expectation but sometimes it is not performing. The process is very slow. It takes time.
This software is not good. Please be careful
The sales pitch seemed like it would be easy. But ever since we have started it does not look like it was the case.
They promise free customization BUT that is just their tactic. I remember doing a meeting with their contact and he said that they would do the customization of the software free. He even went as far as saying they would be going onsite for two weeks to “map” out the process and create screen shots to do these customization’s. They did do the first part. But once it came down to creating what we asked for they are now saying we have to pay! That was not part of the package. I think it is because we have already paid them in full. I can see why they want full payment upfront WITHOUT even delivering anything! Now I am finding our their contact has done this before with previous company name. Horrible!
As our business grew we knew we needed to find something software wise that would help us run effectively and not just on spreadsheets and word docs anymore! We had a few presentations with the sales team and this looked the best solution for us. It tracked inventory in real time, the manufacturing part was easy to use and everything talked to everything so it is now easy for us to keep on top of our day to day processes.
The implementation requires some hard work from you, the team on site are willing to do everything they can to teach you the software but you have to make sure you have everything you need to put into it and make it work. The on site team were really good at explaining how we should use the system and patient when it took some members of staff longer than others to get it.
We had some customizations done that took a little longer than I would have liked but once we got them the worked perfectly.
TrueERP has a great overall product. The team at TrueERP works endlessly for customer and employee satisfaction. The product is a complete, fully integrated software suite, which also allows you to navigate through the software with ease, with it’s user friendly interface.
The TrueERP package is one of the most, easy to use software’s I have seen. You can have multiple windows open at the same time, and navigate through your other tasks in the software without getting lost. Affordable and easy to use.
If there is customization to be done, this may take some time, but the end result is that it does get done, and works.
This software can not even perform the basics. Recently there are many crashes and problems. Zero customer support.
If it works, it would be easy to use
The Australian staff is a joke. They have zero customer service. The owner is a liar and a professional scam artist! But most important the software does not work!!!
We decided to change the software recently. We had a bad experience. We felt they were very aggressive. My personal opinion was the interface was kind of an older style. With TrueERP, it wants to be an all encompassing program. It does a lot of things nice, but also things not so great. The beginning of the process, they kind of lied to us. Saying there was features that were not there. They said they would plan on implementing something, but they never did. Given that we were replacing our accounting program with this option, we would also need payroll. TrueERP told us they did have payroll, but apparently it only works for US companies. On top of that, their multi-currency is kind of weak. It does not allow you to have bank accounts with foreign funds. And because we are in Canada, it is common for Canadian companies to have US Dollar accounts. This introduced a whole slew of problems and work arounds that wasted many hours of our accountant’s time. They said they’d make an exception for us but they did not.
In their beta version, they had some of these features we needed, but once going to a normal version, we’d lose that functionality. The quality was just bad, we had downtime. The beta version would have this “missing functionality” but it was buggy, and when we got to stable version, there are defective things and unfinished parts. It would crash often for some users and myself.
The people in my company liked it initially because it runs pretty fast and order-entry was fast. This product had a lot of features and stuff we didn’t have previously. They were very responsive so it’s good that we could just call and they remote in, but most of them don’t know how to fix the problems. They are sort of a growing company but not enough employees are prepared. They say they have 6,000 users and a large customer base but I’m starting to think it is a lie. The program did help us with our inventory. It did a lot of good things for us.
The accounting part itself is very complex and our accountant had to waste a lot of time due to buggy reports. So we finally decided to change systems back in May. We’d always have this feeling that we did not know our financials or there was not enough documentation. We overall regretted the purchase. Another bad thing that we only found out more recently that we paid a big chunk of money for the licensing of software and data business ($30K for 10 users) and a yearly support fee of $7K for the amount of users we had. While we were transferring stuff, we thought if we needed that historical data (which we paid for), we assumed we could have some history in the program to look back on. It turned out, if we do not pay, it is NOT read-only access. We can not access it at all. We called and mentioned how we paid a lot of money so we wondered what we bought in general. We know some solutions have a subscription-model where we lose access if we stop paying, but that was not made clear to us during the purchase process. We wondered why we paid up-front for the solution if they operated like this.
If anyone is thinking about purchasing TrueERP then please read this. I was the original re-seller for this software in Canada and I HIGHLY recommend that you DO NOT purchase this software. The system itself is okay, however the support is very bad and to purchase and keep using it is very expensive. You have to initially “buy” the program, but then you need to keep purchasing the annual renewal fees which are much higher than similar software programs in order to keep using it or it will shut down.
I am writing this in sincere honesty and very much hope that if you need a good accounting, inventory, CRM or ERP software system for your business that you will go with one of the many other ones out there. The other big issue is that they are just not an honest and reputable company and have a track record of taking advantage of other businesses and re-sellers of their software.
I warn anyone looking at TrueERP to really think hard before proceeding. This company made a lot of promises that they could not keep. They knew full well what our requirements were for a successful implementation and they assured us that everything we needed was already in the system only needing configuration to meet our needs. The biggest problem we had was with EDI integration with our retail partners. After many months of working with the developers in Australia, they were never able to deliver or even demonstrate the functionality. Since accepting orders by EDI is the very first and most critical step in our business, we were never able to use the software for anything. TrueERP refused to refund the money we spent with them and we are now forced to attempt recovering our money through the court system. Bottom line is DON’T TRUST TrueERP.
There is nothing good I can say about the TrueERP software or of TrueERP as a company.
Worst support I have ever encountered. They simply cannot deliver on the promises they make.
We have three numbers on file for Customer Service, but it is always a guess as to which one is CONNECTED. Last month, two of the three numbers had been disconnected and when I did connect, it was an answering service. We were locked out of the system. We have had this issue before with numbers not working. The support I can get thru to leave a message is based out of Hawaii. We are in a different time zone, so I don’t expect a call back for a few hours.
The cost was what drove us to this product. It is cheap compared to other programs. We are now getting what we paid for.
The system is not flexible. We were told it would interface with SolidWorks, this has yet to happen. The General Ledger is set up by them, and we are not able to adjust as easily as they said. Some accounts, we just can’t change. Simple changes are not allowed. If you make a spelling mistake when entering a customer or supplier, after saving you cannot change it without inactivating that company and starting over. Customer Service is not available to us on a daily basis.
In short, yes TrueERP has helped us manage day to day business. It is a big program and it was a significant change overall. The past year has been a big adjustment and you guys are developing the Hire module for us. After those developments are complete it will be even more helpful. I would also give a higher rating for “Value for Money” once our additions are done and we can use the Hire module. I wouldn’t hesitate to recommend the software to anyone with experience in inventory software, otherwise there is a bigger learning curve. Besides that, I would for sure! Personally, I would describe the software as user friendly! Set up a sample company to mirror your current company to learn how to use the software without mucking up your real data. Practicing in a sample environment has been really good for us!
Running different types of reports is so easy! The sort functions for lists and the ability to apply filters is also great!
We have had problems loading some of our really big reports. We also found an issue with the auto-reorder functionality but they are fixing this for us now.
The software is very user-friendly, that’s why I got it! I can always call in and get real time support, however sometimes I need to call them to follow up. I would recommend the software as well. If the Gold Coast office asks me to be a reference, they can ring me up for a recommendation.
The part I like best is the ease of use! You can get where you want to be quickly!
It can be slow, for example when pulling the product list, particularly at our second location.
I would recommend TrueERP! It accommodates any kind of business and molds to what their needs are. You can tell by all of the different features that it would suit any company, especially larger companies. It is a very adaptable package!
The things I like best about TrueERP is that it is user-friendly and straight forward. It also makes invoicing very easy.
Only that with the last update some of our templates were effected & some preferences were changed which was a little time consuming to fix.
We purchased the company which was already utilizing the software. I would say the software is user-friendly and the functionality suits my daily needs. We are always able to get real time support and to my knowledge, I don’t know of any issues that haven’t been able to be rectified.
It suits our needs and it works well.
The accounting side is a little complex and has been a challenge.
This has absolutely helped us manage our businesses and the real-time support is a big bonus. Any accounting package is going to have its niceties and its warts. TrueERP has a lot less warts! It can fit to each unique company/business. I do recommend the software.
Being able to see the linking from sales transactions, receiving in stock, and invoicing. It is great to see the chain all the way through. This is very relevant to customers with a lot of stock.
We have some struggles with data importing/exporting. It would be nice if there was an easier way to tidy this up and make it more consistent.
TrueERP has helped manage our processes and there are definitely parts that are user-friendly. Some parts are little more difficult to manage. We are always able to call and get real time support. Use the shortcuts available for training, like the help pages.
All the best parts I take for granted because I use the software on a daily basis, and it does what I want it to do.
At times the speed, and it would be great to have a report writer we could use.
It does help me manage daily business, I think it’s good and it does what I want it to do. I would like to embed more of the manufacturing features in, especially now with version 2017. The software is user friendly, but the user environment is always changing so it could continue to evolve. I am always able to call and get real time support, and support now is better than it was previously. I have recommended the software to others quite a bit.
I love that I can get things live. The value for the money is great because it is always developing.
It’s great in development, but it’s still rising. There are small functionalities I want it to have, like being able to print from the prepayment screen.
I like it, I would recommend it! It has made my work quicker, especially invoicing and accounts. It is quite user friendly once you get to know it. Take notes during training and get in and use it! Use the sample company they set up and give it a run! It’s really about getting in, using it and getting familiar.
Usability and how quickly I am able to access payroll and accounts.
There’s not really anything I like least.
TrueERP has helped us with POS, invoicing and tracking customers and stock. I suppose it is user-friendly. As with everything though, for those who aren’t as computer literate, you may have to play around. I am able to call in for support when I need it and I would recommend it. Like any new program it takes time to appreciate the complexity.
Inventory and customer/stock lists
Financials
I would recommend it! Our implementation experience was very good, there is just so much to learn. It is quite user friendly. It’s a very detailed software, so it does require more training for those who don’t use it daily. I love it, I think it’s really good! When I call in for support there is always someone there to answer. We also now started receiving e-mails covering our logged support issue.
It has everything! Manufacturing, invoicing, accounts… We don’t have to use five or six different systems.
Nothing really. The CRM module is a little difficult to use, but we could just use a little more training.
TrueERP has helped me manage my daily business processes and I can call in to get real time phone support. We are waiting on an issue with the tax summary, but this should be resolved in the latest version. I would recommend the software to a friend/colleague.
It’s easy to use once you get to know it and I can make entries quickly.
Nothing really.
Using ERP had definitely helped us manage our business! We used to have three separate systems for manufacturing, accounting and invoicing. I would definitely recommend TrueERP to a friend or colleague, I love ERP! Going from three separate systems to this has made my life so much easier!
The feature I like best about TrueERP is accounts and I find the reporting very good. It’s nice to be able to drill into a transaction when digging for details. I also like the ability to export to Excel. It’s all very accurate!
Sometimes batch updates take some time because of all the data.
ERP is user friendly and a big step up from our last software; the way everything links together is great! We are a very complex company and have 3 major sites. We are still in the process of finalizing our specific additions/customizations. Once these are finalized we would be a great reference because of the complexity of our business.
I like the transparency between transactions, to reporting, to customer and supplier accounts, and how everything is linked.
The perpetual system is difficult for us. For example, in month-month reporting I would like to prevent people from posting in previous periods. I would like these periods to lock and any adjustments to be posted to the following month.
ERP has helped us manage our daily business and is user friendly, but I feel it would still be beneficial to have additional training. We are always able to get phone support, but sometimes we do have to follow up with them for larger issues. Support in our local office is generally good.
It does what we need it to do and I’m quite happy with it overall, particularly with the sales process.
Nothing really. We are a family run business and it does everything we need it to do. I would like to receive notifications if new production versions become available!
ERP is user friendly and has helped us manage daily business, especially for my position. I don’t usually need to call in for support, but when I do they are always there for me. I would recommend TrueERP.
It is very user friendly, if I don’t know something I can usually find it, if not there’s always help.
That’s a hard question… I guess what I like least is that we can’t customize our reports exactly the same as our sister company in Brazil.
TrueERP has helped us manage our sales, invoicing and purchasing processes. When we need support is good. I’ve always used the California office, they are very friendly and can answer any question!
I like the ability to drill-down, it helps you find information faster, and I love the feature you have with templates, you can construct them on the fly.
Nothing that I really like least. For the most part any issue we’ve had has been resolved.
I would recommend ERP because they have great customer service, its user friendly and very reasonably priced! I am always able to call and get real time support, and if I leave a message they always call back promptly. They usually solve my problems right away, but if they do need to get back to me it’s generally within 1-2 days. If its regarding an addition to the software, the longest we have waited is 1-2 weeks. I have worked with 25-30 different softwares, so I know that this is very user friendly. You just have to know your needs from the software depending on your industry.
It is a very self-explanatory software.
I can’t really find any issues with it.
TrueERP has definitely helped us manage our daily business. For the most part it is user friendly and I would recommend the software to a friend or colleague.
TrueERP is great because it incorporates all parts of our business. We are currently running about 90% of the business through the software.
It can be glitchy and I also wish the support was better and more reliable. It would also be nice to get updates when new versions become available. I am definitely interested in getting the next production version!
First off, I love how this company actually tries to make sure their customers are happy. Most companies don’t care after they have sold you. TrueERP really values customer service and pride in their product. This is one of the best decisions I have made for our company. The product is easy to use and I love the customization portion. The inventory management is seamless and in real time! This helped us since we have multiple locations!
Ease of use, customization and customer service
Reports are great but you need to be trained to get them designed correctly.
I would absolutely recommend TrueERP to a friend or colleague. ERP is user friendly, has helped us with our daily business processes and I am always able to call to get real time support.
It’s great from the accounting side because everything is linked! I also really like the ability to drill down into financials to easily be able to see where the numbers roll from.
That you can’t drill into locked transactions without changing the closing dates in the software preferences, but I know once we update to the latest version we will have an option to include data prior to the closing dates in the main financial reports. It would also be nice to have an access level that makes all previous months read-only.
I am a new customer with TrueERP and so far so good. I am only using them primarily for accounting purposes but since the purchase it has worked perfectly. Overall I am impressed with their customer service and ease of use. The implementation process also went pretty smoothly. Over all they are a great company.
Accounting in real time. Invoicing is very easy. I can email my customers directly from the software.
The previous invoices were not imported in the software.
Overall TrueERP has been very helpful to our business. It helped dramatically with our inventory control as well as our manufacturing. The staff is very knowledgeable and helpful. I would recommend this product to any business whether it be start up or established. They do free customization of the software. Definitely ask them about this feature.
Customization, ease of use, and real time.
None
TrueERP was the Solution we needed!
They are on top of any concerns we’ve come across and the product works very well.
We had to do some figuring out of our own with certain things. Things were specified that would be included but not enough to where they wouldn’t be specified right away.
For the first time I’ve found organization for my business. Inventory management was by far one of our biggest challenges and we could barely report accurately on the simplest of financials. TrueERP allowed us to track orders and make appropriate decisions based on our customer orders and real time figures.
I am able control inventory more accurately than we ever have so I can make sure I am ordering enough of the right products, which helps me ensure that products do not sit on the shelf. I can also finally trust that our accountant has real time numbers to work with when generating reports to give us a true and current glance at where we stand. We have also requested a few custom reports which were developed specifically for us, like software that comes with amenities!
Integration with FedEx did take some time and we had to go back and forth with them for a while. Not - show stopper by any means, but definitely require more effort than we had anticipated.
I would rate ERP’s ease of use, overall functionality/quality and customer support a 10 out of 10.
Using the software has helped me manage my daily accounting processes and I am always able to call and get real time support! I would recommend the software to a friend or colleague.
Nothing really.
The software is incredibly intuitive, pretty easy to navigate through and provides a lot of convenience with inputting as well as retrieving data.
You can customize pretty much everything on it.
Integrating to a third party is not plug and play, they will definitely make it work but it will take some time.
True ERP has helped me manage daily business processes. It is user friendly and support is available if needed. In my experience, you will learn the software as you go, but as far as a program, it’s beautiful.
I like that I’m able to get reports that are required and I wont lose any info that is in the system. Its easy to search to get the info you are looking for and there are many ways to search for it.
If I leave it up and go away for a job, I have to log back in.
This software unfortunately has proven to be a bad purchase.
It is easy to use but it freezes so much more now. It has so many features I think that is what is hurting the software. It was too good to be true.
I’ve tried to be patient with TrueErp with customizations, additions, ect. But now I have come to find out that their U.S.A. Staff is non existant. I’m not sure what is going on but my staff is frustrated and I am having to pay extra for another accountant because TrueErp reports are not accurate. Over all I think this software needs to be taken out of the shelf.
Overall it has good features and has potential, but beware, when your business grows you will be shocked. It is very very slow and has many bugs. When they are reported, nothing is done. Looks nice when it is presented and sales people are very convincing. But after you sign on the dotted line, everything changes…Beware!
On the surface our evaluation was comprehensive, however, after looking back I would have put this software thru a more thorough software review. The problems that came during after implementation were not examined closely enough by our team. The presenter obviously new were the software weakness were and steered away from these areas during demonstrations. We finally realized that this software was not going to fit in our long term plans. We eliminated the software off our servers and started with a new search.
The software covers a lot of areas within the business, with that being said I would say to anyone to not judge a book by its cover.
No accounting period is close out at the end of each month. We were explained that it is a perpetual accounting solution. The CRM is a road map that leads to dead ends within the software. No proper flow thru from marketing generation, lead generation customer. Customer support was very poor with more excuses than answers.
We used True ERP a few months, the support team was horrible. Some thing they do not know, just ignore it. Not happy, they do not care. No improvement, not accepted customer feedback.
Products could be have potential to improve, easy to input data.
Supporting is not enough, not professional and even ignore customers’ feedback.
Easy to use - great support and I love the functionality .
Great product
Ease of use and you don’t need big servers to run the software
Their way they handle shipping containers - there must be an easier way …
A complete business suite for any industry. 22 different modules to support complete process flow for any kind of the industry. Real time transactions, and reporting.
Easy to customize screen and can activate or deactivate the module as per the requirement. Can define Access to employees on 5 different levels. Have different searching criteria, and highly synchronized data. Can drill down to any record from the list.
Can customize POS screen, can set reminders, and reminders are aligned with every function where there is a need of it.
Numerous reports for each module and gives you the privilege to make your own custom reports. Apart from reports you have the facility of making charts. Printable reports can be designed as required.
A one stop solution to any nature of business.
Real time reporting, access levels. Drilling down to a record, and how efficiently each module integrates with other.
Idle user doesn’t logs off automatically.
By simple EASY OF USE
The Integration between the module and the full control give to user
Need to add RFQ into Purchase module, also if need to kick out one user from the system
Software style is menu on left. Graphical large icons in middle. Can remove ones not used. Maintenance listviews w/custom buttons can re-order columns and export/search/sort/filter any column. Drill down anywhere to any level. All reports are chartable nice feature. Multi-language/currency. Colorful but not overly-so. All customers get all modules for the same price - turn off ones not wanted. Lots of preferences.
Can support up to 3 monitors.
No separate database is required (or used) - price includes license for MYSQL.
Has a global search feature that searches everything.
Very flexible EG the inventory part number can be any length - no maximum.
Nice CMS with pipeline dashboard.
Software includes web page integration. Vendor offers free customizing if there is anything the client wants the software to do that it doesn’t do already.
Security monitoring shows which users are currently logged in to the software, but does not show what they are doing.
Shipping module not yet integrated with all major shipping companies (UPS, FEDEX, DHL etc).