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.

Video Overview

TrueERP will help you in:

• Reducing and managing your costs and improving the efficiency of your whole operation
• Getting easier visibility of every transaction across the enterprise
• Making better decisions for your business based on information that is 100% up to date
• Reducing purchasing waste and making sure you have the right goods and materials at the right time
• Delivering the right product at the right time
• Maintaining your customer’s expectation

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.

Appointment Tracker

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.

Audit Trail

This will track any and all changes made to TrueERP and report on who did them, when they did them and what they did.

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.

Budgets

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.

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.

Clock on - Clock 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.

Clothing Matrix

Product Matrix

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.

Instant Creation

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.

Grid Entry

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.

Unlimited Entry

With no limits on the number of variations you can have, your range of options is also unlimited.

Grid Reports

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”.

POS

Grid entry screens will display directly from your POS screen, giving you a consistent entry point selection for all your matrix selecting and viewing.

Excel

Import pricing directly from an Excel spreadsheet or use the copy and paste function into the grid as required.

Group Updates

Change existing products by the defining group. Change one aspect of the group and the entire group is instantly updated with the change.

Individual Pricing

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.

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.

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.

Cost Savings

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.

Real Time Reporting

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.

Recovering Costs

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.

CRM

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.

Dashboard

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.

Delivery Runs & Manifest

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.

EFT

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.

Employees

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 Assets

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.

Foreign Exchange

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.

Full Customizable Reporting

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 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.

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.

Greatest Feature

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 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.

General Ledger

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.

Graph Writer

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.

Insurance Tracking

Allows for full tracking of all insurance details in regards to each and every asset.

Inventory Management

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.

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.

Landed 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

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.

Loyalty Programs

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

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

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.

Multi Company

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

Multi Site

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

Multi Warehouse

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.

Payments

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.

Payroll

Payroll (Australia Only)

Full Payroll

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.

Awards

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.

EFT or Electronic Banking

Transfer payroll directly from your bank account into the employees bank account with a simple click of a button.

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.

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.

Fully Automated Accruals

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.

Full Deduction Lists

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.

Full Allowances Lists

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.

Payslip Design

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.

Termination Wizard

Run the wizard for a step by step procedure on terminating employees ensuring that every allowance, pay and accrual is correctly accounted for.

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.

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.

Greatest Feature

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.

Point of Sale (POS)

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.

Pricing Matrix

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.

Purchases

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.

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.

Repair Module

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.

Reports

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.

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.

Sales

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.

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.

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.

Service Module

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.

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.

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.

Greatest Feature

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

Shipping Containers

Full shipping container module for tracking everything about goods on a container from landed costs to ETA’s.

Smart Order

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.

SMS and Email Engine

Fully integrated SMS and email engine

Staff Rostering

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.

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.

Support Tracking

Support Log

Create a history of conversations, a record of events, and times they call. Record who you spoke to and the problems and solutions discussed.

Phone Support

Telephone support tracking and agreement section. You can even record the call made, which can be replayed at any time.

Template Designer

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.

Time Sheets

Set your times by shift or hours, periods or rates. Allocate accurate labour times to jobs and areas. Great for job profitability etc.

Trial Balances

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.

Warranty Tracking

TrueERP allows you to service customer equipment and invoice the company responsible for the warranty giving complete control over servicing, products and labour costs.

Web Interface

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.

Workshop Module

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.