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ERP

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ERP and CRM: what information is shared and which processes each product manages

Understand the difference between a customer company in ERP and the people and sales follow-up managed in CRM.

See how ERP operations relate, from purchasing products to tracking inventory, sales, and financial activity.

Open ERP from Suite and check permissions, filters, and catalogs when an option or record is missing.

Set series and sequences to identify ERP purchase orders, receipts, issues, and orders.

Set up the issuer\u2019s tax details, branches, and fiscal series used for electronic invoicing in ERP.

Adjust general operating rules and add fields to record the information your company needs in ERP.

Organize ERP customer companies and distinguish their industry, corporate group, and contacts to understand the customer base.

Keep supplier records organized so your team can identify them when managing company purchases.

Organize the reasons available when discarding quotes so your team can record why a proposal did not move forward.

Record employees, departments, and branches to keep ERP operational information organized.

Prepare company options and key catalogs before recording purchases, inventory, and sales.

Define where inventory is kept so your team can select the right warehouse when checking or recording stock.