Techno ERP is a fully integrated, multi-user, manufacturing, and accounting system, available for on-premise or cloud setup. The intuitive user interface makes it easy to use and understand, while behind the scenes the program utilizes powerful algorithms. If you manufacture products, we provide a complete software solution to manage, organize, and generate reports for your business to improve.
Manage production and customer orders in one system. Manage inventory and buy parts with MRP or Re-Order point logic. Connect purchase receipts to AP invoices. Build items with detailed BOM’s and Labor Instructions. Create quotes to customers. Track open orders, back orders, and invoices. All these activities pass data to the GL system from the AP, AR and Payroll automatically via Journal Vouchers.
Organize your data, documents, notes, and to-do lists. You can attach spreadsheets, letters, and drawings to Items, Orders, Customers, etc. The documents are copied to a centralized file system that is accessible anywhere on your network. “Internal Notes” is an open-ended tool that can be used for multiple purposes. Consider adding notes attached to a specific Item with date and user recorded. Record a phone conversation with a vendor and connect it to a specific purchase order. Each user can review all their tasks in one list.
Report what is happening from open orders to backlog of hours, A sample of what is included; quotes, bills-of-material, packing slips, bills of lading, invoices, purchase orders, sales analysis, and financials. Create user defined queries and graphs.
Improve processes and data access. Move out of multiple databases and eliminate duplicate data entry. Drill down on almost anything that is selected with the "Right-click" menu allows jumping to transactional history, cross-reference, additional functions, and printing options.
Inventory items are used in the Purchase orders, Manufacturing orders, and Sales orders in addition to the Inventory module itself. This module includes the Physical count, Inventory Transfer between multiple warehouses, Adjustments, and Transaction History. You can organize inventory by number, type, categories, and manufactured/purchased. Items are tracked internal to the program with ID thus allowing the renumbering of items at any time without losing historical information. Create user defined fields for each item. These can be dates, true or false, numbers or string types. Once defined, these fields are presented to fill in whenever and items are created.
Define the "recipe" of what is needed. These connect Items needed to produce manufactured or outsourced assemblies. Specify any reference information per item. Define a waste percentage used in the assembly process. Use the "Effective" dates to show historical changes to the bill of material. Multiple levels supported for reporting and “where used” searching.
Create list of steps that define the operations required to manufacture the product. These steps are based on "Resources" of labor. The Resources can define a machine, a group of employees or outside process. The tasks can be done in a non-linear order, or in a straight order.
The purchasing module allows you to manage inventory demands and track open purchase orders. This module includes the Orders and Receipts. You can create purchase orders with the status "Worksheet" for an RFQ and just change the status when you are ready to place the order. The program offers two types of PO's; Standard parts ordering and Make- From for item made/assembled at a supplier with material you provide. You also can create PO's from Material Requirements Planning (MRP). Advanced setup allows single right-click functionality. In the vendor, assign a primary contact with an email address and the PO will be sent from your email to that contact. For example, just select a purchase order from the list, and right-click on "email".
The manufacturing module contains Forecasts, Orders, Receipts, MRP - Material Requirements Planning, Scheduling, and Resources. Bill of materials and operations are copied from the inventory to the MO and thereby create allocated demand for both material and scheduled resources. Back-flushing of materials occurs when a Receipt is entered. The MRP can calculate the material needed and when. This time-phased demand information is presented in a grid, then you just "right-click" on the demand to create “purchase” or “manufacturing” orders.
Within the Payables module you can access vendors, enter invoices, and pay bills. An extra feature ties purchase receipts to billing thereby linking PO's to Payables. Non-inventory bills can also be entered by charging them directly to general ledger accounts. Also set up re-occurring invoices to speed up entry of repetitive bills.
Sale Contacts is a combined list of “Customer” and “Prospect” contacts. The list shows the contact’s name, which allows the user to update information on those prospects, not just by company. Fields are available to differentiate between "Prospects" and "Customers", plus additional grouping and organizing fields for prospects. The "Status" field allows you the user to define in your own words how far along that prospect is in turning them into a customer. You could define whether they have a "strong", "chance" or "weak" potential. The "Contacts" list grid was added to display all contacts on a single list even when there is more than one contact per prospect/customer. We leverage the abilities in TechnoERP to attach documents and create "Internal" notes for each contact.
Create the bill of material and labor routing on the fly while calculating pricing. Define multiple quantity breaks to amortize setup or tooling cost. Begin with default mark-ups or margins that can be change for each estimate. Present the customer a formal quote from the system and grease the wheels to processing the order when you win the quote. Manage outstanding estimates and track conversion rate.
This module allows you to manage the order fulfillment process to your customers. The Sales module contains Deposits, Orders, Shipments, and Salesperson information. A grid style report of history is also available. When using Orders you may start with the status of “Quote” and quickly change the status to an open order. Shipments change the outstanding quantity on order and pass the information to Receivables. You can also set up configuration BOM’s to present the order entry person with questions and related choices to specify a custom configuration per order. Email an acknowledgement to the customer with simple right-click.
Track customer requests and show the status of part in-process. Generate quotes once the product has been received without impacting the general ledger with customer supplied inventory. Connect all materials used with the labor charged to the job for costing that forward to invoicing.
Serial and Lot Control allow editing of what is existing (password controlled). Once the Item is set to Serial or Lot Control every transaction is prompted with entry/selection screen. For example, when completing a MO (Manufacturing Work Order) a screen requests the numbers of the product just completed. If you do not have the numbers at that moment the system allows you to enter or edit them later. You will not be able to "Post" the MO receipt till that information is complete. Once you have the tracking number complete you may return to that screen to complete the information. The goal is to have flexibility while still retaining integrity of data.
The Accounts Receivable system tracks customer invoices and payments. Sales taxes are user defined and calculated automatically during the invoice process. Invoices print on plain paper to facilitate faxing and to avoid the expense of pre-printed forms or simply emailing. Adjustments, discounts, and write-offs can be entered when entering the payment info. Invoices are not purged when fully paid, but are instead retained for sales analysis reporting.
From data collection time-sheets to W2 printing, this module covers your needs. Time-sheets filled out by the personnel themselves are submitted within the system for "approval". The employees pay-check can be from a time-sheet or direct entry. Federal, State, and local tables are editable for the end user's updating. General ledger transactions are created with the posting of the payroll.
The General Ledger system tracks budget and actual financial data in order to produce financial statements such as an Income Statement and Balance Sheet, the Trial Balance Report, GL Totals Screen, GL History Screen, and the Bank Book. Data is passed to the GL system from the AP and AR automatically via Journal Vouchers with expenses and revenues converted from foreign currency to domestic currency. Entries may also be keyed directly to the GL system via Journal Vouchers to record. Year-end closing entries are generated by the system.
Build your quality records in the system with Logs for Training, to incoming inspection. Take advantage of the Vendor, Items and Drawing data to link to Change control, Vendor surveys, Process documents, Non-conformances and others. Connecting this data allows you to simply create a Customer Complaint by right-clicking on a Sales order line.
Move notes scattered around the office into the system. We offer the ability to connect these notes to Items, Customers, Vendors, Sales Orders and Purchase Orders. Use these Internal Notes are for recording phone conversations, engineering change requests or follow-up reminders for sales prospects.
You are able to simply cut and paste a document into this window. Double-click on a listed document and the file will open if that program is associated with a program on that computer. Attach a file to customers, vendors, contacts, sales orders, purchase order and Items. The program automatically creates a folder structure on your server so all can have the same access without any extra work or planning on your part. Also leverage the Scanning Add-on to acquire documents directly into the system. Make it part of your process in AP, AR or any other module to reduce filing and paper handling.
Our reports utilize “Crystal Reports” writer. This report window lets you organize all the system forms as well as the custom reports you generate. The password controls apply to this screen as well. Crystal reports pulls information from the data dictionary directly which allows you to delete and add fields of your choosing. Only one copy of crystal is required for the user/administrator to modify and create new reports. Other users can find these custom reports and need only to double-click on the reports to view and print them. Crystal allows the output to be in the form of screen, PDF, HTML, MS Excel and many others.
Our ERP is full of useful utilities, including updating and rolling costs and pricing, swapping items on bill-of-materials, copies and merges, investigating record changes, custom queries and exports, calculations, email alerts, and much more.
Exporting from the list screens is as easy as Click on either the "In Excel" or the "In a browser" buttons and in a few seconds the program has opened MS excel and is displaying your list of information. This allows all kinds of uses where you need to get information out of TechnoERP into another program to further manipulate the data.
Import data tools allow you to jump start the implementation process. Bring in Customers, Vendors, GL Accounts, Items, BOM’s, Routings, and more.
We provide expert technology consulting to help businesses make informed decisions about their technology investments. From assessing your current infrastructure to recommending new solutions, we're here to help.
Installed on your servers, at your location(s), so you have full control. We can help you manage or you can manage yourself, whatever your comfort level.