Proposed delivery date

Wondering how to give customers instant insight into realistic delivery dates? Discover how integrating 'Available to Promise' (ATP) and 'Capable to Promise' (CTP) in sales quotations and orders and cost estimates contributes to better communication and customer satisfaction.

Hiring third parties

Say goodbye to manually matching hours of external employees with purchase invoices! Find out how a new integrated process automatically links external employee hours while entering purchase invoices.

• Order-driven
  In the purchase request, purchase quotation, purchase order receipt chain, it is possible to define a person with a start and end date at the line level. These values persist throughout the chain (if necessary for the process). You convert the recorded hours to receipt lines.
• Not order-driven
  You can link an employee to a preferred supplier. You convert the recorded hours to obligations or purchase invoices.

More great functionality

• Optimisation of journalising and ERP issuing through queue

  Issuing and journalising of invoices, quotations, orders, subscriptions, courses, etc. (issuing sources), is done through the queue. From now on, this task will be completed successfully even if there are errors. If there is an error, you will see a concise error message in the queue and a more extensive one at the issuing source. The views with unprocessed lines at the source have been expanded by two new fields for this purpose:  Journalise error messages and Issue error messages

• Reconciliation of subaccount entries and Financial
  A nice new connection has been made between the financial journal entries and the CRM, Order Management, Projects and Subscriptions subaccounts. This way you will have easier and more comprehensive insight into the entries of the subaccounts in Financial. You have this insight on new tabs for the subaccounts in the properties of financial entries, journal entries and journal entry lines.

• 'Read-only' order management
  You now have the ability to open an order (or linked document such as packing slip or invoice) at the same time. The second user will then be asked to open the order in 'Read-only mode'. This is great if you want to check the order for certain information while other colleagues are working on it.

• Purchasing tasks in Pocket
  In de inkoopworkflows (offertes, orders en aanvragen) zijn de workflowtaken voor Profit zodanig uitgebreid, dat je inzicht hebt in alle informatie die je nodig hebt om de workflow goed te kunnen beoordelen.
  In the procurement workflows (quotes, orders and requisitions), the workflow tasks for Profit have been expanded so that you have insight into all the information you need to properly assess the workflow.