Weberp customization - Printable Version +- webERP Forum (http://www.weberp.org/forum) +-- Forum: webERP Discussion (http://www.weberp.org/forum/forumdisplay.php?fid=1) +--- Forum: Development Discussion & Specification (http://www.weberp.org/forum/forumdisplay.php?fid=10) +--- Thread: Weberp customization (/showthread.php?tid=8997) |
Weberp customization - benh - 12-22-2021 Hi I am looking for someone that offers Weberp customization (adjust weberp to function per my business model) preferably someone in canada RE: Weberp customization - TimSchofield - 12-22-2021 I know of a few users who are in Canada, but I am not sure that they offer customisations. If you could share with us some of what you require I can have a look at your needs. Tim RE: Weberp customization - benh - 12-29-2021 (12-22-2021, 08:54 AM)TimSchofield Wrote: I know of a few users who are in Canada, but I am not sure that they offer customisations. If you could share with us some of what you require I can have a look at your needs.Modify data entry Modify how new data is entered…the issue with current setup is new data has to be inputted before any action is done… should be able to input directly the data when doing PO’s, Invoices etc and would check if data is already in the database… if not add it… Include where data can be selected through a rolling list (not have to search then enter) Process Flow Request from customer>open Quote File, assign MV# (option upload associated files from customer)>Send Quote to customer>if customer accepts transfer to project/sales order> send PO’s through project or select from stock for pick list > invoice> ship> accounts receivable Each step can be accessed individually but each process point is linked and need to go through first process to go to the next… Quote Workflow create bom of customer requirement using MVA part # (can create kits which will break down the Qty requirement)> send RFQMVB# to selected supplier for selected items> receive price back and enter it in the system with their part number> calculation matrix for selling cost (select items give total cost in supplier currency, multiply with exchange rate, multiplywit duties, add transport costs, add other costs, total, markup on total, calculate multiplier and apply multiplier to individual unit price in selling quote Add feedback/reference pricing on quote award results Be able to select item from inventory with price (landed cost) Convert quote into project once order placed by customer Can add market data(competitor name, part #, Unit price) Project workflow Convert customer request and quote to project with initial value from project we centralize doing po’s, enter non po costs, invoices, payment entering, transmission reports project report – make a report showing all items ordered and all items invoiced and provide project analysis + profit after exchange rates and adder costs process change orders (new addendum quote) project closeout to make sure that all items are invoiced project notes-timeline, a place to show project history (dates pos placed/invoiced and notes by project manager) Po make PO based on selected for quote (autogenerate if possible, but modifiable if choose to select different supplier/part/price…associated with MVA code and supplier code Have 2 part #’s MVA part # and Supplier part # and the system would check if the item description is already in the database internal PO for PICK list from stock (reserve from inventory) – pick list should record landed cost of the item in inventory and the reference PO number/production number as part of the PO can identify which items /qty are project specific (if multiple project order) so can be associated for final project costing (some times we order more than required for stock) select items that have been received associate Item HS code associate adder costs to the PO (duties, transport etc etc to get LANDED cost, forex) associate/upload documents to the PO (drawings, test reports, customs docs) Add product picture Create Labels with predefined format Create barcode (Production # and part #) PO history – notes on the PO for QA Inventory control control inventory – PO and invoice and shipping delivery gantt chart supplier reminders/updates have information from PO (PO #, supplier name, Cost, date, etc) inventory tracking (show input and output with PO/Inv #) Show PO and landed cost at paid Forex rate Create Labels with predefined format Create barcode (Production # and part #) associate/upload documents to the PO (drawings, test reports, customs docs) Invoicing invoice based on project/quote. Make sure all items are invoiced invoice from backorder shipping list from invoice Shipping tag from invoice deduct from inventory payment reciept reports customize how po quote invoice shipping list project reports etc etc look like.. generate product specific reference lists from project information Notes All notes and customization changes to be documented and provided at the end of the work All other features of weberp to be interconnected Bi weekly meetings to go through developments and check/guide progress We will provide a copy of our current system (access) with NDA to sort of show how things are currently (some functionality has been “broken”) RE: Weberp customization - dalescott - 03-22-2022 Wow, that's quite a bit of customization. Not that it's not possible, given enough time anything is possible, but the amount of time required may not be supported by the constraints of your business objectives. Also the amount of change might predicate a very high risk project. I expect you have done your homework, why is customizing WebERP the best solution? |