SMART & EFFICIENT OPTIMISATION

Sales support

All addresses and bids clearly and concisely in one system. The specific tools that sales staff need to approach customers quickly, easily, and convincingly.

• Customer management (intelligent address maintenance)
• Telephony (inbound/outbound)
• Memos
• Selections for newsletters and mailings
• Full document and contact history
• Graphical maps of surroundings (customers, hotels, and so on)
• Masthead import/address matching
• Quotation generation, including costing
• ABC analyses/customer ranking
• Resubmissions/deadlines

Specifically for procurement and sales!

The advanter Document Management System (DMS) provides all relevant documents and files at all times, to ensure a fast, efficient workflow over the entire sales process. A scan function lets you import printed documents directly and save them in the job folder. When a sales process is complete, the corresponding documents can be archived automatically.

• Assignment of documents to receipts
• Scan of documents (such as incoming invoices)
• Automatic storage of PDFs for every printout in the DMS
• Create job folders in the file system
• Automatic folder structures
• Clerk has access to all customer and order data
• Automatic archiving

Know your position at all times

Your numbers reveal how successful individual products, sales projects, and your entire business really are. advanter features many different analysis options and supports management in making decisions and proceeding strategically.

• Analyze sales (by customer, employee, product, time period, and so on)
• Calculate cash flow and liquidity
• Determine profitability (overall, project-specific)
• Generate forecast
• Evaluate project hours and time tracking

Fully integrated email client

advanter takes care of complete email management. The advantage: All emails are assigned to documents, projects, and addresses and can be retrieved at any time – for example, while talking to customers on the phone and in communications involving multiple employees (letters/email)

• Full address overview of communication (email, letters, fax)
• Email link with documents (such as purchase orders and invoices)
• Possibility to create receipts (quoted order, incoming invoices, complaints)
• Document dispatch via email
• Customer communication via email
• Automatic invoice dispatch via email
• Synchronization of emails/appointments/addresses via Exchange or Kerio

Order processing, sales, customers

More efficient sales

Shape your entire sales process – from quotation to order, delivery, and billing – to be clear and streamlined.

Orders

• Support for multiple currencies and multiple languages
• Campaign import
• Margin calculation
• Arrears management
• Material requirements planning/warehouse reservation
• Picking/scanner input
• Pre-/post-calculation
• Packaging/shipping cost recording
• Email, such as shipping notifications and ZUGFeRD invoices

 
Delivery

• Delivery schedules
• Customer delivery notes
• Pallet/parcel allocation
• Shipping data transfer to carrier
• Transfer of tracking information and costs

Billing

• Invoices (collective and partial invoices)
• Pro forma invoices
• Installment/final invoices
• Open items (SEPA), credit memos
• Commission notes
•  

Special features

• Email assignment/dispatch
• Projects (paperclips for all documents)
• BOMs/sets
• Cross-selling
• Internal mail dispatch for document approval

Reliable availability – good terms

There’s an old business saying: “The profit lies in purchasing”. advanter helps you purchase materials and parts at favorable terms – profit-optimized, reliably, and quickly – and get them to the customer.

• Requests for quotation: Prices, delivery time, availability, price comparison list
• Supplier conditions (prices, texts, agreements)
• Material requirements planning: order-related/warehouse-related
• Framework orders
• Arrears lists/delivery reminders

Goods receipts and incoming invoices

• Quantity/quality control (block function)
• Option: bar code scanner, mobile input via iOS
• Document verification and preparation for transfer to accounting
• Digitalization of incoming documents
• Approval process

Keep a close eye on your merchandise

Stock your goods to have sufficient availability, but not tie up too much capital or incur high storage costs. Many functions can also be used on the go and online. That’s our goal.

• Stock valuations and physical inventory
• Storage history across all postings
• Multi-stock handling for each item
• External warehouse, picking warehouse, quarantine stores, …
• Stock withdrawal or stock entry possible via barcode scanner
• Warehouse postings or inventory check online via iPad
• Storage and picking in the high-bay warehouse

Cost large-format printing and advertising materials completely, exactly, and reliably

Give your quotations a solid foundation, so you can act confidently and successfully towards your customers and competitors. All costs can be calculated easily, based on the order details. This gives you the basis for optimizing your margins and keeping an eye on your business profitability overall.

• Calculation of large-format rolls and sheet printing, as well as small-format digital printing and screen printing
• Calculation of frames, including cutting information
• Calculation of 3D letters and advertising elements such as pylons
• Calculation of printing plates in offset
• Master costing of machines and for personnel deployment, to calculate hourly rates
• Definition of machine production properties (such as formats, modes, speeds, staff)
•  Calculation of material costs, ink costs, production times, labour times
• Calculation of laminates, cutting plotter costs, further processing (hems, eyelets, edges etc.)
  and small services
• Apportionment of the calculated amounts to quotation items
• Generation of quotations from the costing sheet
• Calculation of optimal sales prices or check of competitive prices

advanter media structures projects. The top level contains all the relevant project data, such as the contact persons and the communication. Below it are all the quotations and jobs assigned to the project, along with the corresponding information. advanter media provides maximum transparency for customer projects and internal projects. Use the sophisticated tools for simple, secure, cost-saving project handling. Project management, ERP, and CRM for Mac, iOS, and Windows.

Project management

• Folders for costing/documents/dates/tasks
• Project structures (projects/subprojects)
• Project description with a job folder according to your requirements

Project controlling

• Project workflow with status confirmation from employees
• Deadline monitoring
• Target time determination
• Target/actual comparison

Project billing

• Preliminary costing
• Customer-centric billing
• Post-calculation (PDC status, incoming invoice, material withdrawal)

Make sure your projects pay off

Don’t waste time! Plan, coordinate, and know who is doing what – with the goal of sustained profitability.

• Transfer quoted services to internal tasks
• Apportion tasks in target times
• Assign to employees
• Target/actual comparison
• Leave planning (compare jobs with requests)
• Planning via touch screen

advanter production helps small-batch manufacturers, as well as plant engineers and machine manufacturers with build-to-order production, to design reliable, profit-optimized production processes. The system also supports the production of semi-finished products, as well as make-to-stock for inventory replenishment, and features an option for external production control.

• Multi-level BOMs
• Routings
• Master/order BOMs
• Cost of goods sold calculation
• CAD interface
• Assignment of drawings (2D/3D)
• Change management
• Pre-calculation
• Demand determination/forecast
• Contract manufacturing/make to stock
• Collective productions
• Reservation of stock (receipts/issues)
• Order picking
• Production-related procurement
• Project warehouse reservation/booking
• Production planning
• Time recording/completion confirmation
• Confirmation terminal UI
• Individual iOS modules
• Post-calculation (P&L)