June 2023 - ERP, CRM и BI системи | ITC Consult

Automated Management of Regular Documents and Notifications

The application automates the creation of regularly recurring documents such as subscription invoices, customer orders, insurance policies, loan repayment schedules, leasing contracts, and more. The system generates the necessary documents based on predefined parameters, while the operator only performs review and validation. Key Highlights: Significant reduction in the time required to create repetitive documents; Reduced […]

Automated Creation and Update of Currency Exchange Rates

The application automates the process of creating and setting currency exchange rates in the ERP system. Each day, the system retrieves the current rates from the Bulgarian National Bank (BNB) and automatically sets them as the standard rates for the respective date. This eliminates the need for manual entry or updates of the rates, reducing […]

Automated Calculation of Available Quantities by Warehouse Locations

The application enhances inventory management capabilities by automatically calculating and displaying available quantities by specific warehouse locations. Standard ERP functionality provides information on available quantities at the warehouse level but does not allow detailed reporting on free quantities at the specific storage location level. With this developed solution, the system analyzes data on the occupancy […]

Automated Centralization of Customer Orders Between Warehouses

The application automates the centralized fulfillment of customer orders in companies with multiple warehouses or retail locations. Upon receiving an order, the system automatically checks inventory levels across all warehouses and creates internal transfers to the main warehouse of the respective retail location. This way, all items are gathered in one place before being issued […]

Optimization of the Issuance Process for Uniform Materials in Production

The application automates the processing of material requirements in production orders that include multiple different products. In the standard process, the system generates separate lines for each item and component, even when the same material is used in more than one product. This makes planning and controlling material quantities more difficult. The solution automatically identifies […]

Automated Release of Reserved Quantities from Unfulfilled Transactions

The application automates the process of releasing reserved stock quantities held by incomplete sales. In the standard process, when a sales order is created but not finalized, the ERP system automatically reserves the corresponding inventory, which can result in items being blocked and unavailable for other customers. The developed solution monitors the validity period of […]