Start by shaping the system around your day-to-day. Create warehouses and bin locations, define units of measure, and load items with barcodes or serial/lot rules. Import customers, suppliers, and opening balances using spreadsheet templates so you don’t retype data. Build role-based dashboards for sales, purchasing, warehouse, and finance so each team sees the KPIs and actions they own. Set approval thresholds and credit limits to keep commitments in check. With these basics in place, your team can log in and work from a single screen: new orders to pick, receipts to book, invoices to send, and tasks to follow up.
Turn a lead into cash without leaving the workflow. Capture a prospect, schedule calls, and record notes in the CRM. Generate a quote with price lists, volume breaks, and valid-through dates; when accepted, convert it to a sales order in one click. Reserve inventory by lot or serial, issue pick tickets, and confirm shipments. Trigger invoicing immediately or on delivery, apply taxes, and post payments against the customer account. Use dunning rules for overdue balances, track margins by line item, and route high-risk orders for credit review. Manage returns with RMAs and trace the exact lot back to the supplier when needed.
Keep replenishment tight and predictable. Review demand from sales orders and work orders, then create RFQs or purchase orders from suggested buys. Compare vendor lead times and costs, route POs for approval, and email them directly to suppliers. On receipt, scan barcodes to record quantities, print labels, and place goods into QA or target bins. Use cycle counts to keep accuracy high, and execute transfers between sites without spreadsheets. For light manufacturing, explode bills of materials into component picks, issue materials to work orders, track WIP, and receive finished goods back into stock with full traceability.
Close the month with confidence. Reconcile bank accounts, allocate costs across departments, and monitor cash positions. Manage AP/AR, recurring journals, and tax reporting; post payments and apply them cleanly to open items. Register new equipment, schedule depreciation, and track maintenance history across the asset lifecycle. For projects, capture time and expenses, assign budgets, and bill on milestones or T&M with real-time profitability. HR tools help you onboard employees, manage job postings, keep records current, and track leave. Throughout, use configurable dashboards to watch margins, inventory turns, late shipments, and forecasted cash so you can act before issues escalate.
Aquilon ERP
Custom
Financial Management
Order Management
Supply Chain Management
Warehouse Management
CRM
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