ERP for Manufacturing Company

Understanding business processes

Step 1: Program planning and approval

The process begins with program planning on the client side, where Program Managers (PMs) design marketing initiatives for geographical regions. These plans are approved by Procurement Managers (PCMs), who oversee the procurement of point-of-purchase displays on a national level.

Step 2: Order placement

Following approval, the responsibility shifts to Sales Representatives (SRs) in cities nationwide who are responsible for ordering materials for the approved marketing programs, closely collaborating with Harding Display's sales department to specify order details and customisations.

Step 3: Manufacturing and logistics

Finally, Harding Display handles the manufacturing of the ordered materials and manages the logistics. This involves not just the production but also the shipment of products to hundreds of designated locations, all while maintaining communication with the SRs about the status of their shipments.

Logistics management

• Manufacturers accept orders received from the sales reps.
• Update the shipment status when shipments are dispatched, making this information visible to respective customers.
• Access and review lists of all pending and accepted orders from various clients.

Reports

• Procurement and Project Managers can access reports categorised by territory, shipping location, and item type.
• View comprehensive details of all orders placed for specific regions or shipping destinations.
• Sort orders by item types and their total quantities ordered for streamlined analysis.

Clients setup

• Add new clients by entering key details like name, address, and preferred currency.
• Personalise client dashboards with brand-specific colours and logos.
• Establish roles for client's sub-users, including Program Manager, Procurement Manager, and Sales Representative.
• Define and create specific regions and sub-regions for each client.

Catalogue setup

• Build catalogues by adding a range of products for client selection.
• Add properties to the catalogue items like features, shelves, pack outs, cartons, and prices.
• Organise products using tags, categories, brands, and regions.
• Add comprehensive product specifications including length, width, height, and product images.
• Include detailed information about each product, covering manufacturer details, pricing, specs, assembly time, production time, and delivery schedules.