Configuring an Omni Accounts ERP Solution | Omni Accounts
An ERP solution for a business
needs to be configured correctly and carefully. Every business has
unique requirements and configuring an ERP solution is often a complex
process. Omni Accounts allows functionality to be incorporated into an
ERP software solution in a granular method much like building blocks.
This means the software can be configured to suit the needs of the
business as well as being able to unlock (switch on) more functionality
as required. This article is intended as merely an overview of how an
Omni Accounts ERP software solution might be configured for a business.
Where to Start
foundations of an Omni Account ERP Software solution is one of the two
most feature rich bundles, either the Omni Accounts Enterprise Bundle or
the top end, Omni Accounts Premium Bundle.
The Omni Accounts Premium Bundle is recommended as it contains the most
switches which are discounted because they are purchased as part of the
the choice of bundle has been made, then the extra functionality
required for your business needs to be identified. There are a few main
industry types which we will use to group the functionality available as
well as a General group which covers functionality useful to most
businesses. The main industry types are:-
• Retail & Wholesale
(Custom Relationship Management). Every business has customers and
interaction with them is vital. The ability to efficiently manage this
flow of communication is of enormous benefit. These communications can
take the form of sales quotes and follow ups, financial documents such
as invoices and statements, credit control ensuring prompt payment, to
name just a few. Omni Accounts offers rich functionality in its Communications Switch.
With the level of globalisation, many businesses are now trading in
foreign currencies. This functionality is handled by the Omni Accounts Multiple Currency switch.
The Omni Automation switch delivers functionality around the movement of data in and out of Omni Accounts. Some examples of this are:-
and Dashboards delivered without manual intervention. The ability to
have predefined reports or dashboards run on a user defined schedule and
emailed to specific people, can greatly improve efficiency.
- Automatic importing of documents, such as Sales Orders into the database.
- Integrating to a website.
Multiple Stock (Inventory) Warehouses. Your stock may be stored in multiple locations. Omni Accounts Multiple Stock Warehouse switch
allows full control of this and can be configured to restrict user
access to specific warehouses. Documents which track and control
transfers between warehouses falls under the Inter-Warehouse
Reports. Many businesses rely on spreadsheets
to give them information which is gathered from different sources. Omni
Accounts ERP software (Enterprise and Premium bundles) allows customised
reports to be designed if the standard Omni Report Writer cannot provide the information.
Bill of Materials.
Having control of what raw materials are needed for your manufactured
(finished) items that you sell is crucial. This information allows
control over the cost of manufacture as well as providing stock
availability information for the manufacturing process.
Stock Serial and Batch Numbers.
For many manufacturing businesses, the ability to track raw materials
as well as the finished goods is important if not compulsory.
(Material Requirement Planning) In order to be able to extract MRP
information, production or manufacturing batches must be defined. In an
Omni Accounts ERP solution this is achieved by two methods. One is by
using the Stock Decanting Batches switch, which despite the name, allows you to create production batches. The other method is by using the Job Costing switch. In some environments a combination of both these methods works well.
Retail & Wholesale
Stock Bar Codes.
In most retail environments, the ability to use bar codes on stock or
inventory is important. There are many benefits to implementing and
using bar codes not only in a Point of Sale (POS) environment but in
other retail or wholesale businesses.
Customers with branches. Your business may deal with customers who have multiple branches. Omni Accounts Multiple Branches per Customer switch handles this providing consolidated statements and allow prices and discounts to be set up for each individual branch.
deliveries to customers. If you deliver goods to your customers then
managing the delivery schedules and loads of your vehicles can be
difficult. Omni Accounts Vehicle Loading and Customer Routes switches provide functionality to manage sales orders, loads, picking slips etc.
Costing. For a business invoicing out labour costs, often with an
aspect of selling parts used in the process, Job Costing functionality
will give control over costs incurred for each job as well as control on
parts and spares used. Job Costing not only helps to keep track of
labour and stock but also provides information on the profitability of
each job and ensure invoicing is easy, quick and accurate. Omni Accounts
ERP software provides functionality under switches such as Job Costing, Employee Timesheets etc.
article is intended as a starting point for configuring Omni Accounts
for your business’s ERP Accounting software solution. It is by no means a
comprehensive description of the functionality Omni Accounts offers.
The term ERP is a very general term which covers a vast number of
different requirements and given the unique nature of every business the
permutations are infinite. The main feature of an ERP Accounting
Software solution is that it is a totally integrated solution, which is
what Omni Accounts offers. To configure an ERP software solution for
your business, your requirements need to be defined and then, with the
help of an Omni Sales Consultant, a solution can be configured. There is
no obligation involved in this process.
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