Product2018-01-28T19:49:48+00:00

Transfact ERP System

The Transfact System is a web-based ERP for ambitious companies in production, commerce or services.

Our modules can be selected and configured individually according to your specific needs.

Module Standard Production Premium
  • Management of customers, leads and their contacts data
  • Tracking and management of sales documents
  • Offers, delivery notes, invoices (partial and final invoices possible), credit notes and dunning management
  • Call Orders
  • Contracts with intervals (e.g. for service and maintenance contracts, monthly invoices, etc.)
  • Sales reports (Revenew statistics, accumulating reporting functions)
  • Multiple currencies (Automatic synchronization with the European Central Bank individually configurable)
  • Integrated e-Mail client for distribution of sales documents
  • Event management
  • Mobile APP – Leads, Customers and Events
  • Management of suppliers and their contacts data
  • Purchasing module for quotes, purchase orders, incoming goods and invoices, as well as returns handling
  • Framework contracts and blanket purchase orders are available
  • Contracts with intervals (e.g. for leasing, insurances, rent, etc.)
  • Purchasing reports (Statistics and document overivews, as well as supplier evaluations)
  • Multiple currencies (Automatic synchronization with the European Central Bank individually configurable)
  • Integrated e-Mail client for distribution of purchasing documents
  • Material requirement planning for purchase articles
  • Supplier evaluation and classification
  • Event management
  • Multi-level stock management
  • Management of minimum stock levels
  • Stock quantities management (Stock-booking and stock movement processes)
  • Lot numbers management
  • Serial number tracking
  • Stock reporting
  • Inventory
For QM-Documentation (Work and testing instructions, processing instructions),customer guidelines, etc.

  • Directory and folder structure management
  • Access rights system on the folder structure
  • Document versioning management
  • Association of document to specific process steps in production or workflows
  • Creation and management of account charts
  • Account assignment for incoming and outgoing invoices
  • Sum of account balance list
  • Archiving of all purchasing and sales documents with their corresponding files and e-mails
  • Interface with financial and accounting systems common for tax advisors:
    • DATEV: XML-Online, CSV-Import and DATEV-SELF
    • AGENDA: CSV-Import
    • TOPAL: XML-Import
    • additional interfaces can be integrated according to the individual needs of the customer

(*) Some finance and accounting functions are available, nevertheless the Transfact System is not a full accounting system! Specialy monthly financial analysis, payroll, interfaces to health insurances and tax offices, amortisations and monthly or yearly financial statements, are not included in the software.

  • Modelling of simple workflows with checklist and automatic functions
  • Internal and external data collection, including an offline-mode for mobile devices out of the network. Function examples:
    • Providing work instructions and documents
    • Collection of service and maintenance data through checklists
    • Creation of printed forms with electronic signatures
Custom creation of printed documents and assignment to sales or purchasing documents, production orders, lots, serial numbers, stock movements, etc.
  • Master data with revision management for:
    • Bills of material
    • Routings
    • CAD Drawings
    • Measurement plans
    • Checklists
    • Process step documentation (e.g. Tools and equipment lists)
    • Individual measurement plans and checklists can be defined for each process step
  • Manufacturing costs calculation
  • Serial number generator for production orders
  • Manamengt of production areas, resources/machines, shift plans, availability and hourly rates
  • Real-time production overview with resource/machine status
  • Tracking of planned and unplanned downtimes
  • Dispatching lists with watchlist by resource and production area for fine-planning
  • Capacity planning for resources and production areas
  • Manual collection of machine and operating data, including measurement results and checklists
    • Data collection of times, quantities and scrap reasons through an operator screen
  • Automatic data collection through defined interfaces is also available (Additional specification and programming of the individual interface required)
  • Reporting:
    • Lots /work orders overview
    • Equipment Performance
    • Production order costs report with real and planned costs / time
    • Data collection with rework
    • Scrap / Yield
    • On-Time-Delivery
    • Additional reports can be created individually
Data collection and management of inspection equipment with calibration plans and calibration data collection
  • Time stamps with start, end and breaks
  • Time stamp by project
  • Project time tracking and analysis
  • Time Stamp-App for mobile data collection on tablets or smartphones (HTML5)
  • Import of bank account statements in CSV Format
  • Homebanking Computer Interface (HBCI) – Specific bank requirements might need to be considered
Retrieval of compliance and credit rating reports, which can be saved for each business-partner and integrated into workflows
  • Free creation with documents from the Transfact ERP
  • E-Mail reception with scan-functions for purchase-document collection
  • E-Mail scan for creation of addresses and contacts in the system
  • E-Mail association to sales and purchasing documents and events
Document dispatching through the printing-center of the IGA-Postal Service
  • Phone calls through the Transfact System
  • Call monitor for incoming and outgoing calls, phone-number maintenance and integrated task-management
  • Synchronization of contact phone numbers on the telephones
  • German
  • English
  • Chinese
  • Japanese
  • Polish
  • French
  • Spanish
  • Individual interfaces to read machine-data and measurement results
  • The implementation is completed together with the specification of the interface and joint system tests
  • Example formats: XML, TXT, CSV, transfer tables/data bases, or similar transfer formats
  • Individual interfaces to read bills of material, article parametesr and transfe of CAD Drawings (PDF, DXF, DWG, etc.)
  • The implementation is completed together with the specification of the interface and joint system tests
  • Example formats: XML, TXT, CSV, transfer tables/data bases, or similar transfer formats
  • Individual interfaces to import and export master data and dynamic data such as articles, customers, suppliers, documents (orders, invoices, delivery notes, etc.)
  • The implementation is completed together with the specification of the interface and joint system tests
  • Example formats: XML, TXT, CSV, transfer tables/data bases, or similar transfer formats
  • Individual interfaces to import and export master data and dynamic data such as articles, stock quantities, orders, etc.
  • The implementation is completed together with the specification of the interface and joint system tests
  • Example formats: XML, TXT, CSV, transfer tables/data bases, or similar transfer formats.

Module or feature included

Optional Add-On available

Interface can be implemented (optional)

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DEMO System for Free

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Installation and System Deployment

SaaS

Software as a Service – Monthly subscription

  • Available within one work-day
  • The system is installed on a Transfact Server in a German data center
  • Price model: Starting at 99€/user/month – Price model is individually defined based on the company’s requirements
  • Convenient for small companies

Private Cloud

 

Deployment on dedicated server in a data center

  • Available within a week
  • The system is installed in a dedicated server in a data center of your choice
  • Price model: Starting at 15.000€ for up to 15 users. Yearly service and upgrade fee of 18% of the licence price
  • Maintenance can be assumed either by Transfact or by the customer
  • Convenient for small and mid-size companies

Local Installation

Deployment on a server within your own premises

  • Available within one week – depending on resource availability
  • The system is installed in a dedicated physical or virtual server
  • Price model: Starting at 15.000€ for up to 15 users. Yearly service and upgrade fee of 18% of the licence price
  • Maintenance can be assumed either by Transfact or by the customer
  • Convenient for small and mid-size companies
Get a 60 day Free Trial

Get access to our
DEMO System for Free

Get a 60 day Free Trial

Questions?

Do you have a question or a special request?

Please feel free to contact us, we’ll be happy to get back to you as soon as possible.

E-Mail: info@transfact.de
Phone: +49 (0) 231 532 14 52-0


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