• 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! Especially 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
• French
• Japanese
• Polish
• Spanish
• Dutch

• 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