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Home
Product and Services
Overview of the Software
Resources
- Documents
- Blog
- Q&A
About Us
Contact Us

Demo Checklist

Tell us more about your business

We would like to ensure our upcoming demo makes the most sense to you. we want to cover the parts of the system which you will use the most and show you how Synchronous can exceed your business requirements.

Please fill out the form below with your interests in mind, and we will do our best to cover as many as possible in our presentation.

Company Name:

General Ledger

Setting up General Ledger
Period file definitions
Entering and posting a general journal / recurring transaction
Reports (GL Trial Balance, Distribution reports, Transactions Audit reports)
Automated GL processes (as a result of other modules)

Accounts Receivable / Order Entry

Client billing (Order billing / invoicing, Cr/Dr memo processing, cash receipts processing, charge backs, etc.)
Customer maintenance (sales/accounting rules, order policies, EDI, statistics, etc.)
Term codes
Sales person management
Ship via / tax codes maintenance
Reports (cash projections, aging reports, dist. to GL, sales commission, A/R net change, A/R invoice, A/R tax)
Pricing logic
Managing multiple principals
Order entry / picking / billing / fulfillment
Customer orders control file (business rules)
Ordering with contracts
Integration with GL
Reports / log files (open orders, back orders, sales transactions, lot picking, commissions, inventory history, distribution costs, etc.)
Executive information system (sales summaries, comparative statistics)

Accounts Payable / Purchasing

Vendor file (set up, statistics, business rules / policies, account inquiries, etc.)
Landing costs (brokerage, duty, freight)
Accounts payable transactions processing
Check management / payment preperation (posting to GL, integrated accounting)
Reports (A/P to GL, open items, cash requirements, vendor performance, check history, expenses, etc.)
Purchase order maintenance (vendor info, buyer codes, rejections, quality assurance)
Purchase order processing (entry, release, receiving’s, returns, inspections, posting, EDI, purchase schedules, etc.)
Reports (open PO’s, stock net change, receiving audits, warehouse receiving, receiving accruals, etc.)
Purchase item schedule

Inventory Management

Item master file (business rules, MRP rules, sales / accounting, warehouse / EDI, costing, item customers, item vendors, etc.)
Item schedule
Stock status per location
Physical counts
Traceability (lot tracking)
Managing multiple units of measure
Inventory transaction processing
Quality assurance / quality control (set up, integration across modules, etc.)
Lot management (lot pending, acceptance, rejecting, QA)
Costs per location
Material segregation management (for segregating inventory by lot status and/or tracking quality of lots)
lot inquiry (current status: both within modules and overall)
Reports (distribution to GL, inventory transactions, receiving audits, valuations, scrapped / rejected, stock status, lot activity, transfer orders)
Inventory control file

Foreign Exchange

Currency management (multiple currencies, integration with GL)
Currency adjustments (globally, selective)
Reports (audit files, exchange gain/loss, distribution to GL)

Bank Reconciliation

Reconciling with bank account

Business Process Management (BPM)

Organization Maintenance (company calendar, user file, system rights, resource file, shift maintenance, labor maintenance, etc.)
Project management (milestones, overtime, project types, activity costs, etc.)
Project transactions (entering transactions, revenue/cost adjustments, managing timing, crew transactions)
Quoting
Client billing (fixed-price invoicing, progress invoicing/billing, holdbacks, group invoicing, balance reports)
BPM and accounting (activity classifications, transaction types, integration with GL, up-charges/discounts, overheads, etc.)
Reporting (labor management, project transactions, cancellations/failures, project GL distribution, client management/invoicing)

Workgroup Management

Contact management (maintain and engage contacts, notes, actionable status’, mail merges, multiple databases, etc.)
Collaboration engine (integration with all business processes, teams, email, etc.)
Defined user rights / security (how individual users see the system, what they can access, etc.)

Manufacturing / Production

Finished goods schedule
Semi-finished goods schedule
Machine schedule
Shop order generation
Machine planning, maintenance, setup
Base Orders (maintenance, cost valuations)
Routings and production flow (specific production per machine)
Quality Control management
Lot controls / pending throughout the system
Production reporting (yields, adjustments, allocations, SO, schedules, etc.)
Material Resource Planning (MRP)

Bill of Materials (BOM)

Item master file
Product structure
Vendor-item maintenance
Customer-item maintenance
Inventory location controls
Category files
Material asset types
Landing factors (duty, freight, brokerage)
Lot / serial status
Work orders / production transactions

Distribution

Aggregate forecasting / sales forecasts (and estimates)
Warehouse scheduling
Reports (warehouse schedule, in-transit, etc.)

Warehouse Management

Multi-warehouse management
Bin management
Pallet management
Order picking management
Warehouse orders (receiving, ancillary charges, storage charges)
Replenishment
Label printing

Company Setup

Current period security
Email and Document management (ex. automatic emailing of invoicing, mail merges, etc.)
Security (internal and external)

Other

EDI integration (Electronic Data Interchange)
RF scanning
Data integrity (backups, ownerships, etc.)
Cloud services
On-premise services
Ongoing support services
Pricing

Comment

sync-erp.com

Product and Services

One Solution
Simple Pricing
Professional Services
Fanatical Security
Synchronous OWN Cloud
Enterprise in Sync
Bill Of Rights
Agile Development

Overview of the Software

Financial Management
Power Manufacturing
Enterprise Project Accounting
Heuristic EDI
Performance Management
Warehouse Management
Customer Relationship Management
Supply Chain Management

Resources

Blog
Documents
Q&A
Newsletter

Company

About Us
The Company
Timeline
Clients
Contact Us

Synchronous ERP Inc. ™