In a company of sufficient size, quotations and sales orders entered by employees require approval of a manager before they are sent or confirmed to the customer. In Exact Online Manufacturing Premium and Exact Online Wholesale Distribution Premium we introduce the approvals for quotations and sales orders.
Exact Product Blog: Exact Online
Entrepreneurs and accountants want to start quickly with Exact Online and have an enjoyable user experience from beginning to end. One of the first things you should do when starting with Exact Online is create a bank account. Exact Online requires bank accounts for importing bank statements and making payments.
In the materials section of the shop order (bill of materials version, quotation calculation) we can specify for each material a quantity Materials per piece. But if we require a material with shape characteristics (like a sheet or a bar), it appears that we cannot longer specify how many Materials per piece but have to specify how many Pieces per sheet or Pieces per bar we need. But what if we want to specify both?
Growing your subscription business requires clarity on your financials. In order to run your business with confidence you need immediate visibility on your current and future receivables and payables, costs and revenues – more importantly without spreadsheet hassles.
The purpose of Material Requirements Planning (MRP) is the generation of time phased planned purchase orders and shop orders. In other words, we want to purchase in time, but like to avoid at the same time to consolidate multiple purchase requirements into inventories not yet needed. The formal manufacturing planning and control concept will be the core of Exact Online Manufacturing Premium. The first phase of MRP goes this month into controlled release.
In Exact Online Manufacturing Advanced edition we introduced warehouses with warehouse (bin-) locations. An item can be assigned to a single location, as is common practice in small warehouses. In more professional warehouses, available space is managed so that items are not on a fixed location and may be dispersed over multiple locations. Exact Online Manufacturing is starting with support for this use case.
It is now possible to push planned work in Exact Online to your personal Microsoft Office 365® or Outlook® calendars. This will enhance efficient communication between central planner or project manager responsible for planning and the planned employees.
Can you send me a quote or estimate for your services? Not every service quote is a 20-page proposal, with extensive details on how project work will be delivered. What if the majority of your service quotes is related to smaller (lower-value) jobs for a few days of work? Or if they relate to repeat or extra work orders? As a service provider you want to quickly build and communicate such quotes and estimates to your client without any hassles. We made some enhancements that will not only help you to save time, but also will help you to seamlessly manage the handover from sales to delivery and finance.
We will soon support the ability to influence the billing cycle and flexibly define your billing cycle independent from the start date of your subscription. Helping you to better align subscription billing periods with your customer’s or your own financial or calendar periods. Using this new feature you can charge your subscribers on every first (or any day) of the month, whilst activating subscriptions on any day and partially charging them for the first invoice period (prorated billing).