EDP Platform Product Supply Chain Financials E-Commerce Document Management Reporting & Analysis (BI) The De Facto Platform - EDP De Facto solutions are built using our innovative Enterprise Data Platform (EDP), leveraging its architecture to deliver flexible, scalable, enterprise-grade solutions for the unique requirements of your industry. Unique data-driven design Intuitive consistent user interface Workflow-driven Real-time processing Open service-based architecture Robust user security Multilingual Scalable Cloud-hosted Integrated document management Integrated with Microsoft BI Tools Integrated e-commerce / CMS Powerful extensible ERP solution For Food organisations, we have for added functionality for Tolerances, Allergens, Nutrition, Labelling, Authenticity, Health Marks Certifications, Complaints and Import Licence and Quota Management for example. Find out more EDP User Interface A consistent, intuitive interface, providing powerful, accessible features, allowing all levels of users to gain understanding and confidence quickly, maximising their ability to use the system effectively. The consistent and intuitive interface ensures that as a business uses more of the available functionality, users will easily understand new features and business process functionality. The centre panel allows users to work on multiple tasks and pages, with these being arranged as the user wishes and pinned to open automatically when logging in. Expand All Unified interface Reducing training time for users, encouraging a higher degree of functional utilisation to maximise Return On Investment. A range of features help the user to view, enter, select, verify and process information quickly and accurately. Directly access required pages and functionality using intuitive mega menus, ERP and Data Management, EDP System and Metadata menus Or use the powerful menu search in the main header Inline, colour-coded data validation assistance Flexible, extended data lookups Inline related data creation and maintenance Data property-specific glossary for canned text entry Real-time commitment of data entry to the database Support for plain and rich text data entry, ensuring that consistently styled text is ready to use within business documents and websites Browser-based application Eliminates the need to install software on your computers, enabling access to the system from any suitable browser equipped device. Workflow-based solution Enabling all tasks to be shared, delegated, assigned and approved as required. With the ability to process workflows synchronously or deferring for asynchronous processing by the system. Users are able to start multiple workflows, these can be left for later completion, with all data entry preserved, even if the user closes their browser. Workflows can be used to manage critical approval processes, where they can be configured to obtain one or more levels of approval. Generic interface functionality EDP solutions provide flexible, simple ways to view (select, search, sort, filter), maintain (create, duplicate, modify, delete) and extract (exporting, copying, printing) your data. EDP Functionality A platform that delivers future-proof, functional and scalable solutions to match the ambitions of your organisation. Expand All Extensible database architecture The fully relational database schema is designed to be extended to suit a project's precise requirements. The metadata that supports the schema enables the user interface to be dynamically created for consistent data access and maintenance. The extensible metadata architecture of EDP solutions, allows the streamlining of project definition, implementation and continuous improvements, resulting in a project with reduced complexity and cost and a shorter duration. The database design directly delivers benefits throughout all EDP based project solutions. Powerful data search, filtering and sorting Enabling the user interface to navigate all data relationships Ensuring that unique keys such as "Supplier Account", "Customer Account" or “Product” codes can be modified at any time, which can be used, for example, to update a customer code if they change their name or to update product codes to a new format Maintaining full data change audit and security Real-time processing No legacy-style batch processing, upload, download processing. No data or processing duplication. All data entered is saved immediately, preventing data loss, especially useful when working on mobile connections. Multiple organisations and companies Systems can be scaled to support multiple organisations, each of which can hold multiple companies, with shared or specific functionality. For large groups of companies, user security can be varied for each company. Multilingual Systems can be configured to work with data in multiple languages. EDP’s Unicode database structure enables languages based on Latin and non-Latin scripts such as Arabic, Cyrillic, Chinese, Greek, Hebrew to be used. Individual data properties can be configured to enable multiple language variants to be stored, this can apply to not only text based data but also for instance images and documents. The user interface can also be translated and used in multiple languages if needed, when using languages that are entered and displayed right to left (RTL), the user interface is reversed to accommodate this. Customers, suppliers, addresses and contacts can specify their preferred languages for communication, to be used in any external outputs such as business documents. Security, logging and compliance Company-specific roles, profiles and user-based security control every aspect of the system's functionality, including menus, pages, workflows, actions, reports and services. Data access (read, write) can be controlled for any information type and property. Customised value-based security can also be used to hide specific data (cell) values, based on logic rules. Comprehensive recording of all data changes is supported and easily accessible with the ability to revert to previous values. The data structure allows specific properties to be flagged as "private", to simplify compliance with regulations such as GDPR. Data anonymisation facilities are also provided to ensure that this data is only accessible by authorised users. EDP Architecture A fully integrated infrastructure that allows your ERP project to reduce reliance and cost of internal IT resources and frustration of managing multiple providers. Expand All Cloud-based services with dedicated infrastructure Reduces on-premise IT, without desktop applications, without multi tenanted cloud compromises. Optional high availability (HA) Leverages leading Cloud platforms for total scalability and security. With optional high availability (HA) for optimal Disaster Recovery (DR) Comprehensive dashboards, reporting and analysis Utilising Microsoft SQL SSRS Reporting, SSAS Multi-Dimensional Cubes and Power BI Analytics solutions. Flexible document and file creation Leveraging Microsoft SQL SSRS Reporting, allows for exceptional document design and generation, while TSQL scripting can be used for structured file production. Flexible document management and processing All internally generated documents are automatically stored and linked to data for easy retrieval. Documents and files received from external sources can also be stored and, if needed, automatically processed. EDP Integration Easily integrate your EDP solution with external stakeholders whether they are customers, suppliers, warehouses or any other third-party. Expand All Configurable outbound communication processes Allowing the automated generation, storage and delivery of documents, files and messages to printers, external storage systems (e.g. ftp), web services or email. Configurable inbound communication processes Allow the automated receipt, storage and processing of documents, files and messages from external storage systems (e.g. ftp), email, web services or third-party applications. The access to these services is controlled by the EDP system security. Product Supply Chain De Facto ERP Product Supply Chain is built using our EDP platform, leveraging our latest solution architecture. Delivering improved operational efficiency and productivity from producer to end customer. Products & Pricing Stock Control & Warehousing Sales Order Processing Purchase Order Processing Transport & Logistics Find out more Extensive Products Data Solution Using the EDP Platform flexibility to manage any extended data, of any type, including, rich text, images or documents. Expand All Specifications Provide version-controlled information that is independent of the product itself, eliminating otherwise duplicated products. When implemented the specification can then be linked via supplier and batch to the product. Multiple units of measure Offer the ability to price and control in multiple forms and formats. Data relating specifically to the unit such as EAN barcodes or physical properties such as weight, volume, dimensions can be managed. Special units of measure can be configured for variable weight, volume, cubic volume or length. This enables handling of and accounting for food catchweights, variable liquid volumes, variable timber M3 packs and variable material reel lengths. Standard measurement methods are held on stock quantities, allowing the system to manage weight, volume, area or linear-based units. For reporting and stock visibility purposes, these have a user selected summary unit measure, such as Kg/tonne or centilitre/litre. Multiple product codes and descriptions A customer or supplier’s own product code can be held as an alias and used to search for products or in transactions, either at product or specific unit of measure level. Alternative and associated products Can be used to offer the user and customer, possible alternatives for a product, whilst associated products can be automatically added to a transaction when required. Product restrictions Can be configured to restrict the transacting of certain products, with specific customer and supplier accounts and ship to or receive from countries. Product and waste packaging Information can be held against the product and unit of measure for use in waste packaging declarations. Complete Stock Control Provides real-time visibility of stock levels and availability, flexible warehouse configuration and extensive batch control. Expand All Multiple companies, sites and warehouses Stock can be owned by one company but sold by other authorised companies. Warehouses provide a multi-level location tracking system which is ideal for automated picking, WMS integration, optimised putaway and picking routes. Third-party warehouse control The system offers the ability to record and control stock at a rotation level, for easy count reconciliation. Accrual and reconciliation of storage and RH&D (Receipt, Handling and Despatch) charges. Comprehensive integration with third-party warehouse providers can also be configured. Customer owned stock control Allows easy management of customer owned stock reserves held in own, third-party or supplier warehouses and storage facilities. Batch, lot or serial number control Allowing specific data items to be managed such as manufacturing or best before dates, condition information and images. Internal and external rotation numbers Allowing stock to be tracked and controlled in both own and third-party warehouses. Pallets and containers Stock can be tracked onto pallets or into any type of container, which are able to be managed within the supply chain, this can greatly simplify movements of stock within and between sites, warehouses and locations. Bonded warehouses and rotations Warehouse or specific rotations can be appointed and controlled as under bond and their ability to be processed and moved then restricted to valid transaction types and locations. Integration with Bond Control system such as Langdon can also be configured for those running their own Bonded Warehouse. Quality control and positive release Can be configured to allow more batch data to be captured and confirmed prior to batches being released for sale or usage. Extensive Prices, Discounts & Promotions Prices and discounts can be set in a variety of ways, for instance, by account, groups, bands, promotions, volume breaks or from dynamic calculations. Products can be sold and priced in different units of measure. Future prices can be calculated and automatically applied when relevant, whilst a full history of price and discount changes is kept. Expand All Company, country, currency, account and delivery point prices and discounts Individual or group-based structures, which can be held as data or calculated by applying fixed or dynamic exchange rates and conversions. Price and discount groups, bands and breaks Groups can apply the same price or discount to multiple products, while bands can set price or discounts for accounts. With breaks setting reducing levels of price or increasing discounts based on order quantity or more complex methods, which calculate or apply these based on product group volumes, order value, weight or promotions. Calculated pricing and selection rules Allow flexible logic and data to be used to calculate or select prices and discounts. This can be configured to provide support for complex promotional offers or dynamic pricing. Date-based price changes New prices are automatically applied when due and promotional prices and discounts can be restricted to a specified date range. Versatile Transaction Types The De Facto ERP supply chain modules provide multiple transaction types and options, from enquiries, quotations through contracts, call-off orders and service transactions. Expand All Contract call-off and scheduled orders Forward contract volumes are reserved, call-off plans can be scheduled and prices fixed for the contract duration. These can also be "back-to-backed" between sale and supply contracts. Stock reservations & allocations Current or future stock availability can be reserved against specific contracts, orders or accounts. Back-to-back ordering, direct or drop shipments Sales and purchase orders of all types can be created on a back-to-back basis with options for direct or drop shipments. Bulk distribution and fulfilment orders Allow a single order to have shipments from multiple warehouses to multiple delivery points. Auto-generated recommended orders Offers a flexible way to look at stock levels, forecasts and historical usage, as well as minimum and maximum levels, to create default transactions for suppliers, customers or warehouse transfers. Sales enquiries, quotations and purchase RFQ’s Record and issue product enquiries or requests for quotations. Issue and log quotations, convert from these to any type of order for processing. RMA returns processing Manage both customer and supplier RMA processes using the same flexible picking and putaway processes as normal orders. Under bond transactions Processing and pricing support for under bond or duty paid stock from a single transaction and the complete control over rotation history and transfer constraints. Warehouse transfers, counts and adjustments Comprehensive picking and putaway processes are available to manage stock through goods in transit. Counts can be by selected locations or products, either manually or based on configured perpetual check rules. Counts can be manually entered or uploaded, variances can be distributed and adjustments created. Adjustments can be categorised and financial impacts accounted for as needed. Transport service requests Maintain delivery routes and generate loads based on transaction size, weight and volume constraints. Automatically apportioning costs between individual drop or collection transactions and their products. The costs are controlled by the cost element accrual and variance control system. Sundry service requests Used to control and manage instructions and apportion costs relating to freight forwarders and other specialist suppliers in the product supply chain. The costs are controlled by the cost element accrual and variance control system. Comprehensive Transaction Processing For the picking, receiving, dispatching or invoicing of transactions, for their complete, part or consolidated processing. Reducing workload and costs for the warehouse and simplifying financial transactions for all parties. Expand All Optimised data entry The EDP platform provides configurability for rapid data entry and processing, which can be manually entered, uploaded via the clipboard or automatically generated through integration from email, files or directly from e-commerce. Transaction notes, attachments and documents Can be included in document output or used to alert users to special conditions for products, customers or suppliers. All related data such as drawings, specification and documentation, can also be processed as part of any transaction. Delivery schedules, methods and INCO terms Defines the transaction basis and controls cost elements that accrue against products as they are processed, based on factors like size, service type and delivery journey. These settings can be tailored by warehouse and delivery address. Pre-invoicing, deposits and payments Allowing pre-invoices to be generated prior to shipment, so that upfront payments or receipts can be allocated. Following delivery or receipt of the products, the system automatically reconciles stock invoices against pre-invoices. Warehouse operation picking and putaway rules Allowing for “FIFO”, “best before date” or custom rule picking. Integration can be configured with voice picking solutions for hands free picking and putaway. Digital supply chain integration Inbound and outbound communication workflows offer configurable options for integrating with all partners in the supply chain. These can be used for orders, dispatches, receipts, ASNs, GRNs, Invoices or indeed any transaction or data exchange, in any format using any method, such as EDI, web services or APIs. Financial Integration The complete seamless and real-time integration of supply chain data with the financial modules, ensures that real-time credit control and management accounts are easily achieved. Expand All Cost accruals Cost elements are used to generate and process accruals such as duty, tariffs, retros, rebates, freight, insurance, commissions and demurrage. These elements control all types of costs that are to be accrued and/or added to stock cost during transactions. This allows profits to be accurately estimated, controlled and variances to be reported. Price support can also be configured where specific cost pricing is supported by suppliers, but the stock is held at various prices. Integrated accounting Stock costs and other accruals are managed in real-time. Control accounts are used to manage GRNI (Goods Received Not Invoiced), GDNI (Goods Dispatched Not Invoiced) and WIP (Work In Progress). Reporting & Analysis (BI) A comprehensive range of standard ERP reports with extensive filtering and sorting are provided. All reports allow easy single-click exporting of data in formats such as PDF and Excel. The reporting system is included within the overall ERP security solution for controlled access. Effortlessly access and analyse your data with our business intelligence and reporting solutions. We provide standard and custom layouts, offering data in the form of reports, charts, dashboards or seamless integration with Microsoft Excel. Expand All Rollback reporting Critical reports such as stock valuation and other control account reconciliation reports can all be rolled back to specific dates or periods. Custom reports and charts Designed and generated using the extensive functionality of Microsoft SSRS Report Builder, these reports are then seamlessly incorporated into the overall solution. Report delivery Automated scheduled report production can be configured to deliver directly to users’ mailboxes or their workflow tasks within the system. Dashboards Integrated use of the extensive Microsoft Power BI functionality, offers the ability to embed multiple dashboards, directly within the EDP workspace. Documents & Files Comprehensive functionality to generate, process, store and retrieve documents or files. For example, for quotations, contracts, orders, deliveries or invoice transactions, which would also be linked to their related accounts. General files such as Terms and Conditions are also stored and then, where applicable, attached or embedded within system-generated documents. While files such as product images and specifications can be stored for display and download within websites. Expand All Design A range of flexible Microsoft SSRS based documents are provided for PDF generation. While TSQL scripts are used to generate structured data output files, including CSV, XML and EDI. Outbound document processing A range of highly configurable outbound communication workflows are provided for the generation of documents and their delivery via print, email or file transfer. In the supply chain, outbound processing will be used for tasks such as orders, acknowledgments, delivery notes, ASNs and invoices. Inbound document processing Documents that are received into folders or mailboxes can be processed. The processing may be limited to automatic storage or can include the reading of barcodes, QR codes or OCR (Optical Character Recognition) for showing links from the document to data within the system. If the document holds structured data, then automated processing workflows can be configured. In the supply chain, inbound processing will be used for tasks such as customer orders, POD processing, ASN processing and GRN processing. Storage and retrieval All documents that are internally generated are by default stored and linked to associated data, while inbound documents can be automatically stored through processing or manually by the user. Documents and files can then be accessed and viewed directly from any associated data within the system. In the supply chain, storage and retrieval will be used for example for customer and suppliers orders, delivery notes, QA documentation, release notes, invoices and PODs. Financials De Facto ERP Financials is built using our EDP platform, leveraging our latest solution architecture. Delivering comprehensive, real-time and transparent financial control throughout the enterprise. Nominal Ledger Sales Ledger Purchase Ledger Banking Find out more Financial System A scalable solution, minimising workload, benefitting from full integration with supply chain, document management and business intelligence functionality. Based on a hybrid ledger structure, providing the data efficiency and transparency of a unitary ledger, combined with the ease of use and control offered by separate ledger modules. Expand All Multi-company Our solutions can encompass one or more organisations, each holding multiple companies. When required, intercompany configuration can manage and automatically generate necessary transactions, while also enabling both individual and combined reporting. Multi-currency Nominal, customer and supplier accounts can run with multiple or fixed currencies. Default exchange rates, controlled by date, are set up for various transaction types or specific uses, like tax and duty accruals. Additionally, fixed exchange rates can be set for individual contracts, while spot rates can be applied to specific transactions. Variances are automatically calculated and processed. Hedging and allocation can be configured along with exposure reporting. Primary business transactions All postings generated by a business process, are encapsulated within a single transaction. Eliminating data duplication and processing time, while ensuring transparency when analysing a transaction's sources or postings. Supply chain transactions will encapsulate all stock and other accruals within the single primary transaction. Security Extensive roles and profiles are configurable to control user access to specific companies, functionality and data. A full history is kept of all data changes. Nominal Ledger Structure A flexible multi-company chart of accounts and cost centre-based solution, which can be extended to support multiple other independent analysis dimensions (for instance: projects or activities). Expand All Nominal account-based controls Assist in accurate posting and analysis by restricting how they can be used, within transactions and the cost centres that they can be used with. Nominal account structures Multi-level hierarchies for account grouping within financial statements. Each level entry independently controls its ability to have sub-levels and/or accounts, this offers the ability to have an unbalanced hierarchy, removing unnecessary headings and totals on reports. Budgets, forecasts and comparatives Manage and compare financial data with support for multiple data types, such as nominal accounts, cost centres, customers or suppliers. Data can be manually entered, uploaded from Excel or spreadsheets can link to ERP data through EDP services. Transaction Processing Standard financial business transaction types are provided, their behaviour is configurable and can be extended. If required, other transaction types with specific functionality can also be created. Expand All Efficient data processing Batch process high volumes of sales invoices against despatched sales orders. Process purchase invoices by matching against stock purchase accruals, automatically checking quantities and prices. Financial transactions can also be automatically generated from structured data, either automatically processed, from files, emails, services or simply copied from tabular data such as Excel. Allocations Supports multi-currency and inter-account allocations, automatically generating transactions for settlement discounts and exchange rate variances. This enables ageing reports and account statements to be rolled back to specific dates or periods, cutting the need to keep hard copy reports. Reconciliation Internal accrual control accounts can be specified as auto-reconciling; postings to these accounts are then automatically reconciled and variances generated. While other accounts can be configured to automatically reconcile against externally sourced data. Customer and supplier account journals Ensure that all financial transactions can be linked directly to customer and supplier accounts, providing total analysis and reporting of related costs and revenue, beyond those generated through the supply chain. Pre-payment processing Can be based on periods, calendar days, working days or hours, which are then automatically processed through control accounts, the entire posting encapsulated within a single primary business transaction. Contra accounting Can be configured to automatically create contra ledger transactions via specified control accounts. Accounts, Addresses & Contacts The structure of customer and supplier data, like all areas can be configured and extended to support any other requirements. Expand All Accounts Customers can be specified as B2B, B2C or B2C Group, while suppliers are created as B2B. They can each include multiple address points and contacts. To control analysis and processing, they can be linked to account groups or sets. The account can define default and if needed permissible nominal accounts for postings. Address points Can be used with multiple contacts and accounts, with third-party address points for direct or drop shipments. Configurable address structures and validation are set for each country, with the country defining the default time zone and communication language. Contacts Can be related to multiple accounts and addresses, with roles assigned to these relationships. They can have multiple communication points (email, telephone, ftp) which are used for inbound and outbound communication. For direct and drop shipments, third parties can be created. Virtual system contacts can be defined for use as contact points for specific purposes for accounts and addresses. Supply chain integration Accounts and addresses define a wide variety of supply chain settings such as: Applicable product price, discount and promotion settings Account product codes and other information such as preferred units of measure and target lead days Default sites and warehouses that they are linked to and their default delivery methods, schedules, transport routes and INCO Terms Consolidation rules for deliveries and invoices Credit Control Comprehensive facilities that are fully integrated into the supply chain process, using approval workflows for the controlled setting of limits or release of held orders. Expand All Account data Customer and supplier accounts define credit terms and credit limits. Additionally, approval methods, with applicable limits and expiry dates are also defined. Tolerances on due dates can be configured and applied within checking rules. Dedicated credit control notes can be supported with the account record and a “suspend chasing” flag set. Credit checking Configurable rules and calculations dictate how and when a credit hold is created during financial and supply chain processing. Statements and chasing documents Created for entire or specific parts of an account, with the ability to generate copy documents to multiple addresses and contacts. Taxation Flexible future-proof configuration that can support any type of transaction-based system, such as value added or sales tax. Expand All Configuration Support for multiple countries and their jurisdictions, each defining applicable tax regulations, collection body and if applicable geographical areas, product categories and exemption handling. Tax Returns (MTD) Individual or combined returns are generated and, where applicable, support for digital submission, such as MTD in the UK, is provided. Tax Data Trail All transactions are linked directly to the returns on which they are included, providing a robust audit trail and the ability for transaction level submissions where needed. Banking Multi-currency banking is provided for a variety of Banking account types, payment methods and manual or automated processing. Expand All Banking account types For bank, cash, merchant, invoice discounting, with details supported including IBAN and SWIFT codes. Integration configuration to control the upload and download of data for automated processing of receipts and payments. Flexible processing Multiple transaction methods for BACS, cheque, card, cash, direct debit and vouchers. Using either manual entries or automated batch creation for payments and receipts, applying step-by-step control through the process from recommendations, through approval to posting and allocation. Reporting & Analysis (BI) A comprehensive range of standard ERP reports with extensive filtering and sorting are provided. All reports allow easy single-click exporting of data in formats such as PDF and Excel. The reporting system is included within the overall ERP security solution for controlled access. Expand All Configurable financial statements Offering single or multi-company reporting over selected period ranges with variances against prior, budget and forecast data. Providing multi-period, spreadsheet-style formats and drill-down to source transactions. Rollback reporting Financial statements and other critical reports such as trial balance, aged debtors, aged creditors, stock valuation and other control account reconciliation reports, can all be rolled back to specific dates or periods. Custom reports and charts Designed and generated using the extensive functionality of Microsoft SSRS Report Builder, these reports are then seamlessly incorporated into the overall solution. Report delivery Automated scheduled report production can be configured to deliver directly to users’ mailboxes or their workflow tasks within the system. Dashboards Integrated use of the extensive Microsoft Power BI functionality, offers the ability to embed multiple dashboards, directly within the EDP workspace. Documents & Files Comprehensive functionality to generate, process, store and retrieve documents or files. For example, for PODs, invoices and statements, which would also be linked to their related accounts. General files such as Terms and Conditions are also stored and then where applicable attached or embedded within system-generated documents. General files such as Terms and Conditions are also stored and then, where applicable, attached or embedded within system-generated documents. Expand All Design A range of flexible Microsoft SSRS based documents are provided for PDF generation. While TSQL scripts are used to generate structured data output files, including CSV, XML and EDI. Outbound document processing A range of highly configurable outbound communication workflows are provided for the generation of documents and their delivery via print, email or file transfer. In the finance system, outbound processing can be used for invoices, statements and chasing letters, among others. Inbound document processing Documents that are received into folders or mailboxes can be processed. The processing may be limited to automatic storage or can include the reading of barcodes, QR codes or OCR (Optical Character Recognition) for showing links from the document to data within the system. If the document holds structured data, then automated processing workflows can be configured. In the finance system, inbound processing will be used for supplier invoices, for example. Storage and retrieval All documents that are internally generated are by default stored and linked to associated data, while inbound documents can be automatically stored through processing or manually by the user. Documents and files can then be accessed and viewed directly from any associated data within the system. In the finance system, storage and retrieval will be used for customer and supplier invoices or PODs, for example. E-Commerce De Facto e-commerce for B2B, B2C and multi-channel organisations, is fully integrated with ERP powered by EDP. Leveraging our latest solution architecture to deliver long-term, flexible, scalable, enterprise-grade ERP and website solutions. Personalised design Supporting multiple brands and identities Extensible functionality Easy content management Full real-time ERP integration Cloud-hosted with the ERP platform Security and PCI compliance SEO informed design Find out more Website Design & Functionality Scalable solutions for individual or multiple B2B and B2C websites, providing e-commerce for multiple companies serving multiple countries, supporting their local language, currency, tax and operational requirements. Expand All Personalised design Reflecting your organisations individual unique selling points (USPs), its culture and personality, avoiding the derivative templated look. Providing solutions that really deliver for you and your customers. Maximising the opportunity a well-designed website can offer, by going beyond the “shopping cart” approach. Responsive and adaptive design, optimised for performance Ensuring that websites work across a wide range of device types and sizes, without compromise in UX or functionality. While delivering high performance for both user and search robots that assess and rank websites. Intuitive user experience Customers will browse or search for the products they need and can be shown related and associated alternatives to allow upselling: Navigation menus Hierarchical product category pages Interactive breadcrumb trail navigation Product data and content search Product filtering Added value functionality Going beyond the basic cart experience, providing the features that deliver added value to your customers, for example: Selectors based on product properties Related product recommendations Builders for assembled or kitted products Image maps and identification diagrams for spare parts Order entry forms, designed for fast keyboard input Templates for repeat ordering of frequently purchased items Order upload from other structured data sources Custom product specification uploads Custom product dimensions and option inputs Drop shipment to third parties Quotation requests and conversion Integrated returns processing Third-party integrations Integrations are available and more are easily configured, for example: Analytics & Tracking from Google Analytics 4 and Google Tag Manager Payment Platforms from Stripe, Elavon Carrier & Delivery Tracking via logistics partners Address lookup from Loqate Geolocation from DP-IP Visitor identification from IPstack Chat from Zen Desk Product reviews from Feefo, Reviews.io Customer engagement automation from Mailchimp, Dotdigital E-Commerce Processes Begin with being able to find the required products effortlessly, their availability and pricing. Followed by the easy adding of products to basket, with clear feedback. Ultimately, the ability to review the basket quickly and move smoothly through a clear and concise checkout and payment process. Expand All Checkout processing Single-page or multi-step, the design may depend on customer type (B2B or B2C) and the number of options offered during checkout. Optimising this greatly reduces the level of basket abandonment. Secure payment functionality Use of the latest payment processing platforms, ensuring personal and financial details are managed in a fully PCI compliant, secure environment. Options for payment through checkout, payments via secure links on acknowledgments or invoices, payments from account statement documents or webpage. Real-time ERP integration Provides the fully integrated features, which are particularly needed in multi-channel organisations, for example: Real-time stock availability Immediate order updates Live order status updates Live account information Live product information Live price, discount and promotions Product Catalogue and Pricing The ERP platform provides all product and price related data. Additionally, any type of structured dynamic content can also be supported directly within the ERP system, rather than only within the website CMS. This could be used to provide product help systems, FAQs or service tracking, for example. Expand All Product catalogue Derived directly from the highly extensible ERP product data, which stores all necessary information, including specifications, images and downloads. All of which can be multilingual and served to the website in whichever language the user requires. Where the products offered are batch or consignment based, then this can form the basis of a dynamic product catalogue. With all product data provided to the website on a live or cached basis. Product data is used to dynamically build product navigation such as menus, hierarchical product category pages and interactive crumb trails. Products can be manually curated or automatically selected based on rules for prominent display within categories and search results. Prices, discounts and promotions All are supported and set within the ERP system and benefit from all the available options, which can make them company, country, currency or customer or supplier account specific. In a B2B website, the system will use customer specific pricing and apply any applicable discounts, promotions and sundry charges. For certain requirements the ability to use dynamic pricing can be configured. This could for example, be used to vary prices based on availability or to calculate prices based on delivery destination and required currency. External data feed integration Shopping feeds, such as those provided by Google, can be configured to be automatically fed product data, which can also be used to interact with product review systems. Content Management System Used to easily generate and support static pages and content elements, templates can be used for these, such as: Home, info, about us pages Landing pages Blogs News items Case studies Press releases Expand All Easily managed content The in-place editor ensures that content management is a simple exercise, allowing editors minimal, partial or full control over styling. Content can be created based on styled templates, allowing editors to concentrate on content and ensuring that the design of the website remains cohesive and consistent. Targeted Content Configured to only show for specific countries, companies or targeted to customer types. Multi-language All content (text, images, downloads and videos) can be managed in multiple languages. New content release New or modified content can be previewed and scheduled for release at any time in the future. External & Internal Portals The e-commerce CMS can be used to develop specific additional sites, sub-sites and pages that are specifically for non-customer use. Expand All Supplier portals These can be configured to allow key suppliers to view and provide online updates, via the website, for contracts, orders, shipments and technical or QC data. Supply chain partners Third-party warehouses, logistics partners, forwarders and hauliers can also benefit from the ability to directly access, update and upload data or documents via the website. Internal user functionality Features can be provided for internal users, which for example allow them to build orders, with (or for) customers, access their data or perhaps set their pricing. Whilst this type of functionality is normally managed within the ERP solution, sometimes the added UX flexibility that the website affords can be useful. Search Engine Optimisation (SEO) Practices Whilst the primary element for good search engine ranking is relevant and engaging content, this must be well presented to search engines. Requiring the adoption and ongoing application of recognised best practices. These should not be an afterthought but rather an integral aspect of the design and maintenance of the website. Expand All Website structure Optimal design of the “information architecture” from the product catalogue Clear and logical URL generation Canonicalization for search engines to understand and avoid indexing duplicate pages/routes within the website navigation Redirection of older URL traffic to newly created URLs ensuring previous rankings are preserved and externally held links still work optimally Tags and mark-up Metadata tags are a basic SEO component, these can be defaulted based on calculated rules and further user optimised for Titles and Descriptions Image, icon and video alt tags are configured for search engines to correctly understand what these elements are Hreflang attributes for search engines to correctly understand multilingual content Implementation of Schema.org using JSON-LD for microdata injection for search engines to find content such as: Product information Reviews Events Working with search engines Google Analytics 4 (GA4) is the latest iteration of their tracking software, implemented to provide the basis for comprehensive visitor tracking and reporting. While Google Tag Manager (GTM) allows customised data to be collected during their journey through the website, for later analysis Dynamic XML site map generation, to hint to search engines which are the important pages within the website ERP Supply Chain & Financial Integration The seamless integration between the ERP system and the website eliminates data duplication and manual processing. Customers created on the website are instantly available in the ERP and products added in the ERP appear on the website in real-time. When a customer places an order online, the system automatically updates stock levels and generates the order in ERP. Customers, addresses and contacts Products, prices and stock Orders, shipments, payments and invoices Documents Account reporting Any other required data Reporting & Analysis (BI) Using Microsoft SSRS, SSAS and Power BI, incorporating data from website, ERP and external sources, such as GA4 and GTM, to provide comprehensive, insightful information. Expand All Custom reports and charts Designed and generated using the extensive functionality of Microsoft SSRS Report Builder, which are then incorporated seamlessly within the overall solution. Report delivery Automated scheduled production of reports, configured to deliver direct to users’ mailboxes or their workflow tasks within the system. Dashboards Integrated use of the extensive functionality of Microsoft Power BI provides the ability to embed multiple dashboards directly within the solution workspace. Documents, Images & Files Comprehensive functionality to generate, process, store and retrieve documents or files. For example, orders, deliveries or invoice transactions, which would also be linked to their related accounts. General files such as Terms and Conditions are also stored and then, where applicable, attached or embedded within system-generated documents. While files such as product images and specifications can be stored for display and download within websites. Expand All Design A range of flexible Microsoft SSRS based documents are provided for PDF generation. While TSQL scripts are used to generate structured data output files, including CSV, XML and EDI. Outbound document processing A range of highly configurable outbound communication workflows are provided for the generation of documents and their delivery via print, email or file transfer. From the website, these can be configured to send order acknowledgments and processing status updates. Inbound document processing Documents that are uploaded to the website can be processed. The processing may be limited to automatic storage or can include the reading of barcodes, QR codes or OCR (Optical Character Recognition) for showing links from the document to data within the system. If the document holds structured data, then automated processing workflows can be configured. From the website, inbound processing could be used to auto-generate orders or enquiries from customer data uploads. Storage and retrieval All documents that are internally generated are by default stored and linked to associated data, while inbound documents can be automatically stored through processing or manually by the user. Documents and files can then be accessed and viewed directly from any associated data within the system. In the finance system, storage and retrieval will be used for customer and supplier invoices or PODs, for example. Document Management De Facto ERP Document Management System blends seamlessly into all facets of our EDP ERP applications. Leveraging our latest solution architecture to deliver long-term, scalable, enterprise-grade ERP solutions. Document design Outbound document processing Inbound document processing Storage and retrieval Comprehensive functionality to generate, process, store and retrieve documents or files of any type, cutting the need for integration with third-party solutions and providing seamless access to files and documents throughout the ERP system. Find out more Document Functionality Comprehensive functionality to generate, process, store and retrieve documents or files. For example, for quotations, contracts, orders, deliveries, PODs, invoice transactions or statements, which would also be linked to their related accounts. General files such as Terms and Conditions are also stored and then, where applicable, attached or embedded within system-generated documents. While files such as product images and specifications can be stored for display and download within websites. Expand All Design A range of flexible Microsoft SSRS based documents are provided for PDF generation. While TSQL scripts are used to generate structured data output files, including CSV, XML and EDI. Outbound document processing A range of highly configurable outbound communication workflows are provided for the generation of documents and their delivery via print, email or file transfer. Outbound processing can be used for invoices, statements and chasing letters, among others. All documents can be produced in language specific layouts and with language specific content. Inbound document processing Documents that are received into folders, mailboxes or scanned can be processed. The processing may be limited to automatic storage or can include the reading of barcodes, QR codes or OCR (Optical Character Recognition) for showing links from the document to data within the system. If the document holds structured data, then automated processing workflows can be configured. Inbound processing will be used for supplier invoices, for example. Processing workflows can for instance automatically release and invoice deliveries based on complete PODs being processed, or be configured to create sales orders from email or EDI documents that are received. Storage and retrieval All documents that are internally generated are by default stored and linked to associated data, while inbound documents can be automatically stored through processing or manually by the user. Documents and files can then be accessed and viewed directly from any associated data within the system. Storage and retrieval will be used for customer and supplier invoices or PODs, for example. Reporting & Analysis (BI) De Facto ERP powered by EDP harnesses a suite of leading Microsoft reporting and analysis tools, including: Microsoft Reporting Services (SSRS) Microsoft Analysis Services (SSAS) Microsoft Power BI Find out more Diverse Data Sources Our ERP database, designed with full relational capabilities, is adaptable to encompass all project-specific data requirements. This enables comprehensive reporting and analysis by integrating data from multiple sources, such as: ERP databases Website databases Website analytics Other internal data sources Other external data sources Expand All Simplified data models We cut the need to understand complex database relationships by offering secure views and functions. These structures are designed to ease drag-and-drop accessibility within Microsoft SSAS, SSRS and Power BI. Users can define their reporting and analysis requirements effortlessly. Data security Our integrated ERP security measures include security plans, user profiles, user roles and user groups that enforce rigorous data access controls. For reporting and BI access, the utilisation of data models minimises the potential risk of unauthorised data access. Other data sources Including SQL Server, Oracle, ODBC, OLE DB, cloud services, on-premises data and more. Financial, Supply Chain & Website Reporting We provide an extensive assortment of standard reports with robust filtering and sorting options. All reports support one-click exportation to formats such as PDF and Excel. Expand All Configurable financial statements Single or multi-company reporting over specified periods, with variances against prior, budget and forecast data. This includes spreadsheet-style formats and drill-down access to source transactions. Rollback reporting Financial statements and other critical reports such as trial balance, aged debtors, aged creditors, stock valuation and other control account reconciliation reports, can all be rolled back to specific dates or periods. Custom reports and charts These are crafted using Microsoft SSRS Report Builder and seamlessly incorporated into the overall solution. Report delivery Automated scheduled production of reports can be configured to deliver direct to users’ mailboxes or to their workflow tasks within the system. Dashboards We seamlessly integrate Microsoft Power BI's capabilities, allowing the embedding of multiple dashboards directly within the EDP workspace. Harnessing Microsoft Tools By deploying data analysis and reporting tools from Microsoft, EDP based solutions benefit from the very latest technologies that are used in the provision of standard and custom outputs. Expand All Microsoft Reporting Services (SSRS) A reporting tool that allows users to create, manage and deliver a wide range of interactive, tabular, graphical and free-form reports. It enables data visualisation, report generation and distribution within organisations, helping users make informed business decisions. Report Authoring: SSRS provides a robust report authoring environment, using a Report Builder. Report Designer and support for Visual Studio are available to developers Report Types: Supports a variety of report types, including tabular, matrix, chart and free-form reports Parameterisation: Allows the creation of parameterised reports for dynamic filtering and user interactivity Export Options: Supports exporting reports to various formats like PDF, Excel, Word and more Subscription and Delivery: Provides options for scheduling and delivering reports via email, file share or other delivery methods Mobile Reports: SSRS enables the creation of mobile-optimised reports for viewing on smartphones and tablets Microsoft Analysis Services (SSAS) A data analysis and business intelligence tool. It enables the creation of multidimensional and tabular models, supporting data exploration, ad-hoc queries and data mining, helping organisations analyse and gain insights from their data. Multidimensional and Tabular Models: SSAS supports both multidimensional (OLAP) and tabular data models, allowing for different data analysis approaches Data Mining: It includes data mining capabilities for predictive and descriptive analytics Hierarchies and KPIs: SSAS enables the creation of hierarchies and Key Performance Indicators (KPIs) for more advanced analysis MDX and DAX: Supports MDX (Multidimensional Expressions) for OLAP cubes and DAX (Data Analysis Expressions) for tabular models Partitioning: Allows the partitioning of large datasets to improve query and processing performance Aggregations: Provides automatic and user-defined aggregations for optimising query performance Advanced Analytics: Supports integration with R and Python for advanced analytics and machine learning Microsoft Power BI A business analytics and data visualisation tool. It allows users to connect to various data sources, create interactive reports and dashboards and share insights. Power BI enables data exploration, real-time analytics and data-driven decision-making in organisations. Data Transformation: Offers robust data transformation and cleaning capabilities to prepare data for analysis Interactive Data Visualisation: Allows users to create interactive and customisable reports and dashboards Natural Language Queries: Users can ask questions in plain language to generate visualisations using the Q&A feature AI-Powered Insights: Provides AI-driven insights and quick insights to automatically identify trends and outliers in data Custom Visuals: Supports the integration of custom visuals and extensions to extend its visualisation capabilities Collaboration: Enables collaboration through shared workspaces and allows users to collaborate on reports and dashboards Scheduled Data Refresh: Automates data refresh to ensure that reports and dashboards are always up to date Mobile Compatibility: Power BI offers mobile apps for iOS and Android, making it easy to access reports on mobile devices