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| Business Modules |
IDEAS is true ERP software that runs in concert with the industry-standard
Microsoft Windows 2000 / 2003 operating system. IDEAS is designed to help
clients within the importing and distribution industries to meet the unique
challenges of long lead-time purchasing, allocating inventory, credit
management, commissions and royalties tracking, Electronic Data Interchange
(EDI), multiple currencies, multiple warehouse and multi-corporation locations
are of paramount importance.
The IDEAS software represents practical yet advanced software processes
developed through years of on-going development. The software provides clients
with the necessary information to effectively and efficiently manage their
importing, manufacturing and distribution business and to make strategic
business decisions. This functionality, coupled with Navision’s unique ‘drill
down’ capability, lets users examine individual transactions and information
easily and immediately where all transactions leave a complete audit trail so
that even the most complex transactions become transparent.
Core business modules within the IDEAS software suite are as follows:
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| Sales
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Order Processing
IDEAS simplifies order entry, invoicing, back-orders and handling of
assortments and distribution orders. You get a complete order processing system
that ensures that orders are recorded accurately, that the goods are shipped
right the first time, and that orders are invoiced promptly.
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Pipeline Visibility / Sales Analysis
Quickly determine inventory levels, including in stock items, purchase orders,
on-the-water inventory, production orders and sales orders. Provide
up-to-the-minute corporate data, sales information, inventory status, accounts
receivable and profit margins with detailed and customizable sales analysis
reports and summaries. IDEAS is ODBC compliant, making it possible to use
Crystal Reports, Microsoft Excel and Access and other third-party applications
to analyze real-time information.
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Remote Order Processing
IDEAS provides immediate access to any information, no matter where it’s
needed. You can assist your employees and suppliers in responding rapidly to
changing business conditions. If remote order entry is required, IDEAS has an
interface to PDA devices that can store and forward orders taken by your sales
people.
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Commissions Tracking
With IDEAS, you can assign commission rates based on the sales organization,
salesperson, customer, item sold, discount percentage of an order or item and
the price paid for the item, as well as generate detailed commission
statements.
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Electronic Data Interchange (EDI)
IDEAS has an integrated EDI translator supporting both X12 and EDIFACT formats.
Dynamic inbound and outbound order, invoice and ship notice creation are
featured in addition to functional acknowledgment reconciliation and document
history. Other supported documents that are key to supply chain management
include the Purchase Order Change, Routing Request, Routing Instruction and
Product Activity Report.
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Multiple Currenciesy
With IDEAS, you can easily work in your preferred currency and have the ability
to quickly convert between various currencies. You can purchase products in
foreign currencies and have IDEAS do the conversions for you.
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e-Commerce
Via Biz Talk or ODBC, IDEAS can exchange information with your existing B2B or
B2C site.
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CRM
Convert one-time purchasers into long-term, profitable customers. With IDEAS,
you can quickly view your customer's historical purchasing activity and tailor
new product offers to boost sales.
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| Inventory
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NEW Dispatch / Delivery
More efficiently manage your daily delivery operations. CAI’s Order Delivery
Tracking System (ODT) is a flexible, user-friendly and intuitive solution that
provides accurate delivery and scheduling information to dispatch, sales, and
management organizations. This eliminates the need to call the dispatch office
to determine delivery status. Additionally, the system’s integrated GPS tracking
technology and wide variety of available black box and fixed mount vehicle options
provide real-time tracking and management of their mobile resources, and lets
dispatchers coordinate order combination, routing and fleet tracking to get the
most out of their delivery operations.
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Inventory Control
Get up-to-the-minute quantity status and detailed information on each item in
your inventory. Set and maintain target finished goods and component inventory
stock levels, analyze usage trends and check vendor performance. Automatically
update stock records after every sale, purchase, return and transfer to keep
inventory data current.
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Production
With IDEAS, you gain improved control over manufacturing and kitting operations
to minimize costs and maximize sales and warehouse operations. You can
coordinate work center tasks, labor and overhead costs. Manage product routing,
job tracking and perform standard and actual cost comparisons to maximize
profitability.
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Warehouse Management
Operations from receiving and put-away to picking and replenishment need to be
seamless and flexible. With IDEAS, you can improve inventory management,
optimize space allocation and enhance the efficiencies of your warehouse staff.
Flexible bin, zone and location management for single or multiple warehouses
ensures that scarce space is utilized efficiently.
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In-transit Inventory
If you take ownership of your product at the port of origin, then it is
critical that you can track on-hand inventory both in the warehouse and in
transit. The IDEAS Allocation System intelligently allocates your inventory
regardless of where it is in the pipeline.
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Purchasing
Smart purchasing can improve your margin levels and enhance the service you
provide to your customers. Having the product that your customer needs, when
they need it, can be the difference in generating repeat sales. With IDEAS, you
can manage the entire purchasing process, including factoring lead time for
both purchasing and transportation.
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Pricing / Costing
Costing and pricing your goods is essential to maintaining a profitable
distribution business. IDEAS centralizes standard and actual costs so, price
changes are applied quickly to the finished products. In addition, IDEAS’ Bill
of Material (BOM) roll-up allows for quick re-pricing and costing.
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Bill of Material
IDEAS supports both single-level and multi-level Bills of Material. Whether
your requirements are as simple as kitting or as complex as labor and component
production, IDEAS will fulfill your needs.
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Allocation / Reservation System
IDEAS includes a complete Allocation / Reservation system that intelligently
matches current and future demands against all inventory whether it be on-hand,
in transit or on purchase order. The dynamic allocation process re-allocates
product to ensure optimal shipping performance without compromising commitments
to customers.
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Bar Coding
Facilitate production, lot tracking and more. IDEAS is barcode ready. You can
print and read bar coded inventory labels to help track materials, from
receiving through shipping, efficiently and accurately (using barcode printers
and scanners sold separately).
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Shipment Tracking
With IDEAS’ integrated shipping system you can easily track UPS, FEDEX &
AIRBORNE packages directly from IDEAS via the web.
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Container Receipts
Receipt of purchase orders can be done quickly and accurately and can include
vital information such as agent, packer, shipping line, port of entry, final
destination, vessel and container number.
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| Financial
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General Ledger
Access up-to-date financial data and accounting information and produce
attractive financial reports on-demand to gain valuable business insight. IDEAS'
provides daily financial management tools, not just a once-a-month report.
Instantly access every G/L account and transaction. Set-up your accounts and
sub-accounts to enhance your decision making, improve processing time and
automate routine activities.
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Accounts Receivable
Manage your receivables to maximize cash flow and net profit. Promote and track
sales, payments and other customer activity. Record communications with
customers and prompt credit managers for follow-up to help you get paid on
time.
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Accounts Payable
Record vendor related transactions, make payments and track all vendor
activity. Gain more control over payables to your vendors with less time and
effort.
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Credit Management
IDEAS provides real-time, multi-criteria customer credit and order discrepancy
checking.
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Cash Receipts
Pay a range of invoices and select specific invoices for non-payment quickly
and simply. IDEAS also handles charge-backs and charge-back reason codes based
on returned merchandise.
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| Administration |
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NEW Paperless Document Management
Scan, file, store, and retrieve documents, fats and efficiently. CAI’s software is integrated
with DataView RMS, a total Record Management System developed by MultiProcess Computer
Corporation (MPCC). DataView RMS is designed to help you reduce costs, labor, paper and storage;
locate documents instantly, prevent document loss, protect documents with image dating technology
and restrict access by providing security. Misplaced or lost files are a thing of the past.
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Imaging
Print full-color images on quote sheets, job bags and marketing literature.
Comprehensive photo imaging capabilities let you view your photos on screen to
help reduce errors.
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Open Database Access
All business data can be accessed any time, anywhere through Microsoft®
applications such as Excel, Word or Access, as well as other reporting tools.
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Graphical and Intuitive User Interface
IDEAS lets you easily manipulate and export data into various formats including
Excel, Word, .pdf and .txt documents.
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Business Intelligence (BI)
Access and utilize valuable data to enhance your business decision processes. IDEAS'
integrated BI Module is a comprehensive, state-of-the-art BI solution that lets you view
customer, sales, inventory and other key performance indicators (KPI) as intuitive and
graphical dashboard objects so you can identify business trends, monitor progress toward
business goals and diagnose overall organizational health.
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