4Works Gloves & Gear
4Works distributes a range of high quality work gloves for personal use, to corporate customers, and to resellers. 4Works is a new company and needed to install a scalable business system with an integrated online store on a smaller budget, but ensuring that they can grow without requiring new ERP software for at least 5 years.
Business software needs:
Price list automation to cater to different customer types (personal use, B2B, resale)
CRM and easy-to-use order processing, quoting, invoicing
Accept credit cards and/or extend credit terms (Net) for approved customers
Ship with UPS and FedEx
Supply chain management – managing stock and non-stock items, automatically procuring items when needed
Simple online store managed from within
ERP Financial reporting and bookkeeping
Auto-generate documents and emails for various sales/purchasing process steps
Implementation project components:
Business review to determine software suitability
Analysis of processes done by 4Works, analysis of data that 4Works must organize
Basic Website layout (using standard templates only), document setup (invoices, emails, etc)
Third party service setup (payment processor account, shipping accounts, email service)
System configuration/customization – US chart of accounts, product setup, common expense product setup, accounting routing, warehouse routing, payment processing with automated order propagation
Product/component data upload and organization
Email configuration for deliverability (for automated system emails), web address setup
User training
Steersman on-going services used by 4Works:
Business software maintenance
Email maintenance
On-going user training and support services
Auxiliary bookkeeping service and accounting consulting
IT consulting – email, computers, network, etc