Perito ERP. Enterprise Resource Planning for anything that moves

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1 Perito ERP Enterprise Resource Planning for anything that moves

2 About Equiniti Equiniti is one of the UK s leading intelligent business solutions providers and a trusted partner to public and private sector organisations, providing technology-based solutions to over 1600 clients. We combine the experience to meet today s challenges with the technology of tomorrow.

3 Perito ERP Enterprise Resource Planning for anything that moves Perito Enterprise Resource Planning (ERP) is a business management solution that integrates internal and external information across an organisation. Designed specifically for organisations based in the UK and Ireland, Perito ERP can help your organisation to manage its business processes with maximum efficiency. Perito ERP enables you to create an accurate and complete view of your business through its range of integrated modules. As a single source of information and control, you can better manage the different elements of your organisation, helping to improve profitability while at the same time streamlining your operations. The Perito ERP system s core takes care of a business s Finance and Distribution needs and can be customised with the addition of fully integrated modules for: Warehousing Management, including Voice-picking Mobile hand held Stock-taking Mobile distribution (InCab and Field Sales solutions) Production Control Manufacturing Resource Planning Ecommerce Credit Management Business Intelligence Document Management Workflow Our ERP has been developed solely by Equiniti to be both fully integrated and fully bespoke ensuring that it can be tailored to meet business needs without any compromise on functionality.

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5 Finance and Distribution Integrate planning and accounting functions into a single solution Equiniti s Finance and Distribution software is ideal for logistics companies needing to integrate their planning and accounting functions in a single solution that tracks the movement of orders from first contact, through to delivery and payment. Finance and Distribution is the core of Perito ERP. It allows for the processing of orders, payment processing, vehicle maintenance administration, job and project costing, weighbridge processing and fuel bunkering. As well as integrating fully with the rest of the Perito ERP suite, including specialist modules that tailor Finance and Distribution for fuel or food distribution businesses, our Finance and Distribution software can be integrated with third-party applications to allow for even more functionality.

6 Credit Management Keep accurate records and collect outstanding debts Equiniti s Credit Management solution assists with cash flow management, customer relationship management, stock management and accounting by allowing the end user to keep accurate records and collect outstanding debts. Our credit management software is a fully integrated module of Perito ERP and draws on the power of Microsoft Dynamics CRM for clients with larger, more complex, requirements. It also integrates with Microsoft Dynamics NAV so that the data contained within the credit management solution can be used across the business. Credit Management allows for the maintenance of credit chasing cycles and enables credit control teams to be assigned to each overdue account to allow for continuity in the credit chasing cycle. Overdue accounts are immediately flagged up, while reminder letters and debt chasing letters can be automatically generated and mail-merged at pre-defined signposts, automating a great deal of the recovery process. Integration with Perito ERP Analyser ensures that overdue accounts can be used as a valuable source of business intelligence. Benefits Instant access to customer information Ability to record and progress complaints and queries Facility to monitor promised payments Recording of detailed history - essential in the case of court action

7 Ecommerce Allow your customers to shop online Perito ERP s Ecommerce software automates the ordering process by providing secure, online, shopping carts of benefit to both the customer and the distributor. Fully integrated with Perito ERP, it has been designed for ease of use and is fully customisable. What is ecommerce? Our ecommerce software is a module of Perito ERP and enables orders to be placed online through your website and fed directly into the ERP system for processing, picking and distribution. With online shopping now the norm in the UK, customers expect easy-to-access and secure online ordering that enables quick turnaround of their requirements. Benefits Saves staff time taking orders on the phone Provides enhanced security to the ordering process, for users at both ends Orders fed directly into ERP, enabling fast turnaround of customer orders Provides customers with up-front visible information on pricing

8 Warehousing Automates manufacturing ordering and reporting processes Perito ERP Warehousing is a comprehensive warehousing, logistics and stock management system that provides straightforward functionality to cover goods received, put away, picking and replenishment. Perito ERP maintains real-time maps of each warehouse, where products may be stored in multiple locations within each warehouse and can be set up to be picked from designated pick faces, or to be picked directly from their warehouse location or locations. Benefits Saves time by optimising warehousing activity Increases profitability through increased turnaround Improves decision-making ability Supervisors will be able to adjust the quantity of any item held in any location. Adjustments will be created by the supervisor clicking on a location, selecting a product and entering an adjustment quantity.

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10 Voice-picking Make the most of staff time and elminate waste Equiniti s next-generation warehouse Voice-picking software is a logistics and stock management tool that replaces the traditional system of paper lists and barcode scanning with voice-activated picking. As a module of Perito ERP, our warehousing software integrates with the enterprise resource planning function in order to send commands to warehouse pickers, ensuring the correct quantity of stock is picked at a speed that slashes order turnaround time and makes the most use of a picker s time, whether they are performing picking, put away or stock management tasks. It then assigns new tasks without the waiting around that used to be commonplace in a warehousing environment. Optimise staff time with no need to go back and forward to the office for new assignments Reduce training times for new staff Case study - PRM Logistics PRM Logistics is one of the largest independent chilled andfrozen food sales and distribution companies in Ireland. Its strength lies in providing a route to market throughout the island of Ireland to every retail sector. The company required an innovative method of controlling and improving order picking. The solution, provided by Equiniti, was the introduction of Voice-picking, which has boosted the speed and productivity of warehouse staff. Benefits Remove paper and labels from the warehouse Slash administrative costs

11 Mobile Stocktaking Reduce time spent on stock taking and the administrative burden associated with it Our Mobile Stocktaking solution is an inventory and stock management tool that can transform the way logistics businesses perform their stock taking function. Mobile Stocktaking has been designed to reduce time spent on stocktaking and the administrative burden associated with it, allowing concentration on other core activities. The solution centres around a rugged, durable and easy-to-use hand-held device used to read barcodes. The information gathered is uploaded into Perito ERP helping to form an overall view of your stock management function. Benefits Slashes the time spent taking stock Eliminates errors in the stock take Reduces administration and use of paper-based systems Integrates with Perito ERP for a joined-up view Case Study SAFE Fuels, (South Armagh Farming Enterprise) one of Northern Ireland s rapidly growing fuel and Agri Store distribution companies, asked Equiniti to provide a Mobile Stocktaking application to integrate into their existing Perito Finance and Distribution software, also provided by Equiniti. SAFE Fuels previously used a manual, paper-based process for recording all products across both sites, which put extra pressure on administrative resource and took one week to complete. Equiniti provided SAFE Fuels with a Mobile Stocktaking solution which fully integrates into their existing Perito Accounts system. With the new solution in place, the process that had previously taken one week to complete, now takes just one day.

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13 Mobile Distribution Bridge the gap between the office and the driver Perito Mobile InCab solutions bridge the gap between the office and the driver, enabling up-to-the-minute stock management and improved customer service for logistics and distribution companies delivering perishable or time-sensitive items. Equiniti s Mobile Distribution software is an integrated module of Perito ERP and feeds live information about deliveries and invoicing into the ERP system straight from hand-held computers stored in the cab of delivery vehicles. It also assists distribution by optimising delivery routes. Benefits Cuts down on the time spent by drivers filling in paperwork and makes sure that more of their time is spent on the road, getting deliveries to customers Reduces administration costs Optimises efficiency of mobile workers Eliminates need for re-keying Reduces fuel costs and emissions Case Study - Irwin s Bakery Established in 1912, W D Irwin is now the largest independent plant bakery in Northern Ireland. Their bakery products populate the shelves of all major supermarket chains such as Sainsbury and Tesco, as well as thousands of small shops. After intensive research of mobile solutions in the market, Irwin s chose Equiniti.

14 Manufacturing Gain more control over your manufacturing process Equiniti s highly customised, flexible, Manufacturing software is an ERP module that automates manufacturing ordering andreporting processes. Our manufacturing solution customises Perito ERP s Finance and Distribution core for manufacturing businesses to monitor and process supply, stock and manpower in order to give estimates and meet orders more effectively and at reduced cost. It provides full production and scheduling tasks which allow the end user to create, adjust monitor and highlight any issues that could affect production. Benefits Streamline your operations Monitor part and supply inventories effectively Manage workflow from order to shipment Avoid costing errors with real time valuations of completed operations

15 Manufacturing Resource Planning Equiniti s Manufacturing Resource Planning software gives manufacturers advanced resource management control to aid capacity and production planning and greater insight into their manufacturing processes. Ideal for large manufacturers, our MRP system hides huge functionality behind an easy-to-use interface, allowing users to accurately gauge what parts are needed to fulfil orders, how many are currently in stock and how long extra parts will take to be delivered. Benefits Maintains positive customer relationships through enhanced communication Reduces the risk of not fulfilling orders on time Helps exert better control over inventories and stock Helps turn orders around faster Improves quality control MRP also shows multiple production lines, what quality control measures are required and information about the length of time taken to clean lines and box and label orders, allowing for real-time estimates on order availability.

16 Business Intelligence Pull information from across the enterprise into actionable reports Our Business Intelligence solution, known as Perito ERP Analyser, is reporting software that provides business analytics to aid decision-making and reporting. A module of Perito ERP, Analyser enables managers to make better, more timely decisions. Perito ERP delivers information such as reports, charts, and analytical applications, specifically tailored to individual needs. Business decisions will be based on data that is current, not weeks or months out of date. Perito ERP Analyser provides a complete, integrated information delivery suite. The solution delivers ETL, security, analytics, and portal components, eliminating the need to manage multiple dispersed programs, while lowering costs and freeing resources. Benefits Access to fast, tangible, accountable and reliable results Helps managers to make timelier and better decisions. Empowers staff with accurate and timely information Makes your business easy to understand Reduces administrative costs Expands seamlessly as your needs evolve Case Study - PRM Logistics With Perito ERP Analyser, PRM can quickly and easily obtain the information it needs across all its business sectors including promotions, pricing and deferred supplier rebates. Information can be presented in many ways - month-on-month, year-on-year, area, product, sales rep or customer. PRM now operates a paperless warehouse with stock variances reduced by 70% thanks to the real time stock management and replenishment capabilities afforded by the technology it uses.

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18 Industry-specific packages

19 Fuel Distribution Software Perito ERP tailored for fuel distributors Perito Fuel Distribution Software from Equiniti allows organisations in the fuel business to leverage their software to aid and assist their business processes and make crucial effeciencies. A collection of modules built around Perito ERP s Finance and Distribution core, the Perito Fuel package contains tools for credit management, powered by Microsoft Dynamics CRM and Microsoft Workflow, and predictive ordering. Perito Fuel is made up of modules for: Fuel Accounts Credit Management Mobile Distribution Case Study - Harvest Energy Harvest s business processes are very complex. With the business expanding, it was clear that they needed a company that understood their business processes and could provide a solution which met their demanding needs today and for the future. Equiniti, with their Perito Fuel software, proved to be the solution that Harvest was looking for. Working closely with the people in Harvest, Equiniti developers were able to create new functionality within Perito Fuel to accommodate each department s needs. The final result has been a product that encompasses all of Harvest s business processes and will provide the secure platform on which they can develop and grow their business for the future.

20 Food Distribution Software Perito Food Distribution software from Equiniti allows organisations in the food distribution business to get more from their software to aid and assist their business processes and increase the turnaround time of orders. A collection of modules built around Perito ERP s Finance and Distribution core, the Perito Food package is designed to help reduce the amount of time spent on stocktaking, manage purchase orders and customer credit better and drive efficiencies in your sales stream. Perito Food is made up of modules for: Food accounts Telesales Credit management Mobile Distribution Benefits Drives efficiencies and operational improvements Delivers timely and accurate business information Provides increased control over your business Enables better informed business decisions Case Study LMI In food distribution, the ability to enter customer orders with speed and accuracy is critical for the survival of the business. When LMI Foods reviewed the market for a solution to fulfil this need, Equiniti was selected as they met the requirements of LMI. The software gives LMI control so that they can plan stock levels efficiently, automate pricing, discounting and rebates. LMI also have access to comprehensive reporting tools which give them a true analysis of the profitability of customers, products, routes and buying groups.

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22 Our Other Solutions

23 Membership portal Keep on top of compliance Our web-based Membership Portal is ideal for organisations working in highly regulated areas with a need to keep their members, clients or associates up-to-date with the latest compliance related developments. In use by Equiniti clients in the construction and electrical industries, the portal allows for the provision of skills register applications, holiday credit schemes, sickness and death benefit schemes, registered and certified contractors, training services, industry event registrations and online membership directories. Fully online and customisable to meet your requirements, our Equiniti s Membership Portal is highly secure and is accessed via generated usernames and passwords. Benefits Intuitive and easy-to-use Content secured via user login details On demand access 24/7 via the internet Reduction in administrative overheads Incorporated disaster recovery Case study - Construction Employers Federation The Construction Employers Federation (CEF), the representative body for reputable construction firms in Northern Ireland chose Equiniti to develop and design their Web Enable Solution. The adoption of the new solution has enabled CEF to unify six disparate systems, removing duplication and streamline their business processes. The solution has been designed around six applications as a browser-based system. CEF now has access to cutting edge technology without the upfront purchase of expensive hardware and software and the ability to release key CEF staff to carry out their jobs.

24 Legacy System Modernisation Do you have a Legacy System that contains too much information to replace but that is holding you back through a lack of functionality? Equiniti s team of expert developers and consultants can re-engineer your legacy software. What are legacy systems? A legacy system is software used by your business that is outdated, either because it no longer reflects your businesses processes or because it lacks the key functionality, such as the latest Windows technologies, associated with modern business solutions. Many legacy solutions contain valuable information that needs to be retained while some may have outdated elements that need replacing. Equiniti has an in-depth knowledge of high volume distribution systems, having been at the forefront of delivering adaptable ERP and accounting solutions for large-scale distribution companies for over 30 years. Operating one of the largest and most experienced Synergy development teams in the world, supporting over 150 sites, Equiniti is experienced in the development and implementation of business solutions. The benefits of updating legacy systems Elimination of need for in-house IT resource Reduced cost compared to upgrading to a new system Increased storage Retention of existing business logic and data structure

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26 Contact us: t e enquiries@equiniti-erp.co.uk Equiniti. The copyright of this brochure is owned by or licensed to Equiniti. Equiniti shall not be liable for technical and editorial errors or omissions contained in this brochure or in any reproduced, translated, or transmitted copies. Equiniti reserves the right to revise and/or change product features or specifications without advanced notice.