Project Costing

Which Projects are Making Money?

The project costing plugin is an extensive application that enables you to create project (contract) entities linked to customers and managed by project managers. The projects can then have revenue and cost budgets set that highlight quickly when a project is deviating from its expected targets.

Costs are divided into Labour, Materials and Others and can be sub-categories and applied flexibly to each project so that only appropriate cost analysis is performed (limiting human error).

This plugin adds the ability to select a project code on each revenue line of a sales order/invoice and select a project code and associated cost category on any line of a purchase order/invoice thus analysing these figures to the project. Additionally, labour usage and any stock usage on the project can be analysed directly in the project costing module.

Profit & Loss Statement by Project

The option to retrospectively add project codes to all sales and purchase orders/invoices is ideal where those processing the documents do not necessarily know which project it relates to. The end result is a flexible project costing system that allows you to produce a detailed profit and loss statement for each project and monitor the progress of your jobs at each stage.

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Track costs against your projects. Assign Activities and view them on on a timeline. Budgets can be set against each cost header and measured against actuals.

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Trade Counter

Integrated Trade Counter

Interprise offers a fully integrated trade counter plugin that can use any combination of touch screen, barcode scanner or keyboard entry to allow rapid processing of customers at a trade counter.  As you would expect from an integrated trade counter application the stock information and movements are in real time, the customer pricing information is automatically taken from the Interprise customer module and you can process cash or credit sales through this plugin.

One click import of sales quotes

View and import active sales quotes at your trade counter allowing you to speed up the process for pre-quoted customers collecting their orders.

Flexible Workflow

Workflow can be configured by customer types. So you might have cash customers printing an invoice at the trade counter while credit customers have a delivery note to sign with an invoice emailed to them.

The trade counter is part of Interprise looking at the same real time database. This allows you, for example, to change the customer half way through a trade sales invoice and for that newly selected customers pricing to be applied to the invoice.

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3rd Party API Access

Application Programming Interface (API)

The API is based on a Restful Web Service so a developer can get data from Interprise on demand and send their data back to Interprise allowing 3rd party applications to interact with the Interprise SQL databases through a secure connection in real time.

A list of standard API’s available are listed below.

Updating Interprise from Web Shop (or other application)

Updating Web Shop (or other application) from Interprise

Our standard Magento web shop interface using this API to great effect but any application that can use web API’s can request customer, pricing, stock or order information from Interprise and pass back their information instantly over standard internet connections. This is perfect for desktop and mobile app development.

Interprise Web Services (IWS) provides REST APIs for Interprise Suite that can be used by developers who need to integrate their applications into Interprise.

Magento Integration

Integrate your web shop

We have used our API to integrate with the Magento web shop out the box

Interprise comes with a full set of API’s that let you integrate your web shop in real time.  Magento web shop is integrated out of the box, with options to partly or wholly link to any e-commerce platform using the 3rd part API plugin.

Not all web shops need to be linked to their sales ledger and order processing system, pricing books and stock control system. If you have a small number of items you wish to sell on your web shop with no real need to makes sure you have adequate stock levels then a WordPress website with a WooCommerce web shop would be ideal for you.

However, when your requirements become a little more demanding, there is no better option than Magento and an API that lets your web shop interact with Interprise customer, pricing and stock systems in real time. Indeed as the number of stock items on your web shop increase it is hard to beat the power of Magento for its ability to manage these high volumes of products.

Customer control from the web; perfect for BTB and BTC

When a registered customer logs in at the web shop that customer has secure access to their own account information and histories from Interprise via the internet. This applies to both web shop only customers or your direct customers who might never use the web shop to order; the important point is that all information is within Interprise, no matter where it was generated from.

That not only makes for a smoother, more intelligent customer web shop experience but is also perfect for busy business customers who can log onto your website and retrieve their own information, typically statements, copy invoice or to view previous orders (or the status of current orders).

Within the registered customers area you will find ...

Carrier Integration

Schedule and Track Deliveries

This plugin integrates with carrier software to print labels, book deliveries and e-mail the customer a tracking code.

This plugin was originally developed for Metapack but can be configured for any carrier offering its own software solution. Metapack is a company that specialise in deliveries and interfacing with all the carriers. Whichever carrier you use they can integrate to it saving all the hassle of creating links with each one.

During the sales order process (at a point suitable for your workflow, say at the picking stage) the carrier plugin provides an option to ‘Send Order to Metapack/Carrier’. This displays a list of orders not already sent to a carrier; you simply select the orders you want to dispatch and the details are sent directly to Metapack (or any carrier supporting web integration via API) or to any other carrier software using an exported file in a format required by them.

You also have an option to print labels for your own transport or send the file to a 3rd party warehouse for printing.

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Discover MetaPack

MailChimp Integration

Effective, managed email campaigns

Send better email, build your brand, connect with people, win more business

This plugin allows you to connect to MailChimp, the world’s largest marketing automation platform.  With MailChimp you select from a huge range of email templates (or create your own from scratch) and using a target list generated from Interprise you send out a professional email campaign.

MailChimp monitors responses to this campaign, automatically feeding these activities back to Interprise. So for instance, if someone click through on the email you can automatically add this to a call list to be follows up.

Using this plugin you can create target lists, send high quality, relevant emails and monitor responses; analysing success rates. Essentially it follows the stages of a traditional ‘mailshot’ but without the cost.

With MailChimp’s marketing automation tools, you can send the right message to the right people at the right time. It’s like having a second brain for your business.

Email marketing has evolved. A professional email, delivered to the right person, can make a powerful first impression.

Campaigns are now more intelligently targeted; with Interprise you can build campaigns based on customer sales history which can help sell relevant product and renew contact with your customer keeping you in the frame for sales and help boost loyalty or win people back.

Build your brand, sell more stuff

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Create a Template in MailChimp


Condition driven warnings

The alerts plugin is a simple administrative assistant that lets you define a standard email to be sent to a user or distribution group (group of users) of your choice in the event that a defined condition is met. So for instance, an email can be to the sales manager if a new sales order is created with a value greater than £10,000 or an email to the accountant if a customer goes over their credit limit or is put on credit hold.

Additionally, you may also generate an activity in CRM in response to this condition being triggered. This is defined at the same time the rule is activated in a special setup screen for the plugin.

Standard Alerts include ...

Customer Feeds

Feed your Price Comparison sites

This plugin allows you to create specific customer feeds. These feeds can be setup to serve price comparison web sites or to provide key customers with instantly available stock information including levels and their customer specific prices.

Feed the comparison web sites

Lets say we create a customer called Googlebase and then create a feed for googlebase with your real time stock information (levels and prices). This could also work for Pricegrabber or other comparison sites that use feeds.

You can set a schedule in these comparison sites (say googlebase or pricegrabber) to update the stock information at pre-defines intervals. The customer feed provides information on demand.  You define which stock items are included in these categorised customer feeds. These feeds can also be used to update one or more of your integrated external web shop’s if you have these.

Feed your key customers

So if you had a customer who ordered a lot from you then you could issue them with a URL (internet web browser address) and when they browsed to that URL using any web browser it would give them the stock code, description, their price, Qty in stock etc. of items that you wanted to include in their feed.

If your web shop trawls for business using price comparison sites (comparison shopping engines) like Google merchant, price grabber and price runner this plugin will let you feed the information they require to them in a format they require.

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Serial/Batch Traceability

Batch/Lot and Serial Traceability Plugin

This plugin allows you to track stock by serial lot/batch numbers. It interacts extensively with stock control, sales order processing at the point of goods allocation or picking and purchase order processing at the point of goods received.

This plugin also includes the ability to add multiple conformity notes (or other user defined documents like warranty certificates) to each batch and when you send the customer the invoice Interprise can automatically attach these documents linked to the batches on the invoice. This potentially saves a lot of time and makes sure these important documents are sent out.

This comprehensive plugin allows you to track stock and sales by serial or lot/batch number. When you need to maintain traceability from purchase order to customer sales invoice this is the perfect solution.

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WMS Barcode Picking

Simple Warehouse Management

Clear, simple and accurate pick and pack

The Interprise Warehouse Management plugin provides simple warehouse management with barcode picking. It was originally designed on a Surface Pro with a Bluetooth barcode scanner which is perfect, but really any windows tablet or touchscreen device is supported.

The WMS plugin lets you pick by route/bin either single or multiple orders. You have the option of forcing users to confirm the bin location of the items being picked (usually by scanning the bin barcode) before scanning the items being picked from that bin. Batch or serialised items automatically prompt you for confirmation of the serial/batch codes being picked.

Following the initial picking a second, optional confirmation stage can take place, the packaging stage. This is ideal where you want to check the accuracy of the pick or where you are packaging the initial pick or when multiple orders are picked at the one time.

All the usual despatch functions are available, such as package note print, delivery note print, barcode label printing options for location (bin) and of course stock items barcode labels.

Finally, stock take functions allow you to scan all the items at a location and compare these to current stock levels, posting any differences as a stock adjustment.

efficiency by design

Pick orders from your warehouse using a handheld barcode scanner as part of the picking routine.

Standard features include ...

Atlas EDI Integration

The (Atlas) EDI Link

Sales Orders In and Invoices Out

Electronic Data Interchange (EDI) is a way of automating data transfer between your business and your trading partners. For most SME’s the need for EDI usually occurs when they start to deal with larger enterprises who often refuse to accept documentation in any other format. This standardisation of data transfer saves time and improves accuracy, but it can be expensive to setup and maintain if you are a smaller business.

For Interprise users that want to outsource their EDI, we are fully compatible with Atlas/TrueCommerce EDI. TrueCommerce in Europe is the brand name that brings together three market leading EDI vendors in Europe: Wesupply, Atlas Products and HighJump B2Bi. They deliver the next generation of EDI and e-Invoicing managed service to companies large and small; TrueCommerce Europe is part of the global TrueCommerce and HighJump business serving 15,000 customers worldwide.

TrueCommerce have links to most large trading partners, but will typically create an EDI link to any organisation they do not have. Once the EDI standard has been established for your trading partner all you need to do is assign your item codes to the trading partners to be able to automatically bring in the orders.

This plugin allows you to connect to Trading partners using Atlas (TrueCommerce) EDI. You can receive sales orders and send back invoices using this plugin.

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Multi Company Consolidation

Unlimited Company Consolidation

Multi-company consolidation does pretty much as it says on the tin (if it was sold in a tin). You create a new company (the consolidated company) that acts as a separate and central database for the other company data sets you wish to consolidate.

The transactions will be generated as normal in your separate companies. When you are ready to view the consolidated information you synchronise the companies general ledger information. All the journals from each of the trading companies are brought together in the consolidated data set and you are free to run reports on this consolidated company.

A full range of reports, including financial reports and transaction exports, are available. Each trading company will have its journals prefixed so you can run consolidated analysis across any combination of the trading companies, or all of them together. The consolidated company permits full drill down and you can also use enhanced reporting plugins or Interactive Reporting to build advanced analysis of KPI’s, exception reports or alerts that can be automatically scheduled to run and even emailed to groups or departments.

Where trading companies use different or varied nominal structures that is also catered for. Simply map each nominal code within the trading company to the consolidated nominal accounts.

Simple by Design

This plugin allows you to consolidate multiple data sets into one data set for consolidated company financial statements.  It copies all the nominal transactions so proper drill down is still possible within the consolidated company.

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Asset Management

Comprehensive Asset Management

Designed to meet the needs of most businesses, Asset Manager for Interprise follows the same look and feel as Interprise Suite for intuitive operation. It enables the management of a wide range of asset types, including leased or hired assets, with provision to manage their associated insurance policies, maintenance contracts and finance agreements.

Assets have 5 core Categories (Property, Vehicles, Plant and Machinery, Office Equipment and Furniture, Fixtures and Fittings) with unlimited User definable sub-categories, for example vehicles could have sub-categories for cars, vans and contract hire.

Default depreciation settings can be set for each sub-category with the ability to amend them for each individual Asset. Wizards are provided for calculating asset depreciation, revaluation of assets (to reflect market value changes), disposal of assets including the optional generation of sales invoices, and additions to assets where additional purchases/investments increase an assets value during its life.

An intuitive asset register that includes insurance, maintenance and finance agreement details with flexible depreciation options that automates your processes for improved accuracy and time saving.

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Dial a call out, pop your contacts in

This plugin allows you to dial from your computer. If you have Skype it can dial the number using Skype. If you have a TAPI2 complaint driver loaded onto your PC then the Tapi button can dial the number from your PC via your Phone system extension.

The ability to make TAPI or skype calls appears throughout Interprise allowing you to start a call from your customer form, prospects contacts, customer service cases screen and so on. It saves you the time in searching for telephone numbers and is faster and more accurate than manually dialling the numbers; it is also ideal for CRM where you might be running campaigns and moving through your call list.

Incoming calls will pop up the matching record, say for a customer, prospect or lead. From there you can quickly and easily generate a quote, a sales order or open a customer service case or generate a job for a field engineer. This saves you having to find the record.

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This plugin allows you to dial from your computer to your phone via TAPI2 compliant drivers or via skype. Incoming calls pop your contact within Interprise saving you time.

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CIS SubContractor

Construction Industry Scheme (CIS)

The CIS subcontractor plugin allows you to process supplier invoices for registered construction industry subcontractors (under the UK governments CIS scheme). Under this scheme you (the contractor) must deduct money (tax) at source from your payments and account for these with HMRC. This plugin lets you do that efficiently saving time and making the administration easier.

Each supplier you have that is a subcontractor is tagged as such and has his necessary information entered on the CIS tab on the supplier account. This information includes the %rate of the deduction which can be a different value for each sub-contractors. It is also worthy of note that you can add any additional information you wish to collect about a supplier or subcontractor using custom fields which can then be included in any of your reports.

You analyse subcontractor invoices at the point of entry (or later) identifying the labour content of supplier invoices (subject to tax deduction) separate from the materials value of the invoice (no tax deduction). When the analysis is completed, you can then post the subcontractor invoice (bill) so that it will now appear for inclusion on the CIS Return.

The return is generated by you ticking the subcontractors bills you want to include and committing the return. At this point a liability is created to pay HMRC which is settled when you pay the CIS deductions you have declared. This CIS return is available to view historically so you will always be able to analyse past payments.

The CIS subcontractor plugin allows you to process supplier invoices deducting the correct tax rate from their labour charges. This plugin controls the production of the CIS Return and tracks payments to HMRC, allowing you to see historically every deduction made.

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Supplier Feeds

Import Supplier Price Lists

Automate Supplier Price Updates and Stock Levels

Supplier feeds is all about being able to update the supplier cost price, supplier lead time and supplier stock qty from a file (ftp file or URL). If your supplier gives you this information then it means you can update your system on a regular basis (even hourly if you want to).

You can set up a separate supplier feeds for as many suppliers as you wish. These feeds map the Interprise fields to the column name in the spreadsheet or table being imported. The location and name of the file being imported is specified and the schedule set up when you want this to happen. That’s it, simple!

You can set up a separate supplier feeds for as many suppliers as you wish. These feeds map the Interprise fields to the column name in the spreadsheet or table being imported. The location and name of the file being imported is specified and the schedule set up when you want this to happen. That’s it, simple!

Within the item display of the stock module, or when entering sales quotes or orders, you can view the details of ‘Stock in channel’ which lists the cost price, lead time, qty in stock and last updated date for each supplier providing this stock information.

Update your supplier price lists manually or automatically at scheduled times using the supplier feed plugin. Update cost prices, lead times and supplier stock quantities to your inventory module.

Supplier feeds feature …

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Exchange 365 Email Integration

Integrate Office 365 Hosted Exchange or On-Premise

Integrate email, contacts and calendars with Interprise

The Exchange integration plugin allows you to synchronise emails, contacts and calendar functions from Office 365 hosted exchange, on-premise Microsoft exchange or any hosted exchange platform to your Interprise system.

Email tabs exist anywhere there is a contact within Interprise, allowing you to share email traffic within Interprise and so make this information public and easily accessible by Interprise users. Outgoing emails are recorded against the contact that received them, while incoming emails are fed into Interprise by dropping them into a defined mailbox within each users Outlook.

This is perfect if, say, you issued field engineers jobs. In this scenario you could send the engineer a job sheet (entered in Interprise as a case) which created a calendar entry on their mobile phone calendar. This job sheet (case) would contain all the job details, customer contact information and calendar entry showing the appointment time.

Another scenario might be feeding your customer details to the Outlook and mobile phones of your sales team. You can synchronise their contacts with Interprise (their contacts only or all contacts) which would make sure they always had the customer’s contact information including their address to fees into google maps.

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Allows Interprise to send, receive and store email, contacts and calendar functions using Microsoft Exchange on premise, hosted or Office 365. This allows any user to synchronise with Outlook.

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Email integration works across all contacts within Interprise; customers, prospects or suppliers. These contacts (address book information) can also be pushed out from Interprise to defined Exchange users. Likewise, calendar entries within Interprise CRM can also be synchronised with user diaries.

Simple, Efficient, Helpful

Supplier Batch Invoice Approvals

Batch Supplier Invoices and Credits

Create batches awaiting analysis and approval by managers

The invoice approvals plugin is designed for accounts or purchasing departments that require more formal control over their purchase invoice processing. Typically used by organisations that do not use purchase order processing but do require their purchase invoices to be correctly analysed and checked/approved before being posted to the purchase ledger. The workflow status moves from batch entered awaiting approval to approved batch awaiting posting, finally to a posted batch that remains in history forever, allowing you to look back at any previously posted batches.

The batch entry routine is entirely flexible and can be as configured to the way your department operates. Each batch can be a mixture of supplier invoices and credits with a named manager required to approve the batch. Each invoice/credit can have unlimited lines of nominal analysis (expense codes) which can be entered as the batch is created or later if required. The batch can be edited/amended at any time before posting, so you can add invoices/credits or amend values up until the final approval/post stage. Batches can have predicted numbers of transactions and value of the batch entered for comparison to check that the final values of the batch are what you expect.

The process of posting the batch creates the invoices and credits onto the supplier/purchase ledger.

This plugin gives you stricter controls over batch entry of purchase invoices (bills). It allows you to batch invoices (with totals), quickly breakdown nominal analysis and approve the batch before posting.

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Supplier Batch Invoice Approval Includes ...

Dashboard Designer

Query SQL with Interactive Dashboards

Flexible joins to use with existing or user defined SQL tables or views

The Interprise Dashboard Designer allows you design and view your own on demand dashboards using a wide range of graphical tools that use SQL queries run on the Interprise database. You may select and link multiple views and tables to get the information you need. Once defined the dashboards can be used to monitor Key Performance Indicators (KPI’s) with interactive dashboards.

Flexible SQL tools to query and bind data to chart items ...

Keep an eye on those KPI’s in real time using the Interprise Dashboard Designer. Build your own dashboards that focus on what your business needs using graphs and charts to simplify relationships and highlight activity.

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Dashboard Items Include ...

Light Manufacturing

Production planning for Light Manufacturing

Multi-level sub-assemblies with material requirements planning

The Interprise Suite as standard supports the creation of assemblies and kits. You can define how these assemblies are made up; so components, raw materials, labour, processes and so on.

The light manufacturing plugin brings multi-level assemblies and production planning into this model.

Unlimited sub-assemblies

In practice this allows you to define dependency chains. So an assembly might consists of materials plus a sub-assembly, which in turn is made up of materials plus another sub-assembly, which in turn is made up of two more sub-assembles and so on … the light manufacturing plugin explodes these assemblies out and calculates the raw materials you need to produce the expected level of saleable stock.

Calculate Expected Demand

A demand calculator estimates how much of this saleable stock you will actually need. Using current outstanding sales orders information and sales history data it can calculate your expected requirement for saleable stock and plan your production accordingly. It produces Projected Demand Reports showing the number of saleable stock items you are likely to need, along with the number of sub-assemblies you will require to produce them.

Work to List (Production Process List)

Now that the required stock levels to meet demand has been calculated, the sub-assemblies need to be produced in an appropriate sequence in order to permit the manufacture of the final saleable items. The light manufacturing plugin calculates this for you, producing a work to list that adjusts for a nominal batch quantity (you might have a NBQ of 100 if each sheet of metal produced 100 units and you did not want to leave part cut sheets so rounding production up to that level).

Raw Materials Requirements List and Supplier Purchase Orders

The projected demand also produced the Raw Materials Requirement List. This list can be edited with the option to automatically generate supplier purchase orders. Once generated these orders can be amended or added to before they are issued.

This plugin provides basic production planning and materials replenishment for light manufacturers. Supporting unlimited assemblies it calculates expected demand producing a work to list and automatically generates purchase orders for raw materials to meet you production run.

Light Manufacturing Include ...