Software packages for CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) are often independent systems in companies, but the processes should by no means be viewed isolated. After all, customer orientation and customer needs apply at all times and everywhere within a company.

The audius:CRM+ERP industry solution expands Dynamics 365 Sales and includes relevant processes in all business areas: it enables an entire company to use common software across all departments.

For this purpose, audius applies with audius:CRM+ERP the development strategy holistically and combines the functions for sales, marketing, customer service, manufacturing, purchasing, warehouse and distribution in a modular way.

With this solution, customers acquire the components for CRM and ERP only, which they require for business processes within their company: Sales and consistent customer orientation go then hand in hand with manufacturing, resource planning and management, warehouse and inventory management as well as delivery to an end customer.

audius:Manufacturing processes production data and orders, for the manufacturing of products. The software solution ensures the best possible capacity utilisation as well as the dispatching of orders for production processes.

In addition to generating parts lists, routings, data for CNC controls and drawings, the range of services offered by audius:Manufacturing includes stock reservation for products and assemblies.

The material is provided and the production message transmitted to the workstations. Manufacturing ends with the ‚finished status‘.

In addition to supplier and product management, audius:Purchase includes two further modules: Ordering and inventory management. The intercompany process across several locations is a central function of the extension to the basic features of CRM and ERP systems.

Order processing handles the order proposals, monitors the orders and processes the receipts. The ordering of the material is carried out with the help of the software on an order-related, demand- or consumption-oriented basis, taking into account minimum stocks, seasonal fluctuations and replenished periods.

Orders are placed with suppliers, taking into account product characteristics and units, delivery- calendars, order blocks or framework agreements.

Inventory management processes the receipts, issues goods and provides the material availability for production. In this process, stock levels and inventory are managed across several warehouses and locations.

audius:Planning controls the demand capacity management for production, warehouse and purchasing on the basis of production data. The extension to audius:CRM+ERP ensures the value chain and prevents supply shortage.

Central to this is checking the availability for resources and materials at the right times. audius:Planning resolves scheduling and material conflicts, with reservations and calculation of order proposals. For this purpose, the software is using the production data and determines order-specific parts lists and working plans for assemblies.

The purchasing department or audius:Purchase is using the calculation of the order proposal as a procurement.

Commissioning, outsorcing, packing: audius:Delivery handles dispatch control, route planning and creating delivery notes in one go. The commissioning is happening order related - as soon as the product inspection, packaging and dispatching have been completed, the module will trigger the invoicing.

On requirement, an interface to the forwarding shipping company integrates the logistics partner in the processes or it can map the drop shipment.