WinLine inventory management & order entry
Order entry, invoicing and inventory management are other core areas in your daily business activities. The WinLine ACC2 module provides the IT environment to perform the various kinds of processes such as material planning, warehousing, sales and purchasing, all merged together into one core module.
A good inventory management software must fulfill demanding requirements in many areas: sophisticated pricing mechanisms, easy to use and transparent customer and vendor accounts, and flexible inventory handing procedures.
The entry window for sales and purchase side documents in WinLine ACC2 accompanies you seamlessly through the entire voucher cycle from offer to invoice. Your external sales force has the option for accessing document entry for real item processing in WinLine. During entry of sales or purchasing document, many automated functions such as discount checks and locks, delivery locks and credit limit warnings and locks can be activated for quick and secure document generation.
Several kinds of parameters such as sales order demand, inventory level, and estimated replenishment times are all combined to provide you with sophisticated material requisitioning methods in WinLine ACC2. This offers you flexible and easy to manage methods for requisitioning for warehouses, lots or serial numbers, including reporting on product attributes, such as variants, multiple units of measure and warehouse locations.
By means of complete integration with accounting, inventory management and document transactions flow directly from invoicing and inventory management to accounting and cost accounting. Customer orders for manufactured products can be transferred directly to the manufacturing module, WinLine PROD. Standard definable interfaces for external POS systems, time management systems, and other third-party software make the WinLine ACC2 module a complete solution for your company.
WinLine ACC2 is the complete package for order/invoice entry as well as inventory control and material requisitioning. With WinLine you have chosen a comprehensive and user-friendly program with:
- Integration with WinLine ERP and PPS
- Integration with the WinLine CRM system
- Mobile access by Internet and app
- Efficient organization of sales processes
- Transparent, easy to use voucher cycle
- Up-to-date information on backorders
- Optimized material requisitioning
- Integrated movement of goods from scheduling to delivery
- Inventory level minimum / maximum thresholds
- Reduction in stock costs and turn-over times
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Supplemental modules for WinLine ACC2 - Purchasing (Material Requisitioning)
Everything is centered on the right moment in WinLine material requisitioning module: exact order fulfillment needs exact planning.
Sales order demand or demand from production jobs provides the basis for calculating suggested purchase orders in WinLine. You can use either order-based methods, i.e., each order line triggers a PO suggestion, or stock level-based methods, i.e., minimum and replenishment stock levels, for triggering PO suggestions.
The first method keeps your inventories lean, and the latter method ensures that you always have enough stock on hand to meet potential orders. The suggested purchase orders are saved in purchase scheduling batches that you can manually inspect and modify on-the-fly before the actual purchase orders are generated. This gives you the flexibility to react to changing stock requirements on a daily basis.
The WinLine material requisitioning module affords you a comprehensive overview of all your back-orders and any pending or already entered deliveries. You can notify your vendors directly out of the software about late and missing deliveries.
The WinLine material requisitioning module lets you:
- Create Suggested Purchase Orders
- Edit Purchase Orders
- Process Vendor Deliveries
- Vendor Backorder Lists
- Product Requirement Lists
- Reserve stock on hand and in purchase orders
Supplemental modules for WinLine ACC2 – Multiple Warehouses
Multi-warehouse management offers you efficient working with main and subsidiary warehouses. Whether you are doing inventory accounting, voucher management or creating overall warehouse statistics, you have all warehouse-related data at your fingertips. The exact quantity located in each warehouse location is listed along with detailed information on products and quantity sold to each customer from each warehouse.
This module can be employed not only for multiple warehouses, it can also be used to manage product attributes such as color variants, sizes, serial numbers, and lot numbers.
Supplemental modules for WinLine ACC2 – Order Picking
The order-picking module manages processing of goods with up to three levels of packaging units, e.g., box, carton, and pallet. You can report on the exact packing unit number that is associated with a particular customer delivery at any time.
Customized packing labels and shipping papers can be set up and assigned to particular kinds of packaging material. Order-picked products are denoted in various reports to keep track of stock that is packed and ready for shipment on the loading dock.
Supplemental modules for WinLine ACC2 – Project Management
The project management module supports project budgeting, billing, accounting and reporting activities, spanning the scope from project start-up activities to post-completion reporting.
Project status levels let you monitor project progress status. Attach a workflow to a status level and the program keeps you up-to-date by sending an email when a particular status level has been achieved.
Project budgeting takes place using products and resources, which lets you calculate a total project budget in terms of time and material costs. Project costs can be allocated to cost accounting in WinLine and assigned to a project cost objective.
Authorization profiles determine the company users who have access to the project data and those that are authorized for data entry. Every project can be set up with its own authorization rights profile.
The most significant features at a glance:
- complete project management
- project monitoring
- progress monitoring
- classification of pre- & post sales phase
- article and resource based budgeting
- assignment of follow-up action
- automatic workflow
- automatic notification
- automatic involvement in cost accounting
- authorization of company users
Supplemental modules for WinLine ACC2 – Quality Management System
The QMS quality control module supports the set up and execution of quality control checks and activities, including product release management functions. It also includes product tracking reporting options that let you track the source and end product of lots and serial numbers that have been purchased and sold, and that conform to the EU regulation 178/2002 for product tracking in food industries. This allows you to see exactly which customer received a particular product that you received with a certain shipment of incoming goods.
The quality management functions are located at various points in the software to ensure that only products that have been checked and inspected are actually eligible for delivery or manufacturing.
When product inspection is not mandatory for all of your products before they can be used for further processing, you can set up flexible, individualized release statuses which define the products, lots or semi-finished products that are subject to inspection or not.
Evaluations in WinLine allow complete traceability of customers articles or product batches at any time.
Supplemental modules for WinLine ACC2 – Foreign Currency Invoices
Using this module you can generate customer and vendor documents in foreign currency in WinLine. An unlimited number of foreign currencies can be set up in the system, each with up to six separate applicable currency rates. Foreign currencies can then be assigned to a price list, which in turn can be assigned to a particular customer or vendor account.
When entering invoices you can assign one of the six currency rates as a preset on a fixed basis, or you can choose to select the rate on a on-the-fly basis. The resulting postings, both to inventory and accounting are automatically converted to the local currency of the company, including all inventory values, sales statistics, accounting and sales rep commissions.
Additional Modules for ACC2
Kit List - Kit List products:
Kit lists are bills of material containing only products (no resources) that are effectively assembled at the point of generating a delivery note for the kit list product. Both the kit list product and its parts can be managed with lot and serial numbers.
BACKLOG – Backorder list:
This module lets you report on your offers that have not been ordered yet, on orders that are still to be delivered and orders that have not been invoiced yet.
AUTO VOUCHER – Recurring vouchers:
The Auto Voucher function assists you in rapidly and efficiently generating recurring vouchers like service billings, rental invoices and periodic fees. Duplicate a source template voucher and define the periodic cycle for generating new vouchers, e.g. once a week, a month, a year, etc. Using this module, you can quickly and easily generate hundreds of periodic customer billing records at the touch of a button.
ANAB – Deposit and final settlement invoices:
Using the ANAB module, you can generate partial or deposit invoices, including progress billing scenarios. All postings are automatically transferred to accounting in WinLine.
SALES – Telephone Sales:
This module supports your sales team in a telephone sales environment. Follow-up lists and listings of previous customer deliveries give your employees lots of information on customer behavior and history. New customer orders can be generated directly from previous customer delivery notes.
BUDGET – Budgeting:
Set up budgets for products, customers, vendors and sales reps and compare actual values with target values.
CONTRAKT – Contract management:
A contract consists of a delivery agreement for a particular quantity of a product in a defined period of time. Using the WinLine CONTRACT module, you can record the relevant contract quantities, prices and dates easily and in one central area. You can then report on the contract fulfillment status, e.g., contract expired, contract deliveries in arrears, contract within norm, etc.
INTRASTAT – Statistical reporting on transfer of goods in the EU:
Use the INTRASTAT modul to generate your companys Intrastat reports for tax authorities in Germany or Austria on the movements of goods within the EU.
DATANORM – Datanorm Interface for product import:
DATANORM is a standard import format for product master data exchange between manufacturers, wholesale dealers and tradespeople. You can use this standardized interface to import product and prices into WinLine ACC2.
FORMEL – Voucher formulas:
Using this module you can set up code snippets (VB Scripts) that run automatically during entry of customer and vendor documents. This lets you configure specialized routines for automatic calculation of shipping and insurance amounts during document entry, for example, or for calculating prices in highly flexible and individualized pricing schemes.
eBILLING AT – Electronic Billing (Austria):
Experience the ease and speed of digital exchange of invoices in WinLine. Both customer and vendor invoices can be imported digitally. The standardized XML interface (ebInterface) ensures seamless data transfer in compliance with legal requirements.
ATLAS DE- Electronic Customs Declarations (Germany):
Using the standardized interface in WinLine with the customs declaration software AES for you! der BEX Components AG, you can generate your customs declarations electronically. All reporting data is transferred to customs, e.g., KN8 product number, product description, voucher number and invoice price. Further Information about ATLAS is available on the webpage of the german customs or Wikipedia.