1. What is ERP?
ERP stands for Enterprise Resource Planning, which is an integrated management software system. Its purpose is to integrate and plan various enterprise resources and business processes, including finance, logistics, procurement, production, sales, etc., to improve the management efficiency and business level of the enterprise. The ERP system can realize the collaborative work of multiple departments, promote the automation of business processes, and provide reliable data analysis and decision support. It is one of the indispensable and important tools in modern enterprise management.
2. What are the differences between ERP and Invoicing?
1. Different definitions
ERP (Enterprise Resource Planning) management system is a comprehensive enterprise management software, which covers the management of various departments of the enterprise, the collaboration of business processes and the integration of various company data. The application of the ERP system aims to realize the informatization, automation, standardization and processization of enterprise management.
The purchase, sale and inventory management system is a software tool that takes orders as the core and comprehensively manages business purchases, sales, inventory, and finance. It mainly focuses on the incoming and outgoing goods flow, inventory management and financial settlement of the enterprise, including the processes of purchasing, warehousing, sales, warehousing, and return.
2. Different functions
In terms of functions, both the ERP system and the invoicing management system cover modules such as basic data management, sales management, procurement management, inventory management, and financial management. However, compared with the invoicing management system, the ERP system is more comprehensive and has higher-level business processing, data analysis and decision support functions.
3. Different scope of application
From the application point of view, the ERP system has a wider range of applications and is suitable for various industries and enterprise scales. It can effectively integrate various resources and businesses of the company, and realize optimized management and efficient operation of the enterprise. The purchase, sales and inventory management system is more focused on logistics, inventory and finance, and is mainly applicable to retail, wholesale, warehousing and other needs.
4. Different costs
The implementation and operation costs of the ERP system are relatively high, and the overall planning and adjustment of the organization and process of the enterprise is required, which is relatively complicated. The implementation and operation costs of the purchase, sale and inventory management system are relatively low, and the implementation cycle is relatively short, which is more suitable for the needs of small and medium-sized enterprises.
5. System integration
Invoicing is a relatively simple single system, which mainly manages inventory and sales, and its integration degree is relatively low. ERP, on the other hand, requires comprehensive coordination and integration of the management of the enterprise in order to achieve the integrity and convenience of the work process.
6. Functional depth
Invoicing mainly solves the single problem of enterprise inventory and sales management. Its function depth is much weaker than that of ERP, and it cannot solve complex business management problems. ERP is a complete set of management system, which can be highly customized and scalable according to the actual needs of enterprises.
3. What are the common types of ERP and invoicing systems on the market?
The common ERP and invoicing systems on the market can be divided into different types according to different classification methods. The following are some common classification methods and corresponding types:
1. Classification of application fields:
(1) General-purpose ERP: applicable to various enterprises, such as SAP, Oracle, etc.
(2) Industry ERP: Applicable to a certain industry field, such as medical care, manufacturing, retail, etc., such as Kingdee Medical ERP, Songdu ERP, etc.
(3) Invoicing system: Focus on business process management such as purchase, sales, and inventory in the production and sales process of the enterprise, such as U8 Invoicing, Kingdee Invoicing, etc.
2. Classification of deployment methods:
(1) Local deployment: All software operations and data are stored on internal servers of the enterprise, such as SAP.
(2) Cloud deployment: Part or all of the software runs and data is stored on cloud servers, such as DingTalk, Financial Cloud, Baishu, etc.
3. Classification of data transmission methods:
(1) Traditional ERP: Realize data transmission based on LAN, such as U8, Kingdee, etc.
(2) Internet ERP: Realize data transmission based on the Internet, such as Digital China, Microsoft Dynamics, etc.
4. Analysis of the functions of the purchase, sale and storage management system
1. Purchasing goods
A purchase order is a list for planning the purchase of goods. After confirming the purchase requirements, you can manually enter the purchase order, or initiate the purchase order process through the purchase order. The purchase order is just a plan, and the goods are not put into storage, which does not affect the actual inventory. The historical purchase order report can perform the return operation on the purchase order, and can also view the details of the corresponding purchase order. For the return operation, you can also manually enter the purchase return order, or initiate the return order process through the purchase order, or initiate the return process for the return operation of the purchase order operation. This way, even if something goes wrong, there is a complete record of the operation available for review.
However, the procurement work of an enterprise is not simply to make a procurement request to the supplier. In order to make the procurement work more intelligent, there is another very important function in the digital invoicing system: ordering Kanban by sales.
View the inventory of each commodity through the situation of the sales order, automatically calculate the quantity to be purchased, and generate a purchase order. In this way, buyers can more conveniently control the quantity of goods and effectively curb the excessive increase of procurement costs.
In addition, the digital invoicing system also supports the function of intelligent replenishment. By calculating the purchase and sales quantity and inventory quantity of each commodity, it helps enterprises to accurately calculate the recommended purchase quantity, automatically generate purchase orders, and manage inventory more efficiently.
Purchase orders also have a very important function: purchase invoicing. Since the purchase order is only a plan, the billing operation needs to be performed after the actual purchase. Purchasing billing can perform billing operations for each purchase and purchase return order, and at the same time, you can view the details of each billing in the billing record. The purchase entry slip and purchase return exit slip are orders made when purchasing and entering the warehouse, which are included in the inventory calculation and are very suitable for inventory management.
2. Sale of Goods
A sales order is a list of planned sales of goods, and it is also an indispensable part of the digital invoicing system. The sales order can be entered manually, or the sales order process can be initiated through the sales order. The historical sales order report can return the sales order and view the details of the corresponding sales order. The sales return order can also be entered manually, or the sales order process can be initiated through the sales order, and the return process can also be initiated for the return operation of the sales order.
The core of the sales work is to sell the goods as much as possible, so as to obtain more income. In order to make the sales work more intelligent, there is also a very important function in the digital invoicing system: original documents. The original document is the function of storing the attachment of the original sales document, which can not only easily store useful materials, but also effectively simplify the sales process.
Similar to purchase billing, sales billing is also an indispensable function in sales work. Sales billing can perform billing operations on each sale and sales return order, and you can view the details of each billing in the billing record. The sales delivery slip and the sales return receipt are the slips made when the sales are shipped out, and they are included in the inventory calculation, which is very suitable for inventory management.
3. Warehouse management
In the digital invoicing system, the warehouse is also an indispensable part. The transfer document refers to the document that can transfer inventory between warehouses, and it is included in the inventory calculation. Inventory is to take inventory of the goods in each warehouse, so as to generate inventory loss/inventory list, which is included in the inventory calculation, which is a very important function.
In addition, inventory warnings are also very important to pay attention to. The inventory warning module can calculate the overstock and shortage of commodities in each warehouse, so that it is convenient to check the inventory of each commodity at any time and make effective inventory management decisions. The other warehouse-in documents and other warehouse-out documents are inventory surplus and inventory deficit, and other warehouse-in and other warehouse-out categories respectively. Using this method for warehouse-in and warehouse-out can also be conveniently included in inventory calculation.
4. Money management
In addition to inventory, procurement and sales, capital is also a very important link in the digital purchase, sales and inventory system of enterprises. Both the collection note and the payment note are the core functions of recording arrears, which are used to record the collection/payment of the arrears of customers and suppliers respectively, and include them in the corresponding arrears calculation.
In addition, other income bills and other expense bills should also get enough attention. Other income slips are used to record receipts of income categories such as other business income, investment income, and main business income. Other expense slips are used to pay sales and purchase expenses, and can also be used to record other expenses such as other business expenses/operating expenses. The expense list can list all the purchase and sales expenses, and the unpaid expenses can be paid continuously in the payment slip.
