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Credit Control

Credit Control is an integral part within our business management software. Having quick and easy access to overdue accounts is imperative to enabling your accounts department in becoming more efficient with their time. This solution enables accounts to identify whom to contact and then subsequently, chase payment whilst also ensuring to record each interaction via the integrated CRM functionality. Integrated credit controls are present and incorporated in all relevant procedures throughout the system. The great benefit to providing good credit control in this way, is that it eliminates any margin for error and allows personnel to have the correct information at the right time.

The outcome is a solution which allows management to control the risk surrounding the active and busy nature of a modern business environment. Also included are automated processes for sending out letters, emails, and SMS messaging making chasing debts much simpler. You can also place accounts on hold status, clear hold status, and send updates to colleagues as and when required.

Benefits

  • Start credit control validations at order stage.
  • Customer credit rating for a more meaningful aged analysis.
  • Restrict dispatch of goods on overdue accounts.
  • Credit pop-ups on overdue accounts.
  • Extensive and flexible credit constraints on customers.
  • Manage difficult accounts easily.
  • Charge interest on selected overdue accounts.
  • Automated personalised debtor letter functionality.
  • Keep a record of all correspondence.
  • Direct SMS function.

Purchase Ledger

Streamline and simplify purchasing activities with our fully integrated solution that ties into the stock and sales ledger and unifies all accounts payable data. Designed for the commodity and service industry, this solution simplifies the work and controls business processes for purchasing. This solution can support and manage the whole procurement process, starting from the purchase order stage, to invoicing, to payment, and any correspondence in between. Our solution makes it easy for your key purchasing personnel to make orders quickly and efficiently.

The ability to enforce authorisation controls on a user level make it easy for management to delegate and stay focused on more important tasks. Special pricing can be set for specific products and products can be grouped together into product kits. All historic activity is available at any time, and allows for comparisons for old and new orders.

Benefits

  • Handles the whole procurement process.
  • Comprehensive access to historical activity.
  • Built-in supplier account management.
  • Payment procedures with authorisation controls.
  • Integrated stock and sales ledger.
  • Keep a record of all correspondence and documents.
  • Special pricing and contract facility.
  • Back to back ordering.
  • Product/supplier approval mechanisms.
  • Automated VIES & INTRASTAT reporting.
  • Touch screen kiosk interface for warehouse operations.

Nominal Ledger

At its core, our ERP software is supported by a strong nominal ledger. The main objective of this solution is to stop paper chasing and empower the financial controller with the key information they need at any time. Every aspect of the business can be linked back to the nominal ledger, and this has a dynamic and re-definable structure that is customisable to suit the specific needs of your business. Allows you to tailor and manage your ledger your way either by tree structure or by listing. The accounts structure incorporates our unique grid view system across the product, making sorting and filtering out information extremely simple.

This solution focuses on keeping your accounts received and accounts payable visible and in check. Multi-department support gives you more control and insight into each department fiscal expenditure. The end result is the ability to track and manage live information across business processes, and making sure all the money going in and out of the business is accounted for.

Benefits

  • Real-time P&L.
  • Quick edit correction utilities.
  • Live Working Capital Analysis.
  • Powerful security logs and user restrictions.
  • Multi department support with budgets.
  • Comprehensive range of standard reports.
  • Re-definable and dynamic NL tree structure.
  • Drill down to the original documents.
  • Flexible business periods.

Sales Ledger

Our sales management features allow you manage aspects of the sales pipeline with ease, empowering your sales team with quick access to relevant information in real-time. Not only does it improve collaboration and communication between your sales team and the rest of your business, but also it adds to the overall experience of you clients and suppliers by providing account manager functionality.

Provides the ability to produce quotes and sales orders enabling the coordination of activities between your sales team, warehouses and plants, shipping and accounting teams. This solution facilitates efficient management of accounts, shipping, invoicing and commissions. Our sales management solution can also create efficiencies in the sales process by identifying and organising sales prospects and leads so you can take full advantage of potential opportunities.

Benefits

  • Manage sales pipeline and on-going correspondence.
  • Group, classify, and organise customers.
  • Quote quickly and track status thereafter.
  • Store external files and contracts with customer.
  • Customise telesales interface for quick and easy order entry.
  • Create exception views to show lapsed sales.
  • Live dispatch details visible on customer account.
  • Instant access to stock availability and related information.
  • Targeted marketing of new products lines.
  • Flexible and dynamic pricing systems.

Stock Ledger

Stock control, also known as inventory management is a key issue for many businesses today. What we offer is a powerful fully integrated stock management system, built to deal with a wide range and high volume of stock operations. This solution gives you the ability to manage your product life cycle and optimise inventory operations across the organisation, then linking this information in real-time directly with all of the other software features and business processes.

The purpose of this solution is to completely automate your stock control procedures. With the sales and purchases ledgers being fully integrated, stock levels are easily maintained and tracked as this data connects directly with the stock levels. Additionally, this solution gives you real time insight into the current stock levels and allows for actionable information you can use to keep your business running efficiently at all times. Our touch screen kiosk software is also available to use in warehouses to facilitate real-time management of stock.

Benefits

  • Multiple units of measure per product.
  • Back to back ordering.
  • Flexible and quick price changing functions.
  • Integrated kits, BOM, and assembly.
  • Multi bar-codes and QR code support for handhelds.
  • Automated manufacturer and customer part numbers.
  • Automatic delivery and insurance charge features.
  • Manage outstanding orders and create picking lists tools.
  • Real-time free and actual stock visibility.
  • Simplify procedures with re-ordering and stock take.
  • Procurement wizards.

Stock Cloud Client

ADoing inventory can often be a cumbersome process, often wrought with errors and discrepancies. Being able to reconcile your products, stocks and batches against your suppliers’ records will save time and obviously, money.

Herbst Stock App allows your team to use a Smartphone or rugged tablet/device to scan barcodes, batch codes and even validate the product by serial number or product ID/description. The UI is simple and highly intuitive. All data is available in real-time from the central ERP solution. As long as the device is Wi-Fi or internet capable and accessible, validation is instant

From both the perspective of the supplier and VAR, invoicing is accurate and timely, as all stock details are readily available. This is especially important when products have a limited shelf life and need to be moved out in a timely manner.

Like all Herbst solutions, security is critical. By using a Role Based model for secure access, only the information a User is required to see and manage is presented. Manage your inventory and stock securely, effectively and proactively.

Benefits

  • All platforms (even specialised devices)
  • Validity Check (Identify a problem straight away in the production manufatcturing. Save time and money)
  • Manage when an Item is ready to be sold
  • Secure manner
  • Manage the info further
  • Doing an Invoice
  • Integrated with ERP

Relationship and Marketing

In a hectic sales and marketing environment, the ability to record and control the day to day activities is a requirement for any business. What we offer is a customer and supplier relationship management solution that gives easy access to relevant information from any ledger. This information can be used to identify opportunities to drive follow up sales and categorise companies based on their relationship to your business. This enables your marketing team to aim effective marketing communications at specific customers and focus marketing efforts on the most profitable markets.

Having a deep understanding of your customer’s needs and wants is essential to keeping your business customer focused. More than just your standard CRM, this is a marketing and account management tool that empowers your workforce with the capability to build long-lasting business relationships with clients and develop those over time. By keeping your customers up to date on topical industry matters and new developments that are relevant to them, new opportunities can be unlocked. Satisfied customers have the potential to become repeat buyers and be first in line to trial new products.

Benefits

  • Manage sales pipelines through customisable grid views
  • Record, track and retrieve correspondence easily
  • Ability to forecast budget and analyse performance
  • Organize customers to identify new opportunities
  • Use real-time data to highlight lost sales
  • Effective account management tools
  • Targeted campaigning via email, fax, or snail-mail
  • SMS promotions to send details to relevant customers
  • Differentiate between different types of correspondence
  • Follow up, schedule, and map activities on a shared calendar

Weighbridge

Our integrated weighbridge solution includes an easy to use interface which is completely connected to the back office, with the benefit of having direct control across the weigh-in and weigh-out procedure. This solution allows you to delegate without losing control and helps prevent some of the frequent and costly mistakes that can happen in a busy weighbridge environment. The weighbridge can be customised to manual or automatic and from there, the weighbridge fully integrates with the core software system and your accounts. With this solution, you’ll be able to convert weigh documents to invoices, automatically enforce credit control, check and authorise weight documents for invoicing and much more. Additionally, you can also use our weighbridge solution for sales, purchases, weigh only, as well as for updating the warehouse.

A unique feature for Agri Business is the ability to relay date/time stamped events back with the video footage of what occurred throughout the day including: delivery and receipt documents, vehicles in and out, weighbridge events, and more.

Benefits

  • Automatically enforce credit control at the weighbridge
  • Real-time management information
  • Check and authorise weight documents for invoicing
  • Take live snapshots and video using built-in camera support
  • Easily convert weight documents to invoices
  • Facility to restrict access to sensitive information
  • Simple weighbridge interface for fast data entry
  • Supports mandatory fields, test results, and haulage
  • Invoices drill down to original weight documents
  • Specialised driver operated touch screen kiosk interface

Discount Control

Herbst Discount Control module is designed for a B2B trade environment and allows for simple and proactive management of discounts and pricing adjustments…with permissions, of course.

Often, discounts and large scale purchases are handled in a subjective manner by Managers and Senior Executives. Worse, they are inconsistent and can create issue with clients if not controlled carefully. You want to be able to protect the retail cost while empowering your sales team to meet the needs of high volume and long term clients.The Discount Control module supports escalated approvals and POS activities needed to fulfil orders and discount requests. Negotiations are just part of doing business, so why not make the process easy and reportable.

Reward your best customers with trackable, categorised discounts and incentives and keep their business now and in the future.

Benefits

  • Made for the B2B environment Negotiation.
  • POS -> Till has availability to give auto discount depending of the user permissions.
  • Manage who has & how much discount (Cattegorize users permissions).
  • Don’t tell your retail the cost.
  • Discounts based on customers Vs. Product.
  • More deals.
  • Mangers would have more power for more discounts.
  • Reward your best customers with more auto discounts based on their behaviour.

Haulage and Carriage

An integrated haulage solution simplifies and automates the management of this business process. If you’re a business that deals with hauliers, this is the perfect solution for you. When managing your haulage and carriage needs, we provide a powerful tool for dealing with and managing your haulage costs. Simplify and automate you haulier activities, saving valuable time like chasing hauliers for invoices, calculating the costs for different zones, tracking radial miles, catering for depots and dealing with multi- client site environments.

Our haulage solution is one that improves accuracy, eliminates any existing duplication and gives real-time information at the push of a button. Not to mention the ability to create back to back haulage orders, reports by haulier and driver, automated self-billing reports and keep coordinates of all locations which are valuable additions for any business involved in distribution of product.

Benefits

  • Back to back haulage orders
  • Keep coordinates for every location
  • Zone, radial miles, depots, and multiple client sites
  • Compare all your hauliers with one another
  • Reports by haulier and driver
  • Automatically apply additional haulage charges
  • Tracks waiting time and minimum load
  • Assign a default haulier to customers
  • Automated self-billing reports

Kiosk

This simple touch screen solution enables workers to conduct goods in, stock take, production and dispatch procedures with ease using an intuitive user interface. It can be used to delegate, facilitate, control, and report business operations which occur in the warehouse, weighbridge, and on the factory floor. Additionally, it also considers the needs of businesses with large stock or special requirements like traceability and batch management.s.

Management can delegate duties to warehouse personnel and catch critical data in real-time whilst empowering front-line staff to do their duties correctly. The solution is extremely customisable, with the ability to allow for all common inputs such as barcode scanners, weighing equipment, physical keyboards, mice, and touch-screens, which can all be used for data input.

Now featuring an improved Goods Receipt Kiosk (GRK) which now supports depots and location, provides the facility to reject all or a part of a received product, can check if a supplier has got an approval to supply a product received, and also enhances the warning system which can detect and highlight situations that require the staff’s special attention.

Benefits

  • Highlights discrepancies between expected & actuals
  • Check point for goods produced
  • A very practical and simple interface to use
  • Check point for goods received and dispatched
  • Drastically simplifies procedures where relevant
  • Swipe ID cards supported
  • Handles batches (traceability)
  • Stock take capabilities

Point of Sale

A touch screen electronic point of sale system (EPOS) suitable for the warehouse or retail environment, integrated with accounts and stock control. With an integrated EPOS, automation is a big advantage and a key differentiator over a traditional POS system that isn’t fully integrated with accounts. This solution allows for real-time updates of sales and transactional information that’s recorded live within the core software package. It also supports multi-branch capabilities, stores account information and pricing for individual customers, while allowing for special pricing and discounts as well as document authorisation for transaction approval.

Herbst EPOS is designed and tailored to suit your specific needs, featuring a fully customisable interface, with the ability to hide and reposition UI elements and features – only seeing what is required at any given time. Having live data and only one system allows for quicker access to key information that enables better decision making during the transaction process. In addition, this solution allows for full user flexibility and enables management with the ability to limit certain functionality on a user by user basis, at their convenience.

Benefits

  • Specialised features for B2B trade counter
  • Enforce delivery details for cash sales when required
  • POS fully integrated with stock ledger
  • Supports signatures at POS
  • Checks credit limits of account customers
  • Barcode and scanner support
  • Quick access to detailed product and customer info
  • Live P&L in back office
  • Supports special prices and promotions
  • Handles batch traceability

Traceability

Eliminate paperwork and improve accuracy with integrated batch traceability. Enforce full traceability on a batch level while dealing with all relevant stock movements within your purchasing, mixing, and selling business processes. Detailed customer recall letters at the press of a button, referencing every product and delivery docket containing the contaminant batch. Details can be mail merged (email, post) based on either the supplier batch numbers or your finished product batch numbers.

The system facilitates all of your farm-to-fork requirements in order to stay compliant, meet supplier standards and follow legal requirements. The food industry is a great example of where batch management can be a laborious task in an expanding business. In fast moving and always changing environments, keeping active and on top of valuable information in real-time is imperative. Optimise your business processes while fostering inter-company cooperation by reducing duplication and sharing the relevant information in real-time.

Benefits

  • Use existing batch numbers or create new ones
  • First in first out’ batch allocation approach
  • Track ingredients used in end products
  • Batch recall reports and letters
  • Manage inspection dates
  • Control dispatch based on expiration dates
  • Multiple units of measure per product
  • Select and manage stock by batch
  • Multiple batch numbers supported on document line level
  • Goods inwards control points

Web Portal

Complete online self-service web portal for your customers where they can login, reprint historical transactions, order new products and make payments at any time. This solution adds value to your services from a customer’s perspective, allowing for more flexibility in their purchasing processes.

Due to the integrated nature of the solution, products can be linked and synchronized directly from within the core system, making it quick and easy to add new products or edit existing ones. The ability to customise the web portal based on your own company branding, having the ability to re-order past orders, and view past statements and invoices gives you the tools you need to have a fully featured web shop for your business.

Benefits

  • Customer specific password management tools
  • Sales orders and payments go directly into the system
  • Share files and contracts securely online
  • Products Ledger 100% synchronized with web portal
  • Customer special prices supported
  • Last statement and previous invoice available in real-time
  • Display product availability, pictures, safety details, etc.
  • Customisable interface with branded logo and colours

Bot Feeder

Imagine having a virtual Personal Assistant, able to retrieve important information from your software package at the touch of a button.

Herbst Bot Feeder is a robust tool meant to feed relevant data to senior Management in real time, based on specific thresholds and settings. Automatic notifications can be sent, for example, indicating when a sale of over 30,000 Euros has been posted to the hosted ERP solution. This allows the Senior Manager to look at the transaction and tend to any issues associated with it.

Bot Feeder also connects to various Social Media platforms and can create customised notifications based on preferred alerts and notices as desired – offering multiple paths to real-time information.

Bot Feeder operates from any iOS or Android device as well as being accessible from a PC. This module does need to be deployed in an in-house hosted environment to ensure secure operations.

Benefits

  • Right info, anytime
  • Immediate answer
  • Auto Notification
  • All environment (iOS, Android, even PC)
  • Hosted environment only for security reasons
  • Integrated with ERP

Gis Mapping

COur integrated Geographic Information System (GIS) lets you visualise, question, analyse, and understand data better, on a geographical map. This solution reveals key relationships, patterns and trends that may have been missed previously without a clear visualisation of important information. It has the benefit of removing the clutter, and being able to see the same information in a different light.

By visualising your existing data in this way, it allows you to recognise new opportunities using a map and plot points based on your own preferences. Being able to plot suppliers, existing customers or potential customers on a map makes it quick and easy to identify locations and distances between sites for strategic and short term planning.

Benefits

  • Easy to use and integrated with your real-time data
  • See customers with outstanding orders
  • Keep coordinates on customers and traders
  • Picture your customers by location or area
  • View the 10 closest customers to another customer
  • Comes with a range of standard reports
  • Keep coordinates at document level (deliveries)
  • Comes with GIS/KLM report writer
  • Visualise previously sold product at customer locations

Herbst Trucker

Staying on top of all your trucks, the materials they are carrying, their safety and maintenance schedules as well as ensuring you know where they are at all times is worse than herding squirrels some days! You want your drivers and your customers to be happy, and to know you are supporting them to the best of your ability.

After all, you and your company’s reputation is riding on your ability to deliver the exceptional service they have come to expect!

From pickup to delivery, you can keep your team and your clients up to date with the current location of a delivery, ETA, proof of delivery and assurance all your vehicles are safe and properly maintained.

Benefits

  • Proof of delivery
  • Vehicle Check
  • Routing Sheets
  • Live Info

Sales Cloud Client

With this solution, you have the capability to access and enter new details to and from your main system in real-time using your smartphone or tablet device. Whether you’re away from your desk or out of the office, you can have direct access to the most relevant data, with the capability of this information being updated instantly to the live system.

A powerful tool for sales representatives, they have the ability to produce quotes, orders, deliveries, and invoices. Before heading to meet a client, the sales representative can see all the customers specific credit details, record and view historical correspondence between your company and the customer, as well as checking the real-time stock levels of the range of products you offer. It can also give the sale representatives vital sales information like special pricing, access to statements and previous transaction history and allows for the tracking of potential prospects and opportunities. Additionally, whilst on-site in the middle of a sales process, the sales representative can browse the product ledger for alternative and potential items.

Benefits

  • Supports IOS and Android devices
  • Access to statements and previous transactions history
  • Functions on tablets and laptops
  • Track prospect and opportunities
  • Produce quotes, orders, deliveries and invoices
  • Simple finger friendly interface that works in a browser
  • See all customer specific credit details
  • Browse product ledger for alternatives and potential items
  • Check real-time stock levels and special prices