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Functional Modules

Overview

metasfresh is a full-featured ERP software that comes with the following modules and functionalities (not an exhaustive list):

Module Entities
Customer Relationship Management (CRM) Business Partner Master Data (Customers/Vendors), Outbound Email (Email Acquisition), Phone Call Scheduling/Lists, Prospects, Requests (Leads, Tasks, Notes, Opportunity Management), Sales Pipeline
Sales Credit Limit, Incoterms, Order Data Import (Sales Order Disposition), Quotations, Sales Orders, Sales Reports, Sales Statistics
Purchasing Goods/Material Receipt, Order Planning (Purchase Disposition), Procurement Planning, Purchase Orders, Purchasing Statistics, Requests for Proposals
Product Management Attributes, Batches, Components, Customs Tariffs, Discounts, Hazardous Substances, Ingredients, Parts Lists (BOM), Product Master Data, Units of Measurement (UoM)
Manufacturing Bill of Materials, Component Generator, Manufacturing Orders, MRP II, Production/Finishing, Production Planning Data, Resources, Workflows
Warehousing Goods/Material Receipt, Inventory, Inventory Movements (e.g., empty containers), Material Receipt Management, Shipment Planning, Shipments, Warehouse Management
Supply Chain Management (SCM) Attributes, Serial Numbers, Traceability
Accounting (Billing) Aggregation, Accounting Schema, Automatic FACT Accounting, Credit Notes, Customer/Vendor Invoice (Debtors/Creditors), Invoice Management (Purchasing/Sales), Invoice Reversals
Logistics Distribution Management, EDI Shipping Notification (Despatch Advice, DESADV), Empties, Handling Unit Management, Intralogistics, Order Picking, Tour Planning
Payments ESR/QR Invoice (electronic payment), Incoming/Outgoing Payments, Payment Notification (Remittance Advice, REMADV), SEPA
Dunning Dunning Candidates, Dunning Levels, Dunning Notices (Reminders)
Multitenancy Multi-dimensional Organizational Structure (Multi-Org), Automatic Countersignature of Documents (Counter Documents)
Price Management Gross/Net, Management of Price and Packaging Units (Unit Pricing), Manual Pricing and Discounts, Multi-Currency Capability, Price Lists, Price Systems, Price Units, Versioning, Quantity-based Discounts
Quality Management Image Capture, Quality Control and Automatic Discounting
Contract Management Automatic Contract Extension/Renewal, Commissions, Configurable Contract Terms, Contractual Partners, Delivery/Supply Contracts, Integration into Sales Order Recording, Subscriptions
Packaging and Container Management Configurable Containers, Empties Management and Balance incl. Billing

View source file on GitHub.com