Hub | ERP | Solutions | D3 Technologies

D3 ERP KEY FEATURES FOR ENGINEER TO ORDER (ETO) & CONTRACT FABRICATORS

Modern technology (and thus, extremely low cost saas web-based model)
Strong manufacturing background, integrated accounting suite native to the platform
All ERP modules included in one platform; no extra module costs

Built-in CRM	Inventory Control	Production Tracking
Engineering Control	Built In Accounting	Quality
Purchasing Directly Integrated	Project Billing Tracking	Scalability

Built-in CRM

Lead tracking, quoting, document management, document revs for proposal PDF attachments, quote rev tracking for projects
Workflow capability for quotes, projects, new product launches, etc.

Control of BOMs and BOM releases from quoting stage and through project lifecycle
Auditable engineering change request workflows integrated across all impacted projects/customers
CAD to BOM integration/apis (solidworks, autodesk)
Project profitability analysis: drill down into source work orders and purchase orders, breakdown and summarize job cost details to justify source of total project material, labor, overhead, or outsource service costs and their impact on total project profitability
Multi-level BOM driven production tracking (including phantom BOM capability, infinite levels subassemblies, dynamic work order scheduling/planning based on order status and stock availabilities across entire multi-level BOM structure in a single page)
Engineering mgmt / PLM: integrated document and document revision control, import/export boms, BOM revisions, controlled ECO process fully integrated across system

Intergrated at quoting process for accurate materials costing; automatically generates buy sheets after quote converts to order
BOM release/updates on project automatically update buy sheets for purchasing
Vendor request for quotations (RFQs) and vendor point of sale (POS) linked to source to notify receiving where to take incoming product and when

Integrated material shortage/availability reporting automatically alerts project scheduling
See what is left on a project that hasn't been purchased yet
See what has been purchased for a project that hasn't been received yet; immediately know when is the soonest you can start the job
Work order and project management workflow tracking, email alerts, nag notifiers, and audit history:
Assign task queue to Engineering for BOM/CAD work
Assign task queue to Purchasing after BOM release
Assign task queue to Production with barcoded traveler
Mobile warehouse, barcodes, scanning of receipts of raw goods, subassemblies and/or finished goods
100% material traceability traceability, serial control, lot control, rmas, vendor returns, vendor recalls, warranties, service orders, parts orders

Real-time company-wide accounting/financials suite and native project accounting tools
Email down payment invoice directly from Project to customer contact
Collect prepayment against project per customer credit terms of payment; prepayments and progress payments auto-apply at final project closure to prevent redundant A/R generation from sales invoicing
Report easily on open customer prepayments and progress payments as customer deposits/liabilities
Create billing schedules per project milestones
No batch day-end or week-end or month-end processing necessary to "catch up" financial reports; all G/L and financial reports are integrated and real-time to the second.
Integrated A/P payments, batch check runs (print checks directly from web browser), ACH, wire transfers
Automated bank reconcile and credit card statement reconcile against transaction details

Linked charge accruals (billings, stock/parts shipments, services): actual project progress billings and customer payments against project quoted external customer price/budget
Linked cost accruals (work orders, purchase orders, receipts, etc.): actual project costs of material, labor, overhead, and outsource costs against project estimated internal cost/budget
Drill down into work orders, breakdown or summarize job cost details to justify source of ongoing material, labor, overhead, or outsource service costs in real time
Linked invoices (revenue): summarize actual invoice revenue generated against project
Linked payments (cash): summarize actual cash collected against project
Project PDF summary updates to customer of actual progress against project budget
Integrated final project shipments and deliverables seamlessly linked to customer Accounts receivable inside D3 ERP accounting/financials

Work orders
Queues based on production line, work location, work start dates, supervisor, etc.
Release/print work orders
Pick parts (Inventory Management)
Barcode scan in to track, update, etc.
Track time, update status, etc. Etc. Etc. (Manufacturing Execution Systems - MES)
Complete/receive sub-work-orders grayed out on build w/ subs view
In process inspections (feature highlights include: entire quality module built in, not to mention 100% cradle to grave product traceability, etc.)
Serialize and barcode finished product; tie serialized subassembly goods to specific serialized finished goods units

Issue warranties (with warranty date tracking) against specific serial numbers
Issue service, installation, and support plans against specific serial numbers
Track all warranty, service, install, and support activity against single specific serial number in single screen
Track customer complaints / satisfaction cases in ISO compliant integrated customer case mgmt system

Standardizing on a product line becomes easy, with support for build-to-stock programs, customer portals, and large-scale aggregation and material allocation tools for the Purchasing department to begin volume buying materials shared across varied standardized products.
Multi-warehouse/site support, multi-currency support, cost/profit centers seamlessly break down financial reports