FMIS Order Management
FMIS Order Management automates your quotes, sales orders, purchase orders, inventory and accounting in one smooth workflow.
Quotes
✓ Workflow templates for project and standard quotes
✓ Change order management
✓ Flexible authorisation workflows for quote approvals
✓ Import quote or sales information from external sources including your CRM
✓ Design bespoke template layouts for all quotes and sales orders
Sales orders
✓ Create sales orders directly from quotes
✓ Flexible workflow templates
✓ Change orders and versioning to keep track of all changes
✓ Create authorisation workflows for different scenarios
✓ Easily add kits and assemblies to orders
✓ Swap in specific products for generic bill of material (BOM) lines
✓ Allocate stock to orders based on availability or order new stock
Demand fulfilment
✓ Sales order demand is fulfilled by purchase order, from stock or by work order
✓ Create back to back purchase orders
✓ Auto-replenishment for stock
✓ Demand planning
✓ Create purchase orders based on existing stock levels
✓ Allocate stock based on sales demand
Purchase Orders
✓ Create purchase orders or allocate stock using requisitions
✓ Manage purchase order authorisation with workflows
✓ Create blanket purchase orders
✓ Manage contract purchasing
✓ Streamline stock purchasing with auto-replenishment
✓ Design bespoke purchase order templates with the report builder
Stock and Inventory
✓ Manage goods receipt via the purchase order or barcode scanner
✓ Process customer returns
✓ Integrated barcode tagging to streamline stock tracking and allocation
✓ Serial or batch tracking for stock and inventory
✓ Manage stock transfers, adjustments and maintenance
✓ Full warehouse management
✓ Just in time (JIT) re-order and production replenishment
✓ Stock takes/counts and auto adjustments
✓ Automatic batch postings into your finance system for stock valuations
✓ Fully customisable pick and put-away lists
✓ Full audit history for all stock and inventory
Invoice matching
✓ Two or three-way invoice matching
✓ Full invoice register
✓ Exception management based on agreed thresholds
✓ Create change orders to handle mismatches
✓ Automatically post accounts payable batches to the general ledger
✓ Automated finance interface
Sales Invoices
✓ Sales ledger integration
✓ Create sales invoices for desptach
✓ Create flexible templates for invoices quickly and easily
✓ Track and manage changes to sales orders
Finance
✓ Full accounts payable, accounts receivable and general ledger
✓ Bank and cash book management
✓ User-friendly dashboard to quickly view information and actions
✓ Profit and loss balance sheet and budgeting
✓ Full accounting module
Equipment Tracking
✓ Serialised or batch tracking for equipment with integrated barcode tagging
✓ Integrated fixed asset accounting and management
✓ Manage equipment loans, transfers and assignments
✓ Track and improve equipment utilisation on jobs
✓ Manage equipment disposals and all other actions across the life cycle
FMIS Order Management is part of a modular solution offering integration with the wider FMIS Asset Management and Finance solutions. Order Management also interfaces with leading finance and ERP packages.
“The team have been brilliant. The support that they have provided for us has been a credit to FMIS.”
Marilyn Draper
Finance Projects Manager, ESA Ltd
“In FMIS, Exponent found a system that provided the flexibility we needed to accommodate our approval matrixes while still seamlessly interacting and taking advantage of the capabilities of Vision.”
Sue Lawless
Business Manager, Exponent