(v1.2)

The descriptions in this document refer to our Baseline Solution product, as offered for purchase via our website at open4mgt, on which our Live Demo is based.  They are to the best of our knowledge, any errors and omissions excepted (e&oe), accurate at the time of publication.

Due to the complexities and subtleties of the subject matter Live Demo users should contact us at eMail: info@kz-a.net with any questions they still have once they have tried the Live Demo, prior to taking any decision to buy one of our Software Solution products, as regards the particulars of functional modules, business processes, technical features, choice of solution package or other matters to ensure that their needs can reasonably be met.  They should also read our Terms of Service via this hyperlink or as available via the “Legal” page on our website at open4mgt.

Note that the information in this document should be read in conjunction with our business Terms of Service, also available via our website, which must be accepted as part of all sales of our products and/or services, or as part of submitting a request for access to our Live Demo.

FUNCTIONAL MODULES:

Our Baseline Solution product range includes the following OpenERP core modules as chosen both for their rich feature set and proven operational reliability:

• Sales / CRM
• Warehousing
• Manufacturing
• Purchasing
• Accounts
• HR
• Administration & Tools

Our Baseline Solution product range does not include the following more specialised OpenERP core modules, although they can be added if needed via our bespoke Extended Solution proposition (contact us at eMail: info@kz-a.net for details):

• Marketing
• Point of Sale (POS)
• Project
• Knowledge

Our Baseline Solution product range also does not include any OpenERP non-core or community modules.  This is due to their more niche feature set, but more importantly because of their lesser track record of operational reliability, although they can be added if needed via our bespoke Extended Solution proposition (contact us at eMail: info@kz-a.net for details).

 BUSINESS PROCESSES:

Our Baseline Solution product range features support for the following ‘good practice’ business processes and selected related MI & Reporting, including documentation, configured as standard into the system:

• Sales (including Sales Order Management and Returns/Refunds)  –
  * Accepting a Customer Order (non-EDI)
  * Identifying / Confirming and Qualifying Leads
  * Identifying New Sales Prospects
  * Managing Customer Information
  * Mining Customer Information for New Sales Opportunities
  * Responding to Customer [or Prospect] Enquiries
  * Responding to Customer [or Prospect] Quotation Requests
  * Selling to a Customer (via manual Telesales)
  * NOT Up-selling / Cross-selling
  * NOT Project / Auction / ETO / CTO Based
  * NOT Blanket Contracts & Call-offs
  * NOT Self-Billing

• Finance (including HR)  –
  * Closing the Books
  * Conducting a Stock Take
  * Invoicing a Customer
  * Paying a Supplier
  * Processing a Customer Payment
  * Processing a Supplier Credit Note
  * Raising a Customer Credit Note
  * Reconciliation of Bank Statements
  * Responding to Customer Payments Query
  * Responding to Supplier Payments Query
  * Reviewing, Chasing and Collecting Aged Debt
  * Submitting Employee Business Expenses
  * Submitting Employee / Contractor Timesheets
  * NOT Payroll
  * NOT Recruiting
  * NOT Training & Development
  * NOT Budgeting
  * NOT Treasury
  * NOT Fixed Assets
  * NOT Taxes
  * NOT Intrastat

• Production (including Warehousing, Inventory, Movements, Shipping and MTS/MTO/BTO) –
  * Accepting Product Returns from a Customer (for Exchange or Refund)
  * Finished Goods Put-away
  * Making Raw Material Returns to a Supplier (for Exchange or Refund)
  * Manufacturing, Testing and Packaging Products as Finished Goods
  * Picking Finished Goods [or Direct Resale Items] against Customer Orders and Despatching to Customers
  * Picking / Kitting Raw Materials [or Direct Resale Items] and Moving to Production Area [or Despatch Area]
  * Receiving / Inspecting Raw Materials and Doing Put-away
  * Scheduling Production
  * NOT Own Fleet
  * NOT Cross-Docking or Bundling
  * NOT Perpetual Inventory (PI)
  * NOT Vendor Management Inventory (VMI)
  * NOT Lot/Batch/SN Tracking
  * NOT Project / ETO / CTO Based
  * NOT WIP or Line-Side Stock
  * NOT Back-flushing
  * NOT Planning Bills or Phantoms
  * NOT Optimised Scheduling / Finite Capacity Scheduling (FCS)
  * NOT Available To Promise (ATP)
  * NOT Planning / Sales & Operations Planning (S&OP)
  * NOT Forecasting
  * NOT Complex QA/Inspection/Testing

• Purchasing (including Purchase Order Management) –
  * Placing a Supplier Order (non-EDI)
  * Registering a Fixed Asset
  * NOT Blanket Contracts & Call-offs
  * NOT Self-Billing
  * NOT Suitable Substitutes

There are also at this time no significant features in the business areas of Strategy, R&D, Distribution Logistics, Supply Chain Management, Customer Service / Warranties & Repairs / Installation & Commissioning, Facilities Management, Plant Maintenance, IT Management, Partnership Management, Continuous Improvement, Environment Health and Safety (EH&S), Corporate Social Responsibility (CSR), or Risk and Continuity Management.

Adding such features is in the scope of Our Professional Services and Extended Solutions.  Our standard business processes may be amended, or new ones defined and developed, as needed via a bespoke combination of Our Professional Services and our Extended Solution propositions (contact us at eMail: info@kz-a.net for details).

 TECHNICAL FEATURES:

Our Baseline Solution product range also offers the following production-ready technical features:

• Unlimited Users
• Professionally Managed Hosting
• Application Instances and Data on UK Based Servers
• Underpinned by Robust and Proven LAMP Stack
• Full SSL Access Security
• Periodic Backups
• Backup-Restore on Request
• Software Instances Hosted on own Virtual Machines and using own Database(s)
• Full Open Source Software GPL / AGPL Licenses
• Baseline Solution Products offer 1 Hour Support per month for 1 Named User

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Please contact us at eMail: info@kz-a.net if you would like to discuss anything covered in this ‘Live Demo Scoping’ document or visit our website at open4mgt for further information.

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Unported License v3.0. open4mgt®. All Rights Reserved.