ERP samenvatting
0. Guidoo (extra deel spreker)
Allan De Permentier → Co-founder of Guidoo and 3 years at Odoo.
Operate in → Belgium, France, Netherlands, Switzerland and the UK
What is a ERP → all different parts of a company brought together in 1 system. Because of this
system everybody in the company can work together in it.
SAS → software as a service
1. Intro to ERP
Business Processes
A lot of processes and a few departments
that we see here.
Things we have to sell are BV our storage.
Front office → All of the processes that a
client coms in to touch with. SD stands in for
this. (= direct contact with the customer)
Back office → All the other things that no
one sees belongs under this. BV storage,
processing.
,The sales department
➔ Firstly know your product that you will be selling to your clients.
à move from selection phase to transaction process
Selection phase: You can step out of the store
without buying something and go to another if you
like. There is no harm done or any contract made.
Transaction process: You made the contract, so
you are stuck. “You are married to each other”.
What does our costumer want → Do they come to use or do we have to go to them? We are not
going to target everybody this is what we call the selection phase.
Sales order → There is a commitment form both sides. On the one side the client pays for a
order and the other side, we have to deliver it to the client.
1. Does the customer want to buy? Are
there any concurrent?
2. There is a commitment; an order has
been placed with us.
3. Can we deliver this? Do we have it in
stock? The warehouse will check this
and its or in stock or not in stock.
We have the product in stock (pick and pack the
order), and we’re now handing it over to the logistics
department.
In the warehouse, the items from the order will be
collected, assembled, and packed.
Once that’s done, the sales team will take over again
from the logistics team.
We send the invoice to our customer, and the finance
team will make sure it’s paid on time and doesn’t fall
behind. (send invoice and receive payment)
, 4. By the logistics team
5. This will be handled by the sales team
6. Now that we’ve delivered everything,
we expect the customer to fulfill their
part of the deal and make the payment.
We’ve done our part by delivering the
requested items.
The 3 teams involved are: Sales (shop),
Logistics (stock), and Finance
(payment).
If incorrect items are delivered, we need to be able to prove whether they are correct or wrong.
We can only do this by comparing the order invoice with the delivered items.
Both of these are very important and, of course, they must match.
Product is not in stock → what do we do?
We need to check if we can produce the
product and whether we have the necessary
materials.
If not, we will need to purchase them.
VSM (Value stream model)
This concerns the entire process, which has three sub-layers:
1. Information → Customer places an order, customer has a complaint, etc.
2. Product → How we resolve the customer’s request, how we handle the customer’s complaint.
3. Time → This process keeps track of the time involved.
Lead time → How long the entire process takes from start to finish.
Process time → From the first moment something is initiated until the final action is completed,
e.g., waiting for responses from the customer or different departments.
Productive time = cycle time
Lead time will be longer than process time. The difference between these two is unproductive
time.
, This basically means that all time spent is used efficiently.
For example, it is much more efficient to track things online than
physically, because you don’t have to wait for the train, travel to class,
or deal with other delays — online, you just open your computer and
you’re ready.
If certain tasks are automated or optimized, the process will also
become more efficient and consistent.
ERP
In a company, it is important to ensure that information is shared in order to work as efficiently
as possible.
ERP → Enterprise Resource Planning
It is implemented so that the different
departments in a company receive the
information they need and can input
information required by other departments.
This way, we can avoid duplicate documents,
extra work, and wasted time.
SOD (segregation of duties)
Who can put in what? Ensure that no single person is responsible for all
departments. Different departments are assigned
so that they can update or enter information in the
ERP system relevant to their area. No one person
can ever manage all departments.
A document tracks various activities per
department, ensuring there is always a record of
what has been done.
When different departments are separated from
each other, there is always a basic level of control
in place in case something goes wrong or
something is incorrect.
3-way match → your order needs to match what
you have received of delivery and the invoice needs
to match. And only when those 3 are correct, you
will pay.
0. Guidoo (extra deel spreker)
Allan De Permentier → Co-founder of Guidoo and 3 years at Odoo.
Operate in → Belgium, France, Netherlands, Switzerland and the UK
What is a ERP → all different parts of a company brought together in 1 system. Because of this
system everybody in the company can work together in it.
SAS → software as a service
1. Intro to ERP
Business Processes
A lot of processes and a few departments
that we see here.
Things we have to sell are BV our storage.
Front office → All of the processes that a
client coms in to touch with. SD stands in for
this. (= direct contact with the customer)
Back office → All the other things that no
one sees belongs under this. BV storage,
processing.
,The sales department
➔ Firstly know your product that you will be selling to your clients.
à move from selection phase to transaction process
Selection phase: You can step out of the store
without buying something and go to another if you
like. There is no harm done or any contract made.
Transaction process: You made the contract, so
you are stuck. “You are married to each other”.
What does our costumer want → Do they come to use or do we have to go to them? We are not
going to target everybody this is what we call the selection phase.
Sales order → There is a commitment form both sides. On the one side the client pays for a
order and the other side, we have to deliver it to the client.
1. Does the customer want to buy? Are
there any concurrent?
2. There is a commitment; an order has
been placed with us.
3. Can we deliver this? Do we have it in
stock? The warehouse will check this
and its or in stock or not in stock.
We have the product in stock (pick and pack the
order), and we’re now handing it over to the logistics
department.
In the warehouse, the items from the order will be
collected, assembled, and packed.
Once that’s done, the sales team will take over again
from the logistics team.
We send the invoice to our customer, and the finance
team will make sure it’s paid on time and doesn’t fall
behind. (send invoice and receive payment)
, 4. By the logistics team
5. This will be handled by the sales team
6. Now that we’ve delivered everything,
we expect the customer to fulfill their
part of the deal and make the payment.
We’ve done our part by delivering the
requested items.
The 3 teams involved are: Sales (shop),
Logistics (stock), and Finance
(payment).
If incorrect items are delivered, we need to be able to prove whether they are correct or wrong.
We can only do this by comparing the order invoice with the delivered items.
Both of these are very important and, of course, they must match.
Product is not in stock → what do we do?
We need to check if we can produce the
product and whether we have the necessary
materials.
If not, we will need to purchase them.
VSM (Value stream model)
This concerns the entire process, which has three sub-layers:
1. Information → Customer places an order, customer has a complaint, etc.
2. Product → How we resolve the customer’s request, how we handle the customer’s complaint.
3. Time → This process keeps track of the time involved.
Lead time → How long the entire process takes from start to finish.
Process time → From the first moment something is initiated until the final action is completed,
e.g., waiting for responses from the customer or different departments.
Productive time = cycle time
Lead time will be longer than process time. The difference between these two is unproductive
time.
, This basically means that all time spent is used efficiently.
For example, it is much more efficient to track things online than
physically, because you don’t have to wait for the train, travel to class,
or deal with other delays — online, you just open your computer and
you’re ready.
If certain tasks are automated or optimized, the process will also
become more efficient and consistent.
ERP
In a company, it is important to ensure that information is shared in order to work as efficiently
as possible.
ERP → Enterprise Resource Planning
It is implemented so that the different
departments in a company receive the
information they need and can input
information required by other departments.
This way, we can avoid duplicate documents,
extra work, and wasted time.
SOD (segregation of duties)
Who can put in what? Ensure that no single person is responsible for all
departments. Different departments are assigned
so that they can update or enter information in the
ERP system relevant to their area. No one person
can ever manage all departments.
A document tracks various activities per
department, ensuring there is always a record of
what has been done.
When different departments are separated from
each other, there is always a basic level of control
in place in case something goes wrong or
something is incorrect.
3-way match → your order needs to match what
you have received of delivery and the invoice needs
to match. And only when those 3 are correct, you
will pay.
