The vacation period can generate added stress when we think that for a few days we disconnect from our work, all the control of the company can be left in the hands of no one. The truth is that we have forgotten that the automation provided by tools such as ERP, allow us to go with all the tranquility of the world to rest from an intense year without fear that nothing bad can happen.
It is precisely manual processes and disjointed systems that can derail a company. That's why we've outlined the key functionalities of ERP software so that SME managers can take their summer break with peace of mind.
Automated accounting on the go
With ERP, if it operates in the cloud, it allows us to review the financial health of our company anytime, anywhere. We can automate processes such as sending invoices to customers once we register an order as shipped or delivered. This prevents work from piling up after the vacations.
The integration of ERP with CRM: sales and accounting connected
When ERP and CRM are connected, there is a single point of management for all customers. Potential sales as well. This integration facilitates the creation of a communication log that allows if the accounting area sends an invoice to the customer and the sales people go on vacation, all interactions with a customer or prospect are recorded and allows other employees who are not up to date on those interactions to do so at a glance.
This makes it easier for salespeople covering for others during the vacations. It also allows anyone, with the appropriate assigned permissions, to quickly get up to date on the status of customer accounts.
Proper warehouse management
In the summer season, it is common to find a lack of personnel in the warehouses, which must be covered, because the demand continues and must continue to offer a quality service. A well laid out warehouse with automated picking, packing and shipping processes can make all the difference. Properly labeled garbage can locations and shelving make it easier for new employees to find the right product quickly, especially when combined with pick lists organized according to the most efficient route, for example.
