Mercantile

CalWin gives you maximum overview and control. All information is easily accessible in the form of statistics and summaries, generally designed according to your wishes. All deliveries are invoiced directly in CalWin, with regular invoices, EDI invoices, or email invoices. All documents generated in CalWin Mercantile are saved with a link to a customer, project, or contact so that the requirements for easy retrieval and subsequent reuse are fully met.

The features in CalWin Mercantile mean that the need for a large and heavy accounting system disappears, as there are only simple accounting and underlying accounting functions that are not supported in CalWin. Customer balances are exchanged with the accounting system and credit limits are monitored in CalWin. Deviations can be registered in the DEVIATION MANAGEMENT module, whether they occur in administration, production, or during shipping. Mapping and systematizing the cause and circumstances helps reduce the number of deviations and thus contributes to faster and more reliable management of all processes in the company.

CalWin Mercantile ensures that you have overview and control!

CALWIN INVOICE

CalWin Invoice is a complete invoicing module and has all the features and facilities expected from a good invoicing solution. Since the foundation for invoicing already exists in CalWin, it results in a particularly efficient, labor-saving, and secure invoicing package. The module has all the necessary functionality to cover all invoicing and credit note events, such as regular invoicing of delivered goods, partial invoicing, group invoicing, etc.

In addition to being linked to a customer, all invoices can also be linked to projects or corporate groups. They are easily accessible for future reference, for use by the sales department, and for formal follow-up.

The CalWin Invoice module is capable of replacing other invoicing systems. When invoicing is performed in CalWin, which already contains all background information, the need for corresponding functionality in the accounting system is reduced, and most CalWin customers can use a simpler and cheaper financial system than would otherwise have been necessary.

Features:

• Invoicing of delivered or partially delivered orders
• "Wait until fully delivered" function
• Account invoicing
• Credit notes
• Payment information for customers
• Electronic archiving of all outgoing invoices
• Invoice journals and summaries
• Integration to accounting systems

CALWIN EDI INVOICE

More and more of our customers have received requests to send their invoices electronically to their customers. The invoice is delivered electronically directly, or via third-party messaging partners, to the recipient's purchasing or ERP system. This way, manual procedures are avoided.

As well as ensuring quick dispatch and receipt, which saves work and time at several points in the chain, this also provides maximum security against errors. CalWin Electronic Invoicing uses the EDI architecture of CalWin and is therefore completely open to all necessary data formats. This makes electronic invoicing available to everyone in the industry who needs it, right now. If new formats are needed, it is easy to customize and can be done outside CalWin with standard software systems (XML mapping).

CalWin Invoicing must be installed if CalWin Electronic Invoicing is to be used.

Features:

• Define an unlimited number of EDI profiles
• An EDI profile determines the data format and communication
• When a customer is assigned an EDI profile, they will automatically receive electronically the next time the invoicing procedure is run
• The data file sent will be archived and available for later reference on the invoice
  
  

CALWIN FACTORING

CalWin Factoring has all the necessary functionality to manage the factoring collaboration between producer and factoring. It is easy to initiate the module, which provides access to all necessary functionality to transfer invoice transactions to the factoring company, as well as prints and control procedures to monitor and document transactions.

Customer balances can be received and read into CalWin for balance and credit control.

Using CalWin Factoring requires that CalWin Invoice is installed.

Features:

• Output of transaction file for transfer to the factoring company
• Journal printouts and checklists
• Receiving customer balances from factoring

CALWIN DEVIATION MANAGEMENT

Deviations can occur in all organizations, manufacturing processes, procedures, or routines. Some deviations do not necessarily have significant consequences, while others can lead to large losses or inconveniences in the form of delays and financial losses. Frequent major deviations can be very costly, and it is therefore important to prevent them from occurring.

CalWin Deviation Management is a flexible tool for recording all forms of deviations in production and administration. The deviation module can be largely customized according to individual preferences and needs. It can perform reliable and efficient recording of deviations, which in turn can also contribute to improvements and efficiencies.

When a deviation is recorded, it can include the cause, as well as suggestions for actions to prevent the deviation from occurring again. Systematic recording and follow-up of deviations avoids delays for both the manufacturer and customers. The manufacturer can make significant savings and avoid large additional costs by systematically recording deviations. Better and more professional customer service is achieved at the same time.

Features:

• Record deviations either in production via the Checkpoint module or directly in the Deviation module
• Analysis tools, with pivot table functionality for easy reporting and analysis
• Integration to warranty orders
• Print deviation reports
• CalWin Integration to Accounting
• CalWin manages the transfer of invoice journals to external accounting systems. The functionality can be used together with our two "INVOICE" modules.
• The transferred data includes sub-account bookings (applicable to both sales and purchase ledgers), general ledger totals in accordance with account links governed by CalWin, and account information for customers and suppliers. CalWin prints invoice journals and other documents to formally register the transfer.
• Since manual updates of customers and suppliers only occur in CalWin, time is saved and the risk of errors decreases.