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| BisQuest - Enterprise Resource Planning (ERP) |
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BisQuest is a web based accounting and ERP application that also includes an Online Shopping Cart system. BisQuest is an integration of two Open Source applications, webERP and osCommerce with additional features added.
BisQuest is suitable for a wide range of businesses from a web-based retailer, to a large enterprise running a distributed business in wholesale and distribution.
The following list describes the features and capabilities of BisQuest.
Sales
- Quotation and order entry.
- Outstanding sales orders/quotations.
- Special orders for items not listed in inventory
- Set up and batch processing of recurring orders.
- Order delivery address can differ from invoice address.
- Price lists for different sales areas and sales staff.
- Delivery in full on time (DIFOT) report .
- Sales orders can delivery in part or in full.
- Difference between items ordered and items delivered are logged.
- Pricing calculated on the customer's sales type, branch and currency.
- Quantity discounts are automatically calculated based on a discount matrix.
- Shipping costs calculated automatically based on shipping address, warehouse shipped from and size/weight of items shipped.
- Shipping calculations can store information for multiple shipping companies.
- Multiple payment terms can be defined.
Customers (Receivables)
- Customers can be defined with multiple branches.
- Orders can be invoiced in full or part.
- Credit notes can be raised against sales orders.
- Payments are reconciled against invoices.
- Invoices and statements can be printed individually or in batch.
- Physical location of customer branches can be displayed using Google maps.
- Overdue inquiry uses delivery days and payment terms information.
- Drill down customer account information to transaction level.
- Detailed customer statements showing settled and/or outstanding transactions.
- Preferred shipping method can be set by branch.
- Default currency can be set for each customer with individual currency rates for each invoice.
- Invoices and credit notes can be exported to pdf and emailed or printed.
Suppliers (Payables)
- Supplier can be set up using any currency.
- Invoices are entered against goods received with an allowance for over invoicing. Payment is only made for goods received.
- Shipment costs can be split between the items on the shipment.
- Aged vendor report showing detail or summary of the balances owing.
- Retrospective allocation or de-allocation of payments to invoices. With differences on exchange reported.
- Supplier invoices cannot be entered with the same reference as prior invoices.
- Supplier invoices can be entered directly against multiple general ledger codings.
- Inquiry on Suppliers account shows all transactions.
- Fully integrated general ledger postings - keeps the creditors control account in line with the supplier balances in local currency.
- Payment run creates payment transactions based on payment of all due invoices - not flagged as held.
- Payments can be automatically address to factor companies instead of to the supplier.
- Physical location of suppliers can be displayed using Google maps.
Purchases
- Purchase orders can be made in any currency.
- Supplier listing can be maintained in any currency. Purchases made for these items will use the prices listed.
- The same item can be defined for multiple suppliers.
- Quantities of items on order and on back-order show on inventory status inquires.
- Purchase orders can be automatically emailed to the suppliers.
- The inventory planning report can be generated showing suggested quantities of items to purchase for planned manufacturing and sales.
- Purchase authorisation levels can be set. This allows certain users (staff) to authorise purchase orders. A maximum purchase order value can be set for each user, allowing them to authorise purchase orders up to that amount.
Inventory
- Multiple warehouses can be defined. Stock levels, purchases and sales orders are then made for particular warehouses.
- Sales orders for stock shows up as demand for stock
- Orders for assembly items show up as for its components in stock inquiries
- Automatic backordering.
- Stock movement history is maintained so quantities and/or individual stock items can be tracked.
- Inventory items can be defined as Kit sets can be defined as Make, Buy, Kit, Assembly or Service.
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Make
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The item has been manufactured by your company. A manufactured item can have a bill of material - there are no traps that prevent a manufactured item from being purchased.
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Buy
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The item was purchased from an external supplier. Since the item is purchased it cannot also be manufactured and have a bill of material.
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Kit
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A kit set can be exploded into its components parts when ordered. A kit set is not a physical item itself it is just a short cut to entering a number of parts onto an order.
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Assembly
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An assembly of other stock items. An assembly item does not have a physical stock holding itself, nor has it a cost. An invoice for an assembly item creates the stock movements for all the components of the item and the stock of each of the components in proportion to the requirements specified in the bill of material are decreased accordingly. The cost of sales entries in the general ledger journals created by an invoice (if the link is active) is created at the sum of the costs of all the items in the bill of material for the assembly as at the time of invoicing.
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Service
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A service item that has no physical stock associated with it. However, the same sales analysis and movement history is retained - showing the amounts of the service sold/credited. Note: Only service parts can have downloadable properties.
This field is relevant for MRP and production scheduling. This field can also be set to Service Inventory Item - which then disables stock quantity tracking at the locations and in total. Service stock items are used for invoicing services and labor or even physical items which do not require tracking. The stock movement records are still created and are available to recall on invoicing and credit note inquiries. Inventory adjustments are not allowed for Service Inventory Items. Assembly items can have sales analysis records created for them, but no stock quantity is maintained and stock movement records are created for the components. Assemblies would normally be used where the warehouse keeps the components of the item for several different purposes and only assembles the items as they are picked for dispatch.
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- Invoice and credit note inquiries are linked to stock movements so the detail of items sold on an invoice can be queried calling up the actual invoice or credit note that caused the stock movement.
- Item costs can be calculated as a weighted average cost.
- Stock transfers to other inventory locations can raise transfer dockets.
- Re-order quantities can be defined and maintained for different items in different warehouses.
- Inventory adjustments and cost changes can create general ledger entries to reflect write on or off of stock value.
- The stock taking system allows business to continue recording system stock quantities at the time of counting - adjustments created based on these quantities and the sum of all quantities entered as counted for the item. General ledger integration creates the necessary journals to reflect the changes to stock values.
- Controlled items - allow referencing of each stock movement to the bundles/batch references.
- Serialised inventory allows controlled items to be in units of one. ie. a reference for each individual item.
- Unlimited user defined fields specific to each inventory category for additional important information required to be stored against items
Manufacturing
- Create work order.
- Items may be serialised or lot/batch controlled.
- Multi-level Bill of Materials (BOM) .
- Component parts of BOMs can be defined as auto-issue.
- GL accounts can be defined for Work in Progress (WIP) items.
- Work order variances can be written back the to work in progress balance in the GL.
- Costing can be manual or a weighted average cost.
- Work centres or factories can be defined
- Sophisticated Material Requirements Planning (MRP) module.
Accounting (General Ledger)
- Double entry accounting
- Multiple bank accounts
- User defined GL accounts
- General ledger budgeting
- Bank account reconciliation
- Profit and loss statements
- Balance sheet
- Account groups and account sections
- Enter multiple journal entries in a one update
- Cheque payment listings
Web Store
- Current products listed on the "Web Store" price list will automatically be display in the web store.
- Web store orders automatically create customer transactions.
- Automatic generation of thumbnail images.
- Support multiple payment types such as Credit Card, PayPal, BPay, COD, Cheque/Money Order, Authorize.net, ChronoPay, iPayment, NOCHEX , 2Checkout, PSiGate, SECPay, and WorldPay Junior. (Modules for additional payment types can be created on request).
- Interface to manage banner ads and view/click statistics.
- Product review management for customer and owner generate reviews.
- Specials can be defined at a fixed price or as a percentage. Automatic expiry date can be set.
- Each company setup in BisQuest can have it's own web store.
- Web Stores for BisQuest companies are optional.
Other Features
- Shipping and container inventory setup and tracking.
- Database backup interface for ad-hoc and automatic scheduled backups.
- User roles to define user access and update/viewing rights to different areas of BisQuest.
- Multiple currency setup and exchange rate graphing.
- Advance tax setup for multiple taxes in different regions/countries.
- Advanced report builder tool to generate ad-hoc and standard reports. Queries can built using the query wizard or entered directly as SQL more advanced queries.
- Countries and states can be defined for use in addressing, tax regions and shipping calculations.
- Audit trail allows viewing of user database transaction activity.
- Geocoding capabilities to show physical location of customer branches and suppliers on imbedded Google map.
- 'Make New Company' wizard.
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