PROMAN-erp supports your paperless business objective. The system has many places that the user can click to scan, or attach a document. This document stays attached to the record on the screen. This document is then visible anytime in the future with a click of the button on all relevant screens. No more looking for documents or going to that department and asking for a copy, if you are allowed, click a button and the PDF will be on your screen.
Examples of items that you can attach.
Packslips from items received – scan as the receipt is processed in the system. The will be available later during the matching process for the AP invoice
Certificate of Compliance – scan with the receipt of goods
Material Certificates – scan with the receipt of the goods and/or during the inspection process.
AP invoice – from the vendor. Any invoice can be scanned
Supplier documents – copies of their ISO documentation and expiry date, other certifications, copy of returned audit report.
AP checks – copies of the checks mailed to suppliers
Sales Orders – related documents. You can set up your own categories to group the scans and might include; Customer Purchase Orders, Changes Orders, Quality Notices from Customer, Documents sent with shipments for Regulatory purposes, correspondence, etc
Internal Rejections – rejections for processes in house. Could be the rejection form, marked up drawings show discrepancy.
Work Orders – You can set up your categories to group the scans and might include; copy of the traveler with manual notes from the floor, test results, confirmation forms, etc
Journal Entries – add supporting documentation for the entry, as many pages and documents as you might need for verification in the future.
MDR – rejections of incoming material. Supporting documentation to define the deficiency.
Good Part Inspection – scan drawings, marked up documents, supporting documents for the inspection process
Purchase Orders – You can set up your categories to group these scans and might include; copies of signed requisitions, signed Purchase Orders, Capital approval form, supplier quotes, correspondence, etc
Calibration of gauges and tools – supporting documents for the calibration process (either from an outside supplier) or your internal department.
The system handles the placement and naming of the scanned documents. There is no need for people searching folders for documents. The documents are tied to the records in the system and link to the document is handled by the system.
Scanning can be as easy as adding a multi-page scanner to the user’s PC. We use a lot of HP scanjets with great success. Inexpensive, easy to user, easy to setup make this an easy step into your paperless project.
The process for the user is extremely simple. While they are entering their transaction on the screen,
put the pages of document in the scanner
click the button on the screen
No extra place to go, simply click the button on the screen while entering you transaction. The user time to collect the information is now as little as clicking a mouse and the documents are captured, cataloged and assigned in the system.
When someone needs to view the document, it is also a mouse click away. When this receiver number is somewhere on the screen (which might be a query or matching the AP invoice, or simply referenced on a result being displayed in the system), the can click a button and the PDF pops up one the screen.
Starting to control your paper process has never been easier.