Accton International ERP System Instrumentation Industry Solution-华强电子网

Accton International

ERP

system

Instrumentation industry solutions

Beijing Zhibang International Software Technology Co., Ltd.

1

. Industry introduction

....................................................................................................................3

1.1

business background

.......................................................................................................................3

1.2

development trend

.....................................................................................................................3

2

. Industry characteristics

.......................................................................................................................3

2.1

Complex credit situation

....................................................................................................................3

2.2

Numerous product types

..................................................................................................................4

2.3

Short order cycle

...................................................................................................................4

2.4

Production requirements are strict

...................................................................................................................4

2.5

High production efficiency

.....................................................................................................................4

2.6

Procurement management difficulties

...................................................................................................................4

2.7

Safety stock is important

....................................................................................................................4

2.8

Out of control of the production process

.............................................................................................................5

2.9

Emphasis on quality management

.............................................................................................................5

3.

solution

.....................................................................................................................5

3.1

Program overview

.....................................................................................................................5

3.2

Core functions

.....................................................................................................................6

3.2.1

Customer management

...................................................................................................................6

3.2.2

Project management

....................................................................................................................6

3.2.3

Sales management

.............................................................................................................7

3.2.4

Product management

............................................................................................................7

3.2.5

Warehouse management

....................................................................................................................7

3.2.6

Purchasing management

.............................................................................................................7

3.2.7

Contract management

.............................................................................................................7

3.2.8

Production management

……………………………………………………………………………………………………………….8

3.2.9

After-sales management

……………………………………………………………………………………………………………….8

3.2.10

Financial Management

……………………………………………………………………………………………………………….8

3.3

Program characteristics

………………………………………………………………………………………………………………..……….8

3.3.1

Multi-platform interconnection

…………………………………………………………………………………………….………….8

3.3.2

One-stop e-commerce platform

……………………………………………………………………………………………………….9

3.3.3

Seamless management

……………………………………………………………………………………………………………….9

3.3.4

Unlimited number of users

…………………………………………………………………………………………….………………….9

3.3.5

Unlimited use period

…………………………………………………………………………………………….………………….9

3.3.6

Can be used across regions

……………………………………………………………………………………………………………….9

3.3.7

Real-time data aggregation

……………………………………………………………………………………………………………….9

3.3.8

Data independent accounting

……………………………………………………………………………………………………………….9

3.3.9

Powerful access control

……………………………………………………………………………………………………………….9

3.3.10

Intelligent statistical analysis

…………………………………………………………………………………………………………….9

3.3.11

Free system expansion

..........................................................................................................10

4

,success case

......................................................................................................................10

1

. Industry introduction

1.1

business background

China's instrumentation industry is an essential sector that provides measurement, testing, regulation, and control for various equipment in the national economy. It mainly focuses on the development and production of mechanical systems and general instrumentation. In recent years, the Chinese instrumentation industry has experienced rapid growth. Through mergers and reorganizations, large-scale instrumentation enterprises have become more prominent. Domestic instrumentation products are both exported and sold domestically, with high precision and technical content. They require certification from relevant state departments to be sold, and although they have high profit margins, their production and sales volumes are generally moderate. Internationally renowned companies like Agilent Technologies, ABB Group, and Rockwell Automation have established wholly-owned enterprises and R&D centers in China. Although middle and low-end instrumentation products from China are competitive in the international market, high-end analytical instruments rely heavily on imports, often reaching nearly 100%.

1.2

development trend

The overall development trend of instrumentation products is "six highs and one long" and "twenty". In the future, the instrumentation industry will develop towards "six highs and one long" with high performance, high precision, high sensitivity, high stability, high reliability, high environmental protection, and long life. In this "twenty" (miniaturization), integration, complete sets, electronic, digital, multi-functional, intelligent, networked, computerized, integrated automation, optical and mechanical integration; service specialization, simplicity, family, personalization, no maintenance, automation, production assembly automation, dust-free or super clean. In the transformation, specialization, and scale, the dominant, core, or key role is miniaturization, intelligence, and networking. Therefore, domestic instrumentation enterprises must grasp this development trend, follow the global technological progress, focus on building their own strength, constantly strive for innovation and breakthroughs, and stand out in future competition.

2

. Industry characteristics

2.1

Complex credit situation

Instrumentation products are both exported and sold domestically. They may be sold directly to end customers or through distributors and agents. There are many customers, and their credit situations are complex.

2.2

Numerous product types

There are many varieties and models, with tens of thousands of types in a single company. Due to the large amount of materials used in the production process, BOM structures are very complex. Most finished products may have over ten levels of structure, making material coding management difficult. Products update quickly, requiring strong R&D capabilities and high R&D investment. Engineering data management is complicated, often involving engineering changes. Additionally, individualized needs in the instrumentation industry are significant, as even the same product can change its process due to slight variations in style, color, or casing.

2.3

Short order cycle

Production is organized according to sales orders, generally without finished goods inventory. This is a small batch, multi-variety production model, with short order cycles, typically within a week. Planning management is very challenging, and opportunities are fleeting, leading to loss of customers or potential customers.

2.4

Production requirements are strict

These products are high-precision items with high technical content and strict production organization requirements. They often need to pass product certification from relevant national departments before being sold. While profit margins are high, production and sales volumes are generally not too high.

2.5

High production efficiency

Assembly lines are primarily used, resulting in high production efficiency. Some special parts are processed in dedicated workshops. For example, optical instruments require specialized equipment and are typically produced in continuous production lines.

2.6

Procurement management difficulties

Due to the short procurement cycle and high quality requirements for parts, production is often constrained by the matching conditions and quality of purchased materials.

2.7

Safety stock is important

Some precision parts cannot be produced domestically and must be imported, resulting in long procurement cycles. Therefore, safety stock management is necessary. Some materials are stored in batches and used in batches, which can lead to either shortages or excess stocks.

2.8

Out of control of the production process

The situation of material picking and usage is confusing, making it difficult to track the real-time progress of the production process. Additionally, waste in production makes cost control challenging.

2.9

Emphasis on quality management

Some precision parts need to pass national product certification to be produced and sold. Quality control runs throughout the entire production process. Parts inspection and process inspection are very strict. Typically, multiple inspection procedures are set up on the assembly line, with automated inspection equipment performing full detection. Production site materials are easily scrapped due to quality issues. To ensure the traceability of instrumentation products, each product must be managed with a serial number.

3.

solution

3.1

Program overview

For instrumentation companies, a good information solution not only meets urgent needs but also lays a solid foundation for long-term development. Since its establishment, Accton International has served numerous large-scale instrumentation customers such as Beinan Yicheng, Tianmei (China), Shanghai Chuangyuan, Jiangyin Zhonghe Power Meter, and Zhengzhou Mingrui Electronic Technology. Based on over ten years of successful experience solving various management issues in the industry and in-depth research into numerous instrumentation companies, combined with "7C Management" advanced management thinking, Accton International has developed a tailored ERP solution for the instrumentation industry. This solution is widely used in various types of instrumentation enterprises, including trade, small manufacturing, and lean manufacturing.

The Accton International Instrumentation Industry ERP solution is specifically designed for the characteristics of the instrumentation industry, effectively addressing the challenges of complex customer types, numerous product types, short order delivery, difficult procurement management, strict production requirements, important safety stock, and emphasis on quality management. It ensures strict control and automatic coordination from sales order generation to product purchase and storage, free transfer between warehouses, merchandise sales and outbound, and customer relationship maintenance. This effectively solves issues such as sales control, customer grading, procurement control, inventory synchronization, after-sales maintenance, and cost control in instrumentation enterprises.

Additionally, the program supports personalized customization, expanding on demand, “online + offline” multi-service parallel collaboration, “computer side + mobile end + WeChat end” multi-terminal collaborative office, helping instrumentation companies reduce costs, improve operational efficiency, and transition to refined management.

3.2

Core functions

3.2.1

Customer management

•

Multi-organization, multi-system, multi-terminal customers are fully integrated, and customer resources are centrally controlled;

•

Completely record customer history information, review, query, assign and withdraw at any time;

•

Customer return visit, contact date automatic reminder, real-time interactive review of follow-up situation;

•

Multi-contact management, contact friends and relatives management, information is updated at any time;

•

Support customer grading, protection, sharing, integration, retrieval, import, export, statistics;

3.2.2

Project management

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Project pool management, one-click control of project follow-up, contract, product, after-sales, expenses;

•

Comprehensively record project information, support project approval, assignment, follow-up, sharing, and recovery;

•

Customize the project stage, refine the whole process of the project, and control the progress in real time;

•

The project cooperates in multiple ways and supports multi-participant and multi-contact management;

•

The project automatically associates customers, and can directly generate quotations, contracts, pre-orders, and purchases;

3.2.3

Sales management

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Completely display each customer communication record, control and comment on each key node in real time;

•

Provide call center, SMS, email, reminder and other tools to greatly improve sales efficiency;

•

Control the sales status and progress in real time through monthly reports, weekly reports, daily reports, and schedules;

•

Strong price strategy, different customers, regions, departments automatically match different sales prices;

•

Sales automation, to prevent hits, grabs, missed orders, sales success soared;

3.2.4

Product management

•

Comprehensively record product information, support raw materials, in-process products, semi-finished products, product management;

•

Flexible entry strategy, product name reminder, support for attachment uploading, graphic and text mixing;

•

Sub-unit setting the recommended purchase price, maximum purchase price, recommended selling price and maximum selling price of the product;

•

Support product retrieval, editing, deletion, recovery, import, export, and sorting;

•

Custom product fields, numbers, units, serial numbers, product classifications are infinite;

3.2.5

Warehouse management

•

Support multi-warehouse, multi-zone, multi-unit management, all inventory data is open;

•

Automatic inventory synchronization, real-time statistical query, safety stock warning, to prevent overbought and oversold;

•

Automated warehouse operations, multi-warehouse joint outbound, speeding up cargo turnover efficiency;

•

Support barcode, QR code, scanner, production batch number, serial number, shelf life management;

•

Unlimited addition of multiple warehouses and library management, which can realize location management and warehouse independent accounting;

3.2.6

Purchasing management

•

Completely record purchase information, and all purchases, products, and supplier information are automatically linked;

•

Fine management and control of suppliers, inquiry, pre-purchase, procurement, quality inspection, return process;

•

Freely set supplier classification, level, region, qualification, approval, and follow-up methods;

•

Support merger purchase, installment payment, batch storage, automatic arrival reminder;

•

Custom purchase fields, numbers, categories, detailed formats, approval processes, and print templates;

3.2.7

Contract management

•

Completely record basic contract information, sales details, related information, and historical follow-up records;

•

Freely set contract procedures, commission rules, and automatically calculate contract gross profit and gross profit margin;

•

Support father and son contract, price control, multiple collections, multiple outbound, collection reminders;

•

The contract automatically associates the project, quotation, after-sales, payment, delivery, delivery, and purchase;

•

Contract parameter customization, support contract copying, approval, retrieval, export, printing;

3.2.8

Production management

•

Establish a standardized, accurate and real-time production database to fine-tune the entire production process;

•

Establish a complete process library, easy to call, support the reference process library for rapid process design;

•

Support the flexible formulation of production plans, and open three production processes, simple, intermediate and complete;

•

Infinite pole division BOM, MRP Automatically match the bill of materials and automatically calculate the production cost;

•

Custom process, process, outsourcing, collar / Make up / Retreat / Waste, quality inspection, wages, approval process;

3.2.9

After-sales management

•

Set after-sales service, care, return visits, complaints, suggestions, maintenance, knowledge base in one;

•

Completely record the processing of each link, follow up the orders, dispatch the workers, and deal with the timeliness in real time;

•

Freely set up after-sales links and processing procedures, and automatically update the status of the after-sales order;

•

All after-sales information and customer information can be automatically linked to quickly improve after-sales efficiency;

•

Post-sale multi-dimensional analysis, providing data support for after-sales quality and product quality improvement;

3.2.10

Financial Management

•

Completely record and track each fund transaction, support multi-currency, multi-account management;

•

The business document automatically generates the voucher, automatically adjusts the exchange at the end of the period, and automatically transfers the profit and loss;

•

Support three major reports, custom reports, reports are automatically generated, and the account is in one step;

•

Real-time control of corporate capital flow, flow, and margin to prevent business risks;

•

To achieve integrated management of general ledger, cash flow, payment, wages, expenses, budget, etc.;

3.3

Program characteristics

3.3.1

Multi-platform interconnection

WeChat public number, mobile mall, ERP System trinity, smooth docking, multi-platform business automatic coordination;

3.3.2

One-stop e-commerce platform

Quickly establish a mobile mall, online and offline integrated marketing, full coverage of one-stop mobile marketing;

3.3.3

Seamless management

Solve all daily management problems of the company in one system;

3.3.4

Unlimited number of users

The account number is freely set, and there is no limit to the number;

3.3.5

Unlimited use period

One purchase, lifetime use;

3.3.6

Can be used across regions

System based B/S Architecture, business trips, and branches can be used;

3.3.7

Real-time data aggregation

All data is aggregated and shared in real time, which is conducive to unified cooperation throughout the company;

3.3.8

Data independent accounting

The inventory and finance of each branch can be accounted for independently;

3.3.9

Powerful access control

The permissions are refined to each column, each person and each function operation, multiple roles can be set, and each user can only see the information within the scope of his own authority;

3.3.10

Intelligent statistical analysis

The system has powerful data processing and analysis functions, and can display statistical analysis results in the form of histogram, line chart, pie chart, etc., and can be exported and printed.

3.3.11

Free system expansion

Operation navigation, system interface, function fields, column number, system flow, print template, etc. can be customized to fully meet the individual needs of different business processes, different usage habits.

4

,success case

The above information is provided by Beijing Zhibang International Software Technology Co., Ltd.

More programs and details are available for free on the Accord International website.