DBP Sophie ERP Key Features

KEY FEATURES

Web Browser Access

Work from home, what about work from anywhere? Just use the web browser from any device (Chromebook, iPad, MacBook, etc) to access. No more FileMaker Pro installation but the user friendliness of FileMaker remains. What's more? It's incredibly fast and long distance friendly, so say bye bye to your Terminal Server

Report Subscription

Sit back and relax! Do you know you can subscribe your reports just like newspapers or periodicals? All the subscribed reports will be generated behind the scene at your preset recurring schedule and being sent to your email inbox as attachments

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Custom Management Dashboard

Professional consulting and co-design with our project manager. Choose statistics, analysis, alerts and reminders to suit your management style and needs. Your custom management dashboard congregates important performance data from all modules across DBP Sophie, not just keeps you and your managers in-the-know but help you identify crisis before they arise and assist you in decision-making

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Task Management

Assign tasks to yourself or subordinates under any database record. Task handlers can report progress periodically until task is fully completed. Alerts can be auto issued for near due / overdue tasks. Users can also opt to have completion notice email or unread alert for some important tasks

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Progress Monitoring

Chronicle view of internal progress, comments and external communications (emails, phone / meeting recaps, etc) recorded under any master record (e.g. Sales Order)

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Communication Centre

All the business relevant communications (emails, phone / meeting recaps, etc) are being stored at a centralised communication centre. To speed up new message composing, you can set up different message templates (e.g. delivery update, meeting confirmation) to cater different needs. Communication data can also be archived periodically to maintain the system performance especially at searching

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Send / Receive Email

Not just an ordinary email client, you can instantly send out document generated by the system such as quotation, sales invoice to customer or purchase order to supplier. For the received emails, system can also auto link them up with the related database record

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Audit Log

Data security is of paramount importance to your business. That's why DBP system tracks field data changes, record creation, deletion, printing, exporting and server running scripts for audit purposes

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Complete Data Access Control

Organise users in privilege groups with different table level access restrictions (edit, delete, etc) to cater staff from different departments and levels. Classify records to allow / restrict access or hide sensitive field data for certain users

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Sales Tax

Set up sales tax name (e.g. GST, VAT) and tax rate by item types; system auto calculates sales tax in all billing documents such as sales orders and sales invoices. The relevant tax ledgers will also be added at the sales voucher creation

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Unit of Measurement Auto Conversion

You can set up multiple UOMs with conversion rate to base unit under each product or material; enter inventory movement quantity in any registered unit and system will auto convert the quantity to base unit for reporting or stock taking purposes

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Auto Create Finance Vouchers

Vouchers can be auto created for all finance related billing and inventory documents such as sales invoice and goods receipt notes

Over 2/3 of voucher entry works can be reduced. System auto creates voucher for billing and inventory document such as sales invoice and goods receipt notes upon record is locked

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Auto Create Subsequent Document

Streamline your workflow, eliminate repeating data entries and human errors by having DBP system to create the subsequent document for you, e.g. auto creates sales order from quotation, purchase order from sales order, etc

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Document Management

Drag & drop files to any database record and instantly share them with colleagues. All the uploaded files have the same access control as the related database record, and they are encrypted and centralised storing in the database server for better security management. You can also set up access privilege for each document folder to limit access from certain users.

To control the storage space growth, you can set a file size limit for uploading. For your image files, what's better than having a glance at the thumbnails auto organised in a grid view. Keywords can be assigned to uploaded files for easier retrieval

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Contact Management

It's so much more than an address book. Now, both the organisation and individual contacts can be used at billings. You can define relationships and hierarchies amongst different business contacts (i.e. Parent Company / Subsidiary, Employer / Employee).

A business contact can be associated with multiple addresses, the same address can also be associated with different business contacts. Other than classifying business contacts by types, users can also set up keywords and assign them to business contacts

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Data Analysis / Charting

Analyze data with spreadsheet-like table view using FileMaker Pro's native reporting / charting functions; aggregate column number data (sum, average, max, min, etc); create eye-catching charts (bar, line, pie, area)

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Multi-Language User Interface (By User)

Multi-Language User Interface (By User)

Available in 5 languages : English, Traditional Chinese, Simplified Chinese, Portuguese and Bahasa Indonesia. Interface language can be personalised and also support switching on-the-fly. If you need user interfaces in other languages, we can add them for you at just a small cost

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Multi-Business

You can run multiple businesses (subject to purchased license) under 1 system even they have different workflow (i.e. trader and manufacturer), each business can have their own attributes and preferences. At reporting, you can choose consolidating data from multiple businesses or just running report for 1 business only

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Multi-Currency

International trade, no problem! Our system supports setting up unlimited number of currency and let you tracking historical exchange rates. At billings, system auto converts all currency fields in base currency for reporting purposes

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Help

Getting helps has never been easier! There is a Help icon locates on every layout for firing your questions right away or downloading the user manuals

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