Modules Implementation Sequence Suggestion
| Priority | Module | Purpose | Rationale | How to Implement | Implementation cost from | Implementation complexity |
|---|---|---|---|---|---|---|
| 1 | Accounting | Financial Management | Forms the backbone of ERP, supporting financial tracking for all modules. | Set up chart of accounts, configure tax rates, and bank accounts. Link with invoices and payments. | $499 | High |
| 2 | Sales | Sales Order Management | Directly impacts revenue, integrating customer information for revenue tracking. | Configure products, pricing, sales workflows, and link with CRM and Accounting. | $499 | Medium |
| 3 | CRM | Customer Relationship Management | Supports lead tracking and customer engagement; key for sales opportunities. | Set up lead and opportunity stages, customer segments, and link with Sales. | $499 | Medium |
| 4 | Inventory | Inventory Control | Allows efficient order fulfillment and stock management to meet demand. | Define warehouse locations, routes, and link to Sales and Purchase. | $499 | Medium |
| 5 | Purchase | Procurement Management | Manages vendor relations and stock replenishment tied to inventory and accounting. | Set up suppliers, product prices, and approval rules; link to Inventory and Accounting. | $499 | Medium |
| 6 | Manufacturing | Production Management | Optimizes production cycle for companies involved in manufacturing. | Configure BOMs, production workflows, and link to Inventory and Purchase. | $499 | High |
| 8 | Project Management | Task and Resource Planning | Tracks project tasks, deadlines, and resources across departments. | Define project templates, tasks, milestones, link to HR and Accounting. | $499 | Medium |
| 9 | Marketing | Campaign and Lead Management | Manages marketing activities, capturing leads effectively for CRM integration. | Configure campaigns, lead scoring, link to CRM and Sales. | $499 | Low |
| 10 | Website/E-commerce | Online Sales and Engagement | Integrates online sales with inventory and accounting, enhancing purchasing experience. | Configure online store, products, checkout process; link to Sales, Inventory, Accounting. | $499 | High |
| 11 | Maintenance | Equipment Maintenance | Tracks asset maintenance for companies in asset-heavy industries. | Define maintenance teams, schedules, and link to Inventory and HR. | $499 | Medium |
| 12 | Helpdesk | Customer Support | Enhances customer satisfaction with post-sales support. | Configure ticketing system, service levels, link with CRM for customer support. | $499 | Medium |
| 13 | Fleet Management | Vehicle and Fleet Management | Tracks vehicle maintenance, fuel logs, and expenses for fleet management. | Add vehicles, track services and fuel logs; link to HR and Accounting. | $499 | Low |
Modules Implementation Sequence Suggestion
| Priority | Module | Purpose | Rationale | How to Implement | Implementation cost from | Implementation complexity |
|---|---|---|---|---|---|---|
| 1 | Accounting | Financial Management | Forms the backbone of ERP, supporting financial tracking for all modules. | Set up chart of accounts, configure tax rates, and bank accounts. Link with invoices and payments. | $499 | High |
| 2 | Sales | Sales Order Management | Directly impacts revenue, integrating customer information for revenue tracking. | Configure products, pricing, sales workflows, and link with CRM and Accounting. | $499 | Medium |
| 3 | CRM | Customer Relationship Management | Supports lead tracking and customer engagement; key for sales opportunities. | Set up lead and opportunity stages, customer segments, and link with Sales. | $499 | Medium |
| 4 | Inventory | Inventory Control | Allows efficient order fulfillment and stock management to meet demand. | Define warehouse locations, routes, and link to Sales and Purchase. | $499 | Medium |
| 5 | Purchase | Procurement Management | Manages vendor relations and stock replenishment tied to inventory and accounting. | Set up suppliers, product prices, and approval rules; link to Inventory and Accounting. | $499 | Medium |
| 6 | Manufacturing | Production Management | Optimizes production cycle for companies involved in manufacturing. | Configure BOMs, production workflows, and link to Inventory and Purchase. | $499 | High |
| 8 | Project Management | Task and Resource Planning | Tracks project tasks, deadlines, and resources across departments. | Define project templates, tasks, milestones, link to HR and Accounting. | $499 | Medium |
| 9 | Marketing | Campaign and Lead Management | Manages marketing activities, capturing leads effectively for CRM integration. | Configure campaigns, lead scoring, link to CRM and Sales. | $499 | Low |
| 10 | Website/E-commerce | Online Sales and Engagement | Integrates online sales with inventory and accounting, enhancing purchasing experience. | Configure online store, products, checkout process; link to Sales, Inventory, Accounting. | $499 | High |
| 11 | Maintenance | Equipment Maintenance | Tracks asset maintenance for companies in asset-heavy industries. | Define maintenance teams, schedules, and link to Inventory and HR. | $499 | Medium |
| 12 | Helpdesk | Customer Support | Enhances customer satisfaction with post-sales support. | Configure ticketing system, service levels, link with CRM for customer support. | $499 | Medium |
| 13 | Fleet Management | Vehicle and Fleet Management | Tracks vehicle maintenance, fuel logs, and expenses for fleet management. | Add vehicles, track services and fuel logs; link to HR and Accounting. | $499 | Low |