Klipboard M&A Premium

Brought to you by Klipboard, the Manufacturing & Accounting Mobile App Suite puts enterprise resource planning (ERP) directly in the palm of your hand. Designed to enhance operational efficiency, support business growth and improve margins, this comprehensive mobile companion connects directly to your primary Klipboard Manufacturing & Accounting database, giving authorised users access to live business information wherever they work. Whether you manage a mobile sales team, oversee warehouse operations, process manufacturing jobs or need management visibility while away from the office, the app provides more than 30 essential ERP functions with real-time data synchronisation. KEY FEATURES MOBILE SALES & PROCESSING • Create and manage sales quotes, sales orders and sales invoices • Access current customer information, inventory availability and customer-specific pricing • Capture customer signatures directly on the device • Attach supporting images and documents • Scan barcodes to locate products and documents quickly • Email generated business documents using your device’s email application END-TO-END WAREHOUSE MANAGEMENT • Perform inventory enquiries by item or warehouse location • Process bin transfers and warehouse transfers • Complete stock counts from a mobile device • Receive goods against purchase orders • Access live stock, location and bin information • Use barcode scanning to accelerate warehouse workflows PROOF OF DELIVERY • Locate delivery documents using references or barcode scanning • Capture delivery information and customer signatures • Add photographs and supporting attachments • Record location information where enabled • Submit completed proof-of-delivery documentation to your business system PROCUREMENT & PURCHASING • Create and process purchase requisitions • Receive stock against purchase orders • Capture supporting documents using the camera or photo library • Review purchasing information while working away from the office MANAGEMENT REPORTING & APPROVALS • Review key business and operational information • Access performance dashboards • View management reports while on the move • Review and action purchase order and other supported approval requests • Monitor sales activity and salesperson locations where configured CRM • View customer information and contacts • Create and manage CRM activities and tasks • Track customer interactions • Maintain customer-related information from a mobile device WORKSHOP & JOB PROCESSING • Manage service and repair workflows • View job and service-item information • Process workshop activities efficiently from the field MANUFACTURING • Access manufacturing workflows from a mobile device • Issue work in progress • Manage job transfers • Record inventory, labour, machinery and recovery-cost information BUILT FOR BUSINESS MOBILITY Klipboard Manufacturing & Accounting Mobile gives sales, warehouse, procurement, workshop, manufacturing and management teams the flexibility to complete essential work wherever it happens. Live integration with your business database helps users work with current information, reduce duplicated data capture and keep office and field operations connected. REQUIREMENTS Klipboard Manufacturing & Accounting Mobile is available exclusively to licensed users of the Klipboard Manufacturing & Accounting Premium Edition. An active business account, compatible server configuration and login credentials supplied by your organisation are required. Available modules and functionality depend on your organisation’s licence, permissions and system configuration.