MANUFACTURING & TRADE · ViaCRM for industries

Manufacturing and wholesale

Sales, production, warehouse and accounting made to measure: ERP, own warehouse, integrated accounting and an e-shop that we build or connect to what the company already uses.

Typical challenges

Sales works in spreadsheets, production in an ERP, the warehouse in another program and invoicing in an accounting system. The price from the quote is retyped into the order, nobody is sure of stock levels, the e-shop lives its own life and complaints get lost.

How ViaCRM helps

ViaCRM covers sales and operations. We can build a custom ERP, your own warehouse, integrated accounting and an e-shop on the same data. If the company does not want to change an existing system, we connect it through the API.

What ViaCRM can do

What ViaCRM handles in this field. The label shows what is part of ViaCRM and what connects to an external system.

Enquiry and quote

An enquiry gets an owner and a deadline. The quote is based on the customer price list and is traceable.

Customers and contact personsIn ViaCRM: Company, sites, contact persons, commercial terms and the full communication history in one place.
Quotes and customer price listsIn ViaCRM: A quote is built from item templates, customer price lists and volume discounts. An approved quote turns into an order without retyping.
ARES and ISDOCSystem connection: New customer details are filled in from the ARES register and received electronic invoices in ISDOC format are loaded without retyping.
Contract signing in SigniSystem connection: Framework contracts, orders and delivery terms are signed electronically from the customer card.

Order pipeline in ViaCRM (illustrative preview) — Illustrative preview, sample data.

Order, production and warehouse

The order leads through production and the warehouse. Sales sees status and dates without phoning production.

Orders and production statusIn ViaCRM: An order passes through the stages from acceptance through production and dispatch to settlement. Sales sees the status and delivery date without phoning production.
Custom ERPIn ViaCRM: We do not sell a boxed ERP. Orders, production orders, bills of materials and planning are built exactly around your production and run on the same database as sales, so data is not moved between systems.
Your own warehouseIn ViaCRM: Goods receipts, issues, transfers, stocktaking, minimum levels and multiple warehouses. Batches or serial numbers are tracked as needed and stock is reserved for an order.

E-shop and dispatch

Orders from the e-shop fall straight into jobs, stock updates and labels for carriers are created automatically.

A custom e-shop or connecting an existing oneSystem connection: We build the e-shop on the same data as the ERP, so goods, prices and stock have one source. If the company already has an e-shop (for example Shoptet or WooCommerce), orders, customers and stock levels are synchronised through the interface.
Carriers and labelsSystem connection: Shipments are created from the order and labels are generated through carrier interfaces (for example Zásilkovna, PPL or DPD) as far as they provide them. The tracking number and delivery status return to the order.

Accounting and payments

Invoicing, payments and received documents are linked to the order. If you do not want to change your accounting software, we connect the existing one.

Integrated accountingIn ViaCRM: Issued and received invoices, VAT, payment matching and accountant's documents are part of the system. The order, warehouse and invoice therefore live in the same job.
Bank statements and paymentsSystem connection: Payments are matched to invoices automatically through a statement import or a bank interface (for example the Fio API). The system shows unpaid and wrongly matched invoices.
Existing ERP and accounting systemsSystem connection: If the company does not want to change Pohoda, Money, ABRA or Helios, we connect them within the possibilities of their interfaces. Customers, orders and invoices are transferred and double entry is avoided.
AI invoice extractionIn ViaCRM: Received invoices from suppliers are read automatically and assigned to the purchase order or goods receipt.

Sales and operations dashboard in ViaCRM

Complaints and overview

Complaints are handled with deadlines and management sees revenue, stock and receivables in one overview.

Complaints and requestsIn ViaCRM: A complaint is recorded against the customer and the order with photos, a responsible person and a deadline. Management sees which products and suppliers have the most complaints.
Sales and operations dashboardIn ViaCRM: Pipeline, revenue by customer and salesperson, orders in progress, stock levels, quotes with no reply and overdue receivables.

VIA ELEMENT builds connections to external systems on top of the API. The actual scope depends on the interface the service offers and its provider's terms. We are happy to verify it with you up front.

Discuss your industry ← Back to industries