ERP Factory

Based in Paris, France, ERP Factory is a reseller and systems integrator of ERP, CRM and BI solutions for midmarket businesses. With deep product and industry expertise, ERP Factory works directly with its customers to help them with their ERP and IT initiatives. ERP Factory is a Jeeves ERP solution partner, and also supports two important Jeeves ERP add-on products, including Microsoft Dynamics CRM and QlikView Business Intelligence (BI). From consulting and implementation services to product support and audits, ERP Factory helps companies fully leverage their business systems. For more information, visit www.ERPfactory.fr.

S.A.S Greenspark

Greenspark is a Jeeves ERP solution partner, offering implementation and consulting services, as well as product support. For more information, visit www.greenspark.fr or email contact@greenspark.fr.

Education

At Jeeves, we believe that education is integral to the full lifespan of your Jeeves implementation, and we understand how important a well-informed, knowledgeable employee is to the success of your business. To help you deliver ongoing training and education to both new and existing system users, Jeeves offers a variety of education and training options.

Visit our events page to see a schedule of upcoming product-focused webinars and seminars. There, you’ll also have access to recorded webinars.

As part of the Jeeves support agreement, customers have unlimited access to an in-depth training curriculum via a customer portal, where both scheduled and on-demand courses are available to all types of users, from beginner to power user. Courses are designed to be taken in small increments of time, minimizing time away from the job and eliminating travel expenses.

Should you have the need for custom or on-site training, perhaps to prepare for an upgrade or develop your advanced power users, the Jeeves education team can offer personalized assistance in developing a training plan, as well as prepare and deliver the material. Personalized training is billed at an hourly rate.

Support

We know you depend your ERP solution to keep your operations running smoothly and your customers happy. That’s why we’ve assembled a talented and experienced team of product experts to provide you with support and ensure you’re leveraging your system to its fullest. Each Jeeves support analyst has an average of more than 12 years of direct product experience and more than 10 years of experience serving in a technical product support role.

Our support team loves what they do, and most of all, they enjoy helping our customers solve problems. Said one of our analysts: “I love helping our customers solve problems—especially when I can give them that ‘aha’ moment—usually by displaying a feature they may not be using in their current situation.”

Our support team is also incredibly passionate about the products they support. Another one of our analysts commented, “I love the product. I fell in love with it the first day I saw it. It has endless possibilities.”

Jeeves product support is powered by Jeeves’ world-class support system, allowing customers to submit questions, defects, product ideas and service requests via the phone, email or the Jeeves customer portal. Responses and resolutions are delivered within the hours of operation of Jeeves customer support: Monday-Friday 08:00 – 17:00 CET.

After hours, customers have 24/7 access to the customer portal, where they can track their case status and history, query the self-service knowledgebase, explore on-demand education and training, and access product documentation and news.

Contact Support

How can we help you?

Jeeves ERP Customers

Beyond Product Support

At Jeeves, we put our customers first, and you can see it in every aspect of the business. Outside of support, you’ll find all of our departments working in concert to address your ongoing solution improvement needs:

  • Our product management team builds product feedback channels into every stage of the product development process to ensure that our solutions are 100 percent customer driven and approved.
  • Our education team builds high-value education offerings to empower every level of user, from novice to veteran.
  • Our marketing team hosts an education- and networking-centric user and partner conference, as well as regular industry best practice and educational product webinars. The Jeeves marketing team also is dedicated to ensuring that you receive product- and company-related information via customer emails and newsletters.
  • Our engineers handle escalations on support requests; release patches to address urgent customer needs and quality assurance; build documentation and product manuals; and develop the new features customers are asking for.
  • Our tenured product and industry consultants are available to provide a number of consulting services to meet your unique needs.
  • Our account management team is always available to guide you in getting the products, resources, services and assistance you need, fast. As your central point of contact, your account manager will work with you via regular strategic account planning sessions.

Prepackaged Consulting Services

Sometimes, built-in, best-practice processes can be valuable—and ideal for the company seeking to build processes from scratch, or improve on poorly performing processes. For accelerated implementations, Jeeves offers prepackaged consulting services. These services are based on pre-built configurations of our solutions, with a set number of services hours to fit the solution to your environment.

Visit our Industries & Solutions pages to learn more.

 

Business Intelligence

Many companies, regardless of what industry they’re in, have a similar set of problems when it comes to analysis and reporting. First, their daily visibility and decision-making are guided by static reports—reports that often require time and expense to modify when new questions are asked. Second, many reports are often showing an incomplete set of data, usually because the full picture requires an integration of data from multiple sources and proprietary systems. Last, companies that have done a good job of tracking data over time have begun to face the complexities associated with analyzing large volumes of data over time—without crashing their antiquated OLAP cubes.

With the Jeeves Business Intelligence (BI) application area, powered by QlikView, you gain an adaptable analysis and decision support system, which either can be run as an integrated part of Jeeves ERP or stand-alone in a web browser or mobile interface. QlikView’s in-memory associative search technology allows users to freely explore information from multiple sources, rather than being confined to a predefined path of questions, as well as quickly and easily analyze large volumes of historical data.

Like the core Jeeves ERP solution, Jeeves BI is easy to adapt and use, and doesn’t require extensive hand-holding from your IT staff in order to build long-awaited reports. Jeeves BI includes a pre-defined data model; pre-defined line-of-business-based reports; a set of robust, line-of-business-based BI apps; as well as application-specific features like validation tables. Once in the Jeeves BI app, you use its intuitive clickable interface to query data and drill down to transaction-level data. Data is aggregated with dashboard-like, smart graphics that are easily modified, as well as easily validated with functions like export-to-Excel. As you work with your Jeeves ERP data, you will quickly see how easy it is to add filters and dimensions to your queries, or even integrate data from another disparate system. You also can analyze data and trends with colleagues using the system’s unique collaboration features.

Key Features

Jeeves BI Bundles

The Jeeves BI bundles are embedded into your Jeeves ERP solution as part of the core product. While these predefined, line-of-business-based reports are built using the QlikView platform, they are static reports that cannot be modified. These reports use data for the past 24 months and come with a standard set of filters. There are embedded BI tabs for the following functional areas: sales, accounts receivable, accounts payable, purchasing, warehouse, supply chain, service, projects, production, shop floor, and opportunities.

Jeeves BI Apps

The Jeeves BI apps are standalone apps, developed by either Jeeves or one of its partners, that are available for purchase and require a licensed QlikView server. When you purchase a Jeeves BI app, you can fully leverage the QlikView technology, including the ability to modify reports and dashboards, look at larger blocks of data, drill down to single transactions, export to Excel, and more.

The Jeeves BI apps allows you to identify the key measurements and performance indicators for your line-of-business operations and monitor them. There are Jeeves BI apps for the following functional areas: sales, opportunities, financials, warehouse, purchasing, and production. Each area includes pre-packaged analyses, as well as the ability for you to modify and expand them using your own filters, queries, and data display preferences.

  • Sales: Invoice statistics. Sales over time. Profitability analysis.       
  • Opportunities. Sales pipeline. Future income. Activity analysis.
  • Purchases: Supplier evaluation. Delivery control. Price differences. Currency differences.
  • Warehouse/Distribution: Inventory value. Inventory turnover. Delivery precision. Late deliveries.
  • Financials: Current P&L and Balance sheet. Due invoices. Liquidity analysis. Credit time analysis (AR & AP).
  • Production: Reported quantity. Delivery precision. Scrapped quantity. Reported/planned time.

Mobility

Jeeves BI, powered by QlikView, is accessible from any tablet or smartphone. Now, you and your team can have ubiquitous connectivity to your enterprise data in order to confidently make decisions—whenever and wherever they need to be made.

 

Customer Relationship Management

The Jeeves CRM application area provides all the standard CRM functionality typically needed by manufacturing, wholesale and service companies that require a 360-degree view of their interactions with customers, prospective buyers, trading partners, and other constituencies. With functionality that spans contact management, campaign management, lead management, opportunity management, sales forecasting, pipeline reporting and more, Jeeves CRM will help you build customer loyalty while driving sales revenue. Jeeves CRM also is deeply integrated with the core system, allowing you to link your processes to critical transactional data, including open orders, accounts receivable, service orders, and much more.

The Jeeves ERP system is built on a world-class architecture that separates core feature sets from the unique workflows, processes, forms, fields and reports you design. As a result, your sales and marketing approach can support all types of customers, including both domestic and international, customers with another payer, customers with multiple points of delivery, and more. In addition, there are endless possibilities for the segmentation and classification of your customer data. You can assimilate limitless fields and keywords to generate the gradual and graphical build-up of information about your customer relationships, as well as handle the workflow-specific reporting of key activities, such as sales follow-up calls for recurring revenue streams. What’s more, all the information in Jeeves CRM benefits from a unique search ability, allowing you to search on any field or data point to quickly answer questions when working directly with one of your clients.

Key Features

Company and Contact Management

The Jeeves CRM application area allows you to track and manage company and contact information. The system allows you to easily distinguish prospective customers from existing ones, and carriers from suppliers. For each company, you can manage the language of item names, units, payment terms, delivery terms, and delivery methods, as well as print external documents in the customer's language. Contact records can be linked to a company at any time. As with company records, contacts can be classified based on whatever statuses and fields you choose, as well as easily linked to workflows, such as a button that kicks off a direct email from within the system.

Sales Process Management

Every company’s sales team follows a unique sales process underpinned by proven sales methodologies. With Jeeves CRM, you can automate and track the critical points of your sales process, time-stamping status changes or kicking off approval workflows so that your sales revenue becomes as predictable as possible.

Opportunity Management

Your sales team can easily associate sales opportunities with companies and contacts to help your management team get a better grasp of your sales pipeline. Opportunities can be linked to marketing activities and campaigns so that you can better understand marketing effectiveness. Statuses and fields allow you to track key opportunity data, such as win/loss and reason codes. You also can choose at what point your opportunities will feed into sales forecasting reports.

Sales Reporting

Jeeves CRM supports limitless reporting capabilities, allowing you to monitor the performance metrics that matter most to your business. Forecasting can be looked at by rep to assess performance to quota, or at the company level to predict probable sales revenue and margins. In the pipeline analysis node, you can see a graphical view of all active opportunities, and a sum of potential revenue by sales phase. In the future income node, you can look ahead to future years and plan revenue based on your existing opportunities, grouped by either period or quarter. The Jeeves CRM module also integrates with the Jeeves business intelligence (BI) application for further insight on your sales and marketing performance.

Outlook Integration

You’ll rarely meet a sales rep who doesn’t manage his day within his personal Outlook calendar. Whether they are on the road visiting customers or managing back-to-back calls and meetings, your sales team members can rely on seeing all of their CRM activities, including details about the customer, quotation, opportunity and contact person, in Outlook.

Activity Reporting

From outbound telemarketing to inbound lead follow up, there are many activities across sales and marketing that are critical to ensure your revenue targets are met. With the Jeeves CRM module, you can track activities, as well as link them directly to companies, contacts or opportunities.

Lead Management

Your marketing team can manage leads as responses, through checklists of standard responses and links to activities, or as part of opportunity management. Statuses and fields you choose will help you gain a better understanding of the top of your sales funnel, as well as help to evaluate which campaigns and offers are working best.

Campaign Management

Jeeves CRM provides support for campaign management, allowing you to build distribution lists for companies and contacts based on any field or data point, from industry classification codes to the response entered for a previous campaign. Lists can be easily copied for reuse and modification, or even manually built. Once the distribution list is built, and companies and contacts assigned to a campaign, marketers can send targeted email communications to the list, fueled by the most up-to-date recipient contact information. Via the Jeeves document management integration, brochures and datasheets can be linked to the email as an attachment. When the campaign is sent, you can generate activities for the salesperson responsible for a campaign recipient, and track the follow up and results.

Competitor Monitoring

You can record and monitor competitive intelligence within the Jeeves CRM module, using fields and forms that display everything from a SWOT analysis to product assortment to financial performance. Win/loss data from your opportunities against this competitor can be linked, along with information on the key factors that led to the outcome of the deal.

Key Customer Data and Documents

Jeeves CRM is fully integrated with all other application areas in the Jeeves ERP system, so you can easily link to key customer data, such as orders, invoices or open service engagements, to give every customer-facing employee a real-time view of the customer at every touch point. The module’s deep integration with the Jeeves document management application ensures that your sales personnel are always using the most up-to-date product information, marketing collateral, and business templates, such as sales letters, contracts or quotes.

Additive Solutions

Jeeves offers a variety of additive solutions that will further align the system to your unique business processes, including integrations with third party products, add-on products, and custom solutions fueled by our Apps Builder Toolkit. Jeeves ERP’s genius architecture separates any type of additive solution from the core system, so that you can carry them forward through every upgrade. What’s more, whether you develop custom functionality yourself or engage our product, industry and process experts to build it for you, our apps-driven development cycle will allows you to quickly deploy additive solutions. Explore some of the additive solutions our customers have implemented alongside our core CRM functionality below:

Microsoft Dynamics CRM

For companies with a need for more robust CRM functionality, Jeeves offers the Microsoft Dynamics CRM solution. As a reseller, Jeeves offers a pre-built integration between Microsoft Dynamics CRM and the core Jeeves ERP system, supported by implementation and consulting services that will help further align the solution to your unique way of managing customer relationships—no matter how complex it seems.

Business Intelligence

Jeeves Business Intelligence (BI) is an adaptable analysis and decision support system, powered by QlikView, which either can be run as an integrated part of Jeeves ERP or stand-alone in a web browser or mobile interface. Whether you use a packaged sales or opportunity intelligence dashboard or build your own custom reports, QlikView’s in-memory associative search technology allows you to freely explore information from multiple sources, rather than being confined to a predefined path of questions. With Jeeves BI, you can identify the key measurements and performance indicators for your sales operations and monitor them. For example, understand what is driving sales performance with invoice statistics; view the order backlog by analyzing the current quantity, value and age of order stock; or identify profitable and unprofitable customers and products by looking at turnover compared to margins and credit times. On the opportunity side, you can actively monitor your sales pipeline, project future income, and follow key sales activities and processes.

Business Intelligence (BI) Module
Jeeves BI is a pre-packaged business intelligence system that converts transactions within different parts of your Jeeves ERP system into searchable graphics and dashboards. With Jeeves BI, you can get an overview of all your business functions, including sales, purchasing, inventory, manufacturing and finance—and from there, you have the ability to drill down into the details to ask the next question.
Application Areas ERP
The core Jeeves ERP solution is broken down into eight application areas, augmented by powerful enterprise features and extended by additive solutions and integrations. Each application area represents the feature depth you can expect from an ERP solution with a 20-year history of research and development.

Sales and Customer Service

The Jeeves Sales and Customer Service application area is built around highly flexible sales order management functionality that can accommodate any type of manufacturing, distribution, and/or service business. The module is able to handle manufacturing environments from make-to-stock to make-to-order, distribution channels from direct-from-inventory to direct-from-suppliers, and business complexity from single sites to multiple locations worldwide. The module is deeply integrated with the core system allowing you to link your customer-facing processes and interactions to critical transactional data, including open orders, accounts receivable, service orders, and much more.

The Jeeves Sales and Customer Service module comes with predefined processes, roles, menus and forms that can be easily aligned to your existing sales organization and process. Customers can be easily segmented into various categories for posting control, statistics, discount management and more. You also can categorize your products in any way—putting them into accounts, classes or groups at the product or line item level. Likewise, pricing and other classifications are available for each product and item, with options for language, units, payment terms, delivery terms, delivery methods, currency clauses, and more. When it’s time to sell something, your sales team will have a real-time view of what is available to sell and what is not—including product variants and seasonal products, as well as automated pricing based on negotiated quotes, price lists, tax calculations, and discounts.

Key Features

Available-To-Promise

Your sales and customer service reps have complete visibility into product and item availability across your entire supply chain, including multiple warehouses. The Jeeves available to promise feature considers shortages, necessary purchases and manufacturing orders, planned receipts and dispatches, and item lead times. With Jeeves, you can rest assured that when an order is being created, your customers will be able to trust your promised delivery date.

Estimator

The Jeeves ERP estimator tool is a light sales configurator that allows you to select materials and routings, as well as service and maintenance delivery, for either standard or customized, make-to-order products. The estimate provides sales personnel with a 360-degree view of the business, including a profit/loss check, helping them more efficiently move to the quote phase.

Quotations

Handle a broad range of requirements for pricing agreements and discount management, from tiered pricing to complex discount matrices. When your customer is ready to buy, quotations can then be quickly converted to orders. You also can brand and adjust standard quotations on the fly, as well as connect them to mailing contacts, lists or campaigns.

Claims

Enter and log customer claims, including remarks about items, orders and invoices, and record how they are to be settled as well as actions to be taken. You can define different workflows for different types of claims, specify the data required for scheduling, and control how activities should be reported.

Company and Contact Management

Track and manage company and contact information. The system allows you to easily distinguish prospective customers from existing ones, and carriers from suppliers. For each company, you can manage the language of item names, units, payment terms, delivery terms, and delivery methods, as well as print external documents in the customer's language. Contact records can be linked to a company at any time. As with company records, contacts can be classified based on whatever statuses and fields you choose, as well as easily linked to workflows, such as a button that kicks off a direct email from within the system.

Sales Process Management

Every company’s sales team follows a unique sales process underpinned by proven sales methodologies. With the Jeeves Sales and Customer Service module, you can automate and track the critical points of your sales process, time-stamping status changes or kicking off approval workflows so that your sales revenue becomes as predictable as possible.

Opportunity Management

Your sales team can easily associate sales opportunities with companies and contacts to help your management team get a better grasp of your sales pipeline. Opportunities can be linked to marketing activities and campaigns so that you can better understand marketing effectiveness. Statuses and fields allow you to track key opportunity data, such as win/loss and reason codes. You also can choose at what point your opportunities will feed into sales forecasting reports.

Sales Reporting

Monitor the performance metrics that matter most to your business. Forecasting can be looked at by rep to assess performance to quota, or at the company level to predict probable sales revenue and margins. In the pipeline analysis node, you can see a graphical view of all active opportunities, and a sum of potential revenue by sales phase. In the future income node, you can look ahead to future years and plan revenue based on your existing opportunities, grouped by either period or quarter.

Outlook Integration

You’ll rarely meet a sales rep who doesn’t manage his day within his personal Outlook calendar. Whether they are on the road visiting customers or managing back-to-back calls and meetings, your sales team members can rely on seeing all of their CRM activities, including details about the customer, quotation, opportunity and contact person, in Outlook.

Activity Reporting

From outbound telemarketing to inbound lead follow up, there are many activities across sales and marketing that are critical to ensure your revenue targets are met. With the Jeeves Sales and Customer Service module, you can track activities, as well as link them directly to companies, contacts or opportunities.

Lead Management

Your marketing team can manage leads as responses, through checklists of standard responses and links to activities, or as part of opportunity management. Statuses and fields you choose will help you gain a better understanding of the top of your sales funnel, as well as help to evaluate which campaigns and offers are working best.

Campaign Management

The Jeeves Sales and Customer Service module provides support for campaign management, allowing you to build distribution lists for companies and contacts based on any field or data point, from industry classification codes to the response entered for a previous campaign. Lists can be easily copied for reuse and modification, or even manually built. Once the distribution list is built, and companies and contacts assigned to a campaign, marketers can send targeted email communications to the list, fueled by the most up-to-date recipient contact information. When the campaign is sent, you can generate activities for the salesperson responsible for a campaign recipient, and track the follow up and results.

Competitor Monitoring

You can record and monitor competitive intelligence using fields and forms that display everything from a SWOT analysis to product assortment to financial performance. Win/loss data from your opportunities against this competitor can be linked, along with information on the key factors that led to the outcome of the deal.

Key Customer Data and Documents

The Jeeves Sales and Customer Service module is fully integrated with all other application areas in the Jeeves ERP system, so you can easily link to key customer data, such as orders, invoices or open service engagements. The module’s deep integration with the Jeeves document management [MS2] application ensures that your sales personnel are always using the most up-to-date product information, marketing collateral, and business templates, such as sales letters, contracts or quotes.

Integrations and Additive Solutions

Jeeves ERP can be extended by a number of integrations and additive solutions—some built by Jeeves; others built in partnership with leading software providers; and still others custom-built by our product experts leveraging the system’s open architecture and service builder tool. Additive application areas include:

Jeeves Product Configurator is for Jeeves ERP customers who want to automate the processes around quoting, planning, and producing multi-variant, order-unique products. Whether you have make-to-order, assemble-to-order, engineer-to-order, pick-to-order, or buy-to-order operations, Jeeves Product Configurator helps you to modularize and structure your products so that they may be configured by sales reps—or even your customers—using valid options and constraints.
Jeeves eSales presents ERP data, such as items, customers, and pricing, on the web for your customers. Product catalogs with prices and stock balances can be accessed, and when a customer creates an order on your portal, it is instantly created in your Jeeves ERP system and followed by an aknowledgement email to the customer.
The Jeeves ITC feature makes it possible for businesses with complex, geographically dispersed structures to operate as a single entity when working directly with customers. Customer and warehouse replenishment orders follow a single, automated process, making all the transaction updates required for both the selling and supplying sites.
Jeeves EDI, powered by Inobiz, is built on a general platform and can handle the identification, validation, and storage of incoming and outgoing messages automatically. The solution handles most of the recurring message types within a company's logistics workflows and contains a number of pre-built messages.
Business Intelligence (BI) Module
Jeeves BI is a pre-packaged business intelligence system that converts transactions within different parts of your Jeeves ERP system into searchable graphics and dashboards. With Jeeves BI, you can get an overview of all your business functions, including sales, purchasing, inventory, manufacturing and finance—and from there, you have the ability to drill down into the details to ask the next question.
Application Areas ERP
The core Jeeves ERP solution is broken down into eight application areas, augmented by powerful enterprise features and extended by additive solutions and integrations. Each application area represents the feature depth you can expect from an ERP solution with a 20-year history of research and development.

Financial Management

With Jeeves Financial Management, you can do things like:

  • Support multiple companies, currencies and languages.
  • Create financial workflows based on user defined roles or processes.
  • Easily search on any field, or any data point and drill down to single transactions.
  • Move, add or remove fields, as well as create your own tabs, buttons and reports.

Key Features

General Ledger

The Jeeves Financial Management general ledger is designed for companies who need a high level of financial control despite business complexity, including multiple sites and locations across multiple geographies. With automated integration between business operations and the general ledger, you can easily find and track transactions across multiple account dimensions. Through automated postings, based on predefined allocation and posting templates, the general ledger is continuously updated. To support external and internal reporting, there are robust reporting, simulation, and forecast possibilities, including predefined—though changeable—templates for a number of statutory reports. With the powerful report generator, you can also design your own drill-down reports, which can be easily exported if needed. Reporting is even further extended via Jeeves Business Intelligence, powered by Qlikview, as well as through the Jeeves Business Control solution, which assists with planning, budgeting and forecasting simulations.

Fixed Assets

The Jeeves Financial Management fixed assets functionality helps you easily manage the depreciation of your company’s tangible assets. By automatically posting fixed asset transactions, as well as calculating and booking depreciations directly into the general ledger, the fixed assets feature provides control of your assets from acquisition to disposal. 

Accounts Receivable

The Jeeves Financial Management accounts receivable functionality helps you optimize the process of managing the creation of an invoice through to a received payment. With payment terms controlled at the customer level and access to the customer credit information, you can create automation and reconciliation tools that allow you to view sales and payment history when entering an invoice, automatically post to the general ledger, and communicate with customers on overdue invoices, interest, debt collections and payment injunctions. Payments can be entered manually or by importing payment files from financial institutions, as well as expertly managed, via advance payment, debit, check, or lump sum across multiple currencies. Integration with the general ledger is automatically made via a journal, which generates a voucher in the general ledger.

Accounts Payable

The Jeeves Financial Management accounts payable functionality is deeply integrated with purchasing, the fixed assets ledger and the general ledger, allowing for process automation and reconciliation tools that will save you time and money. For example, you can automatically approve invoices, automate postings to the general ledger, and prioritize payments to optimize cash flow. Combined with the Jeeves e-Approval solution, you can create a digital workflow, matching scanned invoices with their payment status or a purchase order. Jeeves accounts payable also is flexible enough to handle the

complexities of your business, easily managing multiple purchase orders from multiple suppliers using different tax requirements and currencies.

Localizations and International Payment

Localizations can accommodate the financial requirements of a country or region, while maintaining financial process and data consistency across multiple companies or sites. Jeeves Financial Management supports localizations for more than 20 countries, including built-in processes that abide by local regulatory requirements, as well as other convenient localizations, such as invoice reference numbers and international banking validations. A number of outgoing payment routes and stored procedures are supplied as standard within the Jeeves solution, along with a template to work with other banks. Some examples are:

  • Telepay – Domestic and international payments via Norwegian banks
  • Credit advice and Direct Debit (ISO 20022 XML) – Domestic payments and cross border euro payments within the Single Euro Payments Area (SEPA)
  • DTAUS and DTAZV  – Domestic and international payments via German banks
  • BACS – Domestic payments via British banks and building societies
  • DTA – Domestic and international payments via Swiss banks
  • ACH – Domestic payments via United States banks

Multi Company/Multi Currency Management

Jeeves Financial Management was built for companies that are managing multiple sites or companies. The general ledger can be set up to reflect the balance sheets of individual companies, as well as consolidated for a corporate view. Moreover, you can optimize your international operations by providing a streamlined, flexible way to manage multiple currencies, exchange schedules, and currency fluctuations.

Financial Reporting

Using Microsoft Reporting Services, you can run standard financial reports, such as a Profit & Loss statement, a balance sheet, and a trial balance report. All report designs can easily be adapted to follow a branch or country standard. For companies operating in the EU, the financial management module also has robust functionality to handle VAT coding, calculation and reporting.

The Jeeves Financial Management application area has a high-performance integration with Microsoft Excel. You can easy search on any field or data point within the system to build lists. Lists can be exported into Excel, with perfect column transfer. Using the Jeeves open SQL database, data can be easily sliced and diced within Excel’s native pivot tables and reporting tools.

Integrations and Additive Solutions

Jeeves ERP can be extended by a number of integrations and additive solutions—some built by Jeeves; others built in partnership with leading software providers; and still others custom-built by our product experts leveraging the system’s open architecture and service builder tool. Additive application areas include:

Application Areas ERP
The core Jeeves ERP solution is broken down into eight application areas, augmented by powerful enterprise features and extended by additive solutions and integrations. Each application area represents the feature depth you can expect from an ERP solution with a 20-year history of research and development.
Jeeves eApproval is a web-based system for approving invoices. An invoice is registered in Jeeves ERP. The invoice registration then triggers the distribution of that invoice throughout the system and involves the appropriate users.
Jeeves eInvoice, powered by Pagero, allows you to create, send and receive invoices electronically. Customers with an eInvoice agreement in place will automatically receive invoices in any format they choose. Incoming invoices can be reviewed in Jeeves ERP and automatically posted the accounts payable ledger.
Business Intelligence (BI) Module
Jeeves BI is a pre-packaged business intelligence system that converts transactions within different parts of your Jeeves ERP system into searchable graphics and dashboards. With Jeeves BI, you can get an overview of all your business functions, including sales, purchasing, inventory, manufacturing and finance—and from there, you have the ability to drill down into the details to ask the next question.

Manufacturing Management

The Jeeves manufacturing application area handles production from raw materials through finished goods, integrates seamlessly with the financial and distribution areas of the system, and helps you pinpoint where you can save time and money. The system also handles all types of planning and scheduling, including:

  • Master scheduling and planning
  • Finite capacity and bottleneck planning
  • Graphical planning and scheduling
  • Net requirements planning
  • Order pegging
  • Order dispatch planning
  • Demand forecasting 

Key Features

Jeeves Graphical Planning (JGP)

The Jeeves Graphical Planning toolset extends beyond finite capacity planning and leverages industry-standard scheduling rules to assigns time and resources, whether it is project work, production or both. With its drag-and-drop planning and scheduling interface, you can view, plan and schedule resources in a graphical manner. Using up-to-the-minute information on what has to be built and by when, this application can help you assess the consequence of demand against capacity, as well as simulate various what-if planning situations to identify the potential bottlenecks. System-generated schedules and a scheduling board put you in control of big picture planning and help you easily accommodate last-minute priority jobs and unexpected machine downtime.

Master Scheduling

With Jeeves Master Scheduling, you can use the forecasts for different market segments, product families or individual items to efficiently plan future material and resource requirements. Once a master schedule is generated, you can view how the capacities of different manufacturing resources are impacted, or alter it to take into account the current inventory of stocked items. The Jeeves Master Scheduling tools is designed for the needed iterations between sales and production, and offers approval tools and workflows for critical data. Jeeves Master Scheduling also can be used with product variant management. Since different models can have different sizes (or other attributes) in different markets, you can create forecast families per master item and allocate forecast shares to their variant items.

Material Requirements Planning (MRP)

Jeeves MRP handles all forms of order-specific manufacturing, contract manufacturing, shop-floor reporting and net requirements planning. It provides integration with demand forecasts for items based on advanced replenishment rules and formulas, facilitating accurate material plans by item. Planners have total control over generation criteria including start and stop dates, planning bucket sizes, and a demand time fence. Jeeves MRP can be instantly accessed for material data from sales orders, purchase orders, and inventory screens and to tie specific material to a certain work order ensuring that vital material is available.

Production Orders

Production orders can be entered manually or generated automatically from customer orders, distribution orders or via MRP. Production orders can influence planning in a collective, or sub-order manner, depending on which best fits your environment. Once you have created a manufacturing order, you can do an availability check of materials against planned or available balances. Orders continue through to production based on the rules you set for material availability and the connected operations. You can allocate material in stock to production orders, as well as subcontract purchase orders for labor operations that will be carried out at another facility. Jeeves Manufacturing Management also supports the ability to create forecast orders that will make material reservations or build up safety stock for vacation planning.

Shop Floor Control (SFC)

Jeeves Shop Floor Control is designed for manufacturing companies with dynamic shop floor environments and intensive production reporting requirements. It provides all of the information your production team needs to make on-the-job production and workflow decisions, including real-time labor and production visibility.

Jeeves Shop Floor Control centers around the dispatch list, which is the core of the production process within Jeeves ERP. Production personnel can see which orders are to be run in a production group, and in what order. The dispatch list clearly indicates when an order cannot be started (e.g., due to a lack of material, or because the previous operation has not been completed). The dispatch list provides an overview of why the order cannot be started, and then suggestions for how to proceed. Operators can reschedule production work directly in the application with these inputs in mind. Reporting (e.g., start, sub-reporting, completion, interruption) can also be done from the dispatch list or by scanning barcodes.

Key features include indirect work reporting, team and group reporting, scrap reporting, team production, collection production, material issuing, receipts, labeling and label issuing, priority planning, and tool management. You can allocate time per machine, per employee, or automatically, as well as divide time on jobs across multiple employees or machines.

Jeeves SFC also is integrated with the Jeeves Electronic Document Management (EDM) application, allowing shop floor personnel instant access to drawings, instructions, and any other documents directly from the operation card.

Finite Capacity Planning

Jeeves Manufacturing Management includes functionality for workload control against finite capacity, meaning that you can identify workload ceilings for machines, workshop personnel, or other resources and link those to the current schedule, manufacturing orders, and workload details. When a manufacturing order is created, Jeeves attempts build a plan using the available capacity. Operations personnel are notified if the promise date is moved forward.

Job-Based Time and Attendance

Manufacturers and distributors must manage labor-intensive process across many people, shifts, and paygrades. Jeeves Attendance is designed for any company using Jeeves ERP that wants to automate the process of tracking and reporting employee attendance hours. On the shop floor, Jeeves can manage job-based clocking, including time spent per job, calculation of break times, and integration with general working calendars.

The Jeeves Time and Attendance feature allows your employees to enter time and attendance manually, via a barcode scanner, or by swiping a magnetic card. Managers and supervisors can enter different work schedules and labor codes to steward the data, eliminating the manual data entry and human error that typically impact production time.

Integrations and Additive Solutions

Jeeves ERP can be extended by a number of integrations and additive solutions—some built by Jeeves; others built in partnership with leading software providers; and still others custom-built by our product experts leveraging the system’s open architecture and service builder tool. Additive application areas include:

Application Areas ERP
The core Jeeves ERP solution is broken down into eight application areas, augmented by powerful enterprise features and extended by additive solutions and integrations. Each application area represents the feature depth you can expect from an ERP solution with a 20-year history of research and development.
Business Intelligence (BI) Module
Jeeves BI is a pre-packaged business intelligence system that converts transactions within different parts of your Jeeves ERP system into searchable graphics and dashboards. With Jeeves BI, you can get an overview of all your business functions, including sales, purchasing, inventory, manufacturing and finance—and from there, you have the ability to drill down into the details to ask the next question.

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