4Works Gloves & Gear

4Works distributes a range of high quality work gloves for personal use, to corporate customers, and to resellers. 4Works is a new company and needed to install a scalable business system with an integrated online store on a smaller budget, but ensuring that they can grow without requiring new ERP software for at least 5 years.

Business software needs:

• Price list automation to cater to different customer types (personal use, B2B, resale)

• CRM and easy-to-use order processing, quoting, invoicing

• Accept credit cards and/or extend credit terms (Net) for approved customers

• Ship with UPS and FedEx

• Supply chain management – managing stock and non-stock items, automatically procuring items when needed

• Simple online store managed from within

• ERP Financial reporting and bookkeeping

• Auto-generate documents and emails for various sales/purchasing process steps

Implementation project components:

• Business review to determine software suitability

• Analysis of processes done by 4Works, analysis of data that 4Works must organize

• Basic Website layout (using standard templates only), document setup (invoices, emails, etc)

• Third party service setup (payment processor account, shipping accounts, email service)

• System configuration/customization – US chart of accounts, product setup, common expense product setup, accounting routing, warehouse routing, payment processing with automated order propagation

• Product/component data upload and organization

• Email configuration for deliverability (for automated system emails), web address setup

• User training

Steersman on-going services used by 4Works:

• Business software maintenance

• Email maintenance

• On-going user training and support services

• Auxiliary bookkeeping service and accounting consulting

• IT consulting – email, computers, network, etc