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Ostendo integrates directly with MYOB Accounting, Accounting Plus and Premier using the Read Write ODBC Driver. Ostendo includes Quoting, Supplier Catalogues, Job Costing, Job Profit Reporting, in depth Inventory, Pricing, Sales, Distribution, Purchasing, MRP, Serial, Batch and Warranty Tracking, Barcodes, Jobs, Service, Preventative Maintenance, Repairs, Job Scheduling, Bill of Materials, Production Assembly and Customer Relations Management. Ostendo runs on an SQL relational database and supports the multi user, multi company business. Inventory and Purchasing
Inventory includes stock controlled items (raw materials and finished goods) such as source on demand products, custom made products and assemblies. Non stock items that are not stock controlled are called descriptors and supplier catalogues. Stock can be recorded against multiple warehouses and multiple locations. Stock takes can be organised by these or by product or category. The stock item code field is 50 characters long with a 100 character further description field. Extensive notes, images, documents, history and warranties can be linked to each item along with revision level, multiple stocking units of measure, serial number, batch or lot number, grade, colour, size, expiry date, barcode and unlimited user definable properties. Comprehensive pricing levels, quantity breaks, discounts, full cost tracking and cost change logging are incorporated in Ostendo. Complementary add-on sales can be defined against the inventory item for prompting at sales order entry. You can create warranties automatically when items are sold and create regular customer asset servicing for after sales servicing of products. A projected inventory availability enquiry screen and inventory forecasting are included along with automated inventory replenishment MRP functionality (re-order quantity, re-order level, order multiple, lead time) based on supply, demand, forecast and inventory re-order policy. A mass global replacement facility is included for substituting items and alternative items option from the preferred supplier or list of approved suppliers with part number cross-reference and pricing information. You can purchase directly for stock, jobs, assembly orders or cost centres using inventory, descriptors or supplier catalogues. You can track drop-shipments directly to your customer’s address or outworker’s address and there is an optional purchase order approval control process. The 3 purchasing processing methods are (i) Purchase Order – Receipt – Supplier Invoice (ii) Purchase Order – Supplier Invoice (iii) Supplier Invoice. Job Costing and Projects
Job costing is Ostendo’s strength, from job estimating/quoting, to work in progress tracking at all levels, to after job costing and actual job profit reporting. Cost methods include standard, average, actual, last, buy price, or calculated cost. These are used in the jobs and projects to provide detailed and accurate budgeted planned, actual and projected costs at the various task, job, and project hierarchy levels. Real time work in progress and time and cost completion percentage are included at all levels. You can also use the planned/projected costs based on progress claim percentage to project job profitability. Progress claims and retention tracking can be done by job and consolidated invoicing by project. A graphical job calendar by task/resource will assist you with scheduling. CRM and Quoting Manage every aspect of your customer relationship from prospect to customer, quote, job and order tracking, invoice and payment history to activity log for emails, calls, meetings, etc. The customer database tracks multiple contacts and delivery addresses, head office billing information, job and invoicing requirements, and so on. An integrated call centre management system gathers date and time stamped customer calls and initiates resource activities to monitor and progress the customer call through to its conclusion. You may choose to add the frequently asked questions to your business knowledge base in Ostendo. A complete call history and quote history is maintained including conversions to actual orders. Quotes can be converted into sales orders or jobs at any time. Quotes can be prepared for products and services, made to order custom products and services through to complex labour, materials and sub-contracted jobs and projects. Special pricing rules can be automatically applied to quotes according to customer type and other pre-defined criteria. Sales and Service
There are 3 methods of processing sales through to invoices (i) Sales Orders – Deliveries – Invoice (ii) Sales Orders – Invoices (iii) Invoice. You can consolidate customer invoices for jobs, sales orders, deliveries and recurring invoices (contracts). To assist you with the sales order process we have included an extensive pricing matrix with easy updates, sales kit sets, configuring items on the fly for custom products or services, current and projected stock availability, alternate item option, add-on sales option by item and all warranty information follows the item through the sales process. For product or service sales with a future ongoing service commitment, you can automatically create a customer service asset upon selling the product or service to a customer. These service assets can have warranty records and preventative maintenance service agreements setup against them that will automatically schedule and create the service jobs required. This provides a complete sales and service history for the customer and the customer’s service assets. Service reminder letters can be generated and sent by email or printed. Custom Products and Services This is a simple question and answer interface to design, cost and price customer specific products and services. You create the rules for your configured products and services. These can be simple with features and options, through to complex dimensional rules based configurations. You can also define rules for calculating prices. Based on the answers to the questions at the quote or sales order entry stage, the system automatically generates and stores a unique design to make the product or service at a later time specifically for that customer eg BOM and routing. Custom products or services that have a future ongoing service commitment can be automatically converted to a customer service asset at the time of sale. Labour, Job and Warranty Tracking Labour tracking incorporates a work time profile for the business, varying labour charge out rates by customer, different employee actual labour costs linked to one labour code, employee timesheets and tracking labour percentage complete against a task, job or project showing planned and actual labour to date and projected labour time remaining. You can also track your labour resources on the graphical job planning calendar. This drag and drop scheduling tool provides you with instant visibility of your resources and tasks including labour resources allocated to warranty work. Warranty tracking commences at the time of product or service sale and continues through its lifecycle, recording all service, maintenance, and repair activities. This includes manufacturers’ warranties and extended warranties that you have sold to the customer.
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