ManageB2B Cloud Computing ERP is the next generation business platform with built-in CRM and SFA for subscription or purchase. ManageB2B ERP, enterprise resource planning is designed for B2B/SMBs.

Sales & Inventory Forecast

ERM Generates Forecasts with clicks No guesswork, no time wasted. In the Opportunity Module, the sales specialists have marked each project with a probability. ERM combines all of the Quotes with at least 50% probability with your recent orders and sales to generate the Forecast reports.

Sales Reps see their Forecast Report for chosen start and end dates in the MTD and QTD. Although ERM lets sales reps make multiple Quotes for the same Opportunity, to offer choices to the Contact. The rep must mark one of them as the “Active (or Current) Quote,” which is the ONE that ERM uses in Forecasts.

Sales Managers see Forecast Reports for any rep in their department/region and for their whole department/region.

The Sales VPs see Forecast Reports for any rep in their BU, any department/region and the whole Business Unit.

The Executive sees the above, plus Forecast Reports for the Enterprise. ERM provides all of these with user mouse clicks.

The Forecast Report shows MTD and QTD bookings by BUs, Regions and Sales Reps plus Products/Parts Forecasts to assist your materials planner and/or Procurement specialist in deciding when and how to order items from their providers.

These Forecasts include, for each item/part:

  • The quantity required for the working Opportunities, under three probability headings (50-69%, 70-89% and 90-99%)
  • The quantities On Hand, On Order, On Allocation and Available
  • The Lead Time, Time to Reorder Quantity and Obsolete Date
Front Office - Sales Back Office - Finance
CRM: Leads - Contacts - Accounts MRP - WMS - Inventory
Special Sales Items Procurement
Opportunities & Projects SO Process & Backlog
Price List & Inventory Invoice & Deferred Rev.
Sales Proposals & Quotes Accounts Receivable
Sales & Service Orders - SO Business Reports (BI)
Sales & Inventory Forecast Sales Tax Records
Sales Commissions Accounts Payable
Service, Support & RMA G/L - Fixed Assets - Dashboard
eCommerce - Integrated ERM Administration