For distributors and manufacturers
Your ERP has the data. Getting it out should not take all morning.
We automate the work between the ERP and the people who need its numbers: order and inventory reports, supplier price files, and files that have to be moved from one place to another.
- Fixed price, quoted up front
- Working on your data before the final payment
- 30 days of fixes included
What we automate
Four tasks that sit between your systems.
Each one is a person exporting, reformatting or re-keying data that already exists somewhere else.
Daily order and inventory reports
By handOpen orders and stock on hand are exported from the ERP and pasted into a workbook to see what can ship and what is short.
AutomatedBoth exports are read each morning. The report lists orders that can ship in full, orders that are short and by which item, and items below their reorder point.
ERP-to-spreadsheet reports
By handThe same ERP report is exported every week, columns are deleted, and the pivot tables are rebuilt.
AutomatedThe export becomes the finished workbook in your layout, with the same tabs and totals every time, delivered by email or to a shared folder.
Supplier price-file updates
By handEach supplier sends prices in its own layout. Someone maps the columns, looks up part numbers and keys in the new costs.
AutomatedEach file is read with its own mapping and compared with current costs. You get a change list with large changes flagged, and an import file a person approves before loading.
EDI-style file moves
By handOrder, acknowledgement and shipping files are downloaded from a portal or mailbox, renamed and uploaded somewhere else several times a day.
AutomatedFiles are picked up on a schedule, checked for required fields, converted to the layout the receiving system expects, delivered and archived. A malformed file raises an alert.
What a first project looks like
One task, one fixed price.
A first project usually takes one report or one supplier's file, so you can check it against the hand-built version.
One export in, one report out
$500 to $900
For example, a weekly sales workbook built from one ERP export.
Two exports matched, with an exceptions list
$1,000 to $2,000
For example, open orders matched to stock on hand, with a list of short orders and items that match nothing.
Scheduled and monitored, or writing back into a system
$2,000 to $5,000
For example, supplier price files processed as they arrive with an alert if one fails, or an approved import loaded into your system.
To quote, we ask for one sample of each export and of the finished result, with anything sensitive blanked out. You see it running on your own data before paying the balance, and 30 days of fixes are included. Anything likely to cost more than $5,000 starts with a paid discovery step.
Demonstration
See a daily data run as a working example.
Data collected and checked every day
A scheduled pipeline gathers price history for a list of items, standardises it, rejects impossible values and duplicates, and loads it into a database.
View a run summaryThis is a demonstration built on invented data. It does not use ERP data, but a supplier price-file update follows the same steps: fetch, standardise, validate, load, report.
Questions
Before you ask.
Which ERP systems does this work with?
Anything that can export a report or a file. NetSuite, Epicor, Sage, SAP Business One and QuickBooks Enterprise are examples of systems businesses commonly export from. They are examples only. We have no partnership with, or certification from, any of them.
Is this a replacement for an EDI service?
No. If a trading partner requires formal EDI through a network provider, you still need that provider. We handle the file work around it: collecting, checking, converting and delivering files.
Will it write into our ERP?
Only if you want that, and only through an import the system already supports, after a person approves the file.
Can we talk it through first?
Yes. Ask for a call in your message and we will arrange a time. There is no charge for that first conversation.
Get a quote
Tell us which export you are tired of.
Describe it in a few sentences: what gets exported or re-keyed, how often, and between which systems. We reply with whether it can be automated and a fixed price. A free first call is available if you would rather talk it through.