MODULES
A complete ERP. And the foundation for your process.
Contacts, items, sales, purchasing, inventory, accounting, controlling, HR and collaboration: ElbDesk’s ERP modules are finished and in use. You use what you need - and what makes your business different, we build on top.
STRUCTURE
One foundation. Modules as needed. Your process on top.
- YOUR PART Your processes What standard software cannot represent: built for you, in the same system.
- ERP MODULES Operations, finance, team Nine modules for running the business. You use the ones you need.
- ELBDESK CORE The foundation Interface, permissions, tenants, search and custom fields - in every installation.
ERP MODULES
The modules at a glance
Every module is connected to the others: a delivery note moves stock, an invoice posts to the ledger, an incoming payment closes the open item.
Master data
Contacts & CRM
One contact for customer and vendor, with addresses, bank details, terms and campaigns.
- Customer and vendor in one contact
- SEPA mandates with IBAN and BIC validation
- Corporate structures and relationships
Master data
Items & Pricing
Items with variants, units and lots - and price lists with tiers for every customer.
- Variants, for example size × colour
- Price lists with tiers and customer price groups
- Lots and serial numbers
Operations
Sales
From quote to payment: order, delivery, invoice, open items and dunning.
- Quote, order, delivery note, invoice
- E-invoicing as XRechnung and ZUGFeRD
- Open items and automatic dunning run
Operations
Purchasing
From requirement to paid vendor invoice - with reorder proposals, goods receipt and invoice matching.
- Reorder proposals from reorder points
- Matching of order, goods receipt and invoice
- E-invoice import
Operations
Inventory
Stock per location, lots, serial numbers, stocktaking and valuation - reconciled with accounting.
- Stock per item and location
- Lots, serial numbers and reservations
- Valuation and reconciliation with the ledger
Finance
Accounting
Financial accounting with SKR03/04, bank, cash, VAT, fixed assets and year-end - or a DATEV export to your tax adviser.
- Automatic postings from sales, purchasing and inventory
- Bank statements via CAMT, payment runs via SEPA
- DATEV export and GoBD data export
Finance
Controlling
Cost accounting as its own ledger: cost centres, cost objects, allocations, budget vs. actual and contribution margin.
- Cost types, cost centres and cost objects
- Allocations and cost distribution sheet
- Contribution margin by item, customer or month
Team
Workspace & Collaboration
Tasks, time tracking, chat and calendar - attached to the records they are about.
- Tasks on customers, contacts and orders
- List and board with statuses per list
- Chat with channels and threads
Team
HR
Employee records, absences with approval, skills and equipment.
- Employee record with contract and assignments
- Absences with approval
- Certifications with expiry dates
ELBDESK CORE
What every installation includes
The Core is part of every installation - with or without ERP modules. The modules and your own processes run on it alike.
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Windows & taskbar
Several windows at once, docked or on a second screen.
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Tables & views
Filter, sort, save views and export to CSV.
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Search
Spotlight with Ctrl/⌘+K: records and actions in one field.
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Roles & permissions
Five levels from “read” to “manage”, plus special rights such as posting.
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Tenants
Several companies strictly separated, with branches and departments.
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Custom fields & tables
Additional fields and entire data areas - without programming.
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Dashboard
Revenue, open items, bank, stock value and open orders at a glance.
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Traceability
Change log, record locking and gap-free number sequences.
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Administration
PDF branding, email, data import and scheduled jobs.
YOUR PART
What makes you different, we build on top.
The modules cover what runs the same way in many companies. The processes that set you apart, we develop for you - in the same system, with the same data, permissions and screens.
For example
- Product configurator
- Production control
- Costing
- Customer portal
- Route planning
- Connecting your machines and systems
Which modules do you need - and what comes on top?
In a live demo we show you the modules against your own processes and work out what is standard and what we build for you.
- DATA EXPORT WITHOUT SWITCHING FEE
- GDPR GERMAN CLOUD
- BUILT IN HAMBURG