profacto

profacto is an ERP (Enterprise Resource Planning) software designed specifically for the woodworking industry, catering to carpenters, joiners, shopfitters, and exhibition builders. It offers a comprehensive solution for managing various aspects of the business, including quoting, order processing, production planning, and financial management. With a focus on small to medium-sized woodworking businesses, profacto aims to streamline workflows, enhance efficiency, and improve productivity for professionals in the carpentry, joinery, shopfitting, and exhibition building industries.

Key Features

CAD-ERP Integration: profacto seamlessly integrates with interiorcad powered by Vectorworks, facilitating the smooth flow of information between the CAD and ERP systems. This integration eliminates the need for manual data transfer, ensuring accurate and up-to-date information throughout the production process. By streamlining workflows and reducing errors, this feature enhances overall operational efficiency.

Automated Bill of Materials: profacto automatically generates a detailed bill of materials (BOM) based on the design created in interiorcad. The BOM includes all the necessary components and materials required for the project, ensuring accurate costing and efficient procurement. Any changes made to the design are automatically reflected in the BOM, ensuring its constant accuracy.

Quoting and Order Processing: profacto enables users to create professional quotes and efficiently manage the entire order processing workflow. Users can easily generate quotes based on the bill of materials (BOM) and pricing information, while also tracking the status of each quote. Once a quote is accepted, it can be seamlessly converted into an order, streamlining the order processing workflow.

Production Planning and Scheduling: profacto provides comprehensive production planning and scheduling capabilities. Users can create detailed production plans, assign tasks to team members, and effectively track the progress of each task. The software allows for resource allocation and capacity planning, ensuring optimal utilization of resources and timely project delivery.

Financial Management: profacto offers robust financial management features, including invoicing, accounts receivable, and accounts payable. Users can generate accurate and professional invoices based on order information, track payments, and efficiently manage outstanding balances. The software also provides financial reporting capabilities, enabling users to analyze business performance and make informed decisions.

Inventory Management: profacto includes inventory management functionality, allowing users to effectively track and manage stock levels. Users can easily monitor inventory levels, create purchase orders for replenishment, and track the movement of stock. The software also supports barcode scanning and integration with external inventory management systems.

Reporting and Analytics: profacto provides a range of reporting and analytics tools to help users gain valuable insights into their business. Users can generate customizable reports on various aspects of the business, such as sales, inventory, and financials. By leveraging the analytics capabilities, users can analyze trends, identify opportunities for improvement, and make data-driven decisions.

Customer Relationship Management (CRM): profacto includes basic CRM functionality to assist users in managing customer interactions and relationships. Users can store customer information, track communication history, and create follow-up tasks. These CRM features enable users to provide better customer service, enhance customer satisfaction, and drive repeat business.

Document Management: profacto offers document management capabilities, allowing users to store and organize important documents related to projects and customers. Users can easily attach documents to quotes, orders, and other relevant records, ensuring easy access to pertinent information when needed. The software also supports version control and document sharing, facilitating collaboration within the organization.

Mobile Access: profacto provides mobile access, enabling users to access the software and perform essential tasks while on the go. Users can conveniently use their smartphones or tablets to view quotes, check order status, manage tasks, and perform other crucial functions. The mobile access feature enhances flexibility and productivity, particularly for users who frequently work on-site or are frequently on the move.