Name: Maxmanager ERP
Author: Triplos

Help Desk

Web and Video Conferencing

Customer Support

AI Chatbot

Development

Attendance Tracking

Career Center

Education

Association Management

Business Intelligence (BI)

Case Management

Collaboration

File Sharing

File Sync

Objectives and Key Results (OKR)

Office Suites

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

FinTech

Online Trading

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Performance Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Asset Tokenization

Business Internet Service Providers (ISPs)

Cloud Storage

Container Management

Debugging

Disaster Recovery as a Service (DRaaS)

Dynamic Application Security Testing (DAST)

Fraud Detection

In-Memory Databases

Incident Response

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Intranet

Managed Private Cloud

Managed Security Service

Modular Storage Area Network (SAN)

Network Function Virtualization (NFV)

Network Performance Monitoring

Runtime Application Self-Protection

SSL Certificate

Secure Web Gateway

Threat Hunting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Marketing Automation

Personalization Engines

Product Management

Sales and Marketing Automation

Social Media Management

Survey & Forms Building

Technology Review

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Forecasting

Sales Pipeline

Sales

Microsegmentation

Security Information and Event Management (SIEM)

Security

Automotive

Building Information Modeling (BIM)

Catering

Law Practice Management

Legal Research

Tour Operator

Vertical-Specific

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MaxManager ERP is a software solution designed to simplify and streamline business management processes. According to the vendor, it offers a comprehensive integration of modules to provide a centralized system for managing various aspects of operations, including finance, sales, inventory, production, and more. The ERP system caters to businesses of all sizes, from small and medium-sized enterprises (SMEs) to large corporations. It is suitable for a wide range of professions and industries, including manufacturing companies, retail and wholesale businesses, food service and catering companies, service-based industries, as well as logistics and distribution companies.

## Key Features

**Gestão Comercial**: According to the vendor, this feature enables users to track the customer relationship cycle, analyze credit scores, manage sales goals and promotions, handle import and export documentation, and automate billing and invoice generation.

**Gestão Financeira**: The vendor claims that this feature automates financial activities such as cash flow monitoring, accounts payable and receivable, and bank reconciliation. It also helps control and manage checks and financial data interchange, generate financial reports including profit and loss statements, balance sheets, and cash flow statements, and administer contracts with customers and suppliers.

**Gestão de Suprimentos**: According to the vendor, this feature enables intelligent inventory management through the implementation of a Kanban system. It helps administer stock and warehouse activities, streamline the receiving process for goods, automate the download and archiving of XML files from the SEFAZ portal for real-time information, and provide accurate and reliable data for decision-making.

**Gestão Fiscal e Contábil**: The vendor states that this feature automates invoice issuance and ensures seamless integration with all departments for accounting reconciliation. It helps manage tax compliance including SPEDs, NF-e, and Sintegra, maintain accurate records of assets, and generate fiscal books and reports.

**Gestão Industrial**: According to the vendor, this feature allows users to control production batches and traceability of products, manage product specifications, raw materials, delivery dates, and required quantities. It helps generate documentation and quality certificates within the ERP system, monitor quality control processes, and track production costs.

**Gestão de Refeições Coletivas**: The vendor claims that this feature simplifies the management of collective meal programs. It enables users to plan and program menus, generate accurate demand forecasts for ingredient procurement, manage financial and nutritional aspects of meals, analyze the cost per capita, and minimize waste while optimizing production.

**Automação de Força de Vendas**: According to the vendor, this feature allows sales representatives to enter orders via web or mobile devices, streamlines the order approval process, provides real-time sales data and indicators for sales planning and campaigns, supports credit analysis of customers, and helps manage sales goals, promotions, campaigns, pricing tables, and commissions.

**Refeições Coletivas**: The vendor states that this feature simplifies the management of collective meal programs. It allows users to schedule menus, monitor financial and nutritional aspects of meals, analyze the cost per capita, and minimize waste while optimizing production.

**Automação de Força de Vendas (AFV) Android**: According to the vendor, this feature is a mobile module for sales force automation. It facilitates order entry via tablets and smartphones, helps control sales representatives' routes and campaigns, enables offline order entry, and provides real-time access to sales data and analysis. Additionally, it allows notification of sales representatives upon order fulfillment.

**AFV Server**: The vendor claims that this feature is a web-based module for sales force automation. It generates management reports including order status, visit planning, and sales mapping. It helps manage user information and communication, provides geolocation of orders using GPS, and allows the creation and management of campaigns and incentives for the sales team.

Odoo, from the Belgium-headquartered multinational company of the same name, is a suite of business applications for managing the sales pipeline. It also comprises a PoS and inventory management modules, scaling to a warehouse or retail management solution.

Standard

Custom

Odoo

Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.

Acumatica

Maxmanager ERP

Enterprise Resource Planning (ERP) Systems are business management software that allows an organization to use a system of integrated applications to manage the business. ERP systems integrate development, manufacturing, sales and marketing.

Enterprise Resource Planning (ERP)

Triplos

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Journals and Reconciliations

Automate and synchronize ledgers and processes

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Subledger and Financial Process

Revenue management solution including capabilities for subledgers and financial processes

Billing Management

Access role-based billing work area, perform discrete and recurring billing

Cash and Asset Management

Manage liquidity and cash requirements, asset transfers, disposals, reclassifications, and financial adjustments

Travel & Expense Management

Enter expenses from mobile devices, integrate credit card and travel booking, configure policy enforcement

Budgetary Control & Encumbrance Accounting

Control spending at any budget level or time interval

Period Close

Sustain fast close with integrated subledgers, intuitive dashboards, embedded collaboration

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Plug-ins

A number of third-party plug-ins are available to expand the core functionality of the software.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Multi-factor authentication

User-level audit trail

Grants Management

Grants management solution for higher education, public sector, or non-profits with capabilities for managing financial awards for program and project funding

Award Lifecycle Management

Manage the life of program funding awards from initial funding to close-out

Project Financial Management

Project financial management solution including capabilities for project budgeting, cost control, billing and contract management.

Budgeting and Forecasting

Establish project budgets and forecast future project financials

Project Costing

Standardize, track, and control costs at all project phases

Maxmanager ERP

Overview

What is Maxmanager ERP?