PM II Basic

PM II Basic is an ERP software designed to streamline office organization, planning, and project management processes for small and medium-sized businesses in the service industry. According to the vendor, this solution caters to a range of professions and industries, including construction and building trades, event management, marketing and advertising agencies, catering and hospitality, and technical documentation and multimedia.

Key Features

Performance Management: According to the vendor, PM II Basic allows optimal control in traditional service companies by managing performance master data in a central location. Users can define custom performance categories and group data according to their requirements. The software supports the creation of individual price scales for automated price calculations.

Address Management: PM II Basic provides a comprehensive address management system where all relevant data of customers, suppliers, prospects, and employees can be stored. Users can access department information, contact notes, correspondence, contract data, quotes, and invoices for each address with a single click.

Integrated Text Processing: The integrated text processing program, 4D Write Pro, ensures quick and structured correspondence in line with the company's corporate identity. According to the vendor, PM II Basic automatically handles the structured filing and archiving of all documents, making the creation of quotes, order confirmations, contracts, delivery notes, and invoices seamless.

Order Management: The order management feature in PM II Basic allows for the planning and monitoring of company's own services, as well as accompanying external services and items. The system supports users from calculation to invoicing, providing standardized processes for efficient and accurate data entry.

Project Management: PM II Basic enables users to calculate projects based on their specifications, generate complete correspondence, and keep track of deadlines for each task.

Task Management: The task management functionality in PM II Basic allows for the planning and monitoring of project-related activities. The system automatically notifies involved parties of new or modified tasks via email and provides updates when tasks are completed. Integration with collaboration software enhances internal communication support.

Time Tracking: PM II Basic offers various time tracking scenarios, from recording project-specific times to using time clock terminals for clocking in and out. Special frontend apps like the PM II Web Client or the Business Time Manager (BTM) can be used remotely for time tracking.

Document Management: PM II Basic ensures convenient management and structured filing of documents created within the software. The software also allows users to add and assign any externally generated documents to projects through simple drag and drop.

Ordering and Purchasing: PM II Basic provides convenient functions for creating inquiries and purchase orders for items and external services. Users can assign purchases to projects and easily pass on costs with or without markup.

Customized Invoicing: PM II Basic facilitates timely project invoicing, supporting complex pricing systems based on quantity scales or customer-specific prices. Users can efficiently and effectively manage their billing processes.