CW ERP

When teams need to act fast, they start in CW ERP. A role-based home view surfaces open approvals, delayed shipments, unpaid invoices, hiring tasks, and exceptions. Pin widgets for KPIs like cash on hand, sales pipeline, stockout risk, and project burn. Drill from a chart to the source record, adjust filters, and save the view for next time. One click schedules reports to email stakeholders on a cadence, while alerts ping owners when a threshold is crossed. Audit trails and policy checks run in the background so you can move quickly without losing governance.

For revenue work, begin in CRM: capture a lead, qualify it, and generate a quote that pulls price lists, taxes, and discounts automatically. Send a branded proposal, track opens, and convert to an order as soon as the customer accepts. Inventory is reserved, pick tasks are created, and the invoice is staged with correct terms. As payments arrive, receipts match to invoices and update cash and revenue instantly. Sales sees margin in real time; account managers get follow-up reminders, and finance closes the day with fewer manual entries.

Purchasing is just as direct. Employees raise a requisition from a catalog or free-form item, attach specs, and route it for approval based on amount or category. Approved requests become purchase orders; receiving logs goods by scanning barcodes or serial/lot numbers at the dock, prompting putaway to the right bin. The system enforces three-way matching, flags price variances, and posts bills to payables. Planners watch reorder points, lead times, and vendor scorecards, while the supply chain view tracks materials and costs as items move between sites.

People, assets, and projects stay on one track. HR manages openings, candidates, offers, and onboarding checklists alongside employee records and leave balances. Project leads build schedules, assign tasks, set budgets, and collect timesheets; costs roll up to profitability reports. Asset registers track location, depreciation, and maintenance, feeding the ledger automatically. At period end, close activities guide teams through reconciliations, cash positioning, and statutory reports, with dashboards highlighting anomalies and risk alerts calling out what needs attention now.