Our integrated system, WoodPro InSight, is specifically engineered for wholesalers, retailers, LBM dealers, importers, exporters, remanufacturers, softwood and hardwood sawmills, and secondary manufacturers in the lumber and building materials industry. It is a system based on an in-depth knowledge of business processes that drive your industry. With InSight, you can make more informed strategic decisions, gain greater visibility across your company, get closer to your customers, and improve efficiency.
WOODPRO INSIGHT OVERVIEW
Below is an overview our our WoodPro InSight system. Each area of your business can benefit from our integrated ERP system: sales, accounting, inventory management, purchasing, distribution and logistics.
SALES MANAGEMENT & EFFICIENCY
Equip sales staff with the necessary tools for growth and profit by helping you meet customer demand efficiently. These tools include:
- Quote processing and directly converting a quote to a sales order and invoicing
- Inventory and direct sales (back-to-back) order processing
- Multiple unit conversions (BF, LF, SF, M3, MBF, CLF, MSF, CU FT) for quantity and pricing
- Simplified work flows for ease of access to commonly used functions
- Comprehensive sales reports and inquiries
- List and formula pricing to standardize pricing within quotes and sales orders
- Ability to generate a purchase order for a sales order and vice versa
- The system can be accessed using laptops, tablets, and smart phones (Windows, Android, and IOS) through a remote desktop connection. Sales,
warehouse, and yard staff can utilize role-specific functions securely through their wireless devices.
Sales staff can effectively manage each order from the sales quote to final delivery and billing. View the full sales history of each customer and conveniently track prices, discounts, and costs of each order for a detailed profit margin analysis. The system also allows you to define sales taxes (including LPA) and create multiple location and multi-shipment orders with ease. In addition, integration with our Traffic Control module, labeling solution, and barcode technology all help streamline the fulfillment process.
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CUSTOMER RELATIONSHIP MANAGEMENT
Insight’s Customer Service feature provides a
centralized location with the information needed to ensure customer
satisfaction. From here, you can easily access customer contact information,
create a new quote or sales order, track the status of an order, and look up
sales history and receivables.
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POINT OF SALE
The Point of Sale (POS) Module enables lumber and
building materials distributors and dealers to handle transactions using
barcode scanners and merchant debit and credit card terminals. The system
accepts payments made by cash, on account, or by credit cards.
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BIDDING & JOB CONTROL
The Bidding and Job Control Module is also available to assist with
sales to contractors and builders who are involved in large residential and
commercial projects. This application is fully integrated into WoodPro's
Financial and Lumber Management suite and is where all estimating, bidding, and
job control activities originate. You can easily build a work plan and cost
estimate for a job at any level of detail.
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BUSINESS ACCOUNTING
A unified data model provides a single accurate,
real-time view of all your accounting information, including general ledgers,
accounts receivable, accounts payable, bank reconciliation, and financial
statements. Data details can be seen through drill down capabilities, inquiry
functions, and detailed reports for strategic cost analysis.
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INVENTORY MANAGEMENT
Optimize
inventory management and control inventory costs and quantities for all
locations with a real-time view of on hand, available, committed, and on order
stock including vendor managed inventory. Inventory can be tracked be using
tags, lots, lumber tally, barcodes and universal product codes (UPCs).
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LUMBER & BUILDING MATERIALS
Conveniently define and generate items for a wide
range of lumber and building products including: softwood lumber, hardwood,
laminates, hardware, plywood, panel products, dimensional lumber, logs, poles,
treated wood, engineered wood, pallets, millwork, roofing, fencing, paint and
specialty wood products. Assign varying levels of description and categories to
further classify inventory items and also organize lumber items using random
length or random width.
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PROCUREMENT MANAGEMENT
Purchases can be linked directly to accounts payable, making it easier to track your purchases and pay vendors once inventory is received. You can also receive multiple shipments against a purchase order or prepay a vendor for an order before it is received.
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DISTRIBUTION & LOGISTICS
Inventory transfers, sales, and purchase orders are linked to the Traffic Control module, allowing you to arrange shipments and charge delivery costs for external freight companies to each transaction in one place.
Reduce the time it takes to plan daily deliveries with the integrated Daily Route feature. Generate shipping documents and schedule orders to truckloads by weight for shipment to predetermined routes and zones.
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SAWMILL, REMANUFACTURING,
SECONDARY MANUFACTURING
Designed to simplify and streamline business processes for both hardwood and softwood lumber mills, as well as remanufacturing and secondary manufacturing operations.
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