Quick Tip: Excel to ERP
Making The Move From Excel Spreadsheets to ERP
Is this you?
You are using Excel Spreadsheets to track everything from quotes to materials.
You have multiple spreadsheets filled with formulas, tables, and pricing models.
You have accidentally deleted your Excel spreadsheet, losing all recent changes.
Don’t worry, most of our clients were in the same boat at one time. Excel Spreadsheets and QuickBooks can be a simple and efficient way to automate information.
Oftentimes, manufacturers that have an existing ERP system still use Excel to supplement the areas their ERP system doesn’t cover. Typing information into an Excel spreadsheet was so much easier than writing it out by hand, which made it the new “normal”. However, as a company grows, typing everything out when there are automated options, now makes Excel less efficient.
If this sounds like you, we can help.
Read our case study on switching from spreadsheets to MIE Trak Pro
Problem
Think about it, if you can only write your quotes in Excel, then…
You probably have to manually create sales orders from quotes
Finding your quotes may be time-consuming
You are probably creating reports, sheet-by-sheet
You probably manage your inventory by manually updating your information every time
Solution
With an ERP system, you can track your information in real-time without the use of multiple spreadsheets. Because of ERP you can now:
Automate your sales order creation
Search efficiently for data (including inventory) and easily share this data between departments
Eliminate wasted time that is a result of double data entry and mistakes
Generate real-time dashboards and gain visibility of what’s happening in your shop
There are many more benefits to ERP software, but the bottom line is that it allows you to use the data you are already collecting to develop a better, more efficient solution to growing your business.