ERP system for a company in the field of air conditioning

• Invoices were in Premier, but without connection to orders.
• Attendance existed, but was outdated, separate and unclear.
• The system lacked the ability to easily find out: "Who did what, for how much, and why?"
• The client had specific display requirements – e.g. compact tables, status labels or style modifications in list views.

• Each order has a connection to invoices,timesheets, cash documentsand service contracts.
• The user immediately sees contract status, its validity and warnings about approaching deadlines.
• Records were modified according to user wishes – compact row display, labels and visual styles.

• All invoices (issued, received, advance) are automatically imported from Premier, but only if they are paired with an order.
• Synchronization works bidirectionally – including deletions and changes in Premier.
• On the AutoERPside, invoices are connected with purchase orders, orders and cash desk.

• The company kept their original HR module, but we adapted its data – timesheets are now linked to orders.
• Attendance shows planned vs. actual presence, and serves as a basis for calculating retention.
• Despite the client using their own form of calculation (sometimes with VAT, sometimes without), we adapted the system to their methodology.

"Things we used to have to solve by phone or search for in PDFs, we now see with the first click. We know what's on which order, who worked on it, how much was invoiced – and whether we're close to the deadline."

• The company gained a fully integrated solution between Premier and AutoERP.
• Errors in retention calculations disappeared– even though the logic is complicated, the system handles it.
• System style and layout was customized for users.
• The project was carried out in "inherited development" mode – yet the system was successfully stabilized and expanded.

"When we encounter a problem, we solve it. No excuses. But we expected the same from the system. We've been using Premier for years, but it stopped being sufficient for project management."

The company owner wanted to have immediate overview of what is being invoiced,who is working on orders and when contracts expire. He wanted to simplify company management – and not have to handle every detail manually.