Feature reference · chapter 3 of 13

Customers, suppliers and items

The master data in the ERP module: who buys from you, who you buy from and what you sell. Plus the ERP overview with liquidity and open items.

All screenshots show sample data. Names, amounts and addresses are made up. Menu names and screenshots show the German user interface.

ERP overview

Menu ERP-Modul Übersicht

The finance start page: how much money is available in the bank and the cash book, how high are receivables and payables, how did the month go? Each tile leads to the matching list or report.

Screenshot ERP overview in 1x1-WorkOrderAgent — Sample data Click to enlarge.

Available liquidity per account
Receivables, payables, turnover and result for the month
Cash flow for the last 6 months
Liquidity forecast for 7, 14, 30 and 60 days
Overdue receivables and payables due

Keywords Liquidity Financial overview Liquidity forecast Receivables Payables

Customers

Menu ERP-Modul Kunden

The customer list with annual turnover, last invoice and customer tier. Tiles show how active your customers are: active (under 30 days), dormant (30 to 90 days) or at risk (over 90 days without activity).

Screenshot Customers in 1x1-WorkOrderAgent — Sample data Click to enlarge.

Filters customers, service providers, inactive, one-off customers
Activity over the last 12 weeks and regions
Quick access to recently edited customers
Import and QR list

Keywords Customer base Customer list Customer health One-off customers Annual turnover

Suppliers

Menu ERP-Modul Lieferanten

Like the customer list, but for purchasing: purchase volume for the year, last incoming invoice and status. The activity shows incoming invoices per week.

Screenshot Suppliers in 1x1-WorkOrderAgent — Sample data Click to enlarge.

Search by name, town, contact person
Last invoice paid or overdue
Supplier tiers

Keywords Supplier base Purchasing Dealers Wholesalers

Item master

Menu ERP-Modul Artikel

All items with selling and purchase price, margin and stock, arranged in a category tree. Tiles show item types, top categories, margins and stock warnings.

Screenshot Item master in 1x1-WorkOrderAgent — Sample data Click to enlarge.

Item types material, service, travel, subscription
Margin over 20 %, 5 to 20 % and under 5 %
Filter by type and stock
CSV import

Keywords Items Prices Margin Categories Material Services

Price search: who got what at which price?

Menu ERP-Modul Artikel VK-Suche

The price search (“VK-Suche”) searches the line item texts of all quotes, orders and invoices. That way you also find free-text items that were never set up as items, such as “Kreuzschalter” (intermediate switch) or an order number.