CRQM ERP

The sales module runs quotation, order confirmation, delivery, invoice, credit note and dunning as one continuous document chain, directly linked to inventory, production and financial accounting. A shared master file combines customers, contacts, activities, sales opportunities and documents in a 360° view. The telephony integration shows which customer is calling the moment the phone rings.

• Quotations with version control: New version by copy, costing as a line item, PDF in the customer's document language (DE/EN/PL).
• Blanket orders and call-offs: Call-off quantities are written back to the blanket order automatically; the agreed price applies at any quantity.
• Invoicing with QR-bill and KSeF: Swiss QR-bill, Polish e-invoicing with offline queue, credit notes with automatic settlement.
• Three-level dunning: Dunning run by cut-off date with templates in the customer's language; payment behaviour report per customer.
• 360° view with register lookups: Contacts, activities, opportunities and documents per partner; Swiss UID and Polish NIP/REGON registers queried online.
• EDI and telephony: Delivery schedules per VDA 4905, dispatch advice per VDA 4913; caller pop-up from the customer master on ringing.

The purchasing module manages purchase orders, blanket orders, requirement proposals and delivery reminders and links them to goods receipt, incoming invoice and financial accounting. Incoming invoices arrive manually, from the DMS, from the Polish KSeF platform or as an intercompany handover, pass through the approval workflow and are posted in a three-way match. Open items, cash discount, settlement and payment runs as pain.001 complete the payables process.

• Purchase orders and blanket orders: Configurable order types, call-offs at a fixed blanket price, order PDF and e-mail in the supplier's language.
• Requirement proposals and delivery reminders: Requirements from production orders and minimum stocks; overdue orders are reminded per supplier by e-mail.
• Three-way match with GR/IR account: Each invoice line knows its purchase order and goods receipt; stock items are revalued to the actual landed cost.
• Approval workflow with coding on the document: Invoices from DMS, KSeF or intercompany pass through the configurable document check and are handed over automatically.
• Open items, cash discount and settlement: Two cash discount levels per item, settlement against credit notes, exchange gains and losses posted automatically.
• Payment proposals and pain.001: Discount-optimised payment runs as ISO 20022 file: QR reference, SCOR, IBAN, SEPA and foreign payments.

A complete double-entry accounting system with general ledger, receivables and payables, fixed assets, VAT for Switzerland and Poland, and payments to Swiss standards. Purchase order, goods receipt, invoice and payment post automatically through configurable account matrices. Every change to an open item is written to an immutable mutation log, so any past reporting date can be reproduced exactly.

• Bank statement import camt.053/054: Automatic matching by QR reference, invoice number and amount; cash discounts and rounding are recognised.
• QR-bill and pain.001: QR payment part with QRR or SCOR reference on every invoice; payment runs as pain.001 files with remittance advice.
• VAT for Switzerland and Poland: Swiss return with cumulated ESTV figures, JPK_V7M export, KSeF inbound and outbound, split payment, whitelist check.
• Audit-proof open items: Immutable mutation log with economic effective date; every past reporting date can be reconstructed exactly.
• Fixed asset accounting: Five depreciation methods including units of production; asset additions directly from the purchase order line.
• Reporting and cost accounting: Rolling 12-month balance sheet and P&L, freely configurable analysis reports, cost centres and cost objects.

CRQM manages stock by lot on a FIFO basis and posts every inventory movement synchronously to the inventory sub-ledger, general ledger and cost accounting. Goods receipts and goods issues are recorded, inspected, posted and labelled on desktop or tablet; reversals run exclusively through contra entries. The country of origin is confirmed at goods receipt, providing the data basis for customs and CBAM.

• Lot-level FIFO stock management: Every receipt forms a lot with batch, inspection record and supplier; issues check availability as of the posting date.
• Goods receipt with origin confirmation: Country of origin confirmed per line instead of inherited; net mass and commodity code feed the CBAM module.
• Goods issue on the tablet: Multi-line entry, quality check, shipping check with four control points and label printing in one wizard.
• Labels in ZPL and VDA 4992: Direct Zebra printing with customer layouts, label language DE/EN/PL per job, package ID and DataMatrix per VDA 4992.
• Stocktaking with variance posting: Counting on desktop or tablet via QR scan; variances are posted automatically to financial accounting on closing.
• Inventory-to-ledger reconciliation: Reconciliation tool compares inventory sub-ledger and general ledger per posting number down to the single line.

Production orders take over the routing and bill of materials of the released article version and are scheduled backwards from the due date on the Gantt planning board against shift and machine capacity per day. Downtimes and approved absences reduce available capacity, the shop-floor tablet reports quantities and times, and the post-calculation compares actual and target costs per operation.

• Gantt planning board: Machines as rows, operations as bars; drag and drop, filters and saved views.
• Backward scheduling: From the due date against shift and machine capacity per day, including parallel devices.
• Downtimes and absences: Blocked shifts and approved absences reduce capacity; planning data remain unchanged.
• Shop-floor tablet (BDE/IPC): QR scanning, feedback, fault reports, drawing display and measurement entry without a PC workstation.
• BOMs and routings with Q-levels: Multi-level, with where-used list; every article version preserves its BOM and routing.
• Costing and post-calculation: Overhead costing and contribution margins CM1–CM3 in one view; actual times × rates plus material as PDF.

Inspection plans are tied to the article version, measured values come from the tablet in production, and the part approval generates the ready-to-submit PPAP or PPF package from the same data. No Excel, no media discontinuity.

• Part approval to PPAP, VDA PPF and AS9102: Drawing ballooning, OCR characteristic suggestions, complete submission package as one PDF.
• Incoming and outgoing goods inspection: Inspection plans per article version, dynamic inspection severity, supplier rating in ppm.
• In-process inspection (SPC): Measured values on the shop-floor tablet, Cpk/Ppk from real production data.
• FMEA: Five levels, RPN traffic light, automatic deadline reminders.
• Inspection equipment & maintenance: Calibration traffic light, MSA (Cg/Cgk), maintenance by calendar, runtime or cycles.
• Complaints per 8D: From immediate action to effectiveness check, as a PDF report.

The project module combines agile and phase-based project management with APQP maturity level assurance according to VDA and a commercial project view. The workflow engine handles invoice approval, expenses and intercompany transfers by configuration, and the document management system makes every document searchable via OCR. Text recognition, classification and PDF conversion run on company-owned infrastructure.

• APQP maturity levels RG0–RG7: Part × maturity level matrix according to VDA with a traffic light per cell and roll-up per part, level and phase.
• Gate workflow with escalation: Approval per maturity level; a red rating or rejection triggers a follow-up and an e-mail to the project manager.
• Agile and phase-based: Backlog, sprints, Kanban and burndown or phases, milestones and Gantt – on the same tasks, freely combinable.
• Project budget and revenue: Budget per category and year with plan, actual and remainder; planned revenue from costings, actual revenue from orders.
• Approvals by configuration: Invoice approval, expenses with OFX credit card import, intercompany transfer – no programming, full audit trail.
• DMS with OCR and classification: OCR in five languages, full-text search in document content, self-learning classification, versioning, QR payment part.

Time recording runs as an installable web app on smartphones and wall-mounted tablets – with no user accounts of its own. Shift rotation, night shifts and break logic calculate target and actual hours automatically; absences run through an approval workflow with multiple supervisors. The SECO short-time work export for Switzerland and the e-ZLA sick note import for Poland cover the country-specific requirements.

• Time clock as a smartphone app: Installable on iOS and Android, site access via employee list or PIN – no user accounts required.
• Shift rotation and night shift: Cyclical weekly schedules, clocking across midnight, automatic closing of forgotten clock-ins.
• Break logic with anomaly detection: Forgotten, too short or shifted breaks are detected and actual hours corrected in a traceable way.
• Flexitime and holiday balance: Balance from actual minus target hours, holiday account per site in days or hours, evaluable as of any date.
• Absences with approval: Request, decision by any one of several supervisors, e-mail in the employee's language.
• Month-end closing and official exports: Audit-proof month-end closing, SECO short-time work export (CH), e-ZLA import from ZUS (PL).