CW ERP

Open CW ERP and set up your day from a live workspace. Pin the metrics you care about—cash on hand, open orders, stock variances—and launch actions right from each tile. Approve requests, assign tasks, and comment in context so teams move without email back‑and‑forth. Build simple checklists for common routines (month‑end close, stock count prep, onboarding) and let the system nudge owners when deadlines slip. Every click is tracked, so you always know who changed what and when.

Run a full quote‑to‑cash cycle in minutes. Draft a price proposal with product kits and volume breaks, then send for e‑signature. Convert to an order without retyping, confirm availability, and reserve items. If stock is short, auto‑create a purchase plan or schedule production. Warehouse staff pick with barcode or serial/lot scanning, record packing, and trigger shipment. The invoice posts from the delivery, taxes calculate by rules, and online payments sync to the bank feed. Disputes are handled with credit notes tied to the original sale, keeping the ledger clean and auditable.

Control spend with a guided procure‑to‑pay flow. Team members raise requests with budget checks; buyers compare suppliers, attach quotes, and issue POs. On receipt, scan items to capture lots or serials, log quality results, and allocate landed costs. Cycle counts and reorder points keep shelves balanced across locations, while transfer suggestions prevent overstock in one site and shortages in another. Capital purchases convert to fixed assets with depreciation schedules applied automatically. For maintenance items, track warranties and service logs to avoid unplanned downtime.

Keep finance, customers, people, and projects aligned. Treasury teams forecast cash, reconcile bank statements, and schedule vendor runs. Accounts receivable collections use dunning tiers and promise‑to‑pay notes. Sales and service log calls and emails on the customer timeline, schedule follow‑ups, and push opportunities through stages with weighted forecasts. HR manages hiring pipelines, offers, onboarding tasks, time off, and attendance; payroll inputs flow to accounting. Project leads plan milestones, assign work, capture timesheets, and bill fixed‑fee or time‑and‑materials. Build your own reports, pivot by any dimension, and share dashboards on a schedule. Compliance controls, approvals, and an audit trail help you meet standards while spotting risk early.