How to Automate Sales and Accounting with e:corg ERP

Speaker: Alexandru Urechean

Discover how e:corg ERP empowers companies to automate critical processes, integrate seamlessly with online stores, and manage orders and inventory with full transparency.

This recorded session guides you through key functionalities step by step, demonstrating how to centralize product data, streamline sales workflows, and optimize financial operations.

Product Catalog and Real-Time Integration

Highlights:

Unified catalog with product details, photos, barcodes, and certificates

Automatic synchronization between ERP and your website
Batch and lot tracking to ensure FIFO and prevent expired stock
Barcode scanning for faster warehouse operations
The session includes practical examples of setting up product records, editing data in bulk, and managing online visibility.

Order Management from Website to Delivery

What you will see:

Automatic import and registration of online orders

Prioritizing and tracking orders through customizable statuses

Selecting batches and confirming stock availability in real time

Managing delivery methods: in-store pickup, courier, company fleet

Generating shipment documents and invoices in one flow

e:corg ERP helps ensure every order is processed accurately and efficiently.

Price Lists and Discount Management

Covered in the webinar:

Creating and updating price lists, including Excel imports

Setting up discount rules by customer segment or promotions

Managing loyalty programs and special terms for VIP clients

Auditing price changes with full traceability

Using reports to analyze pricing strategies and profitability

Payments and Invoicing

Demonstration highlights:

Recording payments by card, transfer, or cash

Linking payments automatically to sales documents

Configuring invoicing workflows before or after delivery

Setting flexible payment terms per client

Automating payment and invoicing workflows reduces errors and saves time.

Reporting and Analytics

Key features shown:

Real-time stock and sales reports

Performance analysis by product, customer, or sales representative

Profitability tracking over any period

Custom reports to support informed decisions

Final Q&A and Next Steps

During the Q&A, participants learned how to:

Integrate e:corg ERP with existing tools and platforms

Customize workflows, documents, and approval chains

Plan dedicated demonstrations tailored to their needs