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Overview

Fortee is designed to support discrete manufacturing businesses. It suits all types of organisation: whether you make to stock, assemble to order, or engineer your finished products to your specific customer needs, Fortee supports the combination of all.

Fortee, like any ERP system, structures your business processes. And although advanced configuration will allow you to tailor the product to your needs, we advise you to start the quickest possible, leveraging the processes as they are organised out of the box. Let’s take a look at the overall organisation of any business:

• Engineering designs products, which design drives costs of manufacturing.

• Sales forecasts and sales orders pull requirements for those products from stocks.

• In order to fulfil those sales orders, purchase orders and works orders are placed in the system to fill the stocks.

• Once in stock, goods can be despatched and invoiced to the customers, only to renew the cycle.

Navigation

Fortee is a web-based product. In order to get to your ERP, all you need is a web browser and an internet connection.

Once logged in, you will notice the screen is split in 3 sections:

• The top banner: showing the product logo, the name of your company, a quick access frame, and various options around your profile (your name, favorites, etc.).

• The left banner: it can be hidden, it gives you access to the full menu and folders and other shortcuts that can be tailored to better reflect your business specific processes.

• The remaining - and main - section in the center makes the heart of your workspace.

Sales

Customers

Identifying customers will enable recording sales orders. More importantly, it will allow you to capture the most important elements of your interactions with a customer to follow orders, outstanding payments, or even new project and opportunities.

Sales orders

Despatch notes

Invoicing

Stock management

Parts

Stock in / Stock out

Purchasing

Suppliers

Purchase orders

Receipt notes

Invoice matching

Engineering

Structures

Bill of materials

Routings

Costing

Production