ERP System: Priority Software
With the Priority system we computerize the work processes of your business for smart and efficient management, and create a single language across all levels of the company, for perfect coordination between all departments.
The expert teams at Rotlein know how to tailor Priority software so that it delivers an optimal solution for your business.
Drawing on our experience, we create the right connection between the system and your work processes and bring you added value, based on our deep understanding of both business processes and the system.
Priority ERP software organizes and streamlines your company's work processes, so that information flows from the field all the way to the financial report that reaches the decision makers.
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ERP Software Modules
Finance
The finance system of Priority software includes many components that comprehensively serve the needs of both small and large organizations, with customization for complex financial processes and efficient, transparent management of all financial resources.
Priority accounting software provides a complete, advanced solution for financial management, including double-entry bookkeeping, financial statements and multi-company consolidated reporting, sales and purchase invoice management, supplier invoice capture, import file management, budget planning and control, profit centers and indirect costs, cash register management and commercial costing. In addition, the system automates critical processes such as bank reconciliations, cash flow management and VAT reporting, with seamless integration with the organization's other systems. Thanks to these advanced capabilities, Priority for accounting gives businesses full control of their financial management, simplifies complex processes and supports accurate strategic decision-making.
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Customer Relationship Management (CRM), Marketing and Sales
Priority lets you manage a complete sales cycle, including customer management, follow-up task diaries, calendar, Outlook synchronization, telemarketing, direct mail, price quotes, orders, customer price lists, FOB sales, agents, sales forecasts and branches.
Purchasing Management System – Supply Chain Management
The supply chain management module in Priority provides a comprehensive set of tools for managing supplies and enables cost reduction.
Purchase orders, supplier price lists, supplier management, purchase requisitions and an approval mechanism.
Priority WMS – Inventory Management System
Proper inventory management provides invaluable information to the organization. The Priority inventory management system is an advanced system that includes item management, product trees, product parameters, inventory movements, inventory traceability at various levels, warehouse inventory management, stocktaking, laboratory inspection and a built-in interface for preparing data for label printing, including barcodes.
Office Management with Priority
With the office management module of Priority you can manage contacts and system users, track employee reports, schedule meetings using a personal calendar, and define office hours and vacation times.
Management Reports
Management reports give a concise picture of the organization so that you can make decisions by period and analyze accounting documents such as invoices, customer orders and purchases at different cuts and levels.
System Administrator
Priority ERP gives the system administrator management tools that allow defining users and permission levels according to role down to the individual field, managing backups, setting a personal menu for each user, designing documents and reports, development tools for creating screens, tables and more.
Priority for Supplier Payments
Preparing a file for Masav, bank transfers and payments by check (check printing).
ERP for Fixed Assets
Registering and managing fixed asset items, sorting, splitting and retiring assets, tracking investment plans, calculating depreciation, recording assets in the accounting system and various reports, including Form 11A.
Loan Management System
Priority software is a useful tool that enables precise tracking of the loans the organization has taken.
Amortization schedules, building loan payments, simulations for determining loan payments and the like, and a link to accounting for recording loan payments.
Credit Card Reconciliations
In Priority, receiving a credit card payment is recorded as a transaction that credits the customer and debits the credit card company.
Importing deposit and credit files. A credit file is imported as a journal entry that credits the approved transactions and debits the bank account / commissions / VAT.
A deposit file is loaded as a journal entry that credits the credit card company and debits the approved transactions account.
In each of the three accounts, internal reconciliation is performed using the standard account analysis module.
Human Resources
Priority provides a complete solution for managing candidates and employees; an employee card with rich information including education, courses, certifications and training, medical examinations, absence tracking, roles, job interviews and evaluations, references, professional experience and assignment to work teams and projects.
A set of reports and a report generator at the user level.
Service and Maintenance
ERP software with service contract management, including contract renewal tracking, equipment cards, equipment movements, an internal and external service call center, fault and repair tracking, technician scheduling and management of spare-parts warehouses assigned to technicians, service quality tracking against customer surveys and a variety of service reports.
Commercial Purchase Planning on the Timeline
Material requirements planning (MRP) for a master production plan, product trees, open purchase orders, open work orders, current inventory management system, production/assembly time
Distribution
Defining distribution routes and distribution orders by dates and routes; automatic scheduling by dates and routes, preparing tax invoices and delivery notes by distribution route, and order picking sheets by distribution route.
Engineering
Broad management and support of product tree revisions, including revision approval processes and recording of changes, from the raw material level up to the product tree itself.
It also allows adding and managing documents for a revision and graphical reports of the product tree.
The module can serve as a complementary solution to the production module, in which product trees are integrated at the operational level and MRP can be run for all levels of the tree. MRB management and support for fault control – documenting and linking documents in the MRB process, including performing analysis and documenting its results
Project Management
Defining planning components of a project at several WBS levels, including a built-in interface to MS-Project for importing planning components and execution progress; extensive connectivity at the system document line level to project, account and activity; defining project parameters and attributes; defining project scope, planned payments and deliverables, including resource allocation to the project; related screens for project time reporting, project orders, project budgets, purchasing, work orders, tasks including calendar, and more; screens and reports for project analysis.
Outlook-Based Enterprise Portal
Running all of Priority directly from Outlook. Customer, sales and service dashboards and more.
English Dictionary (and Other Languages)
Integrating dictionaries in various languages at the user level for working with titles, screens and fields.
Dictionaries can be purchased in addition to the base language (Hebrew).
This allows Hebrew-speaking and English-speaking users to work in parallel (titles in English, while field content is kept in the language it was typed in).
Electronic Interfaces
ERP software that supports electronic messaging between remote stations that are not online with the data server, over the internet, as well as messaging between companies managed on the same server.
Sales Interfaces for Cash Registers / Handheld Terminals
A set of ASCII interfaces for unloading and loading sales data when working with cash registers or handheld terminals for presale sales.
EDI Interfaces for Retail Chains
A set of built-in interfaces that connect in a standard EDI structure to the systems of retail chains.
ERP System for Leasing
Operational and financial leasing management (for a customer or employee): managing amortization schedules, methods of building lease repayments, simulations for determining payments and the like, and a link to accounting for recording customer billing payments.
Billing
Billing system or the Priority system provides management of recurring customer charges by standing order, including recording, calculating and documenting future financial transactions with a customer or employee, automatically generating a periodic invoice for the planned cash flow, active customer billing by bank standing orders, managing billing agreements as part of service contracts in the service and maintenance module, including defining the service type, payment amount, collection frequency and payment method, as well as the option of consolidated collection of several services.
Shva
Clearing against the Shva system: immediate clearing against the current transaction or batch clearing against a sequence of transactions.
Receiving clearing approval from Shva directly into the system. The module does not include the dedicated license from Shva for service and maintenance.
These matters, and the payments for them, must be arranged directly with Shva.
I have carefully read the content of the page dealing with the ERP system and the breakdown of Priority software modules. Below are 5 questions and answers based on the information on the URL you provided:
Questions and Answers About ERP System: Priority Software
1. What capabilities does Priority's accounting module offer for advanced financial management?
Answer: The system provides a complete solution including double-entry bookkeeping, multi-company financial reporting, budget management and control, profit centers, cash flow management and automation of bank reconciliations and VAT reporting. It also enables management of purchase and sales invoices and seamless capture of supplier invoices.
2. How does the ERP system help manage the supply chain and inventory (WMS)?
Answer: The supply chain module enables management of purchasing, supplier price lists and approval mechanisms to reduce costs. The inventory management system (WMS) includes product trees, inventory traceability at various levels, stocktaking, laboratory inspection and a built-in interface for printing barcode labels directly from the system.
3. What tools are available to the system administrator in Priority software?
Answer: The system administrator gets management tools for defining users and permissions down to the individual field, setting personal menus, designing documents and reports, as well as development tools for creating new screens and tables according to the organization's needs.
4. What solutions exist in the system for project management and Outlook connectivity?
Answer: The system enables project management at various WBS levels with a built-in interface to MS-Project, including tracking of budgets, time reporting and resource allocation. In addition, there is an enterprise portal that lets you run all of Priority directly from within Outlook.
5. How does the system handle service, maintenance and service call management?
Answer: The service module includes service contract management and renewal tracking, an internal and external service call center, technician scheduling, management of spare-parts warehouses for technicians and tracking of service quality through customer surveys and dedicated reports.
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