Total Business Solutions from Profile...

WELCOME to The Profile Group of companies. No matter what line of business you are in, with increasingly demanding and global marketplaces, you will need effective business management and IT systems to enable you to remain competitive and profitable. Profile can help you. We provide hardware, software, networking, consultancy, training, maintenance and support services of the highest quality, which will constitute a total business solution for your organisation...

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With Opera 3, your documents are stored electronically and can be accessed as quickly as you need them.

A place for everything and everything in its place. With Opera 3 your documents are stored electronically, and can be accessed quickly as you need them. It integrates seamlessly with Opera 3 and will drive significant cost savings to any organisation.

Customer orders, supplier invoices, credit notes, signed delivery notes, job costing timesheets, Payroll & HR documents and general correspondence can all be captured and stored. Stored documents can be easily accessed using friendly, easy-to-use retrieval software, and can even be reported on.

Ease of use is built in. Documents can be captured and indexed individually, in batches or by barcode. Captures are automatically tracked, with full auditability from individual files to system level. Reporting can be done by date or user range.

    • Fully integrated application of Opera 3
    • Captures any file type
    • Instant Retrieval
    • Manual or Barcode Indexing
    • Content Indexing and Deferred Indexing
    • Reduces paper waste and helps your business 'go green'
    • High level of security down to individual data level
    • Ability to set up user roles with access rights
    • Transactions tracked, with full auditability from individual files to system level
    • Reporting by date or user range
    • Available as a desktop version for other employees not using Opera 3

    Opera 3 Document Management

    A complete document imaging and file management solution, Document Management handles all key business information: general correspondence, customer purchase orders, supplier documentation including delivery notes, invoices and credit notes, job costing paperwork, such as timesheets and requisitions, payroll & HR documents and many others. And you'll never lose paperwork again.
  • Easy to use

    You'll find Document Management easy to use and also has user configerable screens. Images held within the system can be accessed using friendly, easy to use retrieval software for instant access. Your staff can be up and running straight away - and start utilising your investment.

    Five Primary Functions
    • Capture
    • Indexing
    • Retrieval
    • Archive
    • Reporting

    Content Indexing

    Content Indexing captures words from machine typed text, scanned images, .txt and .doc file types and uses the text to index the document. This automated method of indexing documents is in addition to Manual Indexing and Barcode Indexing, making it even easier to retrieve documents.

    Content Indexing enhances the use of captured data within Document Management with:
    • Inclusion and exclusion dictionaries which allow you to manage the words that are used to index the document
    • Improved retrieval and analysis of data which allows for cross reference of documents using any combination of words and terms

    Deferred Indexing

    Captured data can either be indexed at the point of capture, or at a later stage with Deferred Indexing. Users will enjoy greater flexibility including:
    • Documents can initially be captured as a batch with a name without being indexed, and can optionally be assigned to a user for future indexing
    • Ability to browse, create and index a batch from images created by multi-function devices such as large photocopiers that 'scan' to a path on the network

What is Supply Chain Management?

In Opera 3, Purchase Orders, Invoices, Delivery Notes and Statements can be batch created as PDFs and e-mailed directly from within the system using Supply Chain Management.

Integrate sales, purchasing and stock with financial management to automate the delivery of customer orders with effective stock management. Respond to demand for products and pricing quickly and effectively to maintain customer loyalty and customer satisfaction, and you have the complete control required to manage the supply chain management aspects of your business.

>>> See it in action Watch the pre-recorded Supply Chain Management webinar.

  • Opera 3 Supply Chain Management applications:
    • Stock Control
    • Stocktake
    • Sales Order Processing
    • Purchase Order Processing
    • Bill of Materials

    Stock Control

    Designed to simplify the way you manage the stock requirements of your business. Supporting various costing methods, it tracks your stock movements even across multiple warehouses. Quarantine warehouses can be used to inspect goods prior to them being moved into stock and you can also apply different cost and selling prices for each warehouse, allowing you to arrange your stockholding how you like.

    Stocktake

    Stock takes are an important part of maintaining the accuracy of a stock control system. Knowing that your stock levels are accurate means that you can take sales orders from your customers, confident that your delivery dates will be met. It also means that your stock holding accurately reflects your requirements so your purchasing and manufacturing decisions are made based on your actual stock positions. This reduces the need to hold expensive excess stock, improving cash flow and potentially reducing insurance cover.

    Opera 3 Supply Chain Management

    Sales Order Processing

    Generates sales documents, applies customers special price lists, discounts and credit limits. Also provides back to back order processing facilities when circumstances dictate, as well as part-progression of sales documents. Allocation and picking provides even greater control over the sales and delivery cycle.

    Purchase Order Processing

    Generates purchase documents through to supplier invoices, whilst the re-order facility assists in maintaining and controlling stock at their optimum levels. Multiple supplier documents can be optimised, creating one document for progression to a purchase order. Matching of receipts and supplier invoices back to the purchase order provides tighter control over stock and financial management.

    Opera 3 Supply Chain Management

    Bill of Materials

    Provides fast and accurate manufacturing information including work in progress, assembly structure detail, where used or assembly cost reports and batch/serial item location from works orders. It features automatic work order generation from sales orders, batch works order progression and a comprehensive enquiry facility. Assembly structures can be simple or complex, including sub assemblies and components such as raw materials, labour or description only. The kitting function allows further flexibility by enabling works orders to be raised and receive the build quantity of the finished assembly into stock in a single process.
  • Stock

    Unlimited Stock Records Create unlimited records with extended description, sell and cost price, sale and next price, stock category, sales and supply code analysis and links to multiple warehouses
    Multi-Warehouse Create multiple warehouses. Define movements, cost and sell price, minimum stock and re-order levels for individual stock items
    Traceability Stock items can be serial or batch traceable with traceable history for up to 999 months
    Stock Valuation Value stock by a variety of methods, including FIFO by transaction cost, warehouse last cost and average cost
    Receipts & Returns Goods Received Note and Return to Vendor document processing
    Transfers Transfer stock from one warehouse to another or one to many warehouses, using a distribution table
    Profiles Group stock items together, including stock holding, costing, traceable and issuing information
    Integration Real time or batch update to the Nominal Ledger. Automated and seamless integration to all other Supply Chain Management applications for complete stock management.
    Enquiry Detailed enquiry facilities with criteria selection for specific results. Full transaction drilldown at stock record and warehouse level
    User Definable Views Define stock views with up to 6 levels of analysis with criteria filtering, graphical representation and transaction drilldown. Also includes easy export to Microsoft Excel
    Global Price Changes Perform global changes of cost or sell price for stock items, categories or warehouses, by value or percentage
    Attachments Attach notes, memos, files or images to stock items
    Comprehensive Reporting An extensive range of reports are provided as standard
    Customisable Stock Control can be customised to suit the specific requirements of your business
    Context Sensitive Help Comprehensive and easy to use Help facilities

    Bill of Materials

    Multi-level Create multi-level structures, with unlimited components per level and sub-assembly definition (including phantom)
    Work in Progress Control the progression of Works Orders from creation to completion, including interim stages, allocation, issue and return of components
    Automatic Works Order Generate Works Orders based on warehouse stock re-order levels, or as a result of a back-to back Sales Order
    Works Order Movements Control the movement of components in relation to assembly structure and build method required
    Works Order Progress Allows batch progression of Works Orders to all Work in Progress stages Includes Works Order detail drilldown and materials list
    Kitting Option to raise and complete a Works Order in one process, resulting in the immediate uplift of stock. Definable per assembly
    Modify Structure The structure of the assembly can be modified per Works Order, to allow for specific customer requirements or component substitution
    Traceability Create batch or serial number traceable assembly structures, including traceability at component level
    Integration Seamless integration with Stock and optional links to SOP and Costing
    Assembly Cost Update Keep build costs up to date in relation to fluctuating component stock prices
    Attachments Attach notes, memos, files or images to assembly records
    Enquiry Detailed enquiry facilities with criteria selection for specific results, including Works Order detail drilldown and materials list.
    Comprehensive Reporting An extensive range of reports are provided as standard
    Customisable Bill of Materials can be customised to suit the specific requirements of your business
    Context Sensitive Help Comprehensive and easy to use Help facilities

    Purchase Order Processing

    Document Processing Create Documents containing products, non-stocked items and description only lines. Supplier discounts are automatically applied where applicable
    Order Processing Create Purchase Orders containing products, non-stocked items and description only lines. Supplier discounts are automatically applied where applicable
    Optimise Individual lines from multiple Documents against one supplier can be optimised together to create one Document
    Models Define template Documents or Orders against supplier records to be used as the basis for a new Document or Order. Quantities may be amended and lines may be added or removed
    Re-Order The re-order function creates Documents or Purchase Orders based on stock or warehouse re-order quantities
    Find Document Search and locate Purchase Documents or Orders from any supplier record
    Match Receipts of goods can be matched to the original Purchase Order quantities. Supplier Invoices can be matched to the Order or the Goods Received Note (GRN)
    Satisfy Manually satisfy Orders that a supplier is unable to fulfil, therefore making them complete.
    Supplier Product File Contains information such as cost price, lead time, economic order quantity and vendor rating, to assist with Order processing and the Re-order functions>
    Definable Document References User-defined, self-incrementing Document and Purchase Order references. Option available to allow user input of Purchase Order reference if required
    Integration Seamless integration with Costing, SOP, Stock, PIR and Purchase Ledger
    Global Price Changes Perform global changes of cost prices for supplier products by value or percentage
    Comprehensive Reporting An extensive range of reports are provided as standard

    Customisable POP can be customised to suit the specific requirements of your business
    Context Sensitive Help Comprehensive and easy to use Help facilities

    Invoicing/Sales Order Processing

    Document Creation Caters for Sales Documents, Pro-formas, Quotations, Orders, Deliveries, Invoices and Credit Notes
    Document Progression Progress Documents to the required stage without the need to re-key information. Full edit facilities are also available prior to Invoice.
    Discounts Define line, quantity break and chain discount tables, for an individual or group of customers. Discounts and special prices are automatically applied when processing Sales Documents.
    Special Prices Define special price lists with sale price, next price and quantity breaks, for an individual or group of customers
    Batch Processing Process multiple Documents by account, route or warehouse. An option to consolidate multiple Orders to one Delivery note and Invoice is also available
    Repeat Invoice Process repeat or contract invoices in batches by customer and due date, determined by contract dates and frequency, eg monthly, quarterly, annually, weekly
    Part Processing * Part progress documents on a line by line basis to the required stage, eg customer call-off orders
    Model Quotes Create template Quotes against customer accounts for progression to Orders. Quantities can be changed and lines added or removed if required
    Definable Document References User-defined, self-incrementing Document references. Option available to allow user input of Order, Delivery and Invoice references.
    Integration Seamless integration with Costing, Stock, Sales and Nominal Ledgers
    Global Price Changes Perform global changes of sell, sale or next price for price lists or warehouses by value or percentage
    Document Find Search and locate Sales Documents (Pro-formas, Quotations, Orders, Deliveries, Invoices and Credit Notes) from any customer record
    Allocation * Define stock to Order allocation criteria that best suits your company stock management policy. Pick lists can be produced automatically after allocations have been confirmed
    Picking * Produce picking lists based on allocated stock levels or outstanding Order quantities. Pick lists can be ordered by customer, route, warehouse or bin location
    Back to Back * From SOP, immediately generate Purchase Orders or Documents in POP, and Works Orders in BOM. Alternatively, use back to back processing facilities in POP or BOM to batch process requests
    Comprehensive Reporting An extensive range of reports are provided as standard
    Customisable Invoicing or SOP can be customised to suit the specific requirements of your business
    Context Sensitive Help Comprehensive and easy to use Help facilities

    * Sales Order Processing only

Opera 3

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Dynamics Nav

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Sage 200

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Prospectsoft

Prospectsoft

Customer Relationship Management Software Solutions (CRM Software) from ProspectSoft Ltd provided by Profile offers market leading flexibility, integration and mobility.

Business Hours

Our support Hotline is
available over 8 hours a day

Monday-Friday: 9am to 5:30pm
Weekend: Closed

Contact Us

Sales and Solutions enquiries
Tel: 08000 195101 / 01442 236311
Fax: 01442 236337
email: info@profile.co.uk

Support and Technical enquiries
Tel: 0845 066 0099
Fax: 0845 066 0090
email: support@profile.co.uk

Our Office

  • Hemmel

    Profile

    9 Progression Centre
    Mark Road
    Hemel Hempstead, Hertfordshire
    HP2 7DW
    Tel: 01442 236311
    Fax: 01442 236337

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