Getting ready for a vacation
with Monitor ERP
Tips before going on vacation
Are you planning a relaxing getaway? Here are a few tips on how to ensure your operation runs as smoothly as possible while you’re away. You can find tips for each role and department as well as other useful features for while you’re on vacation.
Tips for the purchasing department
- Check when your suppliers are on vacation and enter those dates as calendar exceptions in supplier register, so that you can receive a warning while registering a purchase order to suppliers that are on vacation.
- If you use the approval of purchase functionality, remember to configure absence settings regarding approval in signer settings.The appointed temporary signer will take over the approval of purchase orders when the regular signer is absent, and the purchase order will be forwarded to the temporary signer.
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Tips for the finance department
- Don’t forget that you can assign signers that can authorize supplier invoices while the usual signer is absent. By assigning temporary signers you minimize the risk of invoices getting stuck in the authorization flow ahead of annual accounts or in connection with payments.
- You are also able to choose whether absence will be on-going or for a set period of time. During this time, all invoices are forwarded automatically to the temporary signer.
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Tips for the production department
- Register production staff’s (and other staff’s) absence as planned absence procedure. This means that production capacity is easier to plan, and you can easily see who is not on vacation.
- If you need to change the capacity in several work centers this can be done in production calendar procedure. If it is only certain work centers with altered capacity, then you can make changes directly in work center register.
- For subcontractors you can also make changes to the capacity/vacation in the production calendar.
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Monitor ERP is always by your side
With Monitor’s mobile application you’ll have access to your ERP system wherever you are. Just like in Monitor, in the app there are procedures divided among modules: Manufacturing, Purchase, Sales, Stock and Time Recording, but we’ve chosen to focus on the functions you use most outside of the office. These include the procedures where you can search for information, perform updates and approvals, and handle reports or recording - also during vacations, if necessary.
Take advantage of Monitor BI
- Convert your company’s data into valuable insights using Monitor BI that gives you the tools you need to easily and effectively analyze data, create compelling visualizations, and make smarter decisions.
- Explore your data in an entirely new way - filter and sort information to identify insights that will drive your business forward. Create customized dashboards and monitor KPIs in real time.
- Web-based and responsive design allows you to access your data anytime, anywhere - on your computer, phone or tablet.
