Distribution, Services, Production

1. Charisma ERP – Commercial
(Distribution, Services,
Production)
Florian Ridiche
Product Manager Charisma ERP

2. Trade Policies – New features
 Filtering by stock properties
(e.g.: critical validity term)
 Additional filters (e.g.: due date)
 Improved Ergonomics of
application’s screen
 Additional facilities for exclusion or
inclusion

3. Trade Policies – Intelligent analysis of sales
 New specialized reporting structures to analyze the impact of trade
policies
 New set of standard reports created in Charisma
 Tool for analyzing the impact of trade policies
 Allows analysis graphs and answers to questions such :
 How sales or margins varied during the implementation of policies,
compared to a normal period?
 What is the structure and the amount of the discounts granted?

4. Retail Pharma – New Features
 Integration with Infotreat
 Protocols type CMDTA, MAI
 Possibility of delivery from another pharmacy’s stock
 Control flow between branches, including for multi-company

5. SFA – New Features
 Briefcase
 Management of items catalogue
 Integration of Tableau reports
 Messages for representatives with attachments
 Questionnaires: completion, adding pictures to answers
 Automatic order submission upon completion
 Possibility of keeping order in the tablet upon completion or
unlocking client

6. WMS – New Features
 Graphical View of the warehouse
 New Front office screens for “count by scan”
 Possibility to associate barcodes to items from Front Office
 Supplementary checking stage
 Flexible workflow based on specific needs

7. Fleet Management – Integration with Business Processes
 New version of Charisma ERP
 New features
 Log book – integrated with travel order
 Cost centers history with effect on allocations
 The vehicle may be analysis dimension, with effect in
tracking its expenses

8. Resource planning in
construction projects
Dan Giușcă
New Projects Manager

9. „OPERATIONAL PLAN” tool
 Estimate and activities schedulling
 Reporting on the progress regarding operational plan
 Resource planning
 How to express the necessary resources? (capacities)
 How express allocation of resources? (units)
 Better control plan side-slipping
 Working with real resources (units) vs. generic
resources (capacities)

10. Charisma Billing
Electricity
Silviu Crețean
Software Development Director

11. Charisma Billing – Features
 Operating on one or more
companies, each with one or more
locations based on a tree hierarchy
 Multi-country, both at interface
level and in terms of legislation

12. Charisma Billing – Features
 Configurable degrees of permissiveness, for data validation
 Direct invoicing, based on contractual data
 Configurable formulas for the calculation contract value (taxes,
charges, penalties)
 Automatic generation of advance invoices, based on
consumption forecast

13. Charisma Billing – Features
 Automatic generation of regularization invoices based on
deviations (from Base Settlement Parameter or Distribution
Protocol)
 Possibility to configure the regulated tariffs for eligible
customers
 Preserve customer consumption history
 Recalculation values ​maintained at month and client level
 Automatic management of green certificates

14. Charisma Billing – Key Aspects
 Charisma Billing has been developed using cutting edge
technology
 It is agnostic to databases and is able to function irrespective of
the chosen Database Management System

15. Charisma Billing – Key Aspects
 The system has a responsive interface, allowing graphical,
dynamic scaling, depending on the resolution and the device on
which it is accessed (computer, tablet)
 The system is fully integrated with Charisma - data exchange
(contracts, invoices) occurs in real time and without delays

16. Field Force Automation
Document Management
Mobile Gamification
Daniel Bălăceanu
Product Manager Charisma Business Applications

17. FFA – Task Management
Planning
Execution
Monitoring
BI
• Schedules
• Streamlines
• Forecasts
• Dispatching
• Service execution
• Technician inventory
management
• Operational Dashboard
• GPS tracking in real
time
• Routes renewal
• Strategic Dashboard
• Data mining & analysis
• Costs & Productivity

18. Main features
• Technicians
Management
• Cases Management
• Sending
• Real time
monitoring
• Scheduling
• Routes
• Streamlining
Back
Office
BI
• Dashboards
• Predefined reports
• Data mining &
Custom Reports
Optimizer
Mobile
• Daily Calendar
• Offers
Management
• Products activation
• Customer feedback

19. Daily working orders– Map viewing

20. Document Management – More effective Document
Management in any company
 Volume scanning
 Barcodes automatic
scanning
 Document Opis – what
documents are missing from
the archive

21. Documents flow
 Contracts management
 Expenses Approval
 Payments Approval
 Projects Budget Modification
... And many other flows

22. Impact of games on selling - Charisma Mobile
Gamification for Sales
 Encourages the use of the systems and significantly increases
the rate of system adoption in the sales activity
 Another motivation for the employees in the department
 It adapts to any industry

23. Q&A
Thank you!