Features of Celarix Operations
Work and service contracts, PSN, operation planning, production and inventory management
Celarix Operations is the edition for technical service providers delivering under work and service contracts: inspection, sorting and rework, deployments at the customer, production and inventory management. From the inquiry through planning and data capture at the job location to the invoice, everything stays on one platform.
The following functional areas show what Celarix Operations contains. On top of that come the shared features of the Celarix Platform.
Functional areas of Celarix Operations
Contact management
Companies and persons with contact persons, hierarchies and relationships; classification by workflow according to your own categories.
Sales
Classify leads, prospects and customers by workflow, track sales opportunities and turn them into offers and jobs.
Offers for work and service contracts
Item lists with service and personnel items, inspection and service instructions, work parts, stock items, flat rates and recurring items. Billing rates are calculated, offer documents come from your templates.
Framework offers and call orders
Framework agreements with customers and the individual jobs called off from them, including short-notice call orders, in one seamless flow.
Revisions and order value
Job changes as revisions with a change document; multi-level order value monitoring warns before the customer's budget is exhausted.
Sales contacts and opportunities
Leads, prospects and customers with workflow, contact persons, workplaces at the customer and the complete contact history.
Rework and sorting orders
Orders with work part catalogs and variants are created centrally, personnel is assigned flexibly.
Inspection instructions and work parts
Inspection and service instructions belong to the job and the inspected parts; additional data such as batch numbers, delivery notes, inspection locations and parts subject to documentation is captured as well.
Results at the job location
OK and NOK quantities, work steps and quantities per shift are captured directly on site, via app or in the browser on the tablet.
Live reporting for customers
Captured inspection and rework data is available to your customers in the web portal immediately upon request.
Daily planning and 2D deployment overview
All jobs with status and headcount on one day; the 2D overview shows deployments across jobs or employees.
Duty and shift planning
Employees are planned day by day in one, two or three shifts, with planning templates and details such as arrival and departure in the planning block.
Qualifications and availability
Absences, running deployments and qualifications feed into planning; a traffic light points to projects that are about to end.
Travel planning and distances
Outbound, return and intermediate trips with hotel and booking status; geo services calculate distance and travel time to the job location, also for flat-rate travel billing.
Report capture per day and shift
Times of the personnel group, work parts and results are captured per day; surcharges and breaks are proposed by Celarix according to the rules per customer and job.
Reports for the customer
Daily reports, inspection reports and interim reports are generated as PDF from the captured data and sent directly to the customer.
Delivery notes
Delivery notes document the flow of inspected and reworked parts.
Inspection procedures
Inspection instructions and work steps define the procedure; parts subject to documentation are flagged and fully traceable.
VDA label scan
Goods tags according to VDA are scanned, batch and delivery note end up in the report without typing.
Complaints and 8D reports
Complaints are recorded, processed and documented as 8D reports, traceable for customers and audits.
Production jobs
Manufacturing and processing jobs with quantities, work steps and results on the same platform as the service jobs.
Items and product groups
Stock items with inventory management and graduated prices, flat-rate services and performance-based personnel services; product groups govern tax and account assignment.
Price catalogs
Base prices, global catalogs and individual customer catalogs; Celarix suggests the matching catalog for offers and jobs.
Warehouse, purchase orders and delivery notes
Storage locations, stock levels, purchase orders with suppliers and delivery notes for the flow of goods.
Employee master data
Own personnel with contracts, qualifications, training and deadlines; plus external personnel under work contract or leasing.
Absences and working time account
Vacation, sickness and overtime reduction in the absence calendar; working time account with overtime and undertime.
Equipment and resources
Issue and acknowledgment of equipment, tracking of vehicle fleet, measuring equipment and IT devices.
Customer invoices
Invoices from performance data and job items, as PDF, ZUGFeRD or XRechnung; invoice ledger, incoming payments and multi-level dunning.
Payroll-preparing accounting
Monthly closings of employees with surcharges, absences and working time account; handover to DATEV Lodas, DATEV Lohn und Gehalt or Addison.
Project inspector and statistics
Contribution margin and margins are monitored continuously; utilization, job history and revenue are available in the statistics center.
Shared foundation: the Celarix Platform
All features of this edition are built on the Celarix Platform. Activities, document management, search center, dashboards, user rights and roles as well as interfaces are therefore part of every edition.
Adding personnel leasing?
Applicant management, leasing contracts and billing according to the collective agreements of temporary staffing come with Celarix ANÜ. Both together are available as Celarix Complete.