Modules

BinsaE Modules
ERP Elevadores has modules developed exclusively for the lifting sector, which have been perfectly integrated to obtain maximum performance from the application.

The modules are focused on management for lift companies, being able to manage all the areas comprised in them.

Customers

  • slide
Allows definition of customer/contract data

 

Functional characteristics

    • Definition of customer accounts: Accounting account / Advances account / Orders account
    • Identification of customer type: maintenance / assembly…
    • Identification customer type: community of owners / public entity / builder….
    • Differentiation between tax data / despatch data: name / address /town …
    • Definition of standard form of payment separated by type of sale: maintenance / calls/ reconditioning …
    • Definition of bank accounts separated by type of sale: maintenance / calls / reconditioning
    • Definition of internal references for invoicing to customer.
    • Definition of copy invoices / types of invoices: maintenance / repair…
    • Relationship with administrators of buildings.
    • Groups of apparatus comprised in one customer.
    • Definition of people to contact at the customer.
    • Definition of informative notes / alarms by customer / risks.
    • Direct relation with other modules: elevators / administrators / invoices / collections…

Elevators

  • slide
Allows definition of each one of the lifts that we have in maintenance

 

Functional characteristics

    • Identification of location of the apparatus: name / address / town …
    • Definition of type of contract: normal / semi-risk / all-risk / 24 hours…
    • Relationship with the customer to whom it belongs
    • Type of maintenance: monthly / quarterly…
    • Prices according to contract terms: maintenance price / price for 24 hours….
    • Contract data control: start date / years – months duration / renewals …
    • Identification of preventive maintenance areas / calls…
    • Month of preventive maintenance
    • Notes of preventive maintenance
    • Technical specifications of Elevator
    • Process control for campaigns on apparatus: change oil / change brake pads …
    • Alarms / notes / memory aids/ maintenance notes
    • Groups of Elevators for invoicing
    • Direct relationship with other modules: customers / administrators / calls / parts / quotations…

Administrators

  • slide
Allows definition of the administrators of related buildings

 

Functional characteristics

    • Administrator contact details: name / address…
    • Type of commission / rebate
    • Type of collections / invoicing particulars
    • List of customers included
    • Report of Elevators included
    • Administrative contact people according to Elevator/ customer
    • Direct relationship with other modules: customers / Elevators / invoices / collections…

Areas

  • slide
Allows separation of the portfolio of elevators into area groups

 

Functional characteristics

    • Separation between maintenance / repairs areas
    • Definition of operatives assigned / route heads
    • Reports of invoicing / parts… per area

Personnel

  • slide
Allows identificacion of company internal personnel/operatives…

 

Functional characteristics

    • Definition of departments / functions…
    • Definition of operative’s tax details: name / address / Tax Id. no.
    • Definition of operative’s personal data: start date of contract / date of birth / age / SS no. ….
    • Definition of mobile / vehicle / mobile store…
    • Definition of medical check-up processes
    • Control of prevention / PPEs
    • Control of information / training
    • Internal assessment of operatives
    • Check on “off work” / unproductive time
    • Control of clothing delivered
    • Control of material and tools delivered

Increase in Prices

  • slide

Functional characteristics

    • Allows grouping of elevators to apply price increases in a programmed / automatic way by blocks.
    • Preparation of lists for checking before applying price rises.

Calls

  • slide
Allows the recording and control of costumers calls

 

Functional characteristics

    • Identification of elevator: name / address…
    • Direct alarms: check direct enquiry on state of lift: more than 3 calls in 30 days / preferential elevator / state of collections / quotations awaiting acceptance / WOs waiting to be carried out
    • Definition of areas / operatives assigned
    • Control of start dates / assignment / undertaking
    • Relation with work reports
    • Definition of type of breakdown / state of damage: stopped / not stopped / stuck…
    • Operative screen for control of calls: assigned / not assigned / resolved…
    • Search and rapid enquiries state of calls
    • Rapid change of elevator identification …
    • Statistics / graphics / rapid enquiries
    • Direct relationship with other modules: customers / elevator / invoicing / quotations / WOs….
    • Link with pda -> automatic data transfer sheet

Work Sheets

  • slide
Allows registration and control of any intervention by an operative on an elevator/time check

 

Functional characteristics

    • Identification of elevator: name / address…
    • Definition of areas / operatives assigned
    • Time control: date / start time / finish time / no. hours / travel time …
    • Direct alarms: check direct enquiry on state of lift: more than 3 calls in 30 days / preferential elevator / state of collections / quotations awaiting acceptance / WOs waiting to be carried out
    • List with calls
    • List with WOs
    • List of reports per elevator / WO / unproductive hours
    • Identification with type of report: breakdown / repair / warehouse hours …
    • List of articles used in this report / list of stock stores -> identification of material
    • Relation with invoicing text according to type of report -> direct relationship with invoicing
    • Statistics on reports / operatives: per elevator / per WO / per type of report …. / graphics…
    • Direct relationship with other modules: warnings / customers / quotations / elevator….
    • Link with PDA -> automatic data transfer sheet

Preventive Maintenance

  • slide
Allows a record of preventive maintenacnes, monthly/two-monthly…According to definition

 

Functional characteristics

    • Identification of elevator: name / address…
    • Definition of areas / operatives assigned
    • Time control: date / start time / finish time / no. hours / travel time…
    • Control of Check list + points to inspect periodically
    • Preparation of preventive maintenance reports automatically on paper
    • Rapid entries of preventive maintenance parts by barcodes
    • Statistics of preventive maintenance undertaken / pending…
    • Direct relationship with other modules: parts / elevator / customers….
    • Link with PDA -> automatic data transfer sheet

WOs

  • slide
Control of WOs/work loads/quotations accepted

 

Functional characteristics

    • Separation according to business type: repair / rehabilitation / assembly…
    • Identification of customer: name / address…
    • Identification of elevator: name / address…
    • State of WO phases: begun…
    • Planning dates related to WO: in the case of WOs for new works / rehabilitations …
    • Control of works WO: operatives work sheets
    • List of costs:
      • Control of working hours -> relation with reports
      • Control of presence
      • List of materials used and their situation
      • List of WO / industrial expenses …
    • List of invoicing -> link with invoices
    • Phases of WO invoicing -> control certificates
    • State of collections related with the WO
    • Control of profits / costs / pending invoicing / sundry statistics /profitability…
    • Control of work in progress / WIPS …
    • Relation with orders from suppliers / store reserves for WOs….
    • Direct relation with other modules: invoicing / orders…
    • Link with PDA -> automatic data transfer sheet

State of portfolio: maintenance WOs

  • slide
Control of preventive maintenance jobs/small repairs/profitability per elevator portfolio

 

Functional characteristics

    • Identification of customer: name / address…
    • Identification of elevator: name / address…
    • List of costs:
      • Control operative hours -> relation with reports
      • Control of presence
      • List of materials used and their situation
      • List of WO/industrial expenses …
    • List of invoicing -> link with invoices
    • Phases of WO invoicing -> control certificates
    • State of collections related with the WO
    • Control of profits / costs / pending invoicing / various statistics / profitability…
    • Relation with orders to suppliers / store reserves for WOs….
    • Direct relationship with other modules: invoicing / orders…
    • Link with PDA -> automatic data transfer sheet

Quotations

  • slide
Preparation of offers for repair/assembly/rehabilitation

 

Functional characteristics

    • Definition of customers / locations elevator buildings
    • Relation with administrators
    • List of salesmen
    • Control of administrator/salesman commissions
    • Control of dates for undertaking / date acceptance…
    • State of quotation: done/ in progress / refused / accepted…
    • Rapid preparation / assembly of quotations -> texts / workforce
    • Control of price lists for related costs
    • Control of quotation follow-up: actions taken by salesmen
    • Search for quotations / statistics of acceptance
    • Special module: preparation + control of quotations for regular inspections
    • Control of buildings / potential customers
    • Statistics on quotations
    • Acceptance of quotations -> transfer to WOs
    • Direct relationship with other modules: WOs / elevator / customers…

Regular Inspections

  • slide
Control of regular inspections/ocas(authorised control bodies)

 

Functional characteristics

    • Control of dates for inspection phases
    • Automatic definition of regular inspections according to date of action
    • Control of last inspection date / inspection years / next inspection
    • Relation with ocas / ENICRES (Regulation Inspection and Control Bodies)
    • Planning for regular inspection
    • Sending letters requesting inspection by oca / ENICRES
    • Control of inspections to be made / planning inspections with ocas / ENICRES
    • Documents confirming planning of inspections ocas / ENICRES
    • Control of carrying out inspections / control of reports
    • Control of unfavourable points / timescales / alarms for compliance dates
    • Link with derivative quotations / acceptance of quotations made
    • Control of acceptance of quotations -> letters to the community calling for acceptance
    • ENICRES information documents, offers accepted / request for extension
    • Preparing corrections of faults
    • Identification of inspection for corrected faults with oca / ENICRE related documents
    • Control of invoicing for inspections
    • Direct relationship with other modules: elevator / quotations / WOs….

Invoicing Customers

  • slide
Control of invoicing

 

Functional characteristics

    • Identification of customers / elevator / administrators / salesmen…
    • Control of generation of collections according to form of collection / due dates…
    • Preparing invoicing lines
    • Relation with WOs for works done
    • Control of invoicing for works in progress
    • Control of invoicing of various advances
    • Printing invoice formats
    • Sending invoices automatically by e-mail
    • Preparing e-invoice module: electronic invoice
    • Automatic process of maintenance invoicing
    • Automatic process of WO invoicing
    • Automatic process of report invoicing
    • Automatic process of invoicing for regular inspections
    • List of invoices
    • Massive printing of invoices
    • Relation with WOs / business portfolio
    • Statistics on invoicing / accumulated / preparation 347 / sales daybooks / VAT – IGIC (Canary Islands tax) daybooks
    • Links for transfer to accounting
    • Direct relationship with other modules: elevator / quotations / WOs….

Collections

  • slide
Control of customer collection state

 

Functional characteristics

    • Identification of customers / administrators
    • Control of generation of collections according to form of payment / due dates…
    • Relation with customer invoices
    • Carrying out direct advance collections
    • Electronic formats: rule 19 / 58…
    • List of collections / commissions by administrators / salesmen…
    • Preparing receipts + collection documents
    • Follow-up of collections: administrator…
    • Separation of promissory notes / bills of exchange received
    • Situation of collection: in progress / document received / discounted / paid / set-off…
    • Set-off of collections…
    • Statistics of collections: customer / administrator / by means of collection / due dates …
    • Process of rapid entry of collections: returns/ magnetic supports / rapid entry
    • Links for transfer to accounting
    • Consolidations with bank processing
    • Direct relationship with other processes: customers / administrators / invoices….

Suppliers

  • slide
Allows definition of supplier details

 

Functional characteristics

    • Definition of accounts: Accounting account / Advances account / Orders account / consideration for purchases
    • Identification type of supplier: supplier / creditor
    • Differentiation between tax data / despatch data: name / address / town…
    • Definition of form of payment / payment days/ methods of payment
    • Definition of bank accounts
    • Definition of warehouses according to provinces: offices
    • Definition of contact people
    • Definition of informative notes / alarms / risks
    • Direct relationship with other modules: invoices / payments / warehouse….

Supplier Invoices

  • slide
Control of purchase invoicing

 

Functional characteristics

    • Maintenance of manual invoices
    • Control according to type of expense invoiced
    • Identification of suppliers
    • Control of generation of payments according to form of payment / due dates…
    • Direct entry of an invoice without delivery note
    • Relation with WOs / elevator in portfolio / warehouse
    • Automatic download of orders to suppliers
    • Cost control
    • Accounting counterparts / accounting processes
    • Definitions of VAT / IGIC + counterparts for different VAT rates
    • Control of conformity on receipt of invoices
    • Automatic processes linked with delivery notes
    • Statistics on invoicing / accumulated / preparation 347 / purchases daybook/ VAT – IGIC daybook
    • Links for transfer to accounting
    • Direct relationship with other modules: suppliers / orders / delivery notes…

Payments

  • slide
Control of state of payments to suppliers

 

Functional characteristics

    • Identification of suppliers
    • Control of generation of payments according to form of payment / due dates…
    • Relation with supplier invoices
    • Making direct advance payments
    • Electronic formats: transfer /rule 68…
    • Follow-up of payments: remittances / banks…
    • Separation of promissory notes/ bills of exchange issued
    • Situation of payment: in progress / with document sent / paid / set-off…
    • Set-off of payments…
    • Statistic on payments: supplier / bank / per method of payment / due dates…
    • Processes of rapid entry of payments: magnetic supports / rapid entry / rapid monthly verification
    • Links for transfer to accounting
    • Consolidations with bank processes
    • Direct relationships with other processes: suppliers / invoices….

Stock

  • slide
Definition of articles

 

Functional characteristics

    • Article identification barcode
    • Article separation: families / subfamilies / manufacturers
    • Control of suppliers related with articles with purchase dates/ latest purchase prices…
    • Control of prices: average price / last purchase price / recommended sale price
    • Definition of text for simple articles / definition detailed text of article for invoicing to customer
    • Control of stock articles according to multi-store
    • Alarms: articles below minimums / articles out of stock…
    • Definition of multiple stores / list of stock articles according to stores
    • Movements / store -> control entry / outputs / transfers / reserves
    • Control of batch nos. of series for specific materials differentiated control
    • Rapid processes of entries / outputs / articles transferred
    • Preparation of orders to suppliers for material
    • Statistics on control of state of orders / claims for orders from suppliers
    • Preparation of delivery notes for entry of materials / entry of orders / relation with WOs / stores
    • Statistics of entries / outputs of articles
    • Statistics of store movements
    • List of state of stores / inventory
    • Homologations for control of technical article files – technical data
    • Catalogue photos articles
    • Direct relationship between modules: articles / orders / delivery notes / supplier invoices…

Vehicles

  • slide
Control of vehicle depot

 

Functional characteristics

    • Definition of type of vehicle: van / motorbike…
    • Definition of driver -> operative
    • Control of insurance / expiry date / amounts / identification
    • Control of km / consumption / entry of km
    • Control of fuel / consumption
    • Control of actions taken / repairs
    • Control of change processes: tyres / extinguishers / 10,000 km service…
    • Control of MOT / last date / years / next date -> alarms
    • Control of fines
    • Lists / various statistics
    • Direct relationship between modules: operatives / supplier invoices …
    • Link with PDA -> automatic data transfer sheet

Quality Control

  • slide

Functional characteristics

    • Incidents
    • Corrective actions
    • Own associated documents
    • Sundry statistics
    • Homologations + control of suppliers
    • Supplier files
    • Control of equipment renewals: calibration equipment
    • Control link with PPE safety means

Documentary Management

  • slide

Functional characteristics

    • Scanning reports
    • Control of management documents
    • Relationship of report documents with modules: customers / elevator / administrators / invoices / orders / WOs…

Other processes

  • slide

Functional characteristics

    • Control of users + password
    • Control of accesses to programme
    • Management of letters + mailings
    • Preparation of personalised reports / Excel type statistics / exported data
    • Links with PDA
    • Links with customer follow-up web

PDAs

  • slide

Functional characteristics

    • Preparation of preventive maintenance
    • Preparation of advisory calls
    • Recording calls 24 hours
    • Preparation of incidents
    • Direct record of incidents
    • Control of material -> stocks
    • Control of customer signatures
    • Control vehicle expenses
    • Control of WOs
    • Control of operative expenses

Management of customer enquiry web

  • slide

Functional characteristics

    • Password for personalised access to the data of each customer -> by identification
    • Preparing module of customer enquiry web
    • Control of customer apparatus:
    • Inspection
    • Contracts
    • State of enquiry calls
    • State of enquiry quotations
    • Statements of accepted WOs enquiry
    • Review of invoices
    • Printing invoices automatically by PDF
    • Control of collections
    • Suggestions -> contact with service company
    • Request for quotations

Contabilidad

  • slide

Functional characteristics

    • Asientos contables
    • Plan general contable
    • Plantillas
    • Libro Diario
    • Libro Mayor
    • Extracto de cuentas
    • Balances de Suma y Saldos
    • Balances de Pérdidas y Ganancias
    • Balance de Situación
    • Cierre de ejercicio
    • Liquidaciones IVA
    • Modelo 347
    • Amortizaciones