Overview

BusinessCraft is an Australian wholly owned and developed software solution designed for the industry specifi­c needs of the Residential Building, Engineering, Manufacturing and Construction industries. With over 30 years of experience, BusinessCraft Software provides a fully integrated system, enabling companies to streamline operations, increase productivity, and provide excellent customer service.

General Features

• Productivity Increase

Enhance your team efficiency by providing access to information they require quickly and easily.

• Maximise Return on Investment

Ease of use, flexibility and scalability streamlines operations and delivers superior customer service.

• Make Decisions with Ease and Con­fidence

Accurate enquiries, reporting and dashboards enable monitoring of business operations, control of costs, and sound financial management.

• True Integration

Assurance that an integrated solution meets entire business needs without cumbersome interfaces or data import/export.

Residential Building and Construction Features

• Job Tracking

Utilise BusinessCraft events to not only know where every job is up to, but compare the baseline date to the calculated forecast or the actual completion date to understand where you have project slack.

• Extra to Schedule

Track where ALL extra to schedule (or margin erosion) costs are incurred, with the ability

to record the reason, person responsible and extra comments for flexible reporting. This is controlled within both Purchasing and Accounts Payable.

• Effi­cient Ordering

Utilise email for the distribution of Purchase Orders, and optionally attach required drawings or other documentation to reduce ordering overheads.

• Compare Standard Bill of Materials

Produce cost comparison reports to compare up to 20 standard bills or assemblies on a single page to review costings. Let BusinessCraft calculate a recommended sale price based on a standard margin to automatically update your price book.

• Manage Colour Selections

Track all colour selections and manage in conjunction with job progress. Automatically modify the production estimate and print on Purchase Orders, ensuring no selections are overlooked.

Engineering and Manufacturing Features

• Job Costing

Use Business Craft’s fully integrated and powerful Job Costing capabilities to keep track of job progress and costs in real time.

• Payroll

Use BusinessCraft’s fully integrated and legislative compliant Payroll module to process timesheets records and payroll efficiently for all types of payrolls.

• Effi­cient Ordering

Use Requisitions and Purchasing to purchase direct to job, to stock or to general ledger account with full 3-way match integration to Accounts Payable. Have Purchase Orders emailed direct to suppliers in background to reduce ordering overheads.

• Manage Inventory

Use BusinessCraft’s Inventory Module and optionally Bills of Materials to manage inventory across multiple locations with tracking of on hand, on order and allocated. Optionally use reorder point for replenishment, either physical stocktaking or cycle counts and serial tracking with integration to Warranty Tracking if required.

• Make to Stock or Make to Order

Use BusinessCraft’s Order Entry module optionally with back order capability in conjunction with Shop Floor Control to handle Make to Stock or Make to Order manufacturing requirements.

Navigation

Desktop

The Desktop is the Home Page when logging in to BusinessCraft.

• Collapsible Menu Sidebar with links to Dashboards, Navigator, Reports and Consoles

• Collapsible Favourites and Recent Panels

• A Desktop Area for user defined shortcuts to frequently used screens

• A Status Bar with Logged in User, Company, Notifications and Zoom Slider

Finder

The Finder is used to look up records quickly and easily in BusinessCraft:

Key features include:

• Fast initial search results

• Customisable search settings

• Customisable grid for search results

• Feature rich Search Panel

• Saved Searches

• Favourite Searches

• Recent Searches

• Dock/Floating or Auto-Hide Panels

• Auto Load, Search Limit and Clear options

Screens

BusinessCraft screens provide an intuitive interface including a collapsible Menu Sidebar and Recent Panel with field level help:

Key Performance Indicators

Dashboards

Customer definable dashboards provide quick access to key performance metrics:

Consoles

Consoles provide process flow screens to minimise menu navigation:

Financials

General Ledger

The General Ledger Module imports financial transactions from other BusinessCraft modules and enables the posting of those transactions, into financial periods as defined by Period Tables, to accounts created in the Chart of Accounts.

The Chart of Accounts is a list of all valid accounts and their descriptions within the General Ledger and includes of variety of settings to control posting of transactions and generating reports. The Chart of Accounts may be structured to address a variety of business requirements and includes the ability to structure accounts into segments and to record budgets for comparison to actual results.

BusinessCraft records each individual transaction in source BusinessCraft modules. These transactions are referred to in BusinessCraft as distributions. Those distributions are imported into the General Ledger in a manner and frequency that suits business requirements.

The General Ledger also provides:

• Advance Period, Close Period and Close Year processing

• General and Standing Journals

• Wide range of Enquiries and Reports

• Intercompany Accounting

• General Ledger Report Writer

• Foreign Currency capability.

Accounts Receivable

The Accounts Receivable Module provides a comprehensive Customer Master file and keeps track of all customer invoice and receipt transactions. A range of enquiries and reports including aged balances provides immediate access to amounts due with supporting details.

Other features include:

• Credit Limits

• Statements – Print or Email

• Dispute Handling

• Foreign Currency

• Splitting Cash Receipts across multiple invoices or unapplied

• Debtor Factoring

• Retention Management

• Reprint Invoices

• Sales Consultants and Budgets

• Commissions

Accounts Payable

The Accounts Payable Module provides a comprehensive Vendor Master file and keeps track of all supplier and subcontractor invoice and payment transactions. A range of enquiries and reports including aged balances provides immediate access to amounts owing with supporting details.

Other features include:

• Subcontractor Management

• Remittance Advices – Print or Email

• Supplier Back Charges

• Foreign Currency

• Match Invoices to Purchase Orders or post direct to GL or Job

• Prepaid Invoice processing

• Extra to Schedule or Tolerance Controls

• Hold Invoices

• Landed Costing

• Electronic Commerce

• EFT Support including creation of ABA files

• Taxable Payments Reporting with SBR integration

• Supplier Back Charges

• Accounts Payable Scanned Invoice Integration (Residential Building)

Assets

The Assets Module provides fully integrated asset management capability for Acquisitions, Disposals and Revaluations. Besides providing typical Assets Register functionality, the BusinessCraft Assets module optionally provides source data for the BusinessCraft Equipment Hire, Equipment Register and Service modules. Key features include:

• Book and/or Tax Depreciation

• Straight Line, Diminishing and Instant Write Off Depreciation Calculation Methods

• Insurance Valuation

• Extensive asset master to record details of assets

• Asset Allocation capability to keep track of assets (including non-depreciable equipment)

• Range of enquiries and reports for management of assets

• Repair History

• Asset Availability

Cashbook

The Cashbook Module provides the ability to manage multiple bank accounts including the processing of receipts, payments and transfers either manually in the Cashbook Module or from other source BusinessCraft Modules.

• EFT payments and ABA files

• Bank reconciliation

Payroll

Unlike many other systems, the Payroll Module is fully integrated to other BusinessCraft modules. BusinessCraft ensures that legislative requirements are met with Compliance Product Updates as needed. Key Features include:

• Multiple Payrolls with Weekly, Fortnightly or Monthly Payroll supported

• Wide range of timesheet entry options

• Tax Scales maintained by BusinessCraft automatically

• Single Touch Payroll

• Month and Year End Processing

• Leave Provision Accruals (RDO, PL, AL and LSL)

• Comprehensive Superannuation processing with Super Stream capability

• Termination Payments including ETP

• Payment Summaries and EMPDUPE file processing with SBR integration.

• Awards and Shift Management

• Payroll Rules

• Allowances and Deductions

• Month to Date and Year to Date Tracking of all payroll components

• Warnings, Absences, Probation and Extra Information

• Wide range of enquiries and reports including PAYG and Payroll Tax

• EFT payments and ABA files

• Pay Slips can be printed or emailed

• Document Register

Invoicing

The Invoicing Module provides a wide range of methods to create invoices enabling customers to select the most suitable techniques appropriate to their business. Within each method are additional options to streamline the creation of invoices leveraging information already recorded in other BusinessCraft modules:

• Invoices by Customer, Job or Contract

• Contract Progress Billing and/or Job Progress Claims

• Generate Invoices from Contracts (Progress Billing), Jobs and/or Orders,

• Generate Standing Invoices, from Service Dockets, Payroll Billing or Supplier Rebates

• Generate Invoices for Hire Jobs.

• Automatic, Partial or Manual Cost Take-Ups. Optionally, Hold Costs from Job Invoices

• Debit/Credit Notes

• Retentions

• Invoices can be printed or emailed

• Document Register

Business Activity

The Business Activity Module collects GST related information on transactions processed in BusinessCraft including the GST and GST Exclusive components of the transaction. The GST paid on supplies and collected on acquisitions can be reviewed using menu selections in Enquiries and Reports

The Business Activity Statement summarises transactions by BAS Groups (which are linked to user defined GST Rates) to satisfy the reporting requirements of the Australian Taxation Office.

Operations

Inventory

The Inventory Module is very comprehensive supporting a diverse range of uses throughout a range of industries from Residential Building to Spare Parts distribution and all manner of industries in between. Key features include:

• Configurable Item Master to suit Industry Segment (e.g. Building, Manufacturing, Retail)

• Multiple Locations with optional Bin Management (e.g. Aisle, Bay, Level, Row)

• User configurable Item Codes

• Product Groups and Categories

• Multiple Vendors

• Cycle Counting/Stocktakes, Adjustments and Transfers

• Serial Tracking with integration to Warranty Tracking Module

• Reorder Point Processing

• Average Weighted Cost, Last Cost, Buy Price

• Markup and Margin options for Sell Price calculation

• Document Register

• Area Price Maintenance (Residential Building)

• Supplier Rates (Residential Building)

• Supplier Rebates (Residential Building)

Bill of Materials

The Bill of Materials Module supports single or multi-level bills of materials (bills of quantities/recipes). Key features include:

• Cost Rollups for Cost Price using Average WAC, Last Price or Buy Price

• Optional Sell Price Calculation from Cost Roll

• Wastage

• Cutting Lists

• Where Used Enquiries and Reports

• Global Substitution, Additional, Deletion and Update

• Range of reports including Bill of Materials, Bill of Quantities, Single Level, Multi-Level, Where Used etc.

Order Entry

The Order Entry Module provides the ability to manage Sales Quotations and Sales Orders for parts sales including Pick, Pack and Despatch processing. Key features include:

• Convert successful quotes to orders

• Copy orders or quotes to new orders or quotes

• Price Lists

• Detailed delivery docket information

• Back Orders

• Full or partial despatch

• Block despatch if over credit limit

• Full visibility of inventory during quote/order entry

• Document Register

Purchase Orders

The Purchase Orders Module provides the ability to manage Purchase Orders for stock, direct to Jobs or to General Ledger accounts. Key features include:

• No requirement to create different Purchase orders for different jobs, locations etc.

• Create Purchases orders manually or from Back Orders, Requisitions or Estimates.

• Purchase Order Receipt for full order or by line, with partial receipts per line permitted.

• Electronic Commerce

• Comprehensive Extra to Schedule Reporting (Residential Building)

• Issue Purchase Orders (Residential Building)

• Multiple Carriers and Ship To

• Document Register

Requisitions

The Requisitions module within BusinessCraft allows the creation of requisitions either manually or generated from source information, such as Estimates, Back Orders, Jobs, Reorder Points, other Requisitions, Stock Spec Lines. The Job Costing and Shop Floor Control modules have options to generate requisitions from within those modules.

When Requisitions are created, each requisition line is flagged for Purchase, Manufacture or Issue from Stock which can be changed as required by the user. After Approval, Purchase Orders can be generated from Requisition Lines flagged for Purchase, Shop Orders can be generated from Requisition Lines flagged for Manufacture, Pick Lists can be produced and issued for Requisition Lines flagged for Issue from Stock.

The Requisitions Module contains Authorisations Levels that can be set for each user including the default authorisation user for each user. Authorising Users can be notified when Requisitions require Approval and Buyers can be notified when Requisitions are ready for Purchase.

Job Costing

The Job Costing module is a comprehensive module with deep integration to other BusinessCraft modules unlike other systems where Job Costing is an interface or an add-on. Key features include:

• Detailed transactional records for Labour, Materials, Purchases, Subcontracting & expenses

• Visibility of Purchase Order Commitments

• Actual, Estimate, Budget and Forecast capabilities

• Parent/Child Jobs

• Variations

• Optional Section, Cost Centre, Department breakdown for each job.

• Equipment Register

• Extensive options for costing including rates, on cost, overhead etc.

• Job Information

• Colour Selections (Residential Building)

• Job Finalisation and End of Life (Residential Building)

• Document Register

• Job Status updates (some automatic)

• Job Details can be transferred to Invoices during Invoice process

• Sales Estimating and/or Production Estimating (Residential Building) or Job Estimating

Shop Floor Control

The Shop Floor provides the ability to manufacture items for stock. Key features include:

• Create shop floor orders manually

• Generate shop floor orders from back orders

• Generate shop floor orders from requisitions

• Tight integration to Job Costing, Bill of Materials and Inventory Modules

• Report Completions progressively including rejected items

• Shop Bill of Material can be maintained

• Variance reporting of actual to shop bill including directing variances to GL accounts

• Materials required can be requisitioned, manually issued or back flushed

Residential Building and Construction

Contracts

The Contracts Module is a comprehensive solution for the Residential Building and Construction Industries and comprises the following key features (with many more not listed):

• Create workflows to reflect the steps (events) required in the construction process for typical contracts.

• Events can be structured to be mandatory to be completed prior to successors

• Record event completions to track progress and optionally trigger other actions

• Contract console to visual overall project status and carry out processing in one screen

• Initial Deposit, Confirmed Deposit and Contract Request functions.

• Forecasting

• Correspondence and Document Register

• Contract Margin Declare, Job Finalisation and Job End of Life

• Comprehensive Contract Enquiries and Reports

• Subsequent Purchasers and Tenant Details

• Contract Variations

• Sales Estimating

• Maintenance Service Requests

• Project Contracts

Land Management

BusinessCraft provides Land Managers and their teams with a fully integrated system to develop, maintain and extend the many options available, such as:

• Ability to establish and maintain a Land Bank

• Link to the Contract Management module to track Land Sales

• Tracking the development and maintenance costs of the Land Bank using the Job Costing module.

• Extensive Standard Reporting and user-definable reporting options.

Land can range from undeveloped broad-acre land, through to fully-developed individual lots that are available for sale.

Field Service & Maintenance

Service Industry

The Service Industry Module provides the ability to manage services provides to customers. A range of services (Charge Codes) can be configured for services provided by employees (Operators) only or for the Operator and Plant (Wet Hire). Charge Codes can be set up to be prepaid if required.

The Service Industry module uses the Assets Module (can be an Asset or Equipment) as the source of eligible equipment available in the Service Industry module (Plant) using a flag for each asset record.

Other Features include Service Call Planning, Service Dockets and Prepaid Service Tracking.

Plant

The Plant Maintenance Module provides the ability to maintain records of customer plant and equipment for which you provide maintenance services.

The services provided may be periodic with the capability of generating recommended work to be carried out or as required with the system leveraging standard pricing and costing already recorded in other BusinessCraft modules or contract specific pricing defined within the Plant Maintenance module.

Provision is made for plant specific contact details, work instructions, safety instructions, action codes and maintenance strategy codes.

System

Miscellaneous

There are a range of miscellaneous supporting modules including Users, Keywords, Postcodes, Extra Information, Contacts, Standard Phrases, Tasks and Reminders, SQL Statements, Document Register and Electronic Data Interchange.

Security Setup

BusinessCraft contains a comprehensive user security system based on a User Name and Password. User Groups are used to make the create of an individual user’s security as easy to create or review as possible. Special security requirements are handled by access data levels.

Optional Modules

Timesheets

The Timesheets module is an optional module providing the option for employees to create, update and, where authorised, approve timesheets instead of sending timesheets to a Payroll Department for processing.

If the Timesheets module is integrated to Payroll, when timesheets are approved, they will become visible in the Payroll and where applicable Job Costing Modules. Further processing can be carried out for the timesheets in the Payroll Module.

If the Timesheets module is integrated to Job costing only, a transfer to Job Costing option is available in the Timesheets module which will transfer approved timesheets to the Job Costing module for timesheet lines that have job details recorded

Equipment Hire

The Equipment Hire module provides an integrated solution for Scheduling, Tracking and invoicing equipment dry hired out to customers and provides the following key features:

• Equipment Register

• Equipment Bookings

• Hire Agreements

• Schedule Display

• Hire Invoicing

• Hire Reporting

• Equipment Availability

• Optional User Defined Equipment Meter Readings

Sales Leads Portal

The BusinessCraft Sales Portal is a web based version of specific BusinessCraft functions providing the ability to create and maintain Customers, Customer Contacts and Contracts in the early stages of a contract enquiry.

The BusinessCraft Sales Portal provides the following functions:

• Customer, Customer Contact and Lead (Contract) details can be created and edited.

• Sales Estimates can be created, edited and printed for Leads.

• Job information can be recorded for the Lead.

• Document records comprising file notes with or without attachments can be linked to the Lead (Contract).

• Events can be defined and registered for the Lead (Contract) with required dependencies.

• User defined Display Centre statistics such as weather, traffic etc. can be recorded and reviewed.

• Standard reports can be generated.

Contracts Portal

The Contracts Portal is a web based version of specific BusinessCraft functions currently providing the ability to create and maintain Customers, Customer Contacts, Leads and Contracts including Events, Estimates, Documents, Job Information, Display Centre Statistics and Variation functionality.

Where BusinessCraft is used for functions beyond Contract Management, it is good practice that the Contracts Portal uses a separate BusinessCraft dataset (often referred to as the Contracts Database) for the records created so that the data is segregated from the primary BusinessCraft dataset.

The Lead Conversion Process in the target BusinessCraft Live dataset can be used to access the Customer, Customer Contact and Contract from the Contracts Database (the source) and create those records in the BusinessCraft Live dataset cross referencing the Contract records in both datasets.

The Contracts Portal currently provides the following functions:

• Customer, Customer Contact and Lead (Contract) details can be created and edited.

• Sales Estimates can be created, edited and printed for Leads and Contracts.

• Job information can be recorded for Leads and Contracts.

• Document records comprising file notes with or without attachments can be linked to Leads and Contracts.

• Events can be defined and registered for Leads and Contracts with required dependencies.

• User defined Display Centre statistics such as weather, traffic etc. can be recorded and reviewed.

• Reports can be created and generated.

• Charts can be created and generated.

• A user customisable Desktop is provided for key information and charts.

• Dashboards can be created for additional key information and charts.

BusinessCraft Service

The BusinessCraft Service is a product supplied as part of the overall BusinessCraft product solution and is a windows service that runs in the background to automate processes that include:

• Automated emailing of system documents (e.g. Purchase Orders, Invoices, Payslips etc.)

• Automated SMS

• Scheduled Reports

• Scheduled Routines

• File Management Options

• Automated Document Register record creation

• SQL Replication

• Leads Import from Web to Sugar

• Sugar Connector

Revision 2

12^th September 2018