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Proven, Cost Effective ERP Solution
for Process Manufacturers
BatchMaster ERP
with SAP Business One
Designed for Nutraceutical
Manufacturers
To grow your process
manufacturing business,
you need to focus on your
core competencies and
key business objectives.
This requires having
detailed enterprise-wide
information at your
fingertips. Having
financial, formulation,
manufacturing, distribution
& compliance in a single
solution means you can
make smarter, faster
business decisions. And
when that solution is
tailored to the
Nutraceutical Industry,
you've got everything
covered. You've got
BatchMaster ERP with
SAP Business One.
Maintaining a competitive edge
means having a clear view of all
aspects of your business. It
means streamlining processes
and always being able to get the
information you need when you
need it. If you can monitor
production at a granular level,
you can reduce the costs of
manufacturing, helping increase
margins.
And if you can accurately monitor
and manage revenue and
expenses, you will be positioned
to optimize cash flow, increasing
your financial strength and the
flexibility to respond quickly when
business opportunities arise.
BatchMaster ERP with SAP
Business One has been
configured to meet the needs of
formula-based manufacturers by
embedding BatchMaster
Manufacturing components with
the SAP Business One
framework, and tailoring the
application's menu structures,
inquiries and reports. The
resulting solution is affordable,
quick to install, easy to maintain
and can effectively run every facet
of your business.
Streamline Your Entire
Business
By incorporating all your business
functions, BatchMaster ERP with
SAP Business One supports
process manufacturing,
formulation, quality control,
inventory, laboratory, planning,
sales, purchasing, financials and
more. Business information
captured in a single system is
instantly accessible across the
organization, eliminating duplicate
data entry along with related
errors and subsequent costs.
Freed from constantly reacting to
day-to-day details, you can spend
more time driving your business
forward.
Focus on Your Business
Strengths
At the very core, your ERP
solution must speak your
language. And at the core of your
business are its formulations. In
order to operate at maximum
efficiency, your business needs to
manage its formulas in a secure
environment with centralized
revision tracking. Your ERP
solution needs to be tailored to
support sample management,
sophisticated quality assurance,
compliance adherence, cGMP,
cradle to grave lot tracking and
much more. By tackling your
unique industry requirements,
BatchMaster ERP with SAP
Business One liberates you to get
on with the job of managing your
business more efficiently.
BatchMaster ERP for Nutra 2
A Complete Management
Solution for Nutraceutical
Manufacturers
© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
®
BatchMaster ERP
®
with SAP Business
One
Meeting Your Industry
Specific Needs
Meet BatchMaster ERP with SAP
Business One. This solution has
been pre-configured to meet the
specific needs of formula-based
manufacturers in the Nutraceutical
industry. Specific industry
requisites such as CAPA,
Inspection Plans, Checklists,
Batch Manufacturing Record,
Product Sample Requests, and
Contract Manufacturing are some
of the core functions your
company will gain with
BatchMaster ERP with SAP
Business One. It's tailored for
your industry right off the shelf.
Act on Instant and Complete
Information
BatchMaster ERP with SAP
Business One makes reporting
easier and more convenient with
SAP's "drag & relate" feature,
which allows you to make
associations between different
record sets and generate
customized reports. Also,
interactive drill-down lets you click
through relevant data and get
answers quickly. With the addition
of the fully integrated Crystal
Reports® software, it delivers
compelling reporting functionality
and information access that give
you crucial insights into all parts of
your business. Also, workflow-
based Alerts trigger auto-
responses when important
business events occur, so you can
monitor and focus on those that
are most critical system-wide.
BatchMaster ERP for Nutra 3© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
Designed Exclusively
for Nutraceutical
Manufacturers
An Affordable Solution
for Small to Midsized
Businesses
Drawing on more than three
decades of BatchMaster
manufacturing software
experience and over three
decades of SAP business
management software
experience, BatchMaster ERP
with SAP Business One is an
affordable, proven solution. With
thousands of BatchMaster users
and customers such as BioZone
Laboratories, New Roots Herbal,
Allure Labs and others,
BatchMaster products have been
implemented throughout the
process manufacturing industry.
The solution's intuitive interface
and vast configurability minimizes
IT complexities for
implementation and ongoing
maintenance.
Functionality
Overview
Formulation, Laboratory and
Bill of Materials (BOMs)
Just like your business,
Formulation and Laboratory are at
the core of the BatchMaster ERP
with SAP Business One solution.
Formulation manages the entire
formula, its ingredients, QC tests,
labor costs, mfg. instructions, and
specifications. Formula revision
tracking and approvals ensure
proper maintenance and use of
formulas throughout the system.
With BatchMaster ERP with SAP
Business One, you can be certain
your business will comply with
FDA CFR 21 Part 11. Master
Batch Records (MBRs) capture
and maintain all formula
transactions and sign-offs and are
referenced by the Batch
Manufacturing records (BMRs).
Laboratory is suited for new
product development and product
testing as it dynamically adjusts
formula ingredients to meet target
values. Easily adjust formulas to
meet nutritional or physical
property targets. And compute
allergens based on material
quantities.
Formula cost information is
embedded into formulas and you
can perform an accurate cost
analysis on any formula. And
because your formulas and
packaging BOMs are defined
separately, you gain maximum
flexibility within formula
development.
Process Manufacturing
BatchMaster ERP with SAP
Business One safeguards your
formulas and rigidly controls batch
production of finished good
products, including co-products
and by-products. The system
manages your production in a
make to stock and/or make to
order environment. And within
manufacturing, formula material
quantities can be viewed and
printed by weight, volume or any
other unit of measure you've
defined.
Once you've entered a batch
ticket, you can quickly allocate,
pick, issue or backflush raw
materials and automatically adjust
quantity of raw materials based on
lot potency and lot usage rules
including LIFO, FEFO, or FIFO.
You can easily produce a list of
short materials and size the batch
accordingly as well. The system
supports auto-generation of lot
numbers for intermediate and
finished goods inventory.
Now, you can support your
customer requirements through
the use of separate formula and
packaging specifications,
intermediate and sub-assembly
hierarchies. And when needed,
manage single Super Batch Jobs
which link multiple related jobs
together. Generate industry-
specific compliance labeling and
reports, such as FDA documents.
Mobile transactions provide
visibility to and execution of
warehouse, inventory and process
manufacturing activities.
BatchMaster ERP for Nutra 4© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
“BatchMaster has become
essential to our business relying
on its ability to comprehensively
maintain our formulations and
greatly simplify lot tracking. We
also appreciate the relationship
we have with BatchMaster
Software and their level of
commitment to our business and
industry.”
Moussena Kermasha, Projects
Coordinator, New Roots Herbal
Inventory Control
Mobile execution of inventory via
the Remote Scanning Handheld
App lets you work remotely
increasing productivity by
simplifying inventory transaction
entry. Touch points for the Mobile
App include all Inventory
transactions from purchase order
goods receipts through work-in-
process and shipping. Run real-
time inventory updates and
perform cycle counting and
availability checks as well.
From receiving to storage to
shipping, raw materials and
finished goods inventory is
reported and transacted by item
number, lot number, lot status and
license number. For additional
control, define default bins for
rejected, suspect, and good stock
for each warehouse for up to the
minute knowledge of where your
stock is and whether it's available
for processing or sale. Costs are
also maintained and reporting
includes inventory valuation using
different methods such as
standard costing, moving
average, and FIFO.
Bi-directional views of lot
controlled inventory give clarity to
lot usage throughout your plant.
You will be able to manage unique
inventory attributes including
compliance adherence categories
such as Organic and Non GMO
and track the details of material
allergens. Other user-defined
attributes can be added as well.
BatchMaster ERP for Nutra 5© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
Quality Control and
Compliance
Your QA team can perform quality
control tests on received goods,
stored and issued inventory, batch
jobs in production or on finished
goods prior to shipment. You can
define the QC tests an item must
undergo at each stage as it
moves into, through and out of
your facility. QC steps are
embedded and managed within
formulas and BOMs. QC tests can
be user-defined and have a
defined standard or acceptable
value, upper and lower out of
tolerance values and sample and
recount values. Additionally, Q/C
statuses (rejected, Material
Review Board, etc.) and QC hold
and release conditions can be
user defined as well.
Processing or shipment of “on
hold” inventory lots cannot
proceed until non-conformance
issues have been resolved.
COA reports which include
selected QC tests and the results
of a given lot from a production
batch are included and can be
customized to meet the
customer's requirements.
Purchasing and Planning
Purchasing helps coordinate the
complete order-to-pay cycle,
including receipts, invoices, and
returns. Purchasing will be able to
procure in all supported units of
measure for your inventory
(weight, volume or alternate
units). The module can calculate
the purchase price of
merchandise by allocating the
various landed-cost elements
(such as freight, insurance, and
customs duties) to the FOB cost
of each item and automatically
update the actual warehouse
value of merchandise. You can
quickly analyze the performance
of your vendors and adjust your
procurement strategy accordingly.
Deliveries can be received at one
warehouse or multiple
warehouses. Goods Receipts
Purchase Orders are linked to a
purchase order, giving needed
flexibility at receipt for quantities
and extending to goods return
documents.
Planning lets you plan material
requirements for production,
control bills of material, and
replenish inventory automatically
with a structured process. Actual
and forecasted orders, your
formulas, and the packaging bills
of material define gross material
requirements while supply inputs
come from inventory, production
and purchase orders resulting in a
time-phased calculation of what
you must make or buy to support
your customers. In addition,
planning forecast calculations
help you anticipate demand for
your product and adjust material
planning accordingly.
BatchMaster ERP for Nutra 6© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
Sales and Customer
Relationship Management
Sales and CRM lets your
company leverage
comprehensive sales and service
functionality, helping to ensure
total control of customer
acquisition, retention, and
profitability for your business.
Cohesive features across
marketing, sales, and service
provide end-to-end visibility for
the entire customer life cycle.
Create quotes, enter orders,
manage shipments, update
inventory balances and handle
invoices, incoming payments,
and credits for returns. The
solution lets you adapt the steps
in the sales cycle to fit your
needs and specific business
processes. Sales orders can
access item availability across
multiple warehouses supporting
available to promise. And a built-
in packaging function facilitates
'virtual input' of items into parcels
when creating delivery making
shipping status easily accessible.
With CRM, you will be able to
track sales opportunities from
first contact to close of sale and
initiate marketing campaigns by
using templates for mass emails.
Manage and maintain customer
contacts with full Microsoft
Outlook synchronization.
Accounting and Financials
With support for multiple
currencies, budgeting, and bank
reconciliation, BatchMaster ERP
with SAP Business One delivers
financial management
functionality that will make your
business more efficient and more
productive. Manage your general
ledger, journals, budgets, and
accounts payable (AP) and
receivable (AR). Track all
banking processes from cash
receipts and check writing to
deposits, advance payments,
credit card payments and
account reconciliation. In
addition, the system supports
sales tax & VAT tax with a high
degree of tax engine
configurability, for known tax
requirements and future tax
modifications.
Create various financial reports
including profit and loss, cash
flow, balance sheet, aging, and
profit center reports. Drill down
function gives access to financial
information down to the posting
level. Chart of accounts balances
also include drill down features
for transactions.
Define and manage budgets
against general ledger and define
budget figures in any currency.
Reporting and
Administration
Powerful integrated analytic and
reporting tools help you access
the essential business
information you need. There are
a large number of predefined
reports for both departmental
needs and regulatory agency
needs in the Nutraceutical
manufacturing industry. Create,
manage, and distribute real time
reports with ease with various
reporting tools (such as Crystal
Reports, Print Layout Designer,
XL Reporter, and Query
Manager). Export any report into
various electronic formats
including PDF, Microsoft
Excel/Word, RTF, and XML, then
distribute them across the
company via e-mail, fax, or other
formats.
Reporting features also easily
provide snapshots of key
performance indicators such as
sales bookings, year-to-date
revenue, accounts receivable,
open orders, and outstanding
payments. And workflow-based
Alerts are embedded throughout
the system for exception
management and approvals.
BatchMaster ERP for Nutra 7© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
= Non conformance can initiate
from an out of spec Q/C test or
can be logged in independently
capturing and logging
origination, root cause, and
action taken
= CAPA (corrective action,
preventive action) procedures
can be generated based on
condition, monitoring your
investigation to prioritize,
correct and prevent the
condition from repeating
= Stability Q/C testing is based
on number of days for testing
duration and consequently links
to product shelf life
= Deviation Management
protects your company by
maintaining your changes (via
log) throughout manufacturing
with approvals noted and can
be included in BMR
= Inspection plan & checklists
can tie to various processes
keeping you compliant and
include repeatable instruction
templates
= Vendor qualification keeps your
business cGMP compliant with
vendor certificates
= Q/C Dashboard gives you a
birds-eye view into all related
Q/C data
Specialized
Nutraceutical
Features
Contract Management
If your company outsources all or
part of its manufacturing, the
system will automate this entire
process including batch
processing, materials
management, purchase order and
payment to vendor.
=Tie a warehouse location to
your contract manufacturer
(vendor) to establish contract
relationship for improved
visibility of inventory at the
contract facility
=Manufacturing generates
inventory transfer request to
track movement of materials
and generates purchase order
when a batch is created for
vendor (contract mfr.) location
=PO receipt initiates AP
transaction for payment to your
contract mfr.
=Full control over contract
manufacturing whether part of
the multi-step process
(example, batch encapsulation)
or complete process
=Gives full visibility and
traceability of the process with
necessary documents
Advanced Quality
Management
A full range of advanced quality
control and assurance processes
are at your disposal including Non
Conformance, CAPA, Stability
Q/C & shelf life, deviation
management, inspection plans &
checklists, vendor qualification
and Q/C Dashboard working
within your environment to pledge
your company's quality
adherence.
Advanced Formulation
Laboratory modules support
defining and manufacturing your
formulas by Label Claim, a critical
requirement to formulation for
Nutraceutical Manufacturers.
Additionally, your company can
formulate products by product type
including capsule, softgel, and
tablet.
=Label Claim can drive your
formulation based on the Claim
Quantity
=Material potency can be taken
into account when calculating
quantities, saving time and
increasing accuracy
=Overage is additionally factored
into the calculation to account
for loss of potency during
storage to extend the product's
shelf life
=Fill weight uses an algorithm
factoring in claim quantity,
potency and overage
=Product types include capsule,
coating, gelatin, powder, softgel,
syrup or tablet and can drive
specific formula physical
properties including capsule size
(its number of rows per cavity &
cavities per round), gelatin color,
ribbon thickness and more
BatchMaster ERP for Nutra 8© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
Product Development
Request (Sampling)
Sample Management is part of
the product development cycle
and can originate from a
customer (as a sales request) or
internally from new product
development. Now your company
can efficiently track samples from
origin through development &
production with product cost
sheets & quotations.
=Start the sampling activity and
tracking through Sales
Request Management for
product development
=Sample tracking request
includes customer product
specifications (size, shape,
cost level and more)
=Effective tracking of the
Sample Request is maintained
with activity notices generated
as the Sampling Request
status changes
Advanced Process
Manufacturing
The FDA audit requirement for an
Electronic Batch ticket is fulfilled
using the Process Mfg. features
for Electronic Batch Ticket (EBT)
and Batch Manufacturing Record
(BMR). Electronic weighing sheet
splits batches to perfectly
accommodate process cell
capacity as well.
=EBT's reduce paper and verify
that steps were outlined and
processed in specified order
with electronic scale support
=Labor in and labor out are
included as part of the EBT
=Compliance with FDA and 21
CFR Part 11 regulations by
electronically capturing all data
and processes associated with
a batch
=Automate your BMR process
including batch ticket,
checklists, inspection plans and
all associated documents for
the manufacturing batch
=Gain better control with Master
Batch Record revision process
requiring any changes made to
'locked down' mfg. formula be
done in a new revision
=Gain efficiency using Electronic
Weighing sheets to capture
batch raw material weight and
dispense labels
=Inspection plans and checklists
are also included as part of
process manufacturing to
reinforce your company's cGMP
BatchMaster ERP for Nutra 9© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
Unique Compliance
Adherence
BatchMaster ERP with SAP
Business One stores critical data
defining the items attributes and
compliance information so your
company complies with strict
adherence to industry standards.
Materials are managed and
reported by weight, volume and
alternate units. Allergen
information and other critical
certificates are maintained and
reports can be generated.
=Allergens are tracked and
rolled up into formulation
details
=Certificate details include Halal
Certified, Kosher Certified,
Organic Certified, and GMO
=Alerts for all expiring
certificates notify you when
these need to be renewed
=Print Certificates of Analysis
and Supplement Fact Sheets
quickly and easily
Advanced Lot Traceability
Nutraceutical manufacturers must
comply with effective and efficient
lot recall standards within the
industry. Bi-directional reports
and views are supported to give
access to recall data within
minutes.
=Speed up your lot recall
response time with informative
lot reports that provide visibility
to lot detail from material usage
through to customer orders
=Easy to use Relationship Maps
display the lot usage
relationship from cradle to
grave
=Containerization is supported
providing a high level of
granularity in tracking items and
lots at the package level
=Proper labeling and improved
visibility is maintained with
containerization as well
=Satisfy lot traceability with all
item lot transactions logged and
accessible for reporting
=Configure barcode logic based
on vendors and formats for
multi-dimensional bar and QR
codes
Complaint Management
Initiated with an adverse event,
complaint management provides
the framework for tracking the
complaint (source, severity &
status) and progresses the
complaint to a closed status. Part
of the Sales A/R function,
complaint management gives your
company the tools to be
responsive and proactive to
customer complaints. A visual
complaint dashboard makes the
tracking of complaints more
efficient so they can be resolved
faster.
BatchMaster ERP for Nutra 10© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
You can generate standard and
ad hoc reports, import externally
created Crystal Reports, drill
down into lower-level data, and
then analyze the information.
Customize with ease Customize
reports by adding any standard
data field or user-defined field with
minimal IT overhead. You can also
attach messages with
personalized information.
View and export reports
View and export reports to Adobe
PDF, Microsoft Word, Microsoft
Excel, RTF, and XML.
Distribute reports across the
company
Distribute reports via e-mail, fax,
electronic file transport, and
standard printing.
Control access to information
Assign access rights at user and
group levels. Security features will
help ensure that your employees
view and access only the reports
that they are authorized to
access.
Embed flash files into your
reports
Expand the scope of Crystal
Reports by adding Xcelsius®
software. You can create
advanced report designs and
visualizations by adding dynamic
charts, graphics, and even video
files to your reports.
Reporting and
Administration
Simplified Reporting
with Crystal Reports
BatchMaster ERP with SAP
Business One is fully integrated
with Crystal Reports®, an
industry-leading reporting
solution.
Together, they provide
comprehensive reporting
functionality that allows you to get
crucial insights into all parts of
your business.
You can perform the following
activities with Crystal Reports:
Generate accurate and timely
reports
Create reports in a variety of
presentation formats in a user-
friendly graphical environment.
BatchMaster ERP for Nutra 11© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
Predefined Reports
Some of the predefined reports
include:
Formulation, Laboratory and
Bill of Materials
w Multi-level Formula Ingredient
w Material Where Used
w Multi-level Material Where
Used
w Formula Material Analysis
w Physical Property Analysis
w Raw Material Physical Property
w Nutritional Labels
w Ingredient Statements
w Bill of Materials Explosion Utility
w Bill of Materials Comparison
Utility
Process Manufacturing
w Batch Ticket
w Critical Material
w Batch in Process
w Batch Lot Detail
w Sales Order Converted to
Batch
w Formula Production
w Material Usage
w Material Where Used
w Production Cost Summary
w Lot Recall Letter
w Lot Traceability
w Production History
Inventory Control
w Inactive Items
w Inventory in Warehouse
w Inventory Audit
w Inventory Valuation Simulation
w Serial Number Tracking
w Bill Locations List
w Price Report
w Inventory Status
w Inventory Expiry / Aging
w Lot Bin Detail
w Time Phased Inventory
w Inventory Turnover Analysis
Quality Control and
Assurance
w Mandated QC Data Collection
w Lot Expiration
w Raw Materials Tests
w Formula Tests
w Finished Goods Tests
w Certificate of Analysis (COA)
w Deviation Reporting
w CAPA
w Non Conformance
Purchasing and Planning
w Open Items List
w Purchase Analysis
w Purchase Request Report
w Blanket Agreement Fulfillment
Sales and Customer
Relationship Management
w Open Items List
w Sales Analysis
w Backorder
w Blanket Agreement Fulfillment
w Monthly Customer Status
w Annual Sales Analysis
w Opportunities Forecast
w Opportunities Statistics
w Won Opportunities
w Opportunities Pipeline
Accounting and Financials
w Aging
w Profit and Loss Statement
w Balance Sheet
w Trial Balance
w Cash Flow
w Comparison
w Budget
Version 1.00 BatchMaster ERP for Nutra 12© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
Technology
Microsoft Outlook Integration -
BatchMaster ERP with SAP
Business One integrates with
Microsoft Outlook through an add-
on, enabling you to exchange and
share data to keep all parties up
to date about account
developments and business
opportunities. You have the
following functions available.
Data synchronization -
Synchronize calendar
appointments, contacts, and tasks
between the software and
Microsoft Outlook. This function
allows you to schedule automatic
synchronization runs and resolve
any outstanding conflicts that may
occur across the two applications.
Quotations - You can import
quotations into Microsoft Outlook
and then display, edit and send
them as e-mails. You can also
create new quotations in Microsoft
Outlook and save them in the
ERP application.
E-mail integration - Save a
Microsoft Outlook e-mail as a new
activity in BatchMaster ERP with
SAP Business One. Save the
original e-mail text and the original
file attachments as an add-on to
an existing activity. Make follow-
up and reminder settings for an
activity.
Single-Server
Architecture
BatchMaster ERP with SAP
Business One can reside on a
single server that runs on
Microsoft Windows and supports
Microsoft SQL Server.
Besides a database server, the
solution also provides several
server-side applications and tools:
w License server, which manages
purchased end-user licenses
w Backup tool to perform database
backups
w Integration platform to integrate
BatchMaster ERP with SAP
Business One with other
business software
w Remote support platform which
enables proactive support and
maintenance.
System Reliability and
Performance
BatchMaster Software offers a
remote support platform to help
you maintain your software
system more easily and
proactively prevent potential
issues from impacting your
business activities.
System status report
Automatically execute health
checks on your installation,
system data, previously
performed backups, disk space
usage, and more to proactively
prevent issues.
Database maintenance
Schedule automated database
backups and restore previously
backed-up databases if needed.
Pre-upgrade evaluation
Check if your system is ready for
an upgrade and if there are critical
issues that might potentially
prevent a successful upgrade
process.
BatchMaster ERP for Nutra 13© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
User-Friendly
Configuration and
Personalization
BatchMaster ERP with SAP
Business One gives you powerful
tools to tailor forms, queries, and
reports to meet specific business
requirements without the need for
specialized technical training. You
can configure settings to define
exchange rates, set authorization
parameters, and create import
and export functions for internal
mail, e-mail, and data.
Configuration Features
w Company selection Various
basic settings
w Initialization and general
preferences
w Company data and general
settings for chart of accounts,
tax codes, sales, employees,
territories, projects, address
formats, payment terms,
suppliers, customers, items and
commission groups,
warehouses, service contract
templates and queues, banks,
payment methods, and shipping
methods
w Formula Ingredients, QC steps,
labor, and dynamic and static
costs used in the production of
a finished good and an
intermediate
w Bills of Material Materials plus
additional dynamic and static
costs used in the packaging of
a finished good or building of a
subassembly
w Process Cell Rate and
capacity characteristics of a
piece of equipment or a
production line
w Authorizations Controlled
information access (full, read
only, or no access); access
granted based on team,
department or branch
w Definition of exchange rates
The basis for all reports and
recorded data
w Utilities Data backup,
automated processes, year-
end closing, archiving, and data
import and export
w Recovery Data administration
and retrieval
w Alert functions and messages
Messages for internal users,
customers and suppliers;
personal profile definition for
warning messages
w Opening balances Entering
opening balances when
company starts
w Master data record Maintained
for the entire application and
contains the master data record
for a customer, supplier, and
item
Local Best Practices
The software provides built-in
country-specific functionality to
help you comply with local legal
requirements as well as local
business practices. Localizations
mainly support legal, currency,
and financial requirements and
include adjusted financial
postings, print layouts, and
reports. As part of maintenance
operations, there are country-
specific legal changes and
requirements implemented with
regular patch deliveries.
Alerts and Approvals
You can set up immediate
notifications and automatic
responses to important business
events through user
programmable, workflow-based
alerts. Designate the events you
want to track and define ranges
for acceptable tolerances and
limits connected to these events.
When indicators fall out of the
predetermined range set for the
event, you will receive an alert.
Any breach of business policy
generates an immediate
notification to the manager and
initiates a workflow process to
manage the event.
Using alerts, you can proactively
manage by exception and
eliminate the need to monitor all
activities manually. You can know
in real time every time a set
threshold is crossed so you can
take immediate action. You can
also drill down to get information
about the alert, which can help
you make informed decisions
regarding future actions
associated with the event.
BatchMaster ERP for Nutra 14© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
Learn More
To learn more about how can help youBatchMaster ERP with SAP Business One
gain clarity across your business and improve operational efficiency,
visit: or email or contact us directlywww.batchmaster.com info@batchmaster.com
at (949) 583-1646 x266
Summary
BatchMaster ERP with SAP
Business One is a single,
affordable solution used by
Nutraceutical manufacturers to
manage product development,
manufacturing, quality, inventory,
compliance, financials and more.
With inbuilt best practices and
industry specific functionality, the
software can streamline your
operations and reduce costs,
while ensuring compliance with
your ever more stringent
regulatory mandates and
changing customer demands.
Business Challenges
w Operate effectively in an ever-
changing, complex industry
w Satisfy FDA , FSMA, lot
traceability requirements & other
industry regulatory requirements
w Integrate manufacturing and
financials into a seamless
system that accommodates all
users
w Improve accessibility to data
throughout organization to make
the right decisions
w Improve response time to new
product orders with integrated
formulation, laboratory and
manufacturing
w Ensure production of high
quality products
w Bring products to market quickly
and cost-effectively
w Exceed customer expectations
w Optimize cash flow for business
needs
Business Benefits
w Effectively meet regulatory
requirements and respond
quickly to any lot related
activities
w Gain efficiency using integrated
solutions for all facets of your
business
w Improve decision making by
accessing data across
departments
w Respond to customers more
efficiently and gain new
customers through more
effective customer service
w Develop new products and
bring products to market faster
w Strengthen bottom line with a
single-source system that
eliminates redundant data entry
and errors, improving process
efficiency and reducing costs
and delays
w Reduce costs and faster time to
value with an application that is
quick to implement,
straightforward to maintain, and
flexible enough to
accommodate the changing
requirements of your business
BatchMaster ERP for Nutra 15© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04

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BatchMaster ERP - Nutraceuticals

  • 1. Proven, Cost Effective ERP Solution for Process Manufacturers BatchMaster ERP with SAP Business One Designed for Nutraceutical Manufacturers
  • 2. To grow your process manufacturing business, you need to focus on your core competencies and key business objectives. This requires having detailed enterprise-wide information at your fingertips. Having financial, formulation, manufacturing, distribution & compliance in a single solution means you can make smarter, faster business decisions. And when that solution is tailored to the Nutraceutical Industry, you've got everything covered. You've got BatchMaster ERP with SAP Business One. Maintaining a competitive edge means having a clear view of all aspects of your business. It means streamlining processes and always being able to get the information you need when you need it. If you can monitor production at a granular level, you can reduce the costs of manufacturing, helping increase margins. And if you can accurately monitor and manage revenue and expenses, you will be positioned to optimize cash flow, increasing your financial strength and the flexibility to respond quickly when business opportunities arise. BatchMaster ERP with SAP Business One has been configured to meet the needs of formula-based manufacturers by embedding BatchMaster Manufacturing components with the SAP Business One framework, and tailoring the application's menu structures, inquiries and reports. The resulting solution is affordable, quick to install, easy to maintain and can effectively run every facet of your business. Streamline Your Entire Business By incorporating all your business functions, BatchMaster ERP with SAP Business One supports process manufacturing, formulation, quality control, inventory, laboratory, planning, sales, purchasing, financials and more. Business information captured in a single system is instantly accessible across the organization, eliminating duplicate data entry along with related errors and subsequent costs. Freed from constantly reacting to day-to-day details, you can spend more time driving your business forward. Focus on Your Business Strengths At the very core, your ERP solution must speak your language. And at the core of your business are its formulations. In order to operate at maximum efficiency, your business needs to manage its formulas in a secure environment with centralized revision tracking. Your ERP solution needs to be tailored to support sample management, sophisticated quality assurance, compliance adherence, cGMP, cradle to grave lot tracking and much more. By tackling your unique industry requirements, BatchMaster ERP with SAP Business One liberates you to get on with the job of managing your business more efficiently. BatchMaster ERP for Nutra 2 A Complete Management Solution for Nutraceutical Manufacturers © 2015 BatchMaster Software. All Rights Reserved. Rev 2.04 ® BatchMaster ERP ® with SAP Business One
  • 3. Meeting Your Industry Specific Needs Meet BatchMaster ERP with SAP Business One. This solution has been pre-configured to meet the specific needs of formula-based manufacturers in the Nutraceutical industry. Specific industry requisites such as CAPA, Inspection Plans, Checklists, Batch Manufacturing Record, Product Sample Requests, and Contract Manufacturing are some of the core functions your company will gain with BatchMaster ERP with SAP Business One. It's tailored for your industry right off the shelf. Act on Instant and Complete Information BatchMaster ERP with SAP Business One makes reporting easier and more convenient with SAP's "drag & relate" feature, which allows you to make associations between different record sets and generate customized reports. Also, interactive drill-down lets you click through relevant data and get answers quickly. With the addition of the fully integrated Crystal Reports® software, it delivers compelling reporting functionality and information access that give you crucial insights into all parts of your business. Also, workflow- based Alerts trigger auto- responses when important business events occur, so you can monitor and focus on those that are most critical system-wide. BatchMaster ERP for Nutra 3© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
  • 4. Designed Exclusively for Nutraceutical Manufacturers An Affordable Solution for Small to Midsized Businesses Drawing on more than three decades of BatchMaster manufacturing software experience and over three decades of SAP business management software experience, BatchMaster ERP with SAP Business One is an affordable, proven solution. With thousands of BatchMaster users and customers such as BioZone Laboratories, New Roots Herbal, Allure Labs and others, BatchMaster products have been implemented throughout the process manufacturing industry. The solution's intuitive interface and vast configurability minimizes IT complexities for implementation and ongoing maintenance. Functionality Overview Formulation, Laboratory and Bill of Materials (BOMs) Just like your business, Formulation and Laboratory are at the core of the BatchMaster ERP with SAP Business One solution. Formulation manages the entire formula, its ingredients, QC tests, labor costs, mfg. instructions, and specifications. Formula revision tracking and approvals ensure proper maintenance and use of formulas throughout the system. With BatchMaster ERP with SAP Business One, you can be certain your business will comply with FDA CFR 21 Part 11. Master Batch Records (MBRs) capture and maintain all formula transactions and sign-offs and are referenced by the Batch Manufacturing records (BMRs). Laboratory is suited for new product development and product testing as it dynamically adjusts formula ingredients to meet target values. Easily adjust formulas to meet nutritional or physical property targets. And compute allergens based on material quantities. Formula cost information is embedded into formulas and you can perform an accurate cost analysis on any formula. And because your formulas and packaging BOMs are defined separately, you gain maximum flexibility within formula development. Process Manufacturing BatchMaster ERP with SAP Business One safeguards your formulas and rigidly controls batch production of finished good products, including co-products and by-products. The system manages your production in a make to stock and/or make to order environment. And within manufacturing, formula material quantities can be viewed and printed by weight, volume or any other unit of measure you've defined. Once you've entered a batch ticket, you can quickly allocate, pick, issue or backflush raw materials and automatically adjust quantity of raw materials based on lot potency and lot usage rules including LIFO, FEFO, or FIFO. You can easily produce a list of short materials and size the batch accordingly as well. The system supports auto-generation of lot numbers for intermediate and finished goods inventory. Now, you can support your customer requirements through the use of separate formula and packaging specifications, intermediate and sub-assembly hierarchies. And when needed, manage single Super Batch Jobs which link multiple related jobs together. Generate industry- specific compliance labeling and reports, such as FDA documents. Mobile transactions provide visibility to and execution of warehouse, inventory and process manufacturing activities. BatchMaster ERP for Nutra 4© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04 “BatchMaster has become essential to our business relying on its ability to comprehensively maintain our formulations and greatly simplify lot tracking. We also appreciate the relationship we have with BatchMaster Software and their level of commitment to our business and industry.” Moussena Kermasha, Projects Coordinator, New Roots Herbal
  • 5. Inventory Control Mobile execution of inventory via the Remote Scanning Handheld App lets you work remotely increasing productivity by simplifying inventory transaction entry. Touch points for the Mobile App include all Inventory transactions from purchase order goods receipts through work-in- process and shipping. Run real- time inventory updates and perform cycle counting and availability checks as well. From receiving to storage to shipping, raw materials and finished goods inventory is reported and transacted by item number, lot number, lot status and license number. For additional control, define default bins for rejected, suspect, and good stock for each warehouse for up to the minute knowledge of where your stock is and whether it's available for processing or sale. Costs are also maintained and reporting includes inventory valuation using different methods such as standard costing, moving average, and FIFO. Bi-directional views of lot controlled inventory give clarity to lot usage throughout your plant. You will be able to manage unique inventory attributes including compliance adherence categories such as Organic and Non GMO and track the details of material allergens. Other user-defined attributes can be added as well. BatchMaster ERP for Nutra 5© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
  • 6. Quality Control and Compliance Your QA team can perform quality control tests on received goods, stored and issued inventory, batch jobs in production or on finished goods prior to shipment. You can define the QC tests an item must undergo at each stage as it moves into, through and out of your facility. QC steps are embedded and managed within formulas and BOMs. QC tests can be user-defined and have a defined standard or acceptable value, upper and lower out of tolerance values and sample and recount values. Additionally, Q/C statuses (rejected, Material Review Board, etc.) and QC hold and release conditions can be user defined as well. Processing or shipment of “on hold” inventory lots cannot proceed until non-conformance issues have been resolved. COA reports which include selected QC tests and the results of a given lot from a production batch are included and can be customized to meet the customer's requirements. Purchasing and Planning Purchasing helps coordinate the complete order-to-pay cycle, including receipts, invoices, and returns. Purchasing will be able to procure in all supported units of measure for your inventory (weight, volume or alternate units). The module can calculate the purchase price of merchandise by allocating the various landed-cost elements (such as freight, insurance, and customs duties) to the FOB cost of each item and automatically update the actual warehouse value of merchandise. You can quickly analyze the performance of your vendors and adjust your procurement strategy accordingly. Deliveries can be received at one warehouse or multiple warehouses. Goods Receipts Purchase Orders are linked to a purchase order, giving needed flexibility at receipt for quantities and extending to goods return documents. Planning lets you plan material requirements for production, control bills of material, and replenish inventory automatically with a structured process. Actual and forecasted orders, your formulas, and the packaging bills of material define gross material requirements while supply inputs come from inventory, production and purchase orders resulting in a time-phased calculation of what you must make or buy to support your customers. In addition, planning forecast calculations help you anticipate demand for your product and adjust material planning accordingly. BatchMaster ERP for Nutra 6© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
  • 7. Sales and Customer Relationship Management Sales and CRM lets your company leverage comprehensive sales and service functionality, helping to ensure total control of customer acquisition, retention, and profitability for your business. Cohesive features across marketing, sales, and service provide end-to-end visibility for the entire customer life cycle. Create quotes, enter orders, manage shipments, update inventory balances and handle invoices, incoming payments, and credits for returns. The solution lets you adapt the steps in the sales cycle to fit your needs and specific business processes. Sales orders can access item availability across multiple warehouses supporting available to promise. And a built- in packaging function facilitates 'virtual input' of items into parcels when creating delivery making shipping status easily accessible. With CRM, you will be able to track sales opportunities from first contact to close of sale and initiate marketing campaigns by using templates for mass emails. Manage and maintain customer contacts with full Microsoft Outlook synchronization. Accounting and Financials With support for multiple currencies, budgeting, and bank reconciliation, BatchMaster ERP with SAP Business One delivers financial management functionality that will make your business more efficient and more productive. Manage your general ledger, journals, budgets, and accounts payable (AP) and receivable (AR). Track all banking processes from cash receipts and check writing to deposits, advance payments, credit card payments and account reconciliation. In addition, the system supports sales tax & VAT tax with a high degree of tax engine configurability, for known tax requirements and future tax modifications. Create various financial reports including profit and loss, cash flow, balance sheet, aging, and profit center reports. Drill down function gives access to financial information down to the posting level. Chart of accounts balances also include drill down features for transactions. Define and manage budgets against general ledger and define budget figures in any currency. Reporting and Administration Powerful integrated analytic and reporting tools help you access the essential business information you need. There are a large number of predefined reports for both departmental needs and regulatory agency needs in the Nutraceutical manufacturing industry. Create, manage, and distribute real time reports with ease with various reporting tools (such as Crystal Reports, Print Layout Designer, XL Reporter, and Query Manager). Export any report into various electronic formats including PDF, Microsoft Excel/Word, RTF, and XML, then distribute them across the company via e-mail, fax, or other formats. Reporting features also easily provide snapshots of key performance indicators such as sales bookings, year-to-date revenue, accounts receivable, open orders, and outstanding payments. And workflow-based Alerts are embedded throughout the system for exception management and approvals. BatchMaster ERP for Nutra 7© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
  • 8. = Non conformance can initiate from an out of spec Q/C test or can be logged in independently capturing and logging origination, root cause, and action taken = CAPA (corrective action, preventive action) procedures can be generated based on condition, monitoring your investigation to prioritize, correct and prevent the condition from repeating = Stability Q/C testing is based on number of days for testing duration and consequently links to product shelf life = Deviation Management protects your company by maintaining your changes (via log) throughout manufacturing with approvals noted and can be included in BMR = Inspection plan & checklists can tie to various processes keeping you compliant and include repeatable instruction templates = Vendor qualification keeps your business cGMP compliant with vendor certificates = Q/C Dashboard gives you a birds-eye view into all related Q/C data Specialized Nutraceutical Features Contract Management If your company outsources all or part of its manufacturing, the system will automate this entire process including batch processing, materials management, purchase order and payment to vendor. =Tie a warehouse location to your contract manufacturer (vendor) to establish contract relationship for improved visibility of inventory at the contract facility =Manufacturing generates inventory transfer request to track movement of materials and generates purchase order when a batch is created for vendor (contract mfr.) location =PO receipt initiates AP transaction for payment to your contract mfr. =Full control over contract manufacturing whether part of the multi-step process (example, batch encapsulation) or complete process =Gives full visibility and traceability of the process with necessary documents Advanced Quality Management A full range of advanced quality control and assurance processes are at your disposal including Non Conformance, CAPA, Stability Q/C & shelf life, deviation management, inspection plans & checklists, vendor qualification and Q/C Dashboard working within your environment to pledge your company's quality adherence. Advanced Formulation Laboratory modules support defining and manufacturing your formulas by Label Claim, a critical requirement to formulation for Nutraceutical Manufacturers. Additionally, your company can formulate products by product type including capsule, softgel, and tablet. =Label Claim can drive your formulation based on the Claim Quantity =Material potency can be taken into account when calculating quantities, saving time and increasing accuracy =Overage is additionally factored into the calculation to account for loss of potency during storage to extend the product's shelf life =Fill weight uses an algorithm factoring in claim quantity, potency and overage =Product types include capsule, coating, gelatin, powder, softgel, syrup or tablet and can drive specific formula physical properties including capsule size (its number of rows per cavity & cavities per round), gelatin color, ribbon thickness and more BatchMaster ERP for Nutra 8© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
  • 9. Product Development Request (Sampling) Sample Management is part of the product development cycle and can originate from a customer (as a sales request) or internally from new product development. Now your company can efficiently track samples from origin through development & production with product cost sheets & quotations. =Start the sampling activity and tracking through Sales Request Management for product development =Sample tracking request includes customer product specifications (size, shape, cost level and more) =Effective tracking of the Sample Request is maintained with activity notices generated as the Sampling Request status changes Advanced Process Manufacturing The FDA audit requirement for an Electronic Batch ticket is fulfilled using the Process Mfg. features for Electronic Batch Ticket (EBT) and Batch Manufacturing Record (BMR). Electronic weighing sheet splits batches to perfectly accommodate process cell capacity as well. =EBT's reduce paper and verify that steps were outlined and processed in specified order with electronic scale support =Labor in and labor out are included as part of the EBT =Compliance with FDA and 21 CFR Part 11 regulations by electronically capturing all data and processes associated with a batch =Automate your BMR process including batch ticket, checklists, inspection plans and all associated documents for the manufacturing batch =Gain better control with Master Batch Record revision process requiring any changes made to 'locked down' mfg. formula be done in a new revision =Gain efficiency using Electronic Weighing sheets to capture batch raw material weight and dispense labels =Inspection plans and checklists are also included as part of process manufacturing to reinforce your company's cGMP BatchMaster ERP for Nutra 9© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
  • 10. Unique Compliance Adherence BatchMaster ERP with SAP Business One stores critical data defining the items attributes and compliance information so your company complies with strict adherence to industry standards. Materials are managed and reported by weight, volume and alternate units. Allergen information and other critical certificates are maintained and reports can be generated. =Allergens are tracked and rolled up into formulation details =Certificate details include Halal Certified, Kosher Certified, Organic Certified, and GMO =Alerts for all expiring certificates notify you when these need to be renewed =Print Certificates of Analysis and Supplement Fact Sheets quickly and easily Advanced Lot Traceability Nutraceutical manufacturers must comply with effective and efficient lot recall standards within the industry. Bi-directional reports and views are supported to give access to recall data within minutes. =Speed up your lot recall response time with informative lot reports that provide visibility to lot detail from material usage through to customer orders =Easy to use Relationship Maps display the lot usage relationship from cradle to grave =Containerization is supported providing a high level of granularity in tracking items and lots at the package level =Proper labeling and improved visibility is maintained with containerization as well =Satisfy lot traceability with all item lot transactions logged and accessible for reporting =Configure barcode logic based on vendors and formats for multi-dimensional bar and QR codes Complaint Management Initiated with an adverse event, complaint management provides the framework for tracking the complaint (source, severity & status) and progresses the complaint to a closed status. Part of the Sales A/R function, complaint management gives your company the tools to be responsive and proactive to customer complaints. A visual complaint dashboard makes the tracking of complaints more efficient so they can be resolved faster. BatchMaster ERP for Nutra 10© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
  • 11. You can generate standard and ad hoc reports, import externally created Crystal Reports, drill down into lower-level data, and then analyze the information. Customize with ease Customize reports by adding any standard data field or user-defined field with minimal IT overhead. You can also attach messages with personalized information. View and export reports View and export reports to Adobe PDF, Microsoft Word, Microsoft Excel, RTF, and XML. Distribute reports across the company Distribute reports via e-mail, fax, electronic file transport, and standard printing. Control access to information Assign access rights at user and group levels. Security features will help ensure that your employees view and access only the reports that they are authorized to access. Embed flash files into your reports Expand the scope of Crystal Reports by adding Xcelsius® software. You can create advanced report designs and visualizations by adding dynamic charts, graphics, and even video files to your reports. Reporting and Administration Simplified Reporting with Crystal Reports BatchMaster ERP with SAP Business One is fully integrated with Crystal Reports®, an industry-leading reporting solution. Together, they provide comprehensive reporting functionality that allows you to get crucial insights into all parts of your business. You can perform the following activities with Crystal Reports: Generate accurate and timely reports Create reports in a variety of presentation formats in a user- friendly graphical environment. BatchMaster ERP for Nutra 11© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
  • 12. Predefined Reports Some of the predefined reports include: Formulation, Laboratory and Bill of Materials w Multi-level Formula Ingredient w Material Where Used w Multi-level Material Where Used w Formula Material Analysis w Physical Property Analysis w Raw Material Physical Property w Nutritional Labels w Ingredient Statements w Bill of Materials Explosion Utility w Bill of Materials Comparison Utility Process Manufacturing w Batch Ticket w Critical Material w Batch in Process w Batch Lot Detail w Sales Order Converted to Batch w Formula Production w Material Usage w Material Where Used w Production Cost Summary w Lot Recall Letter w Lot Traceability w Production History Inventory Control w Inactive Items w Inventory in Warehouse w Inventory Audit w Inventory Valuation Simulation w Serial Number Tracking w Bill Locations List w Price Report w Inventory Status w Inventory Expiry / Aging w Lot Bin Detail w Time Phased Inventory w Inventory Turnover Analysis Quality Control and Assurance w Mandated QC Data Collection w Lot Expiration w Raw Materials Tests w Formula Tests w Finished Goods Tests w Certificate of Analysis (COA) w Deviation Reporting w CAPA w Non Conformance Purchasing and Planning w Open Items List w Purchase Analysis w Purchase Request Report w Blanket Agreement Fulfillment Sales and Customer Relationship Management w Open Items List w Sales Analysis w Backorder w Blanket Agreement Fulfillment w Monthly Customer Status w Annual Sales Analysis w Opportunities Forecast w Opportunities Statistics w Won Opportunities w Opportunities Pipeline Accounting and Financials w Aging w Profit and Loss Statement w Balance Sheet w Trial Balance w Cash Flow w Comparison w Budget Version 1.00 BatchMaster ERP for Nutra 12© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
  • 13. Technology Microsoft Outlook Integration - BatchMaster ERP with SAP Business One integrates with Microsoft Outlook through an add- on, enabling you to exchange and share data to keep all parties up to date about account developments and business opportunities. You have the following functions available. Data synchronization - Synchronize calendar appointments, contacts, and tasks between the software and Microsoft Outlook. This function allows you to schedule automatic synchronization runs and resolve any outstanding conflicts that may occur across the two applications. Quotations - You can import quotations into Microsoft Outlook and then display, edit and send them as e-mails. You can also create new quotations in Microsoft Outlook and save them in the ERP application. E-mail integration - Save a Microsoft Outlook e-mail as a new activity in BatchMaster ERP with SAP Business One. Save the original e-mail text and the original file attachments as an add-on to an existing activity. Make follow- up and reminder settings for an activity. Single-Server Architecture BatchMaster ERP with SAP Business One can reside on a single server that runs on Microsoft Windows and supports Microsoft SQL Server. Besides a database server, the solution also provides several server-side applications and tools: w License server, which manages purchased end-user licenses w Backup tool to perform database backups w Integration platform to integrate BatchMaster ERP with SAP Business One with other business software w Remote support platform which enables proactive support and maintenance. System Reliability and Performance BatchMaster Software offers a remote support platform to help you maintain your software system more easily and proactively prevent potential issues from impacting your business activities. System status report Automatically execute health checks on your installation, system data, previously performed backups, disk space usage, and more to proactively prevent issues. Database maintenance Schedule automated database backups and restore previously backed-up databases if needed. Pre-upgrade evaluation Check if your system is ready for an upgrade and if there are critical issues that might potentially prevent a successful upgrade process. BatchMaster ERP for Nutra 13© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
  • 14. User-Friendly Configuration and Personalization BatchMaster ERP with SAP Business One gives you powerful tools to tailor forms, queries, and reports to meet specific business requirements without the need for specialized technical training. You can configure settings to define exchange rates, set authorization parameters, and create import and export functions for internal mail, e-mail, and data. Configuration Features w Company selection Various basic settings w Initialization and general preferences w Company data and general settings for chart of accounts, tax codes, sales, employees, territories, projects, address formats, payment terms, suppliers, customers, items and commission groups, warehouses, service contract templates and queues, banks, payment methods, and shipping methods w Formula Ingredients, QC steps, labor, and dynamic and static costs used in the production of a finished good and an intermediate w Bills of Material Materials plus additional dynamic and static costs used in the packaging of a finished good or building of a subassembly w Process Cell Rate and capacity characteristics of a piece of equipment or a production line w Authorizations Controlled information access (full, read only, or no access); access granted based on team, department or branch w Definition of exchange rates The basis for all reports and recorded data w Utilities Data backup, automated processes, year- end closing, archiving, and data import and export w Recovery Data administration and retrieval w Alert functions and messages Messages for internal users, customers and suppliers; personal profile definition for warning messages w Opening balances Entering opening balances when company starts w Master data record Maintained for the entire application and contains the master data record for a customer, supplier, and item Local Best Practices The software provides built-in country-specific functionality to help you comply with local legal requirements as well as local business practices. Localizations mainly support legal, currency, and financial requirements and include adjusted financial postings, print layouts, and reports. As part of maintenance operations, there are country- specific legal changes and requirements implemented with regular patch deliveries. Alerts and Approvals You can set up immediate notifications and automatic responses to important business events through user programmable, workflow-based alerts. Designate the events you want to track and define ranges for acceptable tolerances and limits connected to these events. When indicators fall out of the predetermined range set for the event, you will receive an alert. Any breach of business policy generates an immediate notification to the manager and initiates a workflow process to manage the event. Using alerts, you can proactively manage by exception and eliminate the need to monitor all activities manually. You can know in real time every time a set threshold is crossed so you can take immediate action. You can also drill down to get information about the alert, which can help you make informed decisions regarding future actions associated with the event. BatchMaster ERP for Nutra 14© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04
  • 15. Learn More To learn more about how can help youBatchMaster ERP with SAP Business One gain clarity across your business and improve operational efficiency, visit: or email or contact us directlywww.batchmaster.com info@batchmaster.com at (949) 583-1646 x266 Summary BatchMaster ERP with SAP Business One is a single, affordable solution used by Nutraceutical manufacturers to manage product development, manufacturing, quality, inventory, compliance, financials and more. With inbuilt best practices and industry specific functionality, the software can streamline your operations and reduce costs, while ensuring compliance with your ever more stringent regulatory mandates and changing customer demands. Business Challenges w Operate effectively in an ever- changing, complex industry w Satisfy FDA , FSMA, lot traceability requirements & other industry regulatory requirements w Integrate manufacturing and financials into a seamless system that accommodates all users w Improve accessibility to data throughout organization to make the right decisions w Improve response time to new product orders with integrated formulation, laboratory and manufacturing w Ensure production of high quality products w Bring products to market quickly and cost-effectively w Exceed customer expectations w Optimize cash flow for business needs Business Benefits w Effectively meet regulatory requirements and respond quickly to any lot related activities w Gain efficiency using integrated solutions for all facets of your business w Improve decision making by accessing data across departments w Respond to customers more efficiently and gain new customers through more effective customer service w Develop new products and bring products to market faster w Strengthen bottom line with a single-source system that eliminates redundant data entry and errors, improving process efficiency and reducing costs and delays w Reduce costs and faster time to value with an application that is quick to implement, straightforward to maintain, and flexible enough to accommodate the changing requirements of your business BatchMaster ERP for Nutra 15© 2015 BatchMaster Software. All Rights Reserved. Rev 2.04