This document discusses new features and updates to various Charisma ERP modules, including trade policies, retail pharma, SFA, WMS, fleet management, resource planning, and billing. Key updates involve new reporting and analysis tools for trade policies, integration with additional systems for retail pharma and SFA, improved warehouse management tools for WMS, and enhancements to billing functionality to support multiple companies and locations across countries. Field force automation, document management, and mobile gamification applications are also highlighted as part of Charisma's business software suite.

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

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

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

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

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

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

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

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

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

10. Charisma Billing
Electricity
Silviu Crețean
Software Development Director

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

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

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

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

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

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

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

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

19. Daily working orders– Map viewing

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

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

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

23. Q&A
Thank you!