Are you missing a piece of your software solutions puzzle?
Provided below, is information on Our Solutions and the software tools we employ to solve your ERP requirements. It is worth checking back here as we will add additional tools over time.
SYSPRO ERP
Carrolls Business Solutions boasts the most experienced team of SYSPRO implementers in the Asia-Pacific region. Our consultants can advise and assist you in optimising the ERP system’s functionality to enhance your commercial strategies and streamline your operations efficiently.
The SYSPRO ERP Solution is a comprehensive, single-source business management platform that runs on the latest Microsoft SQL Server and Microsoft Server platforms, on-premises or in the cloud. This solution provides efficient planning, management, and transaction processing tools. Its robust functionality gives you complete control over your business’s financial, distribution, and manufacturing operations while also streamlining your supply chain.
Some tools available enable quick data analysis, application interaction via any browser-capable device, and data flow control aligned with your best practices.
For over 40 years, SYSPRO has empowered more than 15,000 companies across 62 countries, supported by 12 regional offices on 6 continents. Once you begin using SYSPRO, you will understand why it boasts a 98% global retention rate.
Have a look at a recent review from Ted Needleman at PCMag here.
CBS VAULT
CBS Vault is a user-friendly plugin designed for businesses using SYSPRO ERP. It allows you to easily digitise and store all your important business documents in a secure Microsoft SQL database. With CBS Vault, you can seamlessly integrate your documents with key data in SYSPRO ERP, making it easier to manage and access your information.
Key features include:
- Seamless Integration: CBS Vault integrates effortlessly with your existing SYSPRO ERP system.
- Document Linking: Link documents to essential data such as Supplier, Customer, Stock Code, Invoice, Purchase Order, and Job.
- Centralised Storage: Digitise documents and store them as a BLOB in a dedicated SQL database. This centralises storage, retrieval, and backup, eliminating silos of information stored across user files.
- Controlled Access: Provide functional access based on role or operator to ensure the right people can access the appropriate documents.
- Access Management: Control access to specific documents by SYSPRO role, group, or operator.
- Location-Based Search: Find content based on its location in SYSPRO instead of searching a file server.
- User Monitoring: Monitor which users are accessing which documents.
- Version Tracking: Track edits to documents and recover previous versions.
- Retention Management: Define retention periods to regulate the deletion of outdated documents.
- Versatile Document Storage: Store any type of document and preview the most commonly used business document formats.
CBS Bank Interface
The CBS Bank Interface is a software solution designed to convert the output from SYSPRO Accounts Payable and Cash Book EFT payment runs into the formats required by your bank’s EFT systems. It supports both local and international payments.
CBS will update these formats as needed whenever we receive notifications of changes. Additionally, CBS will provide conversions for more Australian and New Zealand banks and most banks in the Pacific Islands, as required.
Remote Sales & Customer Management Solutions
rapidtrade is a cloud-based automated mobile software solution that provides iOS or Android access to SYSPRO in real-time or offline with batch synchronisation.
It is a full-featured mobile sales environment that allows your sales force to work even without mobile coverage, so you can always take the order.
Consists of three main components:
- rapiddelivery allows your sales representative to sell directly from your van, including the ability to produce invoices and, if necessary, credit notes at the point of sale.
- rapidorders is a configurable online trading platform that provides access to catalogues, customer pricing, stock on hand, previous orders, and special promotions.
- rapidtargets enables sales representatives to maximise their selling time through pre-set call cycles. Sales activities and customer call reports can be logged in real-time, eliminating the need for separate sales reports.
In addition to these components, an e-commerce web store called rapidsales is integrated into SYSPRO. With this e-commerce webstore, you can inform your customers about your company, showcase and sell your products, complement your sales force, and accept cash or account payments online.
Traild is an integrated AI-based accounts payable automation & payment solution designed for SYSPRO, focusing on improving efficiency and financial control. This solution is tailored to enhance the capabilities of SYSPRO customers by streamlining and automating the accounts payable (AP) process.
Feature | Description |
Automated Invoice Processing | Leverages machine learning-enabled automation, trained on millions of invoices, tailored to your business, delivers unmatched accuracy, removes manual intervention, streamlines operations, reduces risk of human error |
Systematic Purchase Order Matching | Offers systematic 2-way and 3-way purchase order matching, compares invoice line item data with essential documents in ERP, enables faster and more precise reconciliation, ensures payment only for goods/services ordered and received |
Intelligent Invoice Approval Workflow | Low-risk invoices automatically approved, expedites payment process, high-risk invoices routed to appropriate personnel for review, maintains control and oversight |
AI-Driven Fraud Detection | Automates real-time fraud alerts, conducts vendor analysis, validates invoices, safeguards organisation by ensuring every transaction is legitimate, accurate, and secure |
Enhanced Vendor Verification | AI-enabled protocols for vendor verification, enhances risk management, provides fortified defence against threats, avoids unnecessary workflow delays |
Executive Visibility and Payment Control | Provides executives with complete visibility and control at point of payment, payment batch reviews before funds are released, highlights risks for confident payment processing |
Automated Supplier Statement Reconciliation | Automatically reconciles invoices against supplier statements, streamlines accounts payable process, ensures greater financial accuracy |
ZAP Data Hub for SYSPRO
Modern reporting. Trusted numbers. No more exports.
Zap Data Hub is the analytics and reporting platform built for SYSPRO customers. It automates the heavy lifting – consolidating your SYSPRO data into a governed warehouse and delivering real-time, trusted insights in tools your team already knows, like Excel and Power BI.
Whether you’re closing the books faster, spotting operational trends, or combining ERP with CRM and production data, Zap gives you confidence in every number.
Key benefits:
- Pre-built dashboards tailored to SYSPRO finance, operations and sales
- Live ERP data in Excel – slice, drill, and refresh in one click
- Combine multiple data sources for a single version of the truth
- Eliminate manual exports and reconciliation across systems
- Rapid deployment, scalable architecture, and cloud-ready
- Built-in data governance and role-based security
Customer Hub
Customer Hub is a Business-to-Business (B2B) e-commerce solution fully integrated with SYSPRO, enabling customers to place
orders from any location. This streamlined process eliminates additional administrative efforts, as orders are directly posted into SYSPRO. Additionally, Customer Hub is customisable, allowing for a tailored appearance that seamlessly integrates with your existing digital ecosystem
Customers can:
- Order products online
- Cart prices include freight calculation and the best prices from SYSPRO.
- Orders automatically post to SYSPRO.
- View individual product technical details.
- Favourite frequently ordered items.
- View videos, brochures, and technical manuals.
- Pay for orders
- Payments are automatically applied against their SYSPRO account.
- Generate pricelists.
- View invoices and dispatch notes.
- See their customer codes.
- Select from multiple addresses with correct warehouse allocation.
Administrators can:
- Customise the appearance of the site using the built-in content management system CMS)
- Page creation
- Page editing
- Menu editing
- Administer available items, ranges, customer availability, technical details, each tag and more.
- Administer available shipping types and freight charges
- Place orders on behalf of customers
- Use the My Orders page to query customer data
- Enter credit card details to pay for customer orders.
- Control user access using the identity management systems.
CRM
Unbound CRM is a specialised Business-to-Business (B2B) Customer Relationship Management (CRM) platform designed to manage B2B customer interactions efficiently. Integration with SYSPRO eliminates the need for double-handling data. The CRM organises information into panels within a dashboard, displaying a comprehensive view of customer metrics in a unified interface. This design streamlines the user experience and minimises the need to switch between multiple tabs or screens.
Users can
- View customer details
- Log client tasks and interactions
- View sales and set budgets per salesperson or per customer
- Manage contact information
- Manage standalone projects
- View sales orders and invoices
- View account information
- Collate relevant customer data on a dashboard
- Use their mobile to access information
- Upload attachments to customers and projects
- Ability to name, annotate and version control documents.
Administrators can:
- Create infinite, customisable project types
- Projects can be used for specification,
client projects or any store of information
separate from a customer.
- Projects can be used for specification,
- Customise panels in the customer and project views
Customise panel visibility per user - Create prospects and convert them to customers in
SYSPRO
