Stratega

The Sales and Logistics module of Stratega enables complete management of the Active and Passive Cycle, integrating all activities related to sales, purchases and goods handling.

Among the main functionalities:

• Warehouse management, bill of materials and commercial kits
• Regulatory compliance (such as CONAI management)
• Basic business statistics, expandable with the Esploro module for Business Intelligence
• Registration and management of Prospect contacts

Additionally, Agent Management allows you to:

• Define sales conditions and parametric commissions
• Protect or share customers among multiple agents according to geographical criteria, customer type or individual records
• Access forms related to Enasarco

Additional functionalities available:

• Variant Management
• Lots
• Projects
• Bill of Materials
• Contract Work
• Logistics and Locations

Includes all functionalities necessary for accounting and administrative management, including tax compliance.

The General Ledger enables general accounting management, including:

• Fixed assets and depreciation

• Accruals and deferrals

• Daily receipts, with automatic accounting from points of sale

Functions for tax reporting operations, both accounting and VAT: journals, ledgers, registers, balance sheets, settlements and declarations.

The Accounts & Due Dates module enables complete and effective management of the accounting and financial schedule, with tracking of open items and history of operations performed, including payments and defaults.

Essential tool for management control, which enables the measurement, recording, allocation and analysis of costs and revenues.

Supports business decisions, allows studying cost behavior and describes the company in its real structure and numerical interactions, going beyond the civil and tax aspects of general accounting.

It is based on Cost Center and Project Accounting, with dedicated functions:

• Configurable cost centers with Collection actions (sum of values from other centers) or Explosion (distribution of value to lower-level centers)

• Assignment of monthly or annual budgets to each center, with configurable mandatory completion in various administrative modules (Administration, Active Cycle, Passive Cycle)

• Assignment of transactions to specific centers and projects, also at warehouse level.

This way the company has a precise and flexible view to monitor economic performance and improve the decision-making process.

This module allows managing cost centers by version, a functionality useful for comparative analysis and reorganization plans.

It offers specific reports and queries, with balance sheets by version or standard, ensuring complete control over the entire accounting system.

Data can dynamically include movements from General Ledger and Analytical Accounting.

The balance sheets by cost center, also with budget comparison, allow detailed monitoring of allocated costs and verification of any variances.

In Stratega, “forecast accounting” allows you to plan, monitor and analyze future business performance, integrating various tools to support these needs.

By leveraging data from various modules/management areas, it is possible to compare set objectives (Budget) with actual data recorded in the system, thus enabling timely intervention.

Comprehensively manages pre-sales and post-sales activities with a particular focus on the sales area.

Supports the entire sales process with:

• Management of negotiations and offers

• Management of opportunities, campaigns and leads

• Planning and tracking of commercial activities

• Shared calendars for better team organization

Also includes the possibility of mass email sending, customizable through pre-configured templates.

Comprehensively manages interventions and all related contracts, ensuring precision and traceability.

Includes all functions necessary for after-sales: assistance, maintenance, service management, contracts, counters (e.g., copy readings) and intervention reports.

Among the key functionalities:

• Management of activities and tasks, linkable to campaigns, opportunities, contracts, services and serial numbers

• Quick management of calls from sales, administrative or technical contacts

• Immediate resource allocation for timely and targeted response

The Production module integrates all MRP (Material Requirements Planning) functionalities for material requirements and production activity planning, with automatic or semi-automatic calculation, generation and planning of requirements and production processing also with finite capacity.

Optimization takes precise account of materials, resources and equipment needed, as well as bills of materials.

The MRP feeds automatically from various sources to generate Work Orders, mainly from customer orders (unfulfilled or partially fulfilled) and from other configurable data and parameters.

Among the available functions:

• Master Production Schedule (MPS)
• Production Projects and Budgets
• Customized or revision Bills of Materials
• Management of procurement and production Lead Times

The module enables generation of simulated or final production plans and precise, dynamic and timely work orders.

Optional connection with MES systems also enables real-time bidirectional dialogue with machines and plants.

Stratega Web enables access through web interface to some of the modules, both in intranet and extranet, also from Android and Apple devices via Smartphone or Tablet.

It is the ideal solution for mobile users, such as agents, technicians and suppliers.

Functions available in Stratega Web include:

Contact Manager

• Order registration for customers or prospects

• Customer/prospect record management

• View of customer’s financial situation

• Activity management and scheduling, with integration to Google services (location, routes)

Service Manager

• View and close calls

• Registration of intervention reports with graphic signature

• Registration and consumption of spare parts

• Reading and registration of consumable materials or counters (e.g., multifunction devices)

Stratega Mobile is designed for Android devices (smartphones or industrial handhelds with integrated barcode readers) and enables internal users to operate on-field in logistics, production and warehouse management areas.

Main functionalities include:

• Partial or total fulfillment of picking slips against an order

• Lot management, also with fulfillment bound to expiration date or lot status

• Production advancement and grouped, parallel and/or minimum production lot phases

• Registration of in/out goods movements and direct transfers between different warehouses and/or locations

• Generation of inventory movements and warehouse alignment, including data related to warehouse and location through manual declaration or barcode reading

The Stratega framework offers advanced customization tools for users and developers, enabling adaptation of the application to specific requirements.

Possibilities include:

• Item Customizer: to easily modify the user interface

• SalScript: scripting language that allows extending system functionalities

• APIs: to integrate Stratega with external applications already in use or develop new ones with the most common programming languages

This way, Stratega ensures maximum flexibility and scalability, adapting perfectly to the business environment.