HansaManuals Home   >> Standard ERP   >> Introduction and Installation  

Previous   Next  

This text refers to program version 4.0  

Introduction

Hansa Financials and HansaWorld are integrated accounting, CRM and ERP tools for working with Sales Order Processing, Stock Control and the Sales, Purchase and Nominal Ledgers, and for keeping track of contacts with Customers, organising mailshots and for planning activities of all kinds.

Hansa Financials and HansaWorld (the generic term "Hansa" is used throughout these web pages) are modular systems. The number of modules available to a user varies with the installation. The minimum configuration (the Accounting package) comprises the System module and the Nominal, Sales and Purchase Ledgers with Multi-Currency capability. To this, the Logistics package adds the Sales Order, Purchase Order and Stock modules. Further modules can be added as required. Multi-user installations have a Server module added.

When the CRM module is present, the program can be used to record the different tasks and events in the business day, such as customer contacts for sales, service support, consultancy appointments etc. In Hansa, each task and event is saved as a separate record in the Activity register. Activities can be viewed, reviewed, changed and added to using the Calendar and the Task Manager. They can be used as a planning and monitoring tool for a sales force, or as a tool to log telephone calls to a customer service centre, and in many other ways.

Hansa contains full internal mail, email and conferencing facilities. These features, together with the External Gateway and web, FTP and fax servers, mean that users can be online from anywhere at anytime. This means that employees can always be in touch with each other.

In this introductory section, we will describe the steps you need to follow to get started with Hansa. Topics covered include installation (both single- and multi-user) and the creation of a new database (again, both single- and multi-user).

Previous   Next   Top