Exact Online interface with Merkato Essentials:

Efficient CPQ software for complex product variations

Exact Online is a widely used ERP package that provides companies with excellent support for their accounting, inventory management, order management and production processes. For companies with a well-organised product range, Exact Online offers a powerful and easy way to manage products, customer data and financial data. However, for companies working with extensive product variations or composite products, management can become more challenging.

When companies work with multiple product variations or complex compositions, there is a need for additional flexibility and automation. This is because each unique product configuration often requires its own part number and parts list, which can lead to a large number of parts lists and a lot of manual management. Fortunately, Merkato Essentials offers a solution that connects perfectly with Exact Online, specifically for companies working with these kinds of complexities.

The challenge of product variations in Exact Online

Exact Online works efficiently for managing individual products and simple variants. Each product has its own part number and parts list, which works well for well-organised product lines. However, when companies need to offer a wide range of product options, such as different sizes, colours or features, the number of parts lists required can quickly increase. This entails a greater management burden.

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Merkato Essentials: The CPQ software solution for Exact Online

Merkato Essentials, provided by CPQing Solutions, offers an integrated solution for companies working with complex product variations. With its seamless link to Exact Online, product variations and composite products are managed effortlessly, without requiring thousands of parts lists. Thanks to Merkato Essentials’ CPQ functionality, even companies with the most advanced product lines can benefit from a more efficient way of working within Exact Online.

 

Benefits of integration between Merkato Essentials and Exact Online:

  1. Automatic synchronisation: Merkato Essentials automatically synchronises customer data, products and prices with Exact Online, so you’re always working with up-to-date data
  2. Efficient management of product variations: Instead of creating a separate parts list and item number for each unique product configuration, composite items can be easily managed with Merkato Essentials. This allows you to efficiently configure even highly complex products with multiple variants.
  3. Optimisation from quotations to orders: quotations created in Merkato Essentials can be converted directly into orders that are automatically processed in Exact Online. This significantly speeds up the sales and order process and reduces the risk of errors. Two different orders can also be created; ééone that simplifies inventory and purchasing processes in Exact Online and the other that simplifies order processing and invoicing.
  4. Quick implementation: The link between Merkato Essentials and Exact Online can be operational within a few hours, making implementation smooth and fast, without lengthy processes.

Configuration implementation: from quotation to order entry

The implementation of Merkato Essentials in combination with Exact Online is designed to be simple and fast. In just a few clicks, the link between the two systems can be established. This user-friendly interface enables users to start configuring products without any problems.

The link is established via the Exact Online App Store, where this integration is available as a standard solution. Once the connection between Merkato Essentials and Exact Online is established, product variants and customer data are automatically synchronised. This makes it possible to generate a quotation within minutes, which can then be converted into an order in Exact Online at the touch of a button.

This process not only minimises the risk of errors, but also significantly speeds up the turnaround time of the sales cycle. The combination of these systems ensures efficient and accurate management of complex product variations and the generation of quotations and orders.

Conclusion

The combination of Exact Online and Merkato Essentials offers companies working with complex products a complete solution. Merkato Essentials extends the functionality of Exact Online by automating the management of product variations, shortening sales cycles and reducing the risk of errors. The benefits of Exact Online, such as visibility into inventory and financial data, remain, while Merkato Essentials ensures effortless handling of product configurations.

With a few clicks, users can realise the link via the Exact Online App Store. This integration ensures automatic synchronisation of product variants and customer data, allowing quotations to be generated within minutes and turned into an order at the touch of a button.

Whether your company is active in manufacturing, trade or services, the integration of Merkato Essentials and Exact Online enables you to work more efficiently, save time and minimise errors. Curious about the possibilities for your organisation? Contact us for a no-obligation demonstration!

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