With the New Year upon us, it’s not just time to think about your New Year’s resolutions – it’s also the perfect moment to prepare your CERM software for a smooth start to the year. By taking care of a few key tasks now, you can ensure your system stays efficient and ready to support your operations.
Since these actions may involve several areas of the software, we recommend involving the relevant people per department. Let’s break it down.
Mandatory actions – to complete before the start of the new year:
Process invoices and costs
Ensure all invoices and stock costs are processed. This depends on the period and year settings in your journals.
Update the production schedule
The production schedule relies on your calendar setup – make sure it’s ready for the new year to avoid disruptions.
Recommended actions – to complete before the start of the new year:
Update rates and costs
In today’s dynamic economic environment, keeping your costs accurate is crucial. Review and adjust your rates to reflect current conditions.
Set accurate prices
Double check pricing to ensure it aligns with updated costs and market trends
Specific or optional actions – to complete before the start of the new year
Depending on your company’s policies and workflows, these actions can also be beneficial:
Manage numbering in the software
Review numbering settings to ensure continuity and compliance with your processes.
Clean up data
A little digital housekeeping goes a long way. Delete outdated records or archive them as needed.
Plan software updates
Schedule a convenient time to update your CERM version, so you can benefit from the latest features and improvements.
Discover more at https://www.cerm.net/