Enterprise Resource Planning

Enterprise Resource Planning (ERP) with iMATRIX: Manage all business processes centrally

Enterprise Resource Planning (ERP) is the foundation of efficient business operations. A modern ERP system connects sales, order processing, invoicing, accounting, payment workflows and reporting in one central platform.

With iMATRIX, companies manage their administrative and commercial workflows in an automated, transparent and efficient way.

What is Enterprise Resource Planning?

Enterprise Resource Planning means centrally managing all company resources through an integrated system. The goal of ERP is to standardize processes, keep data consistent and provide a reliable basis for decisions in real time.

iMATRIX combines all core ERP functions in one modular system:

  • Quotation and order management
  • Delivery notes and logistics processes
  • Invoicing and dunning
  • Credit notes and expense management
  • Payment processing
  • Statistics and reporting

Create documents with one click

With iMATRIX, you can create quotations, orders or invoices with one click. All documents are logically linked and generated automatically in sequence.

A key capability of iMATRIX is the automatic creation of recurring invoices, ideal for:

  • monthly subscriptions
  • maintenance and service contracts
  • licenses and recurring services

Intervals can be defined flexibly (days, weeks, months or years).

Quotations: Digital, professional and persuasive

iMATRIX enables high-quality quotations that can be sent directly by email or as PDF:

  • Central status overview
  • Quotation comments for direct customer communication
  • Digital tracking

Accepted quotations are converted automatically into orders.

Orders: Efficient and fully traceable

Order confirmations can be:

  • generated directly from quotations
  • or created independently

Optional automatic customer reminders can be sent before order-confirmation expiry.

Delivery notes: Process-driven and integrated

Delivery notes are generated automatically in iMATRIX from orders and adapted to each process.

Additional feature:

  • WooCommerce integration via add-on
  • Automatic delivery-note creation from online-shop orders

Consolidated invoices: Fewer documents, lower costs

Every individual invoice causes internal costs. With iMATRIX, you can create consolidated invoices from multiple open delivery notes with one click.

This reduces:

  • administrative effort
  • accounting costs
  • number of documents for customers

Invoices: Simple, flexible and customizable

In iMATRIX, invoices are:

  • created with one click
  • sent by email or post
  • output with fully customizable layouts

All invoices are stored in an audit-proof way and are accessible at any time.

Dunning and online payments

You define exactly how your dunning process works:

  • automatic payment reminders
  • dispatch to customers or internally to sales staff

Customers can pay open invoices directly in iMATRIX. Supported payment methods: PayPal, Stripe Checkout, Stripe iDEAL, Authorize.net AIM, Authorize.net SIM, Mollie, Braintree, PayU, 2Checkout, Instamojo

Credit notes and expense management

With iMATRIX, you can manage:

  • business expenses
  • recurring expenses with automatic creation
  • flexible time intervals

Costs can be assigned to customers or projects.
Supporting documents can be uploaded easily or captured directly via smartphone.

Statistics and reports: Full control over your business

The statistics and reporting module in iMATRIX provides:

  • sales and product reports
  • revenue and customer analyses
  • accounting and management reports

Different views for sales, accounting and management provide maximum transparency and reliable decision-making.

iMATRIX as a powerful ERP system

iMATRIX ERP combines all core business processes in one system:

  • automation instead of manual work
  • centralized data instead of isolated tools
  • transparency instead of intransparency

iMATRIX makes Enterprise Resource Planning efficient, scalable and future-proof.