Subscription Management
List SaaS, maintenance and support subscriptions and see each customer's subscription account statement. Subscription fees are sent from Sales Management as e-invoices or e-archive invoices.
Trade & Services
ERP software for information technology services
Manage subscription and license revenue, support requests, implementation projects and serialized hardware on the same customer record, and recognize recurring revenue in the right period.
Recurring revenue, projects and support on one set of data
IT service firms earn revenue from three sources: monthly or annual subscriptions, implementation and integration projects, and hardware and license sales. A license fee collected a year in advance has to be spread across months, the exchange rate effect of cloud and software costs bought in foreign currency has to be tracked, and the support levels promised in contracts have to be followed separately.
Factorbooks Autonomous ERP keeps subscriptions in Subscription Management, support and service requests in CRM, projects in Project Management and devices in inventory by serial or lot number. Fees collected in advance are recorded as deferred revenue. Billing data from your subscription platform can be transferred through the API in Integration Management.
What it brings to IT service firms
Subscription visibility
The subscription list and subscription account statement show each customer's active services and balance on one screen.
Revenue in the right period
License and maintenance fees collected annually in advance are recorded as deferred revenue and spread across periods with accruals.
Support and SLA tracking
Support requests are linked to the customer card in SYNTRA and above; in the ABM packages, SLA Management tracks service levels.
Project profitability
Budget, purchases and costs of installation and integration projects are compared on the project card in VECTRA and the ABM packages.
Foreign currency cost control
Cloud, license and hardware purchases are recorded at Central Bank rates, and exchange rate valuation is run at period end.
Data protection compliance
Firms that process customer data keep their personal data inventory, data subject requests and VERBIS reports in GDPR / KVKK Management.
Featured industry-specific solutions
Support, service and SLA (CRM)
Link support and service requests to the customer record and follow open requests with service and support reports. Requests are in SYNTRA and above; Service Management and SLA Management are in the ABM packages.
Project Management
Open software implementation, infrastructure installation and integration projects on a project card. Project sales, purchases, advances, budget and costing are gathered on one screen. Included in VECTRA and the ABM packages.
Hardware and serial number tracking
Track servers, network devices and terminals by warehouse. Serial/lot management and stock reservations are in MOTIVA and above; purchased software licenses are recorded as intangible assets in Asset Management.
Currency and finance management
Record foreign currency purchases and sales at Central Bank rates and issue exchange rate difference invoices. Multi-currency management is in MOTIVA and above; exchange rate valuation is in every package.
GDPR / KVKK Management
Personal data inventory, data subject requests, notice texts and VERBIS reports are kept in one module. It is an add-on in the ERP packages; in the ABM packages inventory management is included and the other features are add-ons.
Related Factorbooks modules
See module coverage and package availability on each module page.
Subscription Management
Subscription list and subscription account statement.
Customer Relationship Management (CRM)
Leads, sales opportunities, pipeline, campaigns and support requests.
Project Management
Project-based sales, purchasing, collections, payments, advances, budget and guarantees.
Materials & Warehouse / Inventory Management
Materials, serial/lot, cost allocation, warehouses, goods receipt, e-waybills and stock counts.
Advanced Finance Management
Current account, cash, bank, loan, POS, company credit card, payment, cheque and note management.
GDPR / KVKK Management
Data inventory, data subject requests, tasks, notice texts and VERBIS reports.
Other industries
Retail Trade
Manage store stock, prices and discounts, POS collections and online orders on the same records.
Wholesale Trade
Manage dealer and distributor sales together with price lists, shipments, cheques and receivables risk.
Transportation and Logistics Services
Track transport revenue, fleet obligations, trip advances and warehouse movements on one platform.
Accommodation and Food Services
Manage stock, recipe costs, agency sales and collections for hotels, restaurants and caterers.
Education Services
Manage instalment fee collection, deferred revenue, payroll and purchasing for schools and courses.
Healthcare and Care Services
Manage medical supplies, purchasing, SGK invoicing, KVKK and payroll for hospitals, clinics and care homes.
Let’s find the right Factorbooks package for Information Technology Services
We go through your priority processes together, identify the packages and modules that fit your needs and prepare your annual quote.