Enterprise Resource Planning (ERP) with iMATRIX: Centralized control of all business processes
Enterprise Resource Planning (ERP) forms the basis of efficient business processes. A modern ERP system combines sales, order processing, invoicing, accounting, payment processes, and reporting in a central platform.
With iMATRIX, companies can manage all their administrative and commercial processes automatically, transparently, and with minimal effort.
What is enterprise resource planning?
Enterprise resource planning refers to the central control of all company resources via an integrated system. The aim of ERP is to standardize processes, maintain data consistency, and provide a basis for decision-making in real time.
iMATRIX combines all core ERP functions in a modular system:
- Quotation and order management
- Delivery notes and logistics processes
- Invoicing and dunning
- Credit notes and expense management
- Payment processing
- Statistics and reports
Create documents with a single click
With iMATRIX, you can create quotes, orders, or invoices with just one click. All documents are logically linked and automatically build on each other.
A special feature of iMATRIX is the automatic creation of recurring invoices, ideal for:
- Monthly subscriptions
- Maintenance and service contracts
- Licenses and recurring services
The intervals can be defined flexibly (days, weeks, months, or years).
Quotes: Digital, professional, and compelling
iMATRIX enables you to create high-quality quotes that can be sent directly by email or as a PDF:
- Central status overview
- Quote comments for direct customer communication
- Digital tracking
Accepted quotes are automatically converted into orders.
Orders: Efficient and traceable
Order confirmations can be:
- generated directly from quotes
- or created independently
Optionally, automatic customer reminders can be sent before the order confirmation expires.
Delivery notes: Process-driven and integrated
Delivery notes are automatically generated in iMATRIX from the order – adapted to the respective process.
Additional function:
- WooCommerce integration via ADD-ON
- Automatic delivery note generation from online shop orders
Collective invoices: fewer receipts, lower costs
Every single invoice incurs internal costs. With iMATRIX, you can create collective invoices from several open delivery notes with just one click.
This reduces:
- Administrative effort
- Accounting costs
- Number of receipts for the customer
Invoices: Simple, flexible, and customized
Invoices are created in iMATRIX:
- with just one click
- sent by email or post
- issued with a customizable layout
All invoices are stored in an audit-proof manner and can be accessed at any time.
Dunning & online payments
You define how your dunning process works:
- Automatic payment reminders
- Sent to customers or internally to sales staff
Customers can pay outstanding 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 & expense management
With iMATRIX, you can record:
- Company expenses
- Recurring expenses with automatic creation
- Flexible time intervals
Costs can be assigned to customers or projects.
Receipts can be easily uploaded or recorded directly via smartphone.
Statistics & Reports: Full control over your business
The statistics and reporting module of iMATRIX offers:
- Sales and item reports
- Revenue and customer analyses
- Accounting and management reports
Different perspectives for sales, accounting, and management ensure maximum transparency and well-founded decisions.
iMATRIX as a powerful ERP system
iMATRIX ERP combines all key business processes in one system:
- Automation instead of manual work
- Centralized data instead of isolated solutions
- Transparency instead of opacity
iMATRIX makes enterprise resource planning efficient, scalable, and future-proof.
