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Deltacon CoreBusiness ERP

website·Indexed 32 days ago

https://deltacon.com.br/docs/

A comprehensive ERP suite featuring CoreBusiness PDV, financial management, material and warehouse management (GEM and DEP), logistics, and service order control (COS). The platform includes specialized modules for mobile sales, API integrations, fiscal document integration, and a customizable reporting engine (RPT).

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What's inside Deltacon

  1. Overview of Duplicatas in CORE Business

    In CORE Business, a 'Duplicata' (Trade Bill) is a nominal credit instrument used to collect installments of a specific contract. The system tracks the entire movement history of a duplicata through CNAB return files exchanged between the application and the banking institution.

  2. Overview of Service Orders (OS) and Production Orders (OP)

    In the ERP system, a Service Order (OS) or Production Order (OP) is a formal record used to authorize, control, and track technical activities, maintenance, or production processes.

    • Service Order (OS): Used for maintenance, installation, technical support, renovations, or customer service.
    • Production Order (OP): Used to control the manufacturing of products, assembly, or the transformation of raw materials into finished goods.

  3. Overview of Liquid Fuel Pump Meter (Encerrantes) Management

    The Encerrantes module is used to control the volume of liquid fuels (gasoline, ethanol, diesel) dispensed at each pump nozzle based on cumulative volumetric counters. This system ensures traceability, inventory control, and compliance with fiscal regulations (ANP, SEFAZ, and Receita Federal) by comparing physical volume dispensed against recorded sales and issued invoices.

  4. Overview of Payment Links in DeltaCon ERP

    Payment links are unique URLs generated by the DeltaCon ERP system via API to allow customers to pay pending charges online (such as boletos, duplicates, or service/product charges). These links are typically integrated with payment gateways or financial institutions. To generate these links, the 'Configuração de API de Criação de Links de Pagamento' (Payment Link Creation API Configuration) must be properly configured.

  5. Overview of Logistics Control (Controle de Logística) features

    The Logistics Control module provides comprehensive management of deliveries, drivers, and routing. Key capabilities include:

    • Driver & Vehicle Management: Control drivers and third-party contractors, assigning them to specific routes and vehicles.
    • Automated Routing: Automatic definition of orders and vehicles based on the manifest (romaneio) route, including the ability to add/remove cities and states.
    • Order & Delivery Organization: Organize deliveries for internal or third-party orders via NF-e (Electronic Invoice).
    • Inventory & Loading: Control items within specific vehicles and manage separation, isolated checking, and delivery order.
    • Workflow & Performance: Track loading and delivery times using integrated workflows.
    • Documentation & Finance: Direct issuance of DF-es (Electronic Fiscal Documents) during the manifest process, freight value calculation/adjustment, and banking integration for issuing and receiving boletos (payment slips).
    • Itinerary Planning: Define itineraries by specifying addresses, customers, and drivers for a given route.

  6. Overview of new tax types in the Taxation module

    The taxation registration screen includes menu options for new taxes entering into force:

    • IBS: Impostos sobre bens e serviços (Taxes on goods and services)
    • CBS: Contribuições sobre bens e serviços (Contributions on goods and services)
    • IS: Impostos Seletivos (Selective Taxes)

  7. Overview of Deltacon CoreBusiness (DCB)

    Deltacon CoreBusiness (also referred to as DCB) is a business management platform designed with a minimalist interface to reduce the learning curve and accelerate results. It is a web-based application accessible from any location via mobile devices, tablets, or PCs, provided the device has a browser supporting HTML5, CSS3, and JavaScript.

  8. Overview of CoreBusiness ERP Modules

    CoreBusiness by Deltacon is a modular ERP system designed for industrial, distribution, and retail operations. It includes the following functional modules:

    • Autorizador e Controle de Acesso (ACA): Manages user access and system authorizations.
    • Controle de Logística (CL): Manages vehicles, drivers, routes, deliveries, freight, and shipping manifests (romaneio).
    • Gestão Comercial (GC): Handles purchasing, contracts, orders, sales pricing, and goods reception.
    • Controle de Ordem de Serviço (COS): Manages production stages and service order definitions.
    • Gestão de Atendimentos (GDA): Records interactions and contacts with stakeholders.
    • Impressão de Documentos (IDD): Allows 100% customization of document printing and operations.
    • Gestão Financeira (GF): Provides financial administration tools.
    • Gerenciador de Materiais (GM): Product registration, tracking across modules, quality sampling control, and expiration date verification.
    • Integrador de Documentos Fiscais e Eletrônicos (IDFE): Automates NF-e and NFS-e (electronic invoice) processing.
    • Relatórios (RPT): Tool for developing and customizing system reports.
    • Gestão de Depósitos (GDEP): Organizes products, personnel, and warehouse processes.
    • CoreBusiness PDV: Point of Sale solution for commercial establishments, including sales management and invoice issuance.

  9. Overview of the CT-e Module

    The CT-e (Conhecimento de Transporte Eletrônico) module is used to automate the issuance of electronic freight transport documents, ensuring legal compliance, fiscal integrity, and operational traceability. Key capabilities include:

    • Issuing and transmitting CT-e to SEFAZ for authorization.
    • Canceling CT-es within legal deadlines.
    • Inutilization of unused numbering sequences.
    • Generating DACTE (Documento Auxiliar do CT-e) for physical transport accompaniment.
    • Querying and exporting CT-e history via filters (period, client, carrier, etc.).

  10. Overview of Accounts Receivable in CORE Business

    The Accounts Receivable module manages assets resulting from sales or renegotiated debts. It allows users to list open or overdue installments and perform actions such as liquidation, renegotiation, and generation of bank slips (duplicatas) and remittances. To access the screen, search for 'Contas a Receber' in the system's main Hub.

  11. Overview of the Service Order Control (COS) module

    The COS (Controle de Ordem de Serviço) module is used to define and manage production stages to simplify operations and increase productivity. It provides the following core capabilities:

    • Production Cells (Células de produção): Grouping of equipment or human resources required for specific production stages.
    • Recipes (Receitas): Registration of production recipes or technical data sheets.
    • Aggregators (Agrupadores): Structures used to organize and group Service Orders (OS) or Production Orders (OP) for collective processing.
    • Item Administration (Administração de itens): Control and management of items contained within a specific OS or OP.
    • Processes (Processos): Management of production, industrialization, assistance, and maintenance processes controlled via status flowcharts.
    • Process Types (Tipos de processos): Registration of process types, including their specific purposes and characteristics.

  12. Overview of Bank Remittance (Remessas Bancárias) management

    Bank Remittances are files generated by the ERP containing financial information (payments, collections, or transfers) to be sent to the bank. These files follow standardized layouts such as CNAB 240 or CNAB 400, as defined by FEBRABAN. To access this screen, search for 'remessas bancárias' in the system's main Hub.