Datafile Software for Operations, IT, and Finance Leaders

Achieve seamless integration, enhance data visibility, and make data-driven decisions with tailored ERP software that unifies accounting and business management for optimal efficiency and growth.

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Software For

Real-time Business Management

The Business Challenge

Businesses often struggle with disconnected systems and manual workflows that lead to inefficiencies, errors, and slowed decision-making. Operations Leaders, IT Managers, and Finance Teams need an integrated solution to enhance clarity, efficiency, and scalability.

Guiding You To Success

Portal People brings decades of expertise in ERP integration, offering tailored Datafile ERP solutions that deliver unified data and streamlined workflows for seamless business operations.

Customisable ERP Solutions For

Distribution

Feature-rich tools for the distribution sector, encompassing Stock Location Management, Branch Management, Trade Counter Support, and Route Planning for streamlined operations and enhanced efficiency.

Wholesale

Gain a competitive edge in the wholesale industry with our specialized tools, offering Inventory Forecasting, Customer Organization Management, and Matrix Pricing capabilities.

Services

Achieve service excellence with our suite of tools, featuring Automatic Invoicing, Route Analysis, Asset Tracking, Digital Service Forms, and Field Engineer Management for seamless service delivery.

Manufacturing

Elevate your manufacturing operations with our comprehensive suite of solutions, including Resource Planning, Business Alerts, Component Tracking, and Works Order Processing.

Plan For Success

Optimal Business Management: Implement only the modules you need for precise, effective management.

Joined-Up Processes: Connect accounting, inventory, sales, and payroll for cohesive, real-time insights.

Flexible Deployment: Choose between cloud-based or on-premise setups that fit your business structure.

Customised Integration: Engage your customers online with our seamlessly connected eBusiness Solution.

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Datafile: Modular ERP Software Tailored to Your Needs

Datafile’s modular ERP software empowers you to purchase only what you need, ensuring cost-effectiveness and efficiency. Our system offers robust security with granular access controls to assist you in GDPR compliance while granting your users the necessary empowerment.

Designed to align with your unique workflow, Datafile is the perfect choice for thriving companies seeking enhanced control and automation. Unlike many other software systems, Datafile’s parameter-driven “on/off” functionality allows us to deliver a tailored solution that seamlessly aligns with your business processes, employee roles, and security requirements, all without the need for expensive and time-consuming system development.

Datafile: Driving Business Efficiency Through Integration

Datafile offers a multitude of integration methods that enhance efficiency across various business facets. A prime example is the seamless connection between Online Ordering, Stock Management, and Sales Order Processing.

Flexibility is at the heart of Datafile, as we support both Cloud and In-House models. You have the freedom to choose whether your Business Software operates within your organization’s IT infrastructure or in the Cloud.

With a rich history dating back to 1985, Datafile has served thousands of UK businesses. Remarkably, over 50% of our clients have remained loyal for over a decade, a testament to our enduring commitment to their success.

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Result

Enjoy the transformative power of integrated accounting and business management software. Reduce errors, streamline operations, and gain real-time visibility to make data-driven decisions with ease. Operations managers see optimised workflows, IT directors benefit from robust and secure systems, and finance leaders achieve comprehensive financial oversight.

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Datafile Modules

System Manager

The System Manager serves as the central control hub for setting up and customizing your system. It operates through parameter-driven switches that enable you to control and customize various features to meet your specific requirements.

Sales Ledger

The Sales Ledger streamlines the management of your sales transactions, encompassing sales invoices, credit notes, and received payments. Complemented by a robust reporting suite, it ensures comprehensive and efficient tracking.

Purchase Ledger

The Purchase Ledger simplifies the management of your purchase transactions, including purchase invoices, credit notes, and payments. Supported by an extensive reporting suite, it offers comprehensive oversight of your transactions.

Nominal Ledger

The Nominal Ledger serves as the primary accounting record for your business, housing accounts for current and fixed assets, liabilities, revenue, expenses, gains, and losses. It provides the foundation for financial tracking and reporting.

Cashbook

The Cashbook is your go-to tool for managing and reporting on your bank and cash accounts. It simplifies the process through defined Receipts and Payment Routines, reducing data entry by utilizing posting groups. Supports UK MTD for VAT.

Payroll

The Payroll module seamlessly links to the Nominal Ledger, allowing for the accumulation of employee costs with precision. It also interfaces with Job Costing, facilitating the accumulation of posted timesheets for accurate salary calculations.

Contract & Job Costing

Our Contract & Job Costing module is designed for precise tracking of costs related to specific contracts with customers. You can categorize costs into groups such as material costs, labor, direct expenses, overheads, or sub-contractor costs, providing comprehensive control and insight into your project expenses.

Stock Control

Efficiently manage your inventory with our versatile Stock Control module, offering support for multiple and single locations, as well as simplified management of assemblies and finished goods. Stock data can also seemlessly integrate with our eBusiness Portal for eCommerce requirements.

Batch & Serial Tracking

The Batch & Serial Tracking feature empowers the system to meticulously record information related to individual products or batches. This ensures a comprehensive product history that is invaluable for traceability and quality control. Can also be combined with warehouse locations.

Sales Invoicer

When Order Processing isn't necessary, our Sales Invoicer application steps in to effortlessly produce sales invoices or self-billing invoices, ensuring a straightforward and efficient invoicing process. Print hard copies or email PDF's.

Sales Order Processing

Our Sales Order Processing module is expertly designed to cater to a wide range of needs while maintaining user-friendly functionality. It offers highly configurable possibilities, ensuring a seamless and adaptable order management process.

Purchase Order Processing

Our Purchase Order Processing module is crafted to meet a wide spectrum of needs while remaining user-friendly. It offers high configurability based on your specific requirements, streamlining the procurement process with ease.

Works Order Processing

Our Works Order Processing module, also known as Bill of Materials, caters to companies involved in manufacturing or assembling products for customers or stock. It's highly configurable, adapting to your specific requirements for precision manufacturing processes.

Contracts & Servicing

Our Contracts & Servicing module encompasses a range of features, including Automatic Invoicing, Pricing Uplifts, Contact Periods (Annual, Quarterly, Monthly, Seasonally, Ad Hoc), Contract Costing, and Profitability analysis. It is highly configurable.

eCommerce & Integrations

A versatile eCommerce platform, supporting. Seamlessly integrates with Datafile Matrix Prices, Stock & Sales Orders, Branch Stock, and more, offering a holistic solution. Additionally, it provides convenient links to other online services and gateways.

Portal People: Your Trusted Datafile Delivery Partner

The Portal People team has proudly served as delivery partners for Datafile Business and Accounting Software for several years. This extensive partnership has allowed us to gain in-depth knowledge of the system and its versatile capabilities, while also fostering strong and amicable relationships with the author and other Datafile delivery partners.

In addition to the core system, our Portal People team has developed a suite of web-based applications that complement Datafile’s capabilities. These applications extend the system’s reach to online customers and field teams, adding significant value to your business operations. The synergy between Datafile Software and Portal People’s specialized applications creates a potent toolkit for automating and digitally transforming your business.

Portal People offers a comprehensive range of services, including initial consultancy, system design, implementation, training, and ongoing support. We also specialize in crafting customer portals and web applications tailored to your unique needs, ensuring your business operates at its full potential.

FEATURES
On Premis or In The Cloud
Modular System Buy Only The Modules You Need
Cost Efficient Customisation Through Parameter-driven “on/off” Functionality
MTD (Making Tax Digital) Ready
Training and Support Packages Available
Software Updates Performed
Integration With 3rd Party System*
eCommerce Integration
B2B Ordering and Webshop Ready
*3rd Party integration subject to specification.

Get In Touch With Matt and the Team

01323 385391

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