We’ve just rolled out a major update to the system — packed with new tools, smarter workflows, and a host of refinements designed to make day-to-day operations faster, clearer, and more reliable.

Better Stock Control & Accuracy

We’ve introduced a new Picking Confirmation step, giving you clearer visibility between allocation and production start. Alongside this, new Stock Movement tools make it easier to handle real-world scenarios — including transferring quarantined stock and converting items without manual workarounds.

Improved Production & Operator Management

You can now assign operators to individual productions and track their diaries, commitments, and capacity — giving you better planning, accountability, and insight across the production floor.

Reconcile & Swap — Rebuilt from the Ground Up

The Reconcile section has been completely redesigned, allowing full reconciles to be completed in one go — including over, under, and wastage handling.
We’ve also overhauled the Swap Wizard, offering more nuanced item selection when precision matters.

Smarter Purchasing & Supplier Workflows

Supplier quotations are now easier to work with — including the ability to build a Purchase Order directly from a quote and select multiple items at once.
Bulk PO updates, improved hold options, and support for multiple delivery photos on receipt all help streamline purchasing and receiving.

Faster Despatch & Invoicing

Manual despatches can now auto-populate manual invoices, saving time and reducing errors.
We’ve also improved despatch auto-allocation, enhanced customer-supplied production data handling, and added manual printed notes to Sales Orders and Invoices.

Clearer Financial Insight

The Invoice Detail page now shows expected cost and profit, giving you faster visibility into margins without extra reporting.

We’re excited to share the latest updates now live in Receta. This release introduces powerful new features, improved workflows, and a range of refinements designed to make your experience smoother and more intuitive.:

New Features

Ask Receta

You can now ask follow-up questions directly within major reports to gain deeper insight into your data. Receta suggests helpful queries or lets you enter your own—and it learns your preferences over time.

Ask Receta File Intelligence

Ask Receta can now:

• Read and extract key metrics from supplier technical files
• Process supplier invoices and auto-populate invoice details
• Review uploaded artwork for potential label claims

This brings smarter automation into your daily workflows.

Despatch Lock

Improve control over despatch workflows by locking proposed despatches, printing the proposed pick list, and returning later to confirm.

New Sales Order Status: “Ready to Plan”

A new line-level status has been added to support clearer and more efficient order planning.

Improvements

Email Notification Redesign

All notification emails have been updated with cleaner layouts, improved readability, and better mobile performance.

Visual Enhancements Across the Platform

We’ve refreshed UI styling throughout Receta to provide a cleaner, more consistent experience.

Barcode Scanning Improvements

Barcode scanning now benefits from refined styling and better usability, making scanning faster and more intuitive.

Report Enhancements

Several reports have received new metrics, refined layouts, and general performance improvements.

Fixes

General Bug Fixes

We’ve resolved a number of minor issues across the system to improve stability and ensure a smoother experience.

The latest version of your Receta is now available:

Change Log:

• NEW – Supplier Invoice Auto Match.  You can now have Receta auto match the details of your uploaded Supplier Invoice and populate your system with the data.
• NEW – Volumetric Stock Capacity Management.  You can now track your locations and stock via their volumetric data.  All stock movements and location reports can now include helpers to ensure capacity is managed easily.
• NEW – Moveable locations – you can now track locations and report on the status of moveable locations which themselves move within your premises (think ‘Pallet’)
• NEW  – Process/Assets can now have several ‘child’ production rates added dependent upon the item being produced.  This is then reflected on the planning and reports.
• NEW – Ability to store metrics against externally purchased FPs
• Improvements to the Production Dashboard (used on production display screens)
• NEW – see counts for unplanned productions and PO’s without expected delivery dates on the relevant sections
• NEW – Call-offs can now be easily converted “per line” to live order lines as well as being able to easily see the total call offs still outstanding
• NEW – Production Planning Helpers – the production “add”, as well as the availability report, capacity report and more have been completely overhauled to add several new features to aid in managing the efficiency and viability of production planning.
• EPR Charges (if applicable) can now be added to POs
• Delivery Calendar now includes totals for each day as a summary of the delivery configs expected
• Various minor bug fixes, syntax changes and formatting improvements

It is true to say that in many nutraceutical businesses – keeping accurate records of formulations can be a time-consuming job and something which can keep even the most fastidious production manager up at night!

Typically, formulation creation and management might consist of:

• Cross-referencing several excel spread-sheets against previous formulations or customer specifications
• Checking against ingredient specification sheets from your suppliers
• Double checking dosages against regulatory NRV’s
• Manually calculating correct dosages between extracts, purities and more.
• Manually converting between mg/mcg/iu/cfg.

All of that just to generate an accurate specification sheet for your latest product – sound familiar? We’ve haven’t even touched how that specification is then converted into an accurately manufactured product!

Suddenly all of the additional requirements you need to have in place simply to produce a formulation appear to have crept up on you overnight and you’re now trapped in the situation where you and your staff are spending countless hours trying to keep on top of everything.

If you are lucky enough to have moved on from excel and the like, onto something such as an ERP program, I’m willing to bet that you have to constantly work outside of your main software simply to ‘re-discover’ the actual formulation specifications.

Common problems are:

• Generic ERP software not capable of understanding the differences between mcg/mg
• Not enough decimal places to keep formulations accurate when produced
• Inclusion of capsule shells into the mix requiring ‘hack’ quantities being added into the mix to simply get the whole thing to hang together when it comes to reducing stock quantities correctly.
• Discrepancies between the originally calculated formula and it’s storage in different areas of your software solution

Don’t be afraid if you currently fit within either of those two scenarios – it’s all too common.

Things don’t have to be this way – you can decide to make the change for your business and improve your efficiencies ten-fold and stop hemorrhaging staffing costs keeping on top of this problem.

If you choose to carry on as you are you can be sure of two things:

1. Your time/salary spend for staff to keep on track of your formulation isn’t going to reduce any time soon.
2. The inaccuracies of the methods you are currently using will at some point fail to manage a job correctly and you’ll be spending even more of your business’ hard-earned cash trying to put right an incorrect formulation batch mix or an incorrect stock reduction in your ERP.

So how do we correct this problem?

As the director of Receta – an ERP Cloud-based solution specifically designed for the Nutraceutical industry, you’re going to expect me to say that our solution will fix all of these problems for you – and you’re right – Receta will do all of that and more.

However, it’s not just about your choice of software – it’s more about you making the decision that there IS a better way to manage your formulation AND the initial time spent moving to a better solution such as Receta is time well spent when you consider the long term benefits of improvements in accuracy and efficiency!

Why not contact us now at info@receta.co.uk and arrange for a free demonstration of Receta.

We will arrange a screen-share meeting at a time to suit you and tailor our demonstration to show you the key features which overcome the problems you currently face in your nutraceutical business.

Let’s imagine for a second that you are required to issue a recall against a product you have manufactured or you’re being audited for particular industry certification such as GMP or ISO – Are you confident you have the systems in place to be able to robustly carry out the tasks required?

Could you ‘hand on heart’ guarantee you have all of the required traceability for your productions and incoming stock, or have any confidence that your carefully crafted quality production instructions are being carried out correctly every time ensuring the quality of your products?
Even if you ‘are’ confident on both counts – it’s always worth considering if anything should be improved to further protect yourself into the future.

It may not be immediately obvious what parts are missing in your quest to QA/Traceability success, so let’s break things down into the basics:

Traceability:

So what does traceability mean for a Nutraceutical Company?  Simply put, it means that you should be able to provide:

• A full record of all movements of all stock you hold and have held in the past
• A full record of all productions (of any kind)
• Provide full searchable records of all productions by batch
• Provide full searchable records of all productions which contain specific materials
• Provide full searchable records of all production which contain specific batches of specific materials
• Be able to issue a report detailing any of the above for uses in cases such as recallsAside from the above, you should also have robust and linked incoming purchase order management and quarantine systems to surround your production management.

QA

At it’s very core, QA (Quality Assurance) is the idea behind putting in place a way of preventing mistakes and defects during your productions.  It usually is seen as part of an overall desire by the company to improve their offering and is also generally one of the areas audited when attempting to gain approval for standards such as the ISO 9000 framework.
In many cases, real world examples of QA involve setting master production records (a journal outlining the specifics of a production), training manuals and staff training on machines, quality checking at all points throughout productions and a general awareness within the business of the requirement to keep the standard of the outgoing products to a very highest achievable and how to go about it.

How do you fare?

Many of your clients will look to your QA systems and traceability when they are deciding where to place their next business. If you don’t currently have systems in place which meet the above requirements, then you could already be putting yourself at a disadvantage to your competitors!  It’s a common issue that GMP and/or ISO certification is seen as a basic requirement by nutraceutical buyers and without complete QA/Traceability systems in-place those standards would be out of reach for many Nutraceutical manufacturers.

How do your systems talk to each other?

If you are lucky enough to be able to say that you DO currently have robust systems in place and are happy they meet the requirement – the next question to ask is – do they communicate with each other?  Do they communicate with other possible systems you may be running such as your CRM, your ERP?

In the event of let’s say – a recall – could you automatically generate a list of affected customers within your CRM from the data from your recall report?
In the event of a QA issue – could you automatically inform all interested parties via your ERP what the issue was and how it should be dealt with?

Or would you be reduced to manually syncing your data from multiple systems into a single spreadsheet each and everytime an action needs to be taken?

If any of the above has made you aware of a potential feature gap in your business – now is the time to fix it!

As the director of Receta – an ERP Cloud-based solution specifically designed for the Nutraceutical industry, you’re going to expect me to say that our solution will fix all of these problems for you – and you’re right – Receta will do all of that and more.
However, it’s not just about your choice of software – it’s more about you making the decision that there IS a better way to manage your QA/Traceability AND the initial time spent moving to a better solution such as Receta is time well spent when you consider the long term benefits!
Why not contact us now at info@receta.co.uk and arrange for a free demonstration of Receta?  We will arrange a screen-share meeting at a time to suit you and tailor our demonstration to show you the key features which overcome the problems you currently face in your nutraceutical business.

With any business, customers are the single most important thing to you and your company.  If they have gone to the hard work of seeking you out and then made contact, or even if you have been the one to find them out and they have gone to the trouble of taking an interest and requested some more information – it’s crazy to think you wouldn’t try and give them the absolute best experience when dealing with your business.  And yet, I’ll bet if you questioned ten of your most recent customers or leads, they would all have had different experiences to report, and in some cases may have chosen not to do business with you because of the customer service they received.

Now I’m sure you and your staff don’t believe you are going out of your way to upset your customers – so where’s the problem?

It’s all about giving your customers and leadsa thought out, consistent, attentive and efficient response throughout the whole process.

• Take too long to get back to them? – They’ll go somewhere else
• Don’t give accurate answers to their questions? – They’ll go elsewhere
• Make them repeat themselves when being passed between staff in your business? – They’ll go elsewhere
• Don’t make communicating with you easy? – They’ll go somewhere else

Essentially, if you make any part of dealing with you difficult for the customer – they will vote with their feet and go to an alternative supplier.

It’s even MORE important if that customer isn’t get buying from you and is simply a warm lead.
At the moment that potential customer is not only trying to find a company who can make the product(s) they are looking for, they are also subconsciously trying to find a company (and the staff members therein) which they can form a bond with and be happy to place orders with.

So how do you make sure you convert ALL of the customers ALL of the time?

I’ve put together a little list below with some pointers:

1. Evaluate your staff and place the people with the best conversational manner, front and centre on the telephones or make them the first person your customer would meet at your reception or at a trade show.
   First impressions count and if your potential customer feels at ease dealing with you straight off the bat – they will much more likely to take bad news such as a higher price or a longer lead time. Don’t worry if these staff members don’t quite have the right words in their sales pitch or may not know everything there is to know about the business – those are all experiences, skills and nuances which can be added as they go along – personality is key in converting your leads and keeping your customers.
2. The right tools for consistency.
   Every business relies on software at some stage to manage parts of its business  – so why do you leave the sales enquiry process open for debate and open for different staff members to deal with different customers in different ways?

   Sure every customer IS different and you do have to amend your approach to each one to suit their business, the contact’s personality and preferences, however in virtually all cases the end outcome would arrive at the same completed quotation/order.

   This is where something such as Receta can help.

   By enabling the “enquiry steps” within the software, your management can create and store a series of ticklist guidelines which they need every enquiry to go through.   Each step can contain as much or as little guidance for the staff members as needed and is simply used as a guide by your sales team to ensure that every single enquiry is dealt with in the same way.

   By storing a new enquiry in Receta, the enquiry steps become available for that enquiry and are used like a ticklist to show who and when a particular step was completed. A set can be a reminder to get something as simple as the customer name or more complex such as a series of questions to make sure the correct specification is gained from the customer for their new product.

   This gives you a massive conversion advantage because you can be sure that all of the potential pitfalls of a new customers request can be catered for as you have already covered all of the nitty gritty requirements you have as a business which you need in place before you can provide a quotation/order.

   And best of all , going back to Tip 1, it now doesn’t matter if you have someone at the front-end who is inexperienced but really good on the phone – as long as they follow the steps you’ve outlined in your enquiry steps – you will get the information you need and your customer will be happy to deal with you.

3. Giving your customers the right information with a persuasive argument.

   Don’t think for one second that your current perceived USP is the reason ALL of your customers choose to deal with you – it isn’t. It could be your turn-around times, the quality of your end product, your prices or your proximity to their business.

   I’m here to tell you – it’s actually none of those and ALL of those at the same time.  What’s actually holding it all together is the staff member they are dealing with while they place enquiries and orders with you.

   As the old saying goes – people by from people, and it’s the staff members in your office who are currently getting you orders and converting your leads.
   However your individual staff members may not be the best at selling, up-selling or cross-selling – so how do you stop missing out on those extras or stop not telling your customer about that killer price break they could achieve if they ordered just a little higher quantity?

   Going back to Tip 2 – that becomes easy!  As examples – Set an enquiry step to include the fact that you need for every quotation to include price breaks higher than the quantity requested by the customer.  Set an enquiry step which says all quotations must include prices for other “linking” products which sell well together.By using the enquiry steps along with the right person at the end of the telephone you get the triple benefit of giving your customers the information they requested quickly, they get that information from a person who they have an affinity with are would be happy to buy from AND best of all –any up-selling or cross-selling will have been built into the quotation the customer received as a matter of course!

4. Speed (or the perception of speed).

   If a customer has to wait more than 24 hours for their costs to arrive in their inbox – they will likely move (or have moved) to an alternative supplier. In many cases your new customer will not have any kind of awareness or appreciation as to the nuances behind a nutraceutical product (formulation, ingredients, packaging etc) and will expect to simply pick-up the phone and get an instant price.

   As a business if you have “off-the-shelf” standard products you offer – then you may be one of the lucky ones who can indeed provide an instant price – however I’m pretty confident that in many cases, that initial price gets amended by the requests the customer makes (change of formulation, packaging etc) – so in reality your ‘off-the-shelf’ products are not actually products at all – they are merely there as enticements to make your customers aware of the type of products you manufacture.

   In either scenario, there will usually be a time-gap between the customer detailing their enquiry and the quotation arriving in their inbox.

   Getting this quotation back to the customer in a timely manner is one of the key deciding factors a customer will use when choosing their supplier.
   If you can get a quotation out to the customer the same day or within a few hours, you give yourself a huge advantage over a competitor who takes 48-72 hours to price a product(s).

   So the question is – if both you and your competitors are pricing for the same enquiry and you both have to go through the same background exercises in order to calculate the prices you will sell at – how do you get the jump on your competitor?

   It’s actually pretty straight-forward – it’s all about perception.  If your turn-around time for the finished quotation is let’s say 48 hours.  You may need to make sure you have all the information you need from the customer, you may run credit checks, you may need to converse with your suppliers to get pricing, you may need to converse with the customer several times to get the specification correct for their product etc.  All of these take time and it’s time you don’t have when it comes to getting information back to your customer.

   To bridge that gap between enquiry to quotation time you can use communication via telephone and additional documentation to give the customer the perception that the gap isn’t quite as large as it really is.

   Example – If you already have all the information you need from the customer, then tell them that a quotation will be with them soon and then you don’t hear anything else until you send the quotation (typically days later) – what do you think your customer is doing in that gap of time?

   You can bet they aren’t simply waiting around to get your pricing – they will be shopping for alternative suppliers!

   To lessen this, you need to communicate with your customer about their enquiry – it sounds simple but I bet you don’t currently do it (at least consistently)

   If you’re waiting for a supplier to get back to you – tell them!
   If you’re waiting for a manager to sign-off on the pricing – tell them!

   Whatever the delay is at your end which is stopping you from fulfilling the request of the customer – if you tell the customer – they will feel part of the process and much more willing to wait a little longer as opposed to giving you their enquiry and then not hearing anything else for more than a day!

5. Make it super easy for your customers to deal with you
   If you customer finds it hard to deal with you as a company – even if you have a better price than your competitors – there will be a time when the frustration of getting what they want from you becomes too much and they move away.

Understand the typical questions you get asked and the typical pieces of information you need for every enquiry.

For the typical questions – Create a ‘cheat-sheet’ of typical questions and answers and distribute it to your staff so they have the answers your customers need right in front of them at all times.

For the typical pieces of information – Add these to your enquiry steps so your staff ask the right questions of the customer at the correct time.

If dealing with you as a supplier is easy for your customers they will find it easy to say “Yes” when placing their order.

Here at Receta we pride ourselves on offering you the software and support to develop your nutraceutical business from not only production through to despatch and invoice but ALSO from the very beginning of every enquiry you get, making our software unique in the industry.

Why not arrange for a five minute demonstration of the power of Receta and let us show you how moving away from your current Manufacturing Software (MRP/ERP/CMS) may be the most important improvement to your business in years!

Contact Us Now!

Over the next few days, why not take a step back and analyse how your business communicates with your customers:

• What type of calls you receive from your customers?
• What sort of questions are they asking?
• How many times are your staff repeating themselves over and over again, relaying the same type of information many times?

I’ll bet the majority of the calls from your customer relate to information you already have but haven’t passed over to them?

Questions such as:

• “Could you tell me when I’ll get my order?”
• “Could you provide me with a copy of my standard price list?”
• “Could you send me the specification sheet for my product?”
• “Could you track the progress of my delivery please?”

Now consider how much time all of this answer repetition is taking?  How much money are you spending on staff wages to answer these questions?  And perhaps even worse – how much of a damaging impact is this having on your customer relations?

If you customers feel it is hard work dealing with you – how soon will it become too much effort to get the information they need and they look elsewhere for a supplier?

If you are currently falling into the trap above, then I’m here to tell you – this should be one of the easiest bad habits to stop!

You are effectively paying your staff to relate information to your customers which you really should be giving them automatically –  and because your not – you’re actually spending money to make your customer relations worse!

How crazy does that sound?  And yet I’ll bet a good chunk of you reading this are doing exactly that every single day.

So the obvious question is – how do you as a business fix this?

This very conundrum was posed to us by a client recently and we knew that our cloud based ERP  – Receta could eliminate this issue immediately.

We knew we could take some of the actions you perform daily within our software (and generally in other software you personally may be running), take that action and automatically inform the clients’ customers of that action – we could help improve our clients’ client relations in a heartbeat.

Let take the following example:
Every day, the client was producing quotations to go to new clients.  They were also adding new sales order, creating invoices and despatch notices. In their old system, in all of these examples, manual documentation had to be then created (in word processing software) and a new email had to be manually authored, and the file sent to customer.  We changed that instantly – now whenever a new quotation is created, the client automatically sends a copy of the quotation plus ALL specification sheets and formulation certificates in a single email directly from within the system with a single click.
When a new sales order is created, the customer gets a notification via email automatically to say it has been entered and they will be informed of an eta without any interaction from the user.

When a despatch consignment and invoice is created, the customer has all of this information emailed automatically so in all cases the customer has all of the information they need, directly in their inbox with zero effort from the staff at our clients’ business.

This functionality plus lots more is available by default within Receta, so why not consider letting us offer you a no-obligation demonstration? We don’t need to visit your premises and you don’t need to install anything on your computers to take part.

Our experts will take your questions via a screen-share and we can answer any questions and show you live examples of how Receta can fix the inefficiencies within your business and make you more money.

Contact us now to get started

If you use Sage Manufacturing to manage your Nutraceutical business you will be familiar with a huge problem when it comes to planning your productions or managing your stock levels

You need to see what stock you need to purchase or allocate in order to fulfil your sales order so you run the MRP in Sage Manufacturing. Everyone in your business has to stop during this period (which can take a considerable amount of time in some cases)  as Sage will not let you complete any jobs whilst it does the work in the back-end.  In effect your entire business is unable to use your main software system and your entire staff are unable to work whilst you wait for the MRP to complete.

Even worse, in many cases, the MRP will be inaccurate and requires additional work after-the-fact to correctly view the required purchase amounts or allocations.

This huge bottleneck was why, when it came to designing the MRP equivalent in Receta, we opted for a different approach.  With Receta you can use the planning tools at any time, the results are generated within seconds and best of all – it does not affect anyone else using the program at the same time!

With the planning tools available individually or directly within sales orders themselves, it becomes as simple as a single click to view your entire stock usage requirements.

Why not arrange for a five minute demonstration of the power of Receta and let us show you how moving away from your current Manufacturing Software (MRP/ERP/CMS) may be the most important improvement to your business in years!

Contact Us Now!

A lack of ability to control your productions consistently is for many companies an on-going problem which many ERP systems cannot help with.

This ‘black-hole’ in your company’s infrastructure could be the main problem when it comes to maintaining the quality of your product range, your desire to constantly improve your relationship with your customers, keeping on-top of your GMP requirement and could also be taking up most of your quality assurance staff time  dealing with problems.

All of the above is costing your company serious cash!

In many companies, this ‘black-hole’ is filled by non-industry specific software or even worse –basic spreadsheets and word documents – if this is you – there is only way the quality of your products are going to go – down!

Consider the following scenario:

You deal in mg and mcg, and in some cases also CFUs and IUs.  You also deal with extracts and purities.  You also need to record capsule weights during products and generate reports showing yields, timings and more, you also need to have a ‘Master’ production sheet outlining exactly how this product should be made.

Even if you are lucky enough to be able to handle most of that within one piece of software, I can bet that at least one part of it is either a) not consistently observed or b) has be completed in a manual capacity outside of your core system.  Put simply – it’s costing you money.

I’ve seen all sorts of work-arounds for these problems – even in some cases where for each and every production, the ‘master’ record for the formulation has to be manually re-calculated as the software being used isn’t specific enough to deal with mg/mcg! However regardless of the work-around there is always a ‘human’ element whereby a member of staff is double checking data across multiple systems or documents and it is precisely THIS manual management which is the crux of the problem.

If you’ve stuck with me this far, well done! You’re obviously eager to hear about how you can fix this problem for yourself!

The answer is very easy actually – you need to move your business to a single system, specific for your Nutraceutical business which can handle everything in one-place – PLUS it will also handle everything else you need to do in your business – Things such as your customer relations, your incoming enquiries, your quotes, sales orders, invoices and more.

As the director of Receta – an ERP Cloud-based solution specifically designed for the Nutraceutical industry, you’re going to expect me to say that our solution will fix all of these problems for you – and you’re right – Receta will do all of that and more.

However, it’s not just about your choice of software – it’s more about you making the decision that there IS a better way to manage your ingredients, formulations and productions.  It’s about making the choice that the initial time spent moving to a better solution such as Receta is time well spent when you consider the long term benefits of improvement in accuracy and efficiency!

Within Receta not only do you have the power to control your formulations within a piece of software which understands the differences between things such as purities and extracts, you also get to take advantage of your unique production “methods”. Commonly referred to as a “Master Production Record/Sheet” – this would usually be a document, manually authored which outlines the individual steps needed to produce an individual batch of your formulation, something which in many cases will be largely ignored by your staff! With Receta we take things further – not only does it help you choose the steps you need (no more manually writing your Master Production Sheets), it will also allow you to maintain a record of which staff member produced/completed which step in which production! Staff improvement plans and quality investigations become a breeze.

 

Why not contact us now at info@receta.co.uk and arrange for a free demonstration.  We will arrange a screen-share meeting at a time to suit you and tailor our demonstration to show you the key features which overcome the problems you currently face in your nutraceutical business.

Deciding upon and implementing a new ERP into your Nutraceutical Manufacturing Business

The biggest hurdles Nutraceutical Manufacturing companies face when deciding to implement a new ERP system is in choosing the correct software to meet their needs into the future.

To decide upon your new software you must first understand where you have gaps in your existing setup and what your existing software is lacking in terms of features.  This could something as simple as trying to bring together your existing manual paperwork setup into a more cohesive single management tool, or it could as wide ranging as giving you additional functionality throughout your business which is currently holding you back.

So how to decide which system is right for you?
The easiest way of understanding your needs, is to have each department make a list of the tasks and actions they perform on a daily basis which need to be done to get your customer orders ‘out of the door’.  This starts at purchasing, through to stock management, batch control, production management, customer and order management, and continues right through to financial exports and report/data analysis.

From the lists you obtain from your departments, break these off into ‘absolute’ requirements (these are things which have to be done to get the job done), and ‘nice-to-have’ requirements, which are things you currently do which aren’t 100% required but would be useful to have in place as well.
You can then perform gap-analysis whereby you can generate your own report showing both the absolute gaps you have (these are areas your business currently has no ability to manage at present), and ‘department gaps’ (these are areas where you have functionality of sorts, but there may be repetition of data across work areas, double checking of data across multiple areas or anything whereby user entry could cause issues into the future).

 

If any new system is to succeed, it must cover at least the basics of your initial list, but also fill the vast majority of your absolute and department gaps if possible.  No system will ever cover all gaps (unless you work with a team who are happy to customise your version to your needs – such as Receta!), however you may well find one or two that cover most bases.  The threshold you need to cover before the new software becomes viable is a personal decision for your business, however by setting a very high threshold you won’t be left in a situation whereby the new system doesn’t offer a great improvement over the old system and therefore proves difficult to get your staff excited about using it.

Choose a “New System Champion”
Identify someone at your business (possibly yourself), who will be the driving force behind the integration of your new system.  Not only will they be the person who initially tries out the new system, they will need to inspire others to get on board with using the new software and they will also be the person who keep others ‘less sure’ of using the new system on-board with the new setup.  In many cases, staff will prefer to ‘stick to what they are used to’ and there may be a great deal of inertia to overcome before these staff are willing to accept the new way of working. The “New System Champion” needs to be someone with the skill-set to make sure all of this runs smoothly and be a strong enough personality to push things through to conclusion.

Testing, testing, testing
If it all possible, you should arrange via the vendor/developer to obtain a trial for a period of time of the new software.  With a system such as Receta, this can be setup almost immediately and comes without any cost for the first 30 days.

You should then look to gather a small team of the key people in each department who will be the first people to use the new system.   They should look to use the system as if it were live to manage their current workload, whilst also still working in the ‘old-way’ so as to gain a good idea as to the improvements the new system offers and any potential shortfalls.  Of course, this does mean that these key staff are being asked to enter their work twice into the both the old system and new, therefore this should be fully explained to your key staff and ideally, should only be running as a test for a few days maximum.
You should ask each member of staff testing the software to make notes as they use it for each test.

Within the period of your trial, you should aim to get through as many tests with each department as possible, testing the new software’s ability to cover the tasks you need it, whilst also making notes of the improvements it brings to your business with the additional functionality offered.

Deciding on the new Software
As with any business investment, the decision to move to new software should be based upon the feedback from your tests plus an evaluation of the costs of the new system compared to your existing setup.  In many cases, you may find for example, the new software is cheaper than your existing setup but offers less functionality, or indeed may be more expensive than current but offers lots of additional features. Receta offers the best of both worlds in that our standard pricing plans offer a significant saving over our competitors but also provide some unique industry leading feedback, enabling the management of your Nutraceutical business to be easier than ever.

Looking at the test feedback, plus a good understanding of the budget needed to run the new software you can then go ahead and make a choice to move forward with the new system or not.

Implementing the Software to the wider business
With the decision made to move to a new software, the next hurdle will be the implementation throughout the whole business.  With a system such as Receta, it is designed to manage the entire work-flow of the business from incoming enquiries, stock management, formulation management, production management all the way through the despatching, invoicing and reports.

With that in mind, one of the most often used integration pathways is to choose specific areas of the business who will be the first to use the system live.  In many businesses, the systems each department uses are often separated and therefore, you can enable each area of your business to use the new system without impacting on the other areas of the business.

In short, the method we see used most often is to bring the new system in gradually.  This usually involves getting the front-end staff using the system for customer management, quotations, sales orders etc.  This can then be followed by production management and stock management.  Finally, the financial department and reporting can be brought across. Each staff member then gets the time needed to learn their section of the system and you can iron out any issues before another area of business is brought in.

Of course, the order in which you start each department using the new system in entirely down to you, however this approach does seem to work more effectively compared to a single full switch over in one go, which if the staff are unprepared can prove difficult.

How can we here at Receta help to ease you into your new software?
By choosing Receta as your preferred ERP for your business, you can be sure that we will become a useful addition to your skillset within your business.  As part of your adoption of Receta, we offer on-site training to help aid adoption of the software as well as free video conferences, help videos and more.

Why not contact us today to discuss how Receta can help your business?