metasfresh ERP Verkauf
  • Import an Order

    Import your sales orders via EDI, Excel or any other data source to metasfresh and keep track of their statuses. There is no faster way to get your orders ready for delivery.

  • Prepare a Quotation

    The quotation entry tool is integrated in the order entry, all that changes is the document type. The entry procedure stays the same. One click and the quotation goes out by email.

  • Enter an Order

    Capture more order lines in less time. Our fast data entry tool allows users to record orders quickly and easily, even while the customer is still on the phone.

Aufträge importieren


  • Delivery planning

    The system automatically calculates whether a consignment is ready for delivery. If required, you can intervene in the delivery process at any time.

  • Order picking

    Should the orders be picked by product or by customer? Decide at the click of a button.

  • Packing

    Our graphic user interface makes it very easy for you to ideally distribute your consignment onto pallets and prepare them for transport.

  • Delivery note

    The delivery note contains all the relevant information for delivery of the consignment to your customers. Information on whether any packaging materials were required for the consignment is automatically entered on the delivery note.

  • Booking of consignments

    Details of all consignments are entered automatically into the accounting system seconds after a given consignment is ready for delivery.

metasfresh ERP Lieferung



metasfresh ERP Fakturierung
  • Scheduling invoices

    With this feature, it is possible to enter changes and calculate the charges for billing seconds after the order has been entered.

  • Generating invoices

    Based on customer-specific default settings, invoices are generated in an instant. Quick and efficient generation even during running operation. Built for mass processing.

  • Collective invoicing

    The customer is always right. Would your customers like to have a collective invoice for all consignments? No problem. Tailored summaries? No problem at all.

  • Capturing invoice data

    Capturing invoice data manually is as quick, easy and intuitive as order entries.

  • Booking invoices

    Payment details for invoices are entered automatically into the accounting system seconds after completion.


Incoming payments

  • Importing payment slips

    Using the ESR import system, our customers from Switzerland can quickly update the payment status of their invoices. Import, process, paid.

  • Payments

    Record payments of your customers to your bank accounts or in your cash books. The mask is identical for all payment transactions.

  • Allocation of payments

    Does your customer pay several bills together? Nothing easier than that. Select the business partner and all outstanding payments with pending bills and credit notes are displayed. Amounts can conveniently be offset.

  • Bank statements

    Make your bank statement entries and automatically balance them with payments received.

  • Booking of incoming payments

    Details of payments received, bank statements and the settlement of receivables are automatically entered seconds after completion.

metasfresh ERP Zahlungseingang

Zahlschein importieren - ESR Zahlungsimport


metasfresh ERP Mahnung
  • Dunning procedure

    Do you have customers who are to be categorized differently for the dunning procedure? Some need to be called, others must be sent an overdue warning after two reminders, whereas others do not need a reminder at all? The metasfresh dunning procedure is flexible.

  • Dunning level

    Create variable dunning levels with flexible wording and grace periods as required.

  • Dunning procedure planning

    The dunning procedure planning feature automatically includes all payments that are in arrears. You have the option of granting a grace period by outstanding bill or by customer or creating reminders/dunning documents for the overdue invoices.

  • Reminders/dunning documents

    The dunning document includes the required information for reminding your customer to settle outstanding payments. Depending on the type and nature of the reminder, specific wording can be set easily.

Mahnlauf - Mahnungen


  • Subcontracting from customer orders

    With a simple feature, you can directly subcontract orders to your suppliers from your customer orders. The default settings and rates of your subcontractors are automatically taken into account. This way, “drop-shipping business” orders are generated promptly.

  • Entering order details

    Quick recording of multiple order lines? Absolutely no problem with the fast order entry feature.

metasfresh ERP Einkauf

Bestellung aus Auftrag - Aufträge Aktionsmenü

Incoming goods

metasfresh ERP Wareneingang
  • Scheduling of incoming goods

    The availability for incoming goods is automatically ensured after completion of an order. The scheduling of incoming goods feature takes into account the product, quantity and packaging/shipping materials in accordance with the packaging instructions specified in the order.

  • POS incoming goods

    In the terminal for incoming goods, the user can filter and edit the scheduled incoming goods, depending on the warehouse, business partner and/or order. The incoming goods can be assorted and arranged in full or on pallets. Quality deviations and other characteristics can be entered or changed as required.

  • Weighing

    Are incoming goods to be weighed upon delivery in order to determine their quantity? We provide you the option of integrating any number of weighing scale systems per incoming goods warehouse to metasfresh.

  • Incoming goods

    Incoming goods documents (delivery confirmation) contain all relevant information on the delivered goods for the supplier. Quality deviations are documented and quantities are recorded.

  • Booking of incoming goods

    Upon completing the procedure for receiving incoming goods, the relevant details are automatically entered into the system.

Disposition des Wareneingangs - Wareneingangsdisposition

Incoming invoices and verification

  • Invoice verification

    With the invoice scheduling feature, you can process and edit the incoming goods for which a quality deviation has been determined and can also revise other invoice-relevant details. Invoices are also checked with this feature. You can create separate invoices per order or display collective invoices of suppliers.

  • Creating incoming invoices

    Based on supplier-specific default settings, incoming invoices can be created and checked quickly and efficiently. The incoming goods are automatically linked to the corresponding invoice lines. Deviations between incoming goods and invoice lines are automatically detected and processed.

  • Manual entries for incoming invoices

    Have you received an invoice without a consignment of incoming goods? In that case, you can also enter the details manually – quick and easy, thanks to the fast entry feature. If a recurring invoice is involved, simply use a previous invoice as a template.

metasfresh ERP Eingangsrechnung

Prüfung der Rechnungen - Rechnungsdisposition Einkauf

Outgoing payments

metasfresh ERP Zahlungsausgang
  • Payment orders

    Do you wish to settle all obligations that are due on the respective due dates or are due with a specific buffer period in regular payment runs (on a daily, weekly, fortnightly basis)? No problem. Select the required settings and let metasfresh take care of issuing the payment order on the date specified for the relevant incoming invoice.

  • Exporting SEPA details

    Export your payment orders in SEPA format for acceptance by your bank or payment software. No double entries required.

  • Entering bank statement details

    Enter the details of your bank statements and let the system automatically compare the information with your payment orders. This way, all payment assignments are automatically generated and you save time.

  • Assigning payments

    Before making a payment to a supplier, would you like to offset the invoice amount against the supplier’s credit note and transfer only the difference? No problem. Simply select the business partner, invoice and credit note and offset the relevant amount.

  • Booking of outgoing payments

    Details of outgoing payments, bank statements and offsetting obligations are automatically entered in the system seconds after completion.

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