MRPeasy is an ERP/MRP system for manufacturers and distributors (10-200 employees). The software offers production planning, inventory management, purchasing, HR, and accounting functionalities to businesses that need a powerful yet affordable and easy-to-use tool for managing their business. Automate production scheduling by converting COs into MOs while raising POs for out-of-stock materials. Drag-and-drop rescheduling in the production calendar or Gantt chart. Easily create bills of materials for your products or upload them from a CSV file. Manage various BOMs: single-level and multi-level BOMs, and products with variants. Use material requirements planning (MRP) to calculate order costs and material requirements. Improve customer satisfaction by accurately estimating production costs and lead times. Automatically compile quotations and invoices. Take advantage of inventory tracking and optimization tools, including lot tracking, serial number tracking, barcodes, reorder points, and more. Avoid overstocking and stock-outs. Manage the procurement of goods from suppliers and raise pre-filled POs with a single click. Forecast your purchase requirements and keep track of vendors’ performance. Provide shop floor workers with access to personal production schedules and a production tracking tool. The accounting functionality provides you with an overview of the financial health of your company. Monitor your cash flow, balance sheet, and profit/loss statement in real time.

Before configuring the automatic integration between Pipedrive and MRPeasy, please check the following:

• “Additional feature products” is turned on in: Pipedrive -> Settings -> Features
• If there are products in Pipedrive and stock items in MRPeasy, the product codes of products in Pipedrive need to match the part number of stock items in MRPeasy
• You can view all deals in Pipedrive

To connect Pipedrive and MRPeasy, please do the following:

• Go to MRPeasy -> Settings -> System settings -> Integration -> Pipedrive and click on the button “Connect to Pipedrive”
• Allow MRPeasy to access your Pipedrive account
• For every pipeline, select which deals to import into MRPeasy
• Choose whether to book products in MRPeasy for imported deals immediately or not
• Select what to do with certain types of deals in Pipedrive: Deals that were just imported, are ready for shipment or already shipped. The following options are available: *Move to some other stage *Create a note in Pipedrive