Keep the customer request connected to the sales process
01Tellency supports lead imports, duplicate handling, ownership, qualification, conversion and opportunity stages. For a printer, use those workflows to demonstrate how an enquiry reaches the responsible salesperson and becomes an agreed customer requirement. Include quantities, delivery expectations and specification changes in the walkthrough. Demonstrate any required quote templates, artwork attachments, approval history and repeat-order handoff separately before including them in the implementation scope.
Build a controlled material and BOM baseline
02Tellency supports bill-of-materials revisions, approval, activation, component explosion and cost estimates using recorded quantities, unit costs and manufacturing overhead. Evaluate those capabilities with your paper, ink, substrates or packaging components. Review which revision is active and which values drive the estimate. A BOM cost estimate does not establish press-rate estimating, imposition, cutting optimisation, waste calculations or a selling-price quotation; demonstrate those requirements explicitly.
Use units that can be reconciled
03The product supports conversions between compatible units of the same type. Show the units used in purchasing, stock records and production, and reconcile the resulting quantities. Converting a carton into sheets or a roll into printable area may require item-specific packaging, dimensions or yield rules. Do not assume a general unit conversion supplies those rules. Include partial packs, damaged material and counting differences in the acceptance examples.
Track production status and quality decisions
04Manufacturing work orders support release, start, hold, resume and completion, with an associated financial transaction on completion. Quality inspections support passed, failed, rework and scrap outcomes. Demonstrate a held job, a failed inspection and the follow-up decision. If your operation needs artwork proofing, prepress approvals, machine-specific routing, finite-capacity scheduling, subcontracting or operation-level time capture, obtain a separate demonstration and written scope for each.
Move stock with a visible operational handoff
05Stock transfers support approval, shipment, receipt and posting. For a multi-location printer, use a transfer between the material store and another location to review responsibilities and the quantities at each stage. Lot-expiry monitoring is also available where relevant. Test reservations, replenishment calculations, partial receipts and any automatic purchasing requirement individually rather than inferring them from the presence of inventory screens.
Review the financial controls behind the job
06Tellency supports bank-statement import, matching and reconciliation approvals, recurring invoice and bill drafts, and overdue reminders with sending logs. Demonstrate how your required production, invoicing and payment records reach the reports used by finance. Agree job-margin reporting, work-in-progress treatment, corrections and stock valuation as acceptance requirements. Tax configuration, exemption documentation and statutory submissions require jurisdiction-specific validation with your advisers; this page does not establish automatic filing support.
Agree the rollout and the specialist interfaces
07Prepare sample customers, suppliers, materials, BOMs, open orders, stock quantities and balances. Identify any existing print MIS, estimating, artwork, shipping or ecommerce system that must exchange data with the ERP. Define ownership, failed-transfer handling, reconciliation and cutover acceptance. Tellency platform pricing starts at $79 USD per user per month; services, hosting and usage are scoped in the proposal. Around eight weeks is a planning reference, with the actual schedule determined by data, configuration, integrations and acceptance.