unitop licensing
SaaS licensing from unitop: Licence models
Depending on how they will be used, you can choose between two types of SaaS licence for your unitop products – either the Named User Licence Model (unitop user) and a device-based licence (unitop Device CAL). The unitop Team Member is a variant of the Named User Licence model. This variant is intended for certain scenarios and gives the team member concerned full read access rights.
The scope of the selected licence model will vary, depending on the industry solution and the functionalities required. Below, we will show you which licence packages for unitop trade and unitop industry are worth considering within the scope of the Named User Licence Model and which functions each of them contains.
Basic licence package
Essential for SaaS licensing
Whether for trading or industrial companies: The basic licence package is essential for licensing. This forms the basis for additional, more specific packages that you can licence individually later, depending on your actual requirements. At this stage, you can decide for yourself, whether you just want to take out the basic licence package or whether you would like to use additional packages as well. You can see from the following overview which functions are included in the basic package:
A wizard to assist with setting up, using additional CRM data, the targeted use of contact search, central logging, segment selections and much more.
Numerous DMS features (basic setting up, generic export as a webservice or file, document search, direct archiving via DropZone, etc.), generating and sending documents, archiving of activities, etc.
Recording incoming electronic documents via DropZone, universal text editor, WebControl and the Azure file handler.
Creating activities based on Word layouts and text blocks.
Processing returns, discontinued articles, calculation units and the calculation of amounts, the calculation of freight costs, the delivery date in calendar weeks, cross-selling and much more.
Individual stacks, fast access to changes to data sets.
Status management, checking predefined field values, blocking vouchers and processes for accounts receivable.
An expanded role centre for financial accounting, IBAN check.
Checking for duplicate contacts, time-controlled blocking and deletion of contacts (GDPR).
PrintNode integration (cloud printer).
Characteristics for master data and vouchers, search for characteristics.
Master data synchronization, indicator for data synchronization.
Additional licence packages à la carte
In addition to the obligatory basic licence, you have the option of taking out additional licence packages as well. This is how additional functions that are tailored to your industry-specific requirements are licensed. Similarly, the following functions are also included in the trade and industry packages:
Licence packages for commerce & industry
Overview showing scope of licensing
Performing and managing comparisons of bidders, creation and management of master requests.
Processing additional provisions in purchasing, price management and component-handling for work carried out by third parties, etc.
Synchronization of documents and items.
Price estimates, campaign management and hierarchical sales discounts and sales prices.
Setup and master data, goods inward checking, managing measuring equipment, testing during manufacture, etc.
Order acceptance, aggregated services, data provision and maintenance of web items.
GTIN management, item inspection sheet, availability displays according to storage location, variants and much more.
Only included in the licence package for the commercial sector
Overview showing scope of licensing
When you purchase the licensing package for the commercial sector within the SaaS licensing system, you also acquire specific functions that we have summarized for you below:
Cargo Cockpit, Cargo ID and container planning to manage and monitor your freight; management of goods at sea, etc.
Basic setup; creation and management of purchase and goodwill credit notes.
Management of sales and other bonuses, including reimbursement.
Setting up of commissions and commission rates, processing sales commissions.
Management of consignment stocks.
Only included in the licence package for the industrial sector
Overview showing scope of licensing
The licence package contains specific functions tailored to the requirements of the industrial sector:
Management of tool master data, availability, reservation and use.
Drawing references, article master data linking, expanded information boxes, BMS integration, etc.
Production of work plan and parts lists based on the article, flexible design of series of work processes in work plans for production orders, overall display of work processes and parts lists together, etc.
Management of absences and shift planning, work progress, adjustment of workplace group capacities when the workplace is changed.
Production cockpit with planner overview and much more, feedback for posting sheets, integration into the production cockpit, MDC process, collective production order, etc.
Licensing scope
Licensing package for the metal sector
You can also acquire the licensing package for the metal sector within the SaaS licensing system. This is, however, an extension to the licensing scope of the basic and industry packages and can consequently only be obtained in addition to those two packages:
Measurement management contains numerous functions that you need in your industry: Whether it involves maintaining master data, calculating quantities, defining articles, processing documents, incorporating logistics or dimension tolerances, planning coil processing and much more – the solution will help you carry out all your usual processes.
Managing certificates is a task in metalworking that it is impossible to avoid and unitop licensing also comes to the rescue here: For instance, the package for the metal sector provides an easy and convenient way for you to extract from the solution the setup for elements and tests, including the specified data for chemical and mechanical properties. Recording certificates, including printing and dispatch, the inclusion of legacy certificates in subsequent processes and the incorporation of these in series and batch number functions are also permanent features in this SaaS licensing package.
Licensing add-ons
Functionalities in detail
You can also license extensions (add-ons) in combination with the trading and/or industry licensing packages:
Relocating goods, managing packing orders, inventories, putting goods into stock and order picking, MDC combination options, etc.
Core application for Android and UWP app (Universal Windows Platform), item and warehouse location information, printing via MDC.
Product configurator wizard for optimum variant configuration, templates, creation of master data, logic editor, data transfer from setup systems, expanded integration.
Basic setup, performance of basic functions (POS posting, POS items), point-of-sale functions, POS integration.
Other licensing packages
SaaS-licensing of additional unitop business solutions
Our unitop solutions are tailored to the specific requirements of the respective industries for which they were initially designed. That is why you can obtain further licensing packages for unitop Academy, unitop Fundraising or unitop Association. We will now list a few functions that are permanent elements of the corresponding SaaS licensing options:
Planning and management of training courses and examinations.
Administration of payment of fines, activities and expenditure relating to fines, creating and managing reports on fines, etc.
Management of legacies, posting legacies, further activities and expenditure relating to legacies and much more.
Setting up management of committees, creation and management of committee segments and activities, planning committees and committee meetings, etc.
Setting up campaigns and donation management, role centre for campaigns and donation management, donation items, donations for occasions, thank-you letters and confirmation of donations, partner information, RFM analyses, etc.
Role centre, setting up of guided and manual member management, fundamental member processes and master data expansions, target group selection with member data, reporting (birthday lists, suggestions for accolades, member lists) and much more.
Setting up space and resource management, role centre, connection to management of committees and event management, reservation of resources, etc.
Creation and management of projects, project features, project resources, project members, project verifications, etc.
Planning and holding events, creation and management of mailshots by post or e-mail for participants and instructors, management of lecturers, before/after-calculation, management of participants and much more.
Contact
Your contact for licensing questions
Have you got any questions on the subject of SaaS licensing or about the various licensing packages for unitop? If so, we would be pleased to make an appointment to advise you on which licensing model is most suitable for your requirements.
