SERO ERP MODULES
Five screens that follow the funeral-service workflow.
It runs as one flow from consultation to ceremony, purchasing, and settlement. The separate spreadsheets and paper ledgers come together in one system. It is being prepared for launch, and you can preview the actual screens in the demo.
Management and field
Selected moduleIntegrated dashboard
See today's work and the items needing attention on one screen
- Key figures
- Ceremonies, consultations, ordersTotaled the moment you open it
- Work flow
- Listed by statusOn track vs. needs attention
- How often to check
- No separate lookupCurrent as soon as you open it
- Scope of connection
- Consultation through settlementData from every module
Workflow exampleCheck ongoing ceremonies, today's new consultations, and pending orders the moment you log in
All five screens at a glance
Integrated dashboard
See today's work and the items needing attention on one screen
- Key figuresCeremonies, consultations, ordersTotaled the moment you open it
- Work flowListed by statusOn track vs. needs attention
- How often to checkNo separate lookupCurrent as soon as you open it
- Scope of connectionConsultation through settlementData from every module
Check ongoing ceremonies, today's new consultations, and pending orders the moment you log in
Consultation/Customer Management
Handle intake, assignment, and customer records in one place
- IntakeRecorded by channelThe intake time is kept with it
- AssignmentPer intake recordAssignment history kept
- Customer recordsLinked to contract historyNo duplicate entry
- Follow-upStatus trackingNothing slips through
Intake, assignment, and conversion to contract stay in one record
Protocol/order management
Manage ceremony schedules and required items together so nothing is missed on site
- SchedulingSchedule per ceremonyAssigned with the owner
- Item checkRequired items checkedLinked to inventory
- ProgressRecorded by stageUpdated on site
- History lookupLinked to customer recordsTraceable back to the consultation
Checking the schedule and items on one screen keeps site preparation complete
Ordering/Inventory Management
Link partner orders to inventory so you move the right amount at the right time
- Order managementOrders by partnerStatus at a glance
- Inventory syncConsumption applied automaticallyLinked to ceremony items
- Order statusPending vs. completedDelays flagged
- Settlement linkThe order record as isNo re-entry
Items used, inventory updated, partner ordered, settlement linked
Settlement management
Carry the records built from consultation through purchasing into settlement
- What is settledBased on contract and order recordsCalculated from system records
- How it is totaledTotaled automatically by periodNo manual tallying
- Review stepConfirmed after reviewChange history kept
- External integrationLinked to accounting dataScope confirmed after assessment
Contract and order records become the settlement data, so nothing is entered twice
Screen layouts and detailed features may change while we prepare for launch. Confirmed screens can be seen in the demo.