Plan your work from Exact Online with vPlan

Do you use a module of Exact Online, but still have to transfer all data manually to your planning in Excel or another programme? Time for a change. Discover the strong collaboration between Exact and vPlan!

vPlan & Exact

In this article:
1. Exact & vPlan
2. What are the benefits of combining Exact and vPlan?
3. How does it work? And what are the possibilities?
4. How other companies work with Exact and vPlan


1. Exact & vPlan

Exact Online has different modules with different options and functionalities. We will briefly explain each module!

Exact Online Production
In the production module, you can create work orders, sales orders and orders. Within the work orders, the integration with vPlan will ensure that your complete parts list will be pulled over. Think of operations and materials. It is also possible to retrieve machining stations so that you can visually plan your orders on these.

Exact Online Projectmanagement
vPlan retrieves your projects from Exact, so you can plan them visually. Within vPlan, the registered time can be sent back to your accounting system. Useful for your budget monitoring and invoicing.

Retrieve WBS projects, for example, or projects with the Hours per Hour type. Within WBS (Work Breakdown Structure), it is even possible to define how the link will work, think of plans per deliverable or per activity.

Exact Online Commerce
With Exact Online Commerce, we can retrieve sales orders, orders, quotations and items with unit hours.

Exact Online HR
In Exact Online HR it is possible to create employees with a schedule. The integration retrieves all information from Exact and puts it into vPlan. This includes employees, rosters and absences such as leave and absence. This way, you accurately determine available capacity.

Exact Online Hours & Invoices
Within the Hours & Invoices module of Exact Online, it is possible to create general projects. Data such as the project code, description, delivery date and more can be retrieved via the integration.

What is vPlan?
vPlan is the planning tool to plan, organise and communicate your work. Get a grip on your capacity, priority and deadlines.

Share your planning easily and collaborate in real time in one tool. Within a minute, you synchronise data between vPlan and Exact. So you always have the information you need at hand.

2. What are the benefits of combining Exact and vPlan?

We hear you think: What does a connection between Exact and vPlan specifically benefit me?  We will explain this to you in detail.

  • Save time with less manual work
    By integrating Exact and vPlan, you can reduce repetitive manual tasks. So you can save time, but also effort! Win-win.
  • Goodbye double entry, hello accuracy
    The integration ensures that data is shared seamlessly between Exact and vPlan. This prevents double data entry. No more mistakes will creep in here!
  • Smart pre- and post-calculations
    With the combined power of Exact and vPlan, you can perform accurate pre- and post-calculations. This provides insight into costs and performance, allowing you to plan and budget better.
  • Say goodbye to paper with digital planning
    Integration enables paperless planning, allowing you to manage everything digitally. Good for the environment, your wallet and nice and efficient!
  • Always up to date with real-time info
    Are there often changes in your process? The combination of Exact Online and vPlan always gives you up-to-date information. Never miss an update again.
  • Teams that work together, keep winning
    Communication is key! How nice would it be if there was never any miscommunication between different departments again? With sales orders automatically linked to production planning, smooth cooperation between sales and production is created. Half of the communication is already automatic thanks to vPlan!

3. How does it work? And what are the possibilities?

Per Exact Online module, different components can be retrieved.

Incoming data
When Exact Online and vPlan are integrated, incoming data flows from Exact into vPlan. This includes information such as customer data, sales orders, materials, warehouses and financial data. This is different for each module.

Incoming information between the integration of Exact and vPlan

Outgoing data
You can send data from Exact to vPlan but it is also possible to send data from vPlan back to Exact.

For example, you can update the planned date of production and sales orders to Exact from vPlan. You can also send the status of production and sales orders from vPlan to Exact Online, via selection codes.

Do you register time in vPlan? Then you can send these registrations to Exact Online. Time records can be sent back to Exact Online for work orders and projects. See below an example of time registration in vPlan.

Time registration in vPlan
Time registration in vPlan

In the image below, see what time recording from vPlan in Exact looks like.

Recorded time and costs in Exact
Time and costs in Exact

To get an even better idea of it, watch the video below about the integration between vPlan and Exact.


4. How other companies work with Exact and vPlan

Read here how other companies experience working with vPlan and Exact.

Moton Group
"The seamless cooperation between vPlan and Exact Online excited us. For us it is a real godsend that all data from Exact Online is synchronised to vPlan in no time. For us, this ensures visual planning with flexibility, as dragging and dropping orders works easily."

BedrukteFles
"We use Exact Online. We were tipped off that vPlan could be the solution for us. As it allows us to plan flexibly and get a visual overview. After seeing vPlan, the choice was quickly made and we chose to plan in vPlan."

MondialPack
Thanks to the link with Exact Online, orders automatically appear in vPlan. By linking different statuses to our orders, cooperation between our internal and external warehouse has improved. As a result, we have created more peace within the organisation.


Optimise your processes today! Discover the power of collaboration between Exact Online and vPlan. Save time, avoid errors and boost your business with precise and efficient planning. Curious about the possibilities? Get in touch with us!