Sales Management
Each step within sale process can be on figuring as per business rules and controls. Sale cycle configuration panel provides:
- Definable document flow
- Customized behavior for each document
- Partial execution of documents
- User-defined Relationship between documents
- Credit control on sale order booking
- Multiple types of sale orders
- Partial deliveries base on single or multiple sale orders
- Single invoice based on single or multiple deliveries
- Definable accounts receivable voucher template
- Separate voucher for freight, commission or any other charges
- Definable document terms & conditions and check lists
- Advance settlement on invoice generation to offset AR
- Accounts Payable document offset facility when same party acting as customer and vendor
- Customer specific sale prices can be assigned
- Customer item-codes mapping
Customer Master Profile
- Customer code
- Full company name
- Full company address including email and web sites (multiple address)
- Full contact details for each customer, multiple contact persons can be attached with single customer
- Default accounts for sales, purchases, AR and AP invoices and return notes
- Credit limits with effect from date
- Customer sales tax registration information
Sales Explorer
Software provides unique tool “Sale Explorer” to monitor sales activities within sales management system. Sale explorer fully integrated with user access privilege and shows appropriate documents and status.
Sale Explorer features include;
- Sale document view for any particular customer
- Sale document view for any particular item
- Sale document view for user desired date range
- Filtration option for document status, user code or party reference codes
- Hierarchical view for single sale order and drill-downs to invoices
- Easy tracking for documents and their current stage within sale cycle
Sales Tax Management
Software has features of complete capturing of sales tax input as well output. Supply register compliance with legal requirements
Sales Reports
Sales management module provides comprehensive reporting which includes:
- Sale document register summary and detail
- Item wise sale register
- Party wise sale register
- Monthly sales analysis
- Item wise sales analysis
- Party wise sales analysis
- Receivable aging reports
Document Approval & Cancellation
Sales management provides approval check on any document within the sale cycle. Users with appropriate security privileges can approve, unapproved or cancel documents when needed. Remaining quantities can be cancelled when no further processing is required by customers.