| e-Financial Apps. Order Processing is the most important and essential function for the existence of an organization.e-Financial Apps. Order Processing handle all the activities for domestic and export sales of an organization. The customer and product database is maintained. Sales Force Automation is an important feature of e-Financial Apps. Sales. Capturing enquiries, order placement, order scheduling and then dispatching and invoicing form the broad steps of the sales cycle. Stock transfer between warehouses is also covered. Besides all this, important analysis reports are provided to guide decision making and strategy planning. Export documents are also generated. e-Financial Apps. Order Processing is integrated with Inventory, Production Planning and Finance. |
|
| Features & Highlights |
| |
| |
Handles pre-sales and sales activities of the organization |
| |
Complete stock-to-dock tracking of sales order processing cycle |
| |
Sales Force Automation – Prospect tracking through various stages, detailed competitor products information location-wise, scheduling marketing executives’ visits, tracking expenses |
| |
Marketing surveys for estimating demand for various products to prepare an effective marketing strategy |
| |
Detailed Customers/ Business Partners/ Dealers database including bank details, TDS details, contact details and credit limit |
| |
Target setting for executives |
| |
Association of customers to Marketing Executives and Business Partners for tracking |
| |
Flexibility to define customer-specific prices for products and reference to customer part no. |
| |
Multiple dispatch location for customers/dealers |
| |
Product Definition - up to 30 character user-defined product code, Product category, group and subgroup for classification of products |
| |
Complete export documentation for export oriented companies |
| |
Excise details (chapter no. associated with excisable products) |
| |
Enquiries from potential and existing customers |
| |
Quotations and amendments to quotations with complete history |
| |
Analyzing lost jobs Different types of orders can be generated to suit varied needs of customers |
| |
Order entry for direct/scheduled/open/D3/sample orders with details for Dealers, |
| |
Letter of credit details for association with sales orders |
| |
Order amendment history Order amendment history |
| |
Authorization of orders and invoices |
| |
Order scheduling over a period of time and tracking delivery schedule |
| |
Order tracking through status and transaction reports |
| |
Order closing/cancellation |
| |
Generation of production advice to plan for production based on sales orders |
| |
Order processing based on MRP |
| |
Preparation of dispatch advice |
| |
Multiple dispatches against single Sales Order |
| |
Invoice generation with advance adjustments – sales voucher automatically generated in Finance |
| |
Tracking sales returns |
| |
Rejection invoice for rejections made against purchases with excise consideration |
| |
MIS for analyzing sales trends to project and forecast sales |
| |
Stock Transfer between warehouses for multi-location companies |
| |
Service invoice for services given to customers |
| |
Variance reports |
|
|
| Table of Contents |
| |
|
| Master Data |
|
 |
Group Master |
| |
Groups, serve to both classify and identify materials according to their nature and enable presentation of summarized information.
|
|
GSM Master |
| |
GSM stands for Gram Specification Master. In the GSM Master, an item is categorized by its grade. This option can be found in the “Master Data” menu. Once invoked, New Grade creation form is displayed by default.
|
|
Item Master |
| |
The Item may be raw material, finished material or consumable, which is sold or purchased.
|
|
Unit Master |
| |
A Unit of Measurement is any division of quantity accepted as a standard of measurement or exchange of an item. Unit measurement is the determination of the size or magnitude of something. Measurement is not limited to physical quantities, but can extend to quantifying almost anything imaginable. Examples of measurement Unit are Kgs., Pcs, Gram, Kilogram etc. It is important to know, however, that different kinds of quantity Units should be measured with different types.
|
|
Color Master |
| |
The Color Master creates the colors. This option can be found in the “Master Data” menu. Once this option is invoked, New Color creation form is displayed by default. To edit a color, select the “Edit” Tab.
|
|
Thickness |
| |
The Thickness Size Master creates the sizes, assigned to the material. This option can be found in the “Master Data” menu. Once invoked, the New Size creation form is displayed by default. To edit the Size specification, select the “Edit” Tab.
|
|
Party Master
|
|
Tax Master |
| |
Tax addition helps to store the type of taxes and rates for tax calculations. This option can be found in the “Master Data” menu. Once this option is invoked, the New Tax addition master form is displayed by default. To edit any Tax that has been added, select the “Edit” Tab.
|
|
Excise Master |
| |
Excise addition used during the invoice creation. This option can be found in the “Master Data” menu. Once this option is invoked, the New Excise addition master form is displayed by default. To edit any excise that has been added, select the “Edit” Tab.
|
|
Transport Master |
| |
Material is delivered through several ways and various transport companies.The “Transport Master” lists these companies. This option can be found in the “Master Data” menu.
|
|
Vehicle Master |
| |
When materials are sent through a transporter, it becomes necessary to record the Vehicle number in the “Vehicle Master” and this option is found in “Master Data” menu.
|
|
Currency Master |
| |
Currency master is used to convert the export mode of currency to Indian currency. For this, use “Currency Master” option in the “Master Data” menu. Once this option is invoked, the New Currency conversion form is displayed by default. To edit, select the “Edit” Tab.
|
|
Letter of Credit Entry |
| |
This helps in entering the details of Letter of Credit issued to different parties by the organization. For this, use “Letter of Credit entry” option. This option can be found in the “Master Data” menu. Once invoked, the New Credit entry form is displayed by default. To edit any Credit Entry that has been added, select the “Edit” Tab.
|
|
Sales Representative |
| |
This form helps to store the information relating to Salesmen working in the organization. It stores personal details of Sales Representatives. Access the “Sales Representative” option via the “Master Data” menu. Once invoked, the New Sales man detail creation form is displayed by default. To edit, select the “Edit” Tab.
|
|
Sales Appraisal Representative |
| |
This form is used to describe the performance of the employees in the company. Access “Sales appraisal form” option via the “Master Data” menu. When this option is invoked New Performance Appraisal form is displayed.
|
|
|
|
|
| Marketing |
|
|
Development Market Data |
| |
This form helps to maintain information relating to Dealers, which can be used for market development. Access “Development Market Data” option in the “Marketing” menu.
|
|
Post Enquiries |
| |
This form helps in saving information relating to e correspondence that is between a Party and the organization. It Stores the information regarding terms, conditions, appointments, follow-ups, history of previous correspondence, and other details. There are different buttons for Storing and displaying complete data.
|
|
Quotation/Offer Generation |
| |
This form helps to store data relating to quotations sent by organization to different to Parties. Access via the “Quotation Master” option. The option can be found in the “Marketing” menu and can also be invoked by [F6] Function Key. When invoked, new Quotation creation form is displayed by default.
|
|
Quotation Costing Sheet |
| |
ScAccess “Quotation costing Sheet” option in the “Marketing” menu. When invoked, the default is new Quotation Costing Sheet Creation.
|
|
Performa Invoice |
| |
A Performa invoice is a pre-invoice, which can be generated prior to an invoice. It will not affect the stocks and integrity of the accounts in the system. Access “Performa Invoice” option via “Marketing” menu. When invoked, the default is new Performa Invoice creation form.
|
|
Sales Order Entry |
| |
This form helps to save information about Order Processing gained by sales representatives. For this, use “Sales Order Entry” option. This option can be found in the “Marketing” menu. This can also be invoked by [F7] Function Key or icon . Once invoked, the default is new Sales Order Entry creation form.
|
|
Daily Delivery Schedule |
| |
This form helps maintain the record for Daily Delivery Schedule to parties that have standing Orders. Access “Daily Delivery Schedule” option via the “Marketing” menu. When invoked, new Daily Delivery Schedule creation form is displayed by default.
|
|
Monthly Schedule Data |
| |
This form helps maintain the information relating to monthly schedules of items supplied to parties. Access “Monthly Schedule Data” option via the “Marketing” menu. When invoked, the new Daily Delivery Schedule creation form is displayed by default.
|
|
|
|
|
| Sales |
|
|
Excise Invoice Link (P.O) |
| |
This form helps to generate Excise invoice for the party with all details. Access “Excise Invoice Link P.O.” option via the “Sales” menu. When invoked, the new Excise Invoice Link P.O. creation form is displayed by default. This can also be invoked through the [F8] function key.
|
|
Excise Invoice Manual |
| |
This form helps to generate an excise invoice for party with all detail. Access “Excise Invoice (manual).” option via the “Sales” menu. When invoked, new Excise Invoice (manual) creation form is displayed by default. This can also be invoked through Ctrl+E.
|
|
|
| Display Status |
|
|
Pending Bill Generation from Dispatch |
| |
This form is used to view the list of all Pending Bills. Access “Pending Bill Generation” option via the “Display Status” menu. Two options are available i.e. to view all bills list or only the pending bills.
|
|
View Current Sale |
| |
This option tracks information relating the return of purchased material due to defects in the material, i.e. Gate no., Received q The window provides information related to the organizations Current sale, Cash sale, Scrap sale, Job work sale, Sale exempted, Supplementary sale, Net sales, d-3 sales Purchase return, Total Sales for current year, Current month, or Current day. Access “View Current Sale” option via the “Display Status” menu. This can also be invoked through Ctrl+W.
|
|
Pending Orders |
| |
The window provides information related to Pending Orders selectable by party and item, it also specifies the supply of excess orders. Access “Pending Orders” option via the “Display Status” menu.
|
|
Monthly Pending Schedules |
| |
The window provides information about Pending Schedules for the parties. Access “Pending schedules” option in the “Display Status” menu.
|
|
|
|
|
| Report Gallery |
|
|
Check List |
| |
Item Master |
| |
Customer Check List |
| |
Stop Billing Customer List |
| |
Label
|
|
Sales Order/ Pending Reports |
| |
Sales Order Index Details |
| |
Daily/Monthly Delivery Schedule |
| |
Schedule Pending Reports |
| |
Panding Oreder Report
|
|
Dispatch Report |
| |
Weight Slip |
| |
Dispatch Register ( Party , Daily , All Party ) |
| |
Item-wise Dispatch Register |
| |
Thickness/Color/Party Dispatch Register |
| |
Model-wise Report |
| |
Daily Date-wise Supply Chart |
| |
Monthly Supply Chart
|
|
Exception Other Reports |
| |
Post Enquiries Register |
| |
Transport Control Register/Transport Wise |
| |
Local Freight Payment Register |
| |
ORC Report |
| |
LC Utilization Report |
| |
Form 31/38 Register |
| |
Insurance Report |
| |
Reminder Letter |
| |
Party Correspondence Letter |
| |
Service Tax Report |
| |
Sales Appraisal Register
|
|
Sales Analysis Reports |
| |
Excise Sales Report |
| |
Sale Register/Tax-wise Sale Details |
| |
Party-wise Sale Register |
| |
Thickness/ Color/ Party Sale Register |
| |
Item-wise Sale Register |
| |
Model-wise Report |
| |
Sales Mirror Report |
| |
Tariff-wise Sales Report |
| |
Sales Document-wise Report |
| |
Top Customer Quantity/Basic Value |
| |
Top 5 Customers |
| |
Top 10 Customers |
| |
Top 20 Customers |
| |
Monthly Sales Chart
|
|
Account Analysis Report |
| |
Party Account Details
|
|
Internal Messaging
|
|
Barcode & Sticker |
| |
Maruti Extranet System |
| |
SPD Barcode |
| |
Hero-Honda |
|
|
|
| |
|
