Sales Management
EMS incorporates two essential mechanisms for sales management: the Sales Order Mechanism and the Sales Schedule Mechanism. These functionalities enable seamless processing and tracking of sales orders within the system.
One significant advantage of EMS is its ability to program all parts and materials costs, allowing for immediate calculation of gross margins as soon as a sales order is created. This feature provides valuable insights into profitability and helps in making informed business decisions.
EMS also supports electronic data interchange (EDI) processes, automating tasks such as generating and sending invoices and delivery notes electronically to the respective recipients. This automation saves valuable time and resources, streamlining the sales process and enhancing overall efficiency.
Module Highlights
Sales Order Management (SOM) module is a critical component of any ERP system. It helps businesses manage the entire sales order lifecycle, from creation to fulfillment.
- Sales order creation: This allows businesses to create sales orders for customers.
- Sales order processing: This involves validating and approving sales orders, as well as tracking their progress through the fulfillment process.
- Sales order fulfillment: This includes picking, packing, and shipping products to customers.
- Sales order tracking: This allows businesses to track the status of sales orders and identify any potential problems.
- Sales order reporting: This provides businesses with reports on sales orders, such as order volume, order value, and average order size.
The SOM module can be used to improve the efficiency and effectiveness of sales order management. It can help businesses to:
- Reduce errors: By automating the sales order process, the SOM module can help businesses to reduce errors.
- Improve customer service: By providing customers with real-time order tracking information, the SOM module can help businesses to improve customer service.
- Increase sales: By providing businesses with insights into sales trends, the SOM module can help businesses to increase sales.
If you are looking for a way to improve your sales order management, the SOM module is a good option to consider.
- Improved efficiency: A sales order management module can help businesses to improve the efficiency of their sales order process by automating tasks, such as order creation and processing. This can free up employees to focus on other tasks, such as customer service.
- Reduced errors: A sales order management module can help businesses to reduce errors by automating the sales order process and providing real-time data entry validation. This can help businesses to avoid costly mistakes, such as shipping the wrong product or charging the wrong price.
- Improved customer service: A sales order management module can help businesses to improve customer service by providing customers with real-time order tracking information. This can help to keep customers informed about the status of their orders and reduce the number of inquiries that businesses receive from customers.
- Increased sales: A sales order management module can help businesses to increase sales by providing insights into sales trends and patterns. This information can be used to identify opportunities to grow sales, such as cross-selling or upselling products.
The Sales Return Management (SRM) module is a critical component of any ERP system. It helps businesses manage the entire sales return lifecycle, from the initial customer request to the final resolution.
- Return request tracking: This allows businesses to track the status of return requests and identify any potential problems.
- Return authorization: This allows businesses to authorize returns and track the status of authorizations.
- Return processing: This includes receiving returned products, inspecting them, and processing refunds or exchanges.
- Return reporting: This provides businesses with reports on returns, such as the number of returns, the value of returns, and the reasons for returns.
The SRM module can be used to improve the efficiency and effectiveness of sales return management.
- Reduce costs: By automating the return process, the SRM module can help businesses to reduce costs.
- Improve customer service: By providing customers with a convenient and efficient way to return products, the SRM module can help businesses to improve customer service.
- Increase profits: By reducing the number of returns and the costs associated with returns, the SRM module can help businesses to increase profits.
If you are looking for a way to improve your sales return management, the SRM module is a good option to consider.
- Improved efficiency: A sales return management module can help businesses to improve the efficiency of their sales return process by automating tasks, such as return request tracking and return authorization. This can free up employees to focus on other tasks, such as customer service.
- Reduced costs: A sales return management module can help businesses to reduce costs by automating the sales return process and providing real-time data entry validation. This can help businesses to avoid costly mistakes, such as issuing refunds for products that have not been returned.
- Improved customer service: A sales return management module can help businesses to improve customer service by providing customers with a convenient and efficient way to return products. This can help to keep customers happy and prevent them from taking their business elsewhere.
- Increased profits: A sales return management module can help businesses to increase profits by reducing the number of returns and the costs associated with returns. This can help businesses to improve their bottom line.
The Customer Credit Control (CCC) module is a critical component of any ERP system. It helps businesses manage the credit risk associated with their customers.
- Customer credit limit management: This allows businesses to set credit limits for customers and track their usage.
- Credit risk assessment: This allows businesses to assess the creditworthiness of customers and identify those who may be at risk of default.
- Credit approval: This allows businesses to approve or decline credit requests from customers.
- Credit monitoring: This allows businesses to monitor the credit usage of customers and identify any potential problems.
- Credit reporting: This allows businesses to generate reports on customer credit, such as credit history, credit utilization, and credit score.
The CCC module can be used to improve the efficiency and effectiveness of customer credit management.
- Reduce bad debt: By carefully managing customer credit limits and monitoring credit usage, businesses can reduce the risk of bad debt.
- Improve customer service: By providing customers with clear and concise information about their credit limits and usage, businesses can improve customer service.
- Increase profits: By managing credit risk effectively, businesses can increase profits by avoiding bad debt and by maximizing the amount of credit that they extend to customers.
If you are looking for a way to improve your customer credit management, the CCC module is a good option to consider.
- Improved efficiency: A customer credit control module can help businesses to improve the efficiency of their customer credit management process by automating tasks, such as credit limit management and credit approval. This can free up employees to focus on other tasks, such as sales and marketing.
- Reduced bad debt: A customer credit control module can help businesses to reduce bad debt by providing insights into customer credit history and by monitoring credit usage. This can help businesses to identify customers who may be at risk of default and to take steps to mitigate the risk.
- Improved customer service: A customer credit control module can help businesses to improve customer service by providing customers with clear and concise information about their credit limits and usage. This can help to avoid customer frustration and complaints.
- Increased profits: A customer credit control module can help businesses to increase profits by managing credit risk effectively. This can help businesses to avoid bad debt and to maximize the amount of credit that they extend to customers.
The barcode printing feature is a critical component of any inventory management system. It allows businesses to print barcodes for products, which can be used to track inventory levels, identify products, and automate tasks such as order processing and dispatch.
- Barcode generation: This allows businesses to generate barcodes for products.
- Barcode printing: This allows businesses to print barcodes on products.
- Barcode scanning: This allows businesses to scan barcodes to track inventory levels and identify products.
- Barcode integration: This allows businesses to integrate barcode printing with other inventory management systems.
The barcode printing feature can be used to improve the efficiency and effectiveness of inventory management.
- Improve inventory accuracy: By tracking inventory levels with barcodes, businesses can ensure that they have accurate records of their inventory. This can help to prevent stockouts and overstocks.
- Reduce errors: By automating tasks such as order processing and dispatch with barcodes, businesses can reduce errors.
- Improve customer service: By providing customers with barcodes, businesses can make it easier for customers to identify products and make purchases.
- Increase profits: By improving inventory management, businesses can increase profits by reducing costs and improving customer service.
The Proforma Invoice (PI) module is a critical component of any ERP system. It allows businesses to create proforma invoices, which are preliminary invoices issued before the final invoice.
Proforma invoices are used in international trade to facilitate prepayment arrangements, order confirmation, and customs clearance. They provide buyers with a detailed overview of the goods or services that they are ordering, as well as the terms of payment and delivery.
- Proforma invoice creation: This allows businesses to create proforma invoices for goods or services that they are selling.
- Proforma invoice customization: This allows businesses to customize proforma invoices with their own branding and information.
- Proforma invoice approval: This allows businesses to approve proforma invoices before they are sent to buyers.
- Proforma invoice tracking: This allows businesses to track the status of proforma invoices and identify any potential problems.
- Proforma invoice reporting: This provides businesses with reports on proforma invoices, such as the number of proforma invoices created, the value of proforma invoices, and the average proforma invoice value.
The PI module can be used to improve the efficiency and effectiveness of international trade.
- Secure prepayments: By providing buyers with a proforma invoice, businesses can secure prepayments, which can help to improve cash flow.
- Confirm orders: By providing buyers with a proforma invoice, businesses can confirm orders, which can help to avoid misunderstandings.
- Clear customs: By providing customs officials with a proforma invoice, businesses can clear customs more easily, which can help to speed up the delivery of goods.
If you are looking for a way to improve your international trade, the PI module is a good option to consider.
- Secure prepayments: Proforma invoices can help businesses to secure prepayments from buyers, which can help to improve cash flow.
- Confirm orders: Proforma invoices can help businesses to confirm orders with buyers, which can help to avoid misunderstandings.
- Clear customs: Proforma invoices can help businesses to clear customs more easily, which can help to speed up the delivery of goods.
- Reduce errors: Proforma invoices can help businesses to reduce errors by providing a detailed overview of the goods or services that are being ordered.
- Improve communication: Proforma invoices can help to improve communication between businesses and buyers by providing a clear and concise document that outlines the terms of the transaction.
The Cash Sales module is a critical component of any ERP system. It allows businesses to process and track cash sales transactions, which are sales that are made with immediate payment.
- Cash sales transaction creation: This allows businesses to create cash sales transactions for goods or services that they have sold.
- Cash sales transaction processing: This allows businesses to process cash sales transactions, including entering the amount of the sale, the customer information, and the payment method.
- Cash sales transaction tracking: This allows businesses to track the status of cash sales transactions and identify any potential problems.
- Cash sales transaction reporting: This provides businesses with reports on cash sales transactions, such as the number of cash sales transactions, the value of cash sales transactions, and the average cash sales transaction value.
The Cash Sales module can be used to improve the efficiency and effectiveness of cash-based transactions.
- Reduce errors: By automating the processing of cash sales transactions, the Cash Sales module can help businesses to reduce errors.
- Improve customer service: By providing customers with a quick and efficient way to pay for their purchases, the Cash Sales module can help businesses to improve customer service.
- Increase profits: By streamlining cash-based transactions, the Cash Sales module can help businesses to increase profits.
If you are looking for a way to improve your cash-based transactions, the Cash Sales module is a good option to consider.
- Reduce errors: Cash sales modules can help businesses to reduce errors by automating the processing of cash sales transactions. This can help to prevent errors such as entering the wrong amount of the sale or the wrong customer information.
- Improve customer service: Cash sales modules can help businesses to improve customer service by providing customers with a quick and efficient way to pay for their purchases. This can help to reduce customer frustration and improve customer satisfaction.
- Increase profits: Cash sales modules can help businesses to increase profits by streamlining cash-based transactions. This can help businesses to save time and money, which can be reinvested in the business.
The system automatically assigns unique sales order numbers to each sales order. This is done to simplify order identification, tracking, and reference for future transactions.A sales order number is a unique identifier that is assigned to each sales order. It is used to track the progress of an order and to reference it in future transactions.
Sales order numbers are typically assigned in a sequential manner, starting with 1 and increasing by 1 for each new order.
- It makes it easy to identify orders: Sales order numbers make it easy to identify orders, even if they are placed over a long period of time. This can be helpful for businesses that process a large number of orders each day.
- It helps to track orders: Sales order numbers can be used to track the progress of an order. This can help businesses to ensure that orders are processed in a timely manner and that customers are kept informed of the status of their orders.
- It facilitates reference for future transactions: Sales order numbers can be used to reference orders in future transactions. This can be helpful for businesses that need to track the history of orders or that need to make changes to orders.
Overall, using unique sales order numbers can help businesses to improve the efficiency and effectiveness of their sales order management process.
Reports Generated by this Module
This report provides a statement of all pending orders, along with their current status. It helps in monitoring and managing orders that are yet to be fulfilled or processed.
The Sales Order vs. Supply report compares the quantity of sales orders placed with the actual supply of products. It helps identify any discrepancies or gaps between customer demand and product availability.
This report compares the sales schedule, which includes planned sales orders, with the actual supply of products. It provides insights into the fulfilment of scheduled sales and helps in managing production and inventory accordingly.
The Product-Wise Sales report provides a detailed analysis of sales performance for each product. It includes information such as quantity sold, revenue generated, and other relevant metrics, helping in identifying popular products and analyzing sales trends.
The Sales Return report captures and analyses all sales returns made by customers. It provides an overview of returned products, reasons for returns, and any associated financial implications.
This report tracks customer collections and outstanding payments. It helps in monitoring accounts receivable, identifying overdue payments, and managing cash flow effectively.
The Invoice Day Book report provides a chronological record of all invoices generated within a specific time period. It includes details such as invoice numbers, dates, customer names, and invoice amounts, enabling efficient tracking and reconciliation of invoices.
The Sales Price Variation report compares the actual sales prices with the standard or expected prices. It helps in identifying any price variations or discrepancies, ensuring accurate pricing and revenue analysis.
This report presents the monthly sales value, providing an overview of sales performance over time. It helps in monitoring sales trends, identifying peak sales periods, and assessing overall business performance
The Sales Product Detail report provides a comprehensive analysis of sales for each product, including quantity sold, revenue generated, customer details, and other relevant information. It aids in assessing product performance and making informed sales strategies.
