| 14. Quotation
Management Module |
| A. |
Set Expiry Date of Quotation |
| B. |
Create multiple Clause Codes for selection to include
in Quotation |
| C. |
Specify Credit Terms offered |
| D. |
Specify internal Project/Division/Dept or Profit Centre |
| E. |
3 levels of Remarks - Item Remarks 1, Remarks and Remarks
2 |
| F. |
Up to 3 levels of discount |
| G. |
Specify Expected Delivery Date per Item |
| H. |
AR credit status alert message with zoom into aging and
document level |
| I. |
Alert message of last quotation (with zoom in to document
level) while generate new quote. This may avoid double
quoting |
| J. |
Option to set additional changes to be include in quotation |
| K. |
Design for Vertical Industries e.g. Switch Board |
| L. |
Quotation can be set to Manual Approval which will require
higher level User to approve online |
| M. |
Post Quotation to Sales Order to eliminate re-key in
and minimize data entry mistakes |
| N. |
Print Quotation by batch |
| O. |
Print out Quotation Listing by Detail or by Summary |
| P. |
Quotation tracking information on-screen |
|
| |
 |
| |
| 15. Sales
Ordering Module |
| A. |
Allows Users To Input And Track Orders By
Customers |
| B. |
Able To Select The WH Code From Which Items
Are To Be Issued |
| C. |
On-Screen Sales Order Enquiry With ‘Drill
Down’ Function |
| D. |
Tracking Of Orders Received - By Company,
Sales Person |
| E. |
Expected Delivery Date Can Be Entered And
Tracked At Item Level |
| F. |
Able To Be Linked To PO For Direct Delivery
From Vendor To Customer |
| G. |
Reserve by link to bulk Purchase Order from
Purchasing Manager |
| H. |
Label printing according to customer requirement |
| I. |
In House delivery performance report |
| J. |
Shop floor status update easily view on screen
by customer Purchase order and by item |
| K. |
Duplicate function for new order by selecting
previous order |
| L. |
Reserve stock Lot while generate of Sales
Order |
| M. |
Multi delivery address - by item level |
| N. |
Sales Order can be set to Manual Approval
which will require higher level User to approve on-line |
| O. |
System default unit price according to Price
Book setup by: |
 |
i. |
Quantity |
|
ii. |
Customer |
|
iii. |
Customer price group |
|
iv. |
Contract price |
|
v. |
Last Price |
| P. |
Credit Control Report. To list over limit
AR with detail. |
| Q. |
Track Outstanding Orders And Unfulfilled
Orders (Back Order) |
| R. |
Allow Printing Of Sales Orders By Range Or
Batch |
| S. |
During Order Entry, User Is Able To Drill
Down - By AR Code - User Can View AR Info
(Outstanding Invoice, Receipts, PD Cheque Received, AR Ledger, Etc.) |
| T. |
During Order Entry, Drill Down Feature -
By Stock Code - To Preview Stock Information
Enquiry (Stock Ledger, Warehouse, Stock Code Details, Etc.) |
| U. |
View History Price - Allows User To Check
On All Historical Pricing For Each Item |
| V. |
Book Price - Allows User To View Unit Price
Of Current Item Transacted By Customer |
| W. |
Enter Additional Information In ‘Remarks’, ‘Item
Remarks’ And ‘Consignee’ |
| X. |
Purge Outstanding Sales Orders |
| Y. |
Multiple Reports And Enquiries |
|
| |
|
| |
| 16. Material
To Order Module |
| A. |
Select Sales Orders to be converted to Purchase
Order |
| B. |
Quantity to order can be set by Minimum Order Quantity
by AP or re-order quantity by item |
| C. |
System Generate Purchase Orders to specified Vendors/Suppliers
according to Bills of
Materials maintained |
|
| |
|
| |
| 17. Picking List
Module |
| A. |
Able to allocate Stock Item by Sales Order
or by AR (system auto allocate according to preset priority
per AR Code) - system will auto display all Sales Order
entered and quantity available for allocation per Sales
Order or AR |
| B. |
Post allocated quantities to Picking List, with option
to print Consolidated Picking List, or manually create
Picking List |
| C. |
Edit Pick List qty and bundle information |
| D. |
Picking List confirmation by document as well as by item
level function per outgoing area |
| E. |
Feature to select transport detail for pick up |
| F. |
Picking List to print out rack addresses of items to
be picked from racking Warehouse |
| G. |
Tracking information and transaction enquiry available |
| H. |
Post Picking List to Sales Invoice (Delivery Order, Customs
Form (for Sales Tax Exempted customer, and Gate Pass is
auto generated simultaneously in Invoice module) |
|
| |
|
| |
| 18. Delivery
Ordering Module |
| A. |
Multiple options to issue Delivery Order
according to User requirement or Work Flow |
|
i. |
Manual entry |
|
ii. |
DO (PL) - issue DO directly from Picking List generated |
|
iii. |
DO (SO) - issue Do directly from Sales Order entered |
| B. |
Enable User to issue DO without re-entering
information/details |
| C. |
Delivery Order can be set to Manual Approval
which will require higher level User to
approve on-line |
| D. |
Feature to select transport detail for pick
up |
| E. |
DO Tracking information |
| F. |
Generate DO for Goods Returned by Customer |
| G. |
Directly convert DO already created to Sales
Invoice |
| H. |
Printing of DO by batch |
| I. |
Reports available |
|
i. |
DO Listing |
|
ii. |
DO Outstanding Listing |
|
iii. |
Goods Returned Listing |
| J. |
DO Transaction enquiry |
|
| |
|
| |
| 19. Proforma
Invoicing Module |
| A. |
Performa Invoice Can Be Generated From Existing
Sales Order Or Manually Entered |
| B. |
Performa Invoice can be set to Manual Approval
which will require higher level User to
approve on-line |
| C. |
System default unit price according to Price
Book setup by: |
|
i. |
Quantity |
|
ii. |
Customer |
|
iii. |
Customer price group |
|
iv. |
Contract price |
| D. |
Last Price |
| E. |
Export Container Booking Maintenance |
| F. |
User Definable Remarks Per Performa Invoice,
E.G. Bank Info, Ship Date, Container No, Ship Via, Etc |
| G. |
Maintain M3 Dimensions With Net Weight And
Gross Weight |
| H. |
Select Pack Code To Be Used Per Stock Item |
| I. |
Convert Performa Invoice To Commercial Invoice
(Including 1 Performa Invoice To Many Commercial Invoice) |
| J. |
Back Order Listing For Performa Invoice Unspotted
To Invoice |
|
| |
|
| |
| 20. Sales Invoicing
Module |
| A. |
Multiple Options To GENERATE Sales Invoice |
|
i. |
Sales Invoicing (Direct Entry) |
|
ii. |
Sales Invoicing (Non Stock) |
|
iii. |
SI (DO) - To Invoice From DO Previously Generated |
|
iv. |
SI (PL) - To Invoice From Picking List Issued |
|
v. |
SI (SO) - To Invoice From Sales Order |
|
vi. |
SI (SO-Non Stock) - To Invoice From Sales Order |
|
vii. |
SI (SO by item) - To Invoice From Sales Order |
|
viii. |
SI (PO) - To Invoice From Purchase Order Link |
|
ix. |
SI (PO) - To Invoice From Purchase Order Link |
| B. |
Allows User To Generate Delivery Order, Gate
Pass And Custom Forms (For Sales Tax)
Exempted Customer E.G. GPB1, GPB2, K2, K1A, K9, Etc… Simultaneously
(Without Re-
Entering Details Separately) |
| C. |
Sales Invoice can be set to Manual Approval
which will require higher level User to approve on-line |
| D. |
Top Saleable item listing by volume or by
value |
| E. |
Top Active Customer |
| F. |
Profit Report |
| G. |
Sales Price Analysis |
| H. |
Sales Return match with Sales Invoice |
| I. |
Add ad-hoc stock item |
| J. |
Tolerance % can be set by global |
| K. |
Bundle Sticker Printing, Bar Code Labels
And Shipping Labels |
| L. |
View Picture Of Stock Item |
| M. |
Set Foreign Exchange Rate At Point Of Transaction |
| N. |
Allows Tracking Of Sales By Sales Person
And Project |
| O. |
View Of ‘Qty On Hand’ In Warehouse
When Issuing Stock Item |
| P. |
Link To Transport Module To Determine Which
SI/DO Is Loaded To Which Transporter And Lorry Information |
| Q. |
Up To 3 Discount Levels |
| R. |
Enable User To Issue Free-Of-Charge (FOC)
Items |
| S. |
View History Price & Book Price For Each
Item And By Transaction Or Customer Code |
| T. |
On-Line Update Of AR Customer Account |
|
| |
|
| |
| 21. Sales Person
Module |
| A. |
Maintain Sales Person code |
| B. |
Maintain Sales Commission calculation by Sales Achievement
of Product Type or By Aging Collection |
| C. |
Also can set Advance Sales Commission calculation by
full collection or progress payment |
| D. |
Advance AR master enquiry for individual sales force
to view their own customer detail e.g. outstanding and
aging |
| E. |
AR Enquiry and Analysis, with generation of Statement,
Reminder Letter, Ledger, etc |
|
| |
|
| |
| 22. Transportation
Management Module |
| A. |
Track Goods on Transport dimensions - by
Gross Weight, Net Weight, Height, Length and Width |
| B. |
Select document (Pick List, Invoice, Delivery Order and,
Consignment/Concession) for
loading on Lorry/van. System to incrementally increase as per weight
and dimensions per document and compare to Lorry weight and dimensions. |
| C. |
Track actual Lorry / Transporter usage through Return
of Delivery Order |
| D. |
Billing from vendor directly to converted to Sundry Creditor
account |
| E. |
Track actual transport costs with maintenance of Rates
and Actual Costs |
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