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SAL - Sales Management



Independent of sectors, the CANIAS ERP Sales module helps the user department to minimize order lead time from the offer stage until delivery of the product. Although the CANIAS ERP Sales module can operate independently, it is most efficient and productive when integrated with the other CANIAS ERP System components such as PPC (Product Planning and Control), inventory management, financial accounting and product costing.

Goals

Sales reflects a company's position in the market. In order to satisfy the requirements of today's fast moving markets, sales must be flexible and react quickly. With the best control of sales activities, company targets can be attained in the most profitable way. Such targets include productivity, product quality, prices, meeting delivery deadlines and customer services. More than any other department in a company, sales puts more contradicting demands, due to its nature and that of its operations, on standard software.In a company, there are sales activity connections with the CANIAS ERP components related to all economic and some technical areas.

Sales functions

  • Pricing
    • Price lists
    • Discounts
    • Conditions

  • Offer management
  • Order procedure
  • Contracts and delivery plans
  • Shipment
    • Delivery notes
    • Packaging
    • Goods issue
    • Shipments

  • Invoice
    • Invoicing (or invoice creation)

  • Dispatch papers
  • Statistics

Integration into an overall system

In no other area of a company is the integration of decentralized information used as intensively as it is in the CANIAS ERP Sales module. The overview demonstrates the connections between the CANIAS ERP Sales module and the various economic and technical sections of the company. Like all other CANIAS ERP System modules, the CANIAS ERP Sales module can operate perfectly well independently of other modules, thanks to its internal integration. For this reason, all business activities are controlled by a document flow system. These documents include all business activities, from the making of an offer through order and delivery note to the invoice.

Document flow

A completed business transaction is generally represented by the following sales documents flow: Sales offer, sales order, sales delivery note, sales invoicing.

With the planning of an order, all the offer data pertaining to this product are automatically transferred to the order document. In addition, these previously created documents are always stored with the current document in order to facilitate the management of documents. In the CANIAS ERP System, sales activities are represented in sales documents specific to offers, orders, deliveries and invoices. All of these contain relevant information about the corresponding business activities. Each document consists of a document header and as many line items as are needed.

Document header

The document header contains all necessary data for all documents, including sales document number, customer number and address, delivery conditions, discounts, texts, consignees and invoice recipients and document value, among others. For frequently used sales documents, a standard document can be created and new documents can easily be prepared by transferring information with a simple copy function. Conditions pertaining to a particular customer are automatically transferred to the standard document and displayed there.

Documents items

A document item contains information about goods and services. Included in this information are product number, quantity, price, export data, discount on the item, texts. The current price list or conditions for a product are transferred to the price and discount. The use of the document item is controlled with the item category:
  • How should price-finding result?
  • Should a goods issue be implemented?
  • Should the item be printed?
  • Should availability be tested?
  • Which G/L account should be used?
and so on.

Partial and collective delivery/invoice

In addition to transferring document items to delivery notes or accounts, CANIAS ERP Sales offers a separation or combination of order and delivery note items. Moreover, for invoices it is possible to distinguish between quantity-invoices and value-invoices. Thanks to these special characteristics, the user can prepare invoices and delivery notes in almost any way desired.

Document types

In the CANIAS ERP System, a document is defined as follows:

1) Utilization of the document

The utilization defines the basic class of the document. It can be offer, order, delivery
note or invoice.

2) Characterization of the document

The characterization defines the document more precisely. It specifies how the
document functions (e.g. an offer document can include order and delivery note
characteristics).

3) Characterization types

Each characterization can have different types according to necessity. (In the
CANIAS ERP System, an order might have the following characterization types: standard order, quantity order, value contract).

Multiple documents

Since an original document can be given several characterizations in the CANIAS ERP System, multiple documents are frequently used. For example, in the case of spot orders both order and delivery notes are prepared simultaneously and can be managed with a multiple document. The invoice is prepared later. In cash sales, only one document is necessary. This document includes order, delivery note and invoice.

Check and control tables

The check table function included in all modules of the CANIAS ERP System enhances the integration and user friendliness of the system to a great extent. With their help, data used in a variety of areas of the company can be filed and managed centrally, and the cost of repeated recording, and the possible errors this entails, are greatly reduced. Application data can be selected directly from the check tables, thus providing the greatest ease of operation. The system also compares new entries with the relevant check tables and rejects invalid data. The more detailed and consciously these check tables are organized, the more effective the utilization of data in the application.

Price lists

The necessity of making different prices for a product is fulfilled by the use of price lists in the CANIAS ERP Sales module. For each product the price (gross price) can be determined according to quantity, customer or customer category (for example wholesale trade or retail trade). Prices can also be fixed directly from the material master data.

Interfaces

The effectiveness and performance of the CANIAS ERP Sales module reach their highest levels when it is integrated with the PPC, inventory management, financial accounting and product costing elements of the IAS-System:

PPC

Production planning that leads to either a production order or a procurement must be initiated with the placing of an order.

Inventory management

If a delivery is to be made, first the availability of the product must be verified, then the stock must be prepared.

Financial accounting

Every invoice is recorded in accounts records.

Product Costing

Before permission is given to an offer to be made or accepted, a preliminary costing is carried out. After the preparation of an invoice, a final price calculation takes place.

Sales Statistics

The sales statistics programs of the CANIAS ERP System provides the user with a tool for the evaluation of data which performs all the statistical functions required in the business world today. The data can be evaluated in the form of journals and graphics. To this end, CANIAS ERP System offers the user direct access to MS-Excel. CANIAS ERP data are directly transferred to the chart calculation program and can be managed in tabular or graphic form.

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