Manage all activities for a Trading Company such as:
1. Sales Follow up
2. Purchase Follow up
3. Warehouse Management
4. Invoicing Management
5. Complete workflow
6. Flexible to adapt to various activities
8. Business Intelligence & Reporting
9. Friendly user interface - Easy to use
4. Introduction
Trading Management System is one of our
various Business Models in Our ERP System which
is built in a complex of many modules that works
seamlessly together
7. Trading Workflow: Sales Flow
Customer
Quotation Sales Order
Delivery
Order
Picking ShippingPacking
Invoice
Customer
Payment
Delivered
Paid
Done
Request
Sales
Warehouse
Check
Stock
Accounting
Workflow can be modified. The bellow is a standard
workflow:
Purchase
Confirm
8. Trading Workflow: Sales Flow
Supplier
Request
Purchase
Order
Reception
Order
Receive
Invoice
Supplier
Payment
Done
Paid
Done
Quotation
Purchase
Warehouse
Accounting
Workflow can be modified. The bellow is a standard
workflow:
Confirm
10. Sales Management:
1 Manage Team performance
2 Keep track of daily activities
3 Centralized Sales’ documentation
4 Easy to use
11. Sales : Catalogue
1 General information
- Product name, Model code, Item code, Type
- Sales price, Cost (depends on cost method)
- Category
2 Inventory Information
- Route: Buy, Manufacture, Make to Order
- Traceability: By Lots, by Serial number
- Vendor & pricelist
- Packing information: set packing standard
3 Sales information: Warranty, Lead time info
4 Variants: Setting product attribuites
5 Invoicing:
- Account: Incoming, Expense account, VAT
- Costing method: Real, Average, Standard
- Inventory evaluation: Auto, manual
- …
12. Sales: Sales Order Follow up
1 Full workflow: able to know what’s going on with
- Order Workflow
- Invoice workflow
- Delivery workflow
2 Sufficient Order details: control all Order important
details
- Address: Customer, Invoice, Delivery address
- Date: Request – Order – Confirm - Effective date
- Order line: control product to sell & total amount
- Shipping policy: Ship all, partially
- Warehouse: Configure warehouse to pick
- Incoterms
- Invoice status
3 Print PDF: able to print Order form as pdf
13. Sales: Sales Order Follow up
4 Delivery:
- Control No. of delivery orders for related Order
5 Invoices
- Control No. of invoice issued for related order
- Follow up Invoice Payment status
6 Order History:
- All activities be kept in Messaging module of each
order form
14. Sales: Business Intelligence
1 Sale Dash Board
- Sales figure dashboard per each person
- Manage Sales Team Performance / Target
- Visualize Team activities highlight
2 Powerful Interactive Report :
- Interactive Pivot table
- Interactive Chart: Line chart, Bar chart, Pie chart
- Able to export to excel file, jpg file
15. Sales: Tools
1 Powerful Order Searching tools
- Search by text, keyword
- Filter by various fields from Order form
- Group by any various criteria
- Add search to Favorites to re-used
2 Powerful View tools:
- List view
- Kanban view
- Calendar view
- Chart view
- Pivot table view
17. Purchase Management:
1 Powerful Business Intelligence
2 Easy to follow up Purchase Order
3 Centralized Purchase’ documentation
4 Keep track of all communication history on the Purchase Orders
18. Purchase: Purchase Order Follow up
1 Full Purchase workflow: able to know what’s going
on with
- Order Workflow
- Invoice workflow
- Shipment workflow
2 Sufficient Order details: control all order important
details:
- Vendor: Entity, Vendor Ref., Currency
- Date: Order – Approval - Schedule date
- Order line: control purchased product & total amount
- Warehouse: warehouse to receive
- Incoterms
- Billing status
3 Print PDF: able to print Purchase Order form as pdf
19. Purchase: Purchase Order Follow up
4 Shipment:
- Control No. of Shipment orders for related
Purchase Order
5 Vendor Bills
- Control No. of Bills received from Vendors
- Follow up Bill Payment status
6 Purchase Order History:
- All activities be kept in Messaging module of each
order form
20. Purchase: Business Intelligence
1 Powerful Interactive Report:
- Interactive Pivot table
- Interactive Chart: Line chart, Bar chart, Pie
chart
- Able to export to excel file, jpg file
21. Purchase: Tools
1 Powerful Order Searching tools
- Search by text, keyword
- Filter by various fields from Order form
- Group by any various criteria
- Add search to Favorites to re-used
2 Powerful View tools:
- List view
- Kanban view
- Calendar view
- Chart view
- Pivot table view
29. Sales: Tools
1 Powerful Order Searching tools
- Search by text, keyword
- Filter by various fields from Order form
- Group by any various criteria
- Add search to Favorites to re-used
2 Powerful View tools:
- List view
- Kanban view
- Calendar view
- Chart view
- Pivot table view
30. Warehouse: Business Intelligence
1 Special Report:
- Inventory at Date
- Inventory valuation
- Stock moves
- Aging stock
2 VN Stock Reporting
- Reception / Delivery / Inventory Reporting
- Reception Reporting
- Delivery Reporting
- Stock card
- …
3 Powerful Interactive Report:
- Interactive Pivot table
- Interactive Chart: Line chart, Bar chart, Pie chart
- Able to export to excel file, jpg file
33. Accounting: Account Receivable
1 Customer Invoices management
- Manage Invoice Journal
- Invoice validation process
- Keep track of all payments link with invoice
2 Customer Payment management
- Manage Payment Journals
- Manage Payment transactions
- Control Amount Due from customer
3 Reconcile Payment with Invoices
34. Accounting: Account Payables
1 Vendor Bill management
- Manage Vendor Bills Journal
- Vendor Bill validation process
- Reconcile with Vendor payment
- Keep track of all payments link with Vendor bills
2 Supplier Payment management
- Manage Payment Journals
- Manage Payment transactions
- Reconcile with Vendor bills
- Forecast Amount to pay Vendor
3 Reconcile Payment with Vendor bills
35. Accounting: Business Intelligence
1 Powerful Interactive Report
- Interactive Pivot table
- Interactive Chart (bar, line, pie chart)
2 Accounting Special Report
- Sales/Purchase Journal
- Partner Ledger
- General Ledger
- Trial Balance
- Balance Sheet
- Profit and Lost
- Age Partner Balance
- Financial Report
36. Accounting: Tools
1 Powerful Order Searching tools
- Search by text, keyword
- Search by status of Invoice, Bill, payment
- Search by many available fields
2 Strong Setting Tools
- Chart of Account
- Tax & default tax
- Journals
- …