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

1. DISCOVER
TRADING MANAGEMENT SYSTEM:
ALL IN 1 SYSTEM
www.feosco.comFEOS SOFTWARE

2. Topics:
1 Introduction
2 Trading Workflow
3 Sales Management
4 Purchase Management
5 Warehouse Management
6 Invoicing & Payment Management

3. Introduction

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

5. Introduction
Sales
Purchase
Warehouse
Accounting
HR
Manufacture
Point of Sales
Other Modules
Shoes & TextileTrading Travel Jewelery Retails

6. Trading Workflow

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

9. Sales Management

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

16. Purchase Management

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

22. Warehouse Management

23. Warehouse Management:
1 Make Daily activities impressively simple
through Dashboard
2 Powerful Business Intelligence
3 Integrated with Devices
4 Extensible

24. Warehouse: Configurations
1 Warehouse Configuration
- Manage multi warehouse
- Manage multi location
- Landed cost management
- Operation type management
2 Routes Management: Able to define your own rule
out of standard “FIFO, LIFO,…”:
- Customizable Routes
- Customizable Procurement rules
- Customizable Push rule
3 Misc:
- Package management
- Barcode nomenclature
- Double Entry Inventory management

25. Warehouse: Operations
1 Inventory Dashboard
- General view of all activities through dash board
- Classify Dashboard to operation types / warehouse
- Able to necessary act on Dashboard
2 Operations
- Able to manage all operations through orders
- Highlight late operations
- Manage operation status
3 Inventory control:
- Manage Product On Hand & Forecast
- Manage Reordering rule (stock level to reorder,…)
- Inventory adjustment (stock check)
- Scrap management
- Landed cost management: Import Tax, Trucking…
- Lot/serial Numbers management
- Package controls

26. Warehouse: Operations

27. Warehouse: Operations

28. Warehouse: Operations

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

31. Accounting Management

32. Accounting Management:
1 Simple Activities through Dashboard
2 Automate Account Reconciliation
3 Easily Track Receivable & Payable account
4 Friendly User Experience

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
- …

37. Thank you
www.feosco.comFEOS SOFTWARE