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Implementare ERP, CRM, BI, SFA si SCM pentru distributie, productie, servicii si retail

Sales ERP Module

ERP Sales: sales process, sale area, customer order, expedition approval, exit invoice, communitarian exports, intra – communitarian deliveries, advance invoices

This module of the ERP system allows a company to (re) organize and track the sales process in an efficient way, due to multiple configuration options and sales channels covered. Commercial agents, sales divisions, distributors, key accounts, retail, about on-line portal are just some of the facilities offered.

  • Detailed organization of the sales process on sales areas, divisions
  • Fast registration of entire flow of specific documents

  • Expand sales channels through integration with E-commerce module
  • Increase sales volume by improving sales channels
  • Improve communication with current customers based on trade history
  • Evaluate at any time sales agents by integrating SeniorSFA

Sales Divisions

In the case of a rich product classification it becomes impossible for a commercial agent to focus on all balanced portfolio. Therefore, the usual practice is to divide this classification, according to clearly defined criteria, the divisions for sale. In this way, you can have a relationship with a commercial partner on multiple sales channels on different ranges of products, list of different prices, with payment terms of the specific division. Thus, it can balance the power of supporting products, eliminating the temptation to promote only products easily salable.

Areas for Sale

To organize and control the system of visits to the client, sale areas are used. In each area, sale and duration of visits can be planned. Also, if the sales force rotates, the customer is not affected, redistribution of areas of commercial sale to new agents is extremely low as well as consumption of time, preserving the history and transitions for future analysis. This sub-module is a point of connection to the SFA module.

Customer Orders

Customer order is a document that may follow, according to implementation, the workflow process for sale starting with the time of supply through confirmation, reservation, and picking, finalized with one or more delivery documents (approvals or invoices). It highlights the sales stage, and conformity with the demands of customers, supply quality, capacity etc. sale. Customer orders may have different sources of origin: SFA, Portal E-Commerce, Imports other systems (CRM), direct operating, etc..

In practice, we may encounter situations in which orders cannot be settled on the spot due to insufficient stock. Therefore, SeniorERP offers the ability to track orders and as soon as the stock permits it, such backorder documents can be registered to honor.

Expedition approvals

One or more orders, partially or fully, may be delivered by one or more approvals, being billed later. The status of each line of command or approval can be very easily followed. A common case met in regards to the frequency of use of expedition approvals, is the relationship with customers who have more work points, but wish invoices to be sent to their headquarters. Usually these clients (network of hypermarkets) impose their own codes and names of products, specific units for sale. The Sales module of SeniorERP covers these situations, offering easy solutions for implementation, operation and tracking.

Invoice Out

This is the document that ends the sales of goods and / or services. If all system parameters were set, the issuing of an invoice consists of selecting the customer, the work point, the articles and filling in the invoiced amount. The remaining information is completed automatically based on preset business rules. Of course, if other feeds are used for sale (recommended), the invoice document can be generated automatically. Among many other, options can be configured to sell stock on the negative, to sell under the price of purchase, to block the sale to a customer / item of work for a division / the company to print invoices in the client code, the set format printing.
A common question is related to the modus operandi of returns. In SeniorERP there are two possibilities of introducing a return:
1. from the history. If the transaction source is already in the system, then you may partially or fully rectify any document associated to the selected customer. Merchandise is again in stock at the cost of goods sold from the time. It needs no further information, all data required will be taken from the transaction source.
2. direct return. Immediately after implementation, when no transaction source exists in the system, returns will require manual filling correct specific data, including cost of goods when sold. In time, these situations become increasingly rare, being replaced by the situations described at point 1.

Communitarian exports

There are highlighted the export invoices for goods supplied in the EU under the new tax code, corresponding to position logs for VAT.

Intra – communitarian deliveries, including transport

There are highlighted goods delivered in the EU under the new tax code, corresponding to position logs for VAT.

Installment purchase In case of selling high value goods, to stimulate demand, there is the option of payments under a step-by-step graph generated automatically according to set parameters. One can trace the individual status of each, having the possibility to set the desired search option.
Advance Invoices They are used when only part of the service is sold immediately, the rest being distributed in time. This is similar in the case of VAT chargeability.

For delivery of goods for which it received advance invoice will be issued containing the previously received advance cancellation and items sold. Whose advance billing order was billed and collected is done through the wizard to generate documents
Retail – Tax bills If the case of managing a store, you can manage the sale price, method of unloading is specific, and the sale is recorded on tax bills. House is marked as used fiscal printer, the operation is performed in proportion of 100% in the system. You can also automatically issue receipts for the tax bill operated.

Partners Unification It is an instrument which, in case of objective or subjective reasons, is introduced several times in nomenclature, all transactions are transferred to one and the unnecessary remaining clients / work points are removed. To remove a redundant partner, is in the first phase, attached work points are removed.