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Master Data |
Major Reports |
- Country/state
wise sales zones
- Sales teams in
different sales zones
- Customer Channel
Partners - Distributors, Dealers, Consignees Agents
and so on.
- Products and their
packing
- Pack wise rates of
products
- State, zone wise
rates for customer channel
- Commissions for
consignee agents
- Transporters and
self vehicles
- Competitors and
their zones of operation
- Product units and
their conversion
- Sales Tax/VAT,
Excise and other taxes
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- Advance Booking,
Order Placement summary
- Pending Order
Summary
- Packing Material
Requirement Summary
- Challan, Invoice,
Consignment Note Summary
- Sales Forms
Receiving Summary
- Pending Sales Forms
- Sale/Stock transfer
Summary
- Sales Tax/Forms wise
Sales Summary
- Payment Collection
Summary
- Invoice wise
Customer Outstanding Summary
- Party Ledger
- Sales Return and
Replacement Summary
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Sales Promotion
Schemes |
MIS Reports |
- Sales Promotion and
Gift Items
- Various Sales
Promotion Schemes like Advance Booking Schemes, Cash
Discount Schemes, Coupon Schemes,
- Gift Schemes and so
on
- Cost calculation of
a scheme
- Cost calculation of
a scheme on data of different financial year
- Purchase and
Issuance of Sales Promotion Items
- Ledger of Sales
Promotion and Gift Items
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- Sales Value Summary
in a given period
- Average Daily Sales
Summary in given period
- Sales Comparison
between any two periods
- Year wise Sales
Comparison of the given period
- Base Sales Vs.
Current Sales
- Demand Vs. Sales for
a given period
- Sales Vs. Schemes
for a given period
- Period wise Sales
Deviation Summary
- Target Summary for a
given month
- Target Achievement
Summary
- Year wise Sales
Deviation Summary
- List of Key
Customers in a given period
- Profitability of
Customers
- Payment Schedule of
Customers
- Budgeted Vs Actual
Collection
- Competitor’s Sales
Comparison
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Sales |
User
Administration |
- Advance order
Booking and Order Placement
- Generation of
Challans and Invoices
-
Approval/cancellation of challans/invoices
- Generation of
Consignment Notes and Receiving Sales Notes from
consignee agents.
- Sales return and
replacements
- Payment Collection
from Customers
- Distribution of
products to dealers
- Expenses in
Distribution of products
- Sales and
Distribution Cost Calculation
- Receiving Sales
Forms from customers
- Sales Teams
Incentive Calculation
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- Users and roles
- User level
security by maintaining individual passwords
- User level
permissions for performing various tasks and
operations.
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Financial
Accounting |
Database
Management |
- Account Head groups
and account heads
- Various document
series for challans, invoices and vouchers
- Cash, Bank, Journal
and Contra vouchers
- Account Ledgers,
Cash and Bank Books
- Sales Tax
Calculation and Summary
- Exporting financial
data to FA software
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- Availability of
multiple years data at one time[
- Distributed database
at different locations
- Import/export data
between different locations and central server
- Database Backup
- Year wise data
archival and retrieval
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