Sales & Customers System

Sales & Customers System

  • Sales Program:
    • Registering daily sales traffic such as, Sales traffic, Debt Credit Settlements, Sales Returns, Registering Supplying/Vending Orders and Price Quotations to automatically obtain the Financial Status with the clients. Through different inquiries and several reports (Detailed and Collateral), Daily Sales Traffic Statements Analysis, Clients Accounts Statements and the Resulting Claims to develop the Sales Traffic and Profitability on the level of Client or Item or Delegate/Representative, and also the expected Cash Flow
    • Establishing a full manual for the clients registry book, including all data in an unlimited tree method.
    • Determining Clients Commercial Data such as the opening balance (According to debt lifecycle), Tax Master File, Commercial Registry, Credit Limit and the Clients’ status with the Taxation Authority
    • Establishing a full manual for the sales representatives/delegates and supervisors, while determining the method to calculate their commission
    • Issuing price quotations including items pictures & descriptions to be turned later into purchase orders
    • Defining the ledgers used in Sales, Returns, Discounts & Addition Notifications
    • Registering expenses relevant to bills and allocating it to impact the sold merchandise cost
    • Determining the binding policy between Sales and Inventory according to sales types (Sales from then Payment Order -Payment Order then Billing)
    • Clients Balance display at the Issuing Bill Start-up while immediately update the balance upon saving the bills
  • Supplying Order (Selling Order):
    • Sufficient Stock Balance, then the items on the Selling Order are reserved
    • Insufficient Stock Balance resulting in Disbursement Request
  • Storage/Inventory/Warehouse Reservation
  • Categories in Storage are reserved in order to be disbursed later to where it’s being reserved such as Clients or Production Lines, The Storage reservation is related to a timeline which the user can determine. So the point of determining the Reservation timeline is that the System/Program reminds you of that timeline expiry to end Reservation and regain balance to storage once again
     
  • Delivery, Payment & Billing Phase
    • Warehouse Reception after inspection to accredit and register the adding order
    • Registering purchase orders with the possibility to directly download it from P.Os, Thus saving efforts and time
    • Adding all types of expenses That are related to the purchase document while determining how to distribute it in different directions
    • Momentary effect over the suppliers accounts statement, after saving the purchase bills
    • Determining the due dates of each bill and following up with the consequences over the debts lifecycles
    • Registering bounced back purchases, while mentioning the reason & consequences over the accounts
    • Connecting P.Os and Discretionary Credit Limits with Cash & Check Expenses
  • Reports:
    • Sales Diary Report:
      • Sales Journal
      • Sales Journal Net (Including collectables on bills)
      • Bills book itemized and Total
      • Price Quotations Report
    • Representatives/Delegates Reports
      • Representatives/Delegates agents’ Report
      • Selling Price in comparison to Price Lists
      • Representatives/Delegates Monthly Sales
      • Representatives/Delegates Commissions
    • Clients’ Accounts Reports
      • Clients Auditioning Balance
      • Clients’ Account Statement
      • Itemized/Detailed Account Statement(Including Sold Categories)
      • Account Billing Statement(Countering Bills to Collection)
      • Debt Lifecycle Analysis
      • Clients’ Credit Limit Auditioning
    • Sales Reports:
      • Sales Report (Total/Detailed)
      • Comparing Selling Prices to Buying Prices
      • Detailed Billing Taxation
      • Detailed Billing Discounts
      • Detailed Billing Expenses
      • Periodic Clients’ Sales
      • Periodic Categories Sales
      • Average Categories Selling Prices
    • Profitability Reports:
      • Total Sold Categories Profitability
        • Sold Categories Billing Profitability(Detailed)
        • Representatives/Delegates Sales Profitability
    • Supplying Orders Reports:
      • Supplying Orders Report (Total/Detailed)
      • Comparing between Supplying Orders & which is Done by Billing
      • Easy Soft Additional Listings:
        • External Purchases & Imported Merchandise Cost Accounting
        • Salary Software
        • Production Software
        • Installment Sales & Follow Up Software
      • Other Programs:
      • Easy Soft Real-estate Investment Program
      • Easy Soft Contracting & Extracting Program
      • Designing & Customizing special programs in accordance to clients’ demands
      • Registering all relevant Suppliers data (Tax Master File, Commercial Registry and Contact Info. Of the Suppliers all involved personnel
      • Linking the supplier to the Items Manual by registering suppliers entry
      • Adding the suppliers item code to the items manual, so that all documents are synced with the supplier/vendor (Quote Request, Purchase Order, Purchase Bill)