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Sales Management with caniasERP (SAL)

Sales Management (SAL) module is used to perform operation and document-based tracking of all sales transactions. This module is one of the basic modules of ERP and it is of great importance for the companies, and it works in integration with all processes on the system. With the Sales Management module, companies can manage their sales processes, link and follow up documents such as offers, agreements, orders, dispatches, and invoices, manage their inventory, update the relevant finance records, and manage price policies or campaigns with customized combinations.


Sales reports that are offered in wide scope can be easily customized, and forms such as invoice, picking list, and consignment can be defined and used in accordance with the laws and regulations of country and customer.

Structure of the Sales Management module is described in the chart.

SALES OFFERS

In order to be able to make sales, companies must develop potential customers. The Sales Management module can create customer lists with the data obtained from the Customer Relationship Management module. As a result of the integration between the two modules, the offer processes can be initiated and managed. With the flexible pricing and campaign applications within the module, gradual and/or dynamic pricing can be defined according to many changing criteria in the system and pricing process can be managed by taking the profit-loss rates and bulk increases can be applied into price lists. The integration with the Product Configurator application which is used by order-based manufacturing companies and based on the Base Data Management module, cost calculations can be made for the products and sub-items which are still in the design phase and have no records in the system.

ORDERS AND CONTRACTS

When the offers are approved, potentials become a customer and the prepared offers can be converted into orders or contracts. Depending on the requirements, initially, a quantity, value or scheduled agreements can be created with references from the offers. In this case, orders are created through contracts rather than offers. Afterward, the financial accounting of sales management module, cost centers accounting, inventory management, production management, material needs planning module integration, due dates, production plans, available and reserved inventory including all inventory types, instant and forward dated inventory information or important customer details such as a reached risk assessment and the order is finalized. In this way, companies can provide more clear information to customers about deliveries. Many critical information such as delivery dates, prices, addresses, payment plans, and delivery conditions are kept on the basis of documents or items. A large number of features (color, size, etc.) and these feature-based products with a large number of options, with less base data management options that provide the management of the keys, on the one hand, is managed more quickly while managing all the features of the products are provided to be kept in the document and if desired, pricing can be done according to these specifications. Similarly, in order to accelerate the sales processes, product sets can be used to add and manage a large number of products at once.

DISPATCHING

After the ordering process is completed, inventory management is done automatically or manually in accordance with the delivery date and inventory movements. These operations can be managed by serial number or batch number tracking when necessary. In addition, packaging applications presented in the module with the volume, weight, and size of the product information can be packaged by using the package, can be removed from the stock and package tracking can be performed.

INVOICES

In the sales process, the companies initiate the invoicing process after completing the inventory movements with the dispatch document. Through the integration of Financial Accounting Module, it is ensured that the invoices are accounted individually or collectively, and the related accounts are taken into consideration in accordance with the payment plan. Flexible posting keys help manage this process with ease.

EASY TO USE

The Sales Management module, which has a systematic structure, enables a more efficient Customer-Potential management, accelerate the processes and achieve more economic results. This fully integrated module takes into account all the parameters that are important for sales throughout the process and contributes to increasing transparency as well as saving. With the Sales Management module, users can perform all their transactions very quickly with minimum information input. In addition, the 'batch applications' in the modules allows for batch and automatic operation of many processes. Thanks to the integration with the Business Process Management module, all sales processes, including authorization, approval, and notification, can be managed. With the dynamic printing feature, a variety of printing conditions can be defined on the basis of the document type and/or customer and all documents produced can be sent via e-mail through integration with the Corporate Communications Management (Collaborator) module. Documents can be archived with the integration of the Document Management module.

INTEGRATION

The Sales Management module supports all sales processes. Document types such as offers, contracts, orders, dispatches, and invoices are created in this module. All documents and information flows can be monitored by the system at any time. The module can also be used independently. However, users can only get the most benefit from this module when using it with other caniasERP modules. Considering the processes from the offer to the invoice, the following important integrations are included in the module:

–    Customer / potential tracking and action management (Customer Relations Management)
–    Price and profit and loss calculation (Cost Centers Accounting, Standard Cost Management, Production Cost Management, Inventory Management)
–    Inventory tracking and operations (Material Requirements Planning, Inventory Management)
–    Creation of requirements (Material Requirements Planning)
–    Production planning and delivery date calculation (Material Requirements Planning, Production Management)
–    Product sets (BOM Management)
–    Accounting records (Financial Accounting)
–    Back-to-back orders (Purchase Management)
–    Cost invoices (Invoice Control)
–    Process Management and Authorization (Business Process Management)
–    Document archiving (Document Management)
–    Data Exchange (Electronic Data Interchange)
–    e-Invoice, e-Archive, e-Export, e-Dispatching operation (e-Delivery)
–    Sending and receiving e-mail (Corporate Communication Management)
–    Import returns (Import Management)
–    Export documents (Export Management)
–    Retail sales (Retail Management)
–    Budget Planning (Budget Management)
–    Invoicing of fixed asset sales (Asset Management)
–    Service invoice (Service Management)
–    Creating project or production order (Project Management, Production Management)
–    Product configurator (Base Data Management)


FEATURES OVERVIEW:

• User authorizations
• Offer Process
• Order Process
• Scheduled Agreement Process
• Value Contract Process
• Quantity Contract Process
• Manual & Automatic Reservation Process
• Back-to-Back Order Process
• Delivery Process
• Freight Order Process
• Consignment Process
• Use of serial number material
• Use of Party Number
• Variant material usage
• Barcode Process
• Return and Cancellation Processes
• Invoicing Process
• Proforma Invoices
• First Invoice Order Process
• Exchange Rate Difference Process
• Letter Credit Process
• Leasing Process (With or without Serial Number)
• Signature Concept (& Limits)
• Dynamic Printing Concept
• Commissioner Identification and Commission Amount Calculator
• Packaging Conditions (Transport and Packaging Information)
• Discount Management
• Calculation of taxes
• Pricing Policies
• Complex VAT Usage
• Product set usage
• Using the Product Configurator
• Batch Invoice Recognition
• Picking Lists
• Automatic Price Difference and Value Return Calculation
• Sales Targets Management
• Available to Promise Calculation
• Batch Invoicing
• Transportation Calculations
• Bank Installment Application
• Customer Risk Assessment and Credit Limit Control
• Revision Tracking in Offers
• Profit-Loss Cost Calculation
• e-Invoice, e-Archive, e-Export, e-Delivery Notes
 


MODUL GROUP

Customer Relations Management  - CRM

CUSTOMER RELATIONS MANAGEMENT - CRM

Retail Management - RTM

RETAIL MANAGEMENT - RTM

Service Management - SRV

SERVICE MANAGEMENT - SRV

Corporate Communications - CLB

CORPORATE COMMUNICATIONS - CLB

MODULES WITH INTERACTION

Business Process Management - BPM
BUSINESS PROCESS MANAGEMENT - BPM
Document Management - DOC
DOCUMENT MANAGEMENT - DOC
Inventory Management  - INV
INVENTORY MANAGEMENT - INV
Material Requirements Planning - MRP
MATERIAL REQUIREMENTS PLANNING - MRP
Warehouse Management - WMS
WAREHOUSE MANAGEMENT - WMS
Purchase Management  - PUR
PURCHASE MANAGEMENT - PUR
Production Management  - PRD
PRODUCTION MANAGEMENT - PRD
Financial Accounting - FIN
FINANCIAL ACCOUNTING - FIN
Standard Cost Management - CAL
STANDARD COST MANAGEMENT - CAL
Budget Management - BUD
BUDGET MANAGEMENT - BUD
Business Intelligence - IQ
BUSINESS INTELLIGENCE - IQ
Corporate Communications - CLB
CORPORATE COMMUNICATIONS - CLB
Electronic Data Interchange - EDI
ELECTRONIC DATA INTERCHANGE - EDI


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