Sales (SAL) with caniasERP
The module is fully integrated with the caniasERP system and hence, contains several processes that overlap with the other modules in the software. The connections of the sales module are described in the graph in the previous page.
Defining document types and item types on demand enables a company to customize a module specific to the material items whose inventory is not tracked, service items and printable items are only a few of the item type configuration capabilities.In addition, delivery conditions such as insurance, freight or shipment can also be managed in sales documents.
Due to the definition capabilities relating to payment plans, payment processes and notices are prepared in the most convenient manner. According to the customer‘s main data, estimates are made for all payment orders that are expected and these estimates are transferred to financial accounting. Here, not only discounts and due dates, but also payment periods (e.g. financial leasing) and central arrangements are matched with each other.
Risk assessment in relation to sales transactions can be performed in detail within the canias ERP Sales Module. During this proess, not only pending collections, but also the value of uninvoiced delivery notes and undelivered orders are taken into account.
Due to connection with the caniasERP Warehouse Management System module, the sales department has an overview of all inventory types, from existing and reserved inventory at warehouse addresses and locations, up to inventory that has not yet undergone the quality control process. Creation of reservation and movement operations of consignment stocks at the customer and vendor side that are subject to an order or independent of an order are also included in the standard scope of the caniasERP Sales module.
Due to its connection with the Material Requirement Planning module, the Sales module enables users to make an inventory status estimate at the time of an upcoming customer delicery date. Therefore, not only the inventory status at the time of order, but also the inventory status at future dates can be displayed in the Sales module.
In case the inventory fails to meet the order demands, a simulation can be carried out with the Production Planning and Scheduling module and information about potential production deadlines and availability of necessary components can be obtained.
The Sales module offers numerous capabilities for pricing. Item-related parameters that are included in price lists and are definable by the user affect decision making in the multi-step pricing system to a great extent.
The pricing system has been split into four hierarchy levels, starting with materialcustomer relationship and material condition groups and ending with a price list relationship that includes quantity scales and discount scales. This framework covers a discount analysis as well as dynamic selection criteria and collective price surcharges.
A time constraint can be set for these price lists and thus, price strategies can be planned beforehand and kept in the system. For defined strategies, historical information about the relevant price lists can be accessed. In addition, according to the rank of importance in pricing policies, the sequence of use and continuity of price strategies planned by item type in the sales document can be audited.
The caniasERP Report Design tool offers the user the ability to change the format of documents. Thereby, the user can design his/her own layouts. Document reports include all information that has been presented within the system and that can be printed as a PDF document. In addition, customer-specific document designs can be created, saved and, when necessary, assigned directly to a customer for use. In all sales documents prepared for the customers, default texts defined in check tables can be used. These can be arranged and assigned according to document type or customer.
In addition, existing documents can be translated to various languages and made ready for printing. All documents can be sent via email. By connecting a fax server, documents can be sent via fax. All documents are centrally recorded in the caniasERP Document Management module and when necessary, are kept with the integration of a revisionprotected memory environment.
Variants and Customer Products
Variant management in the caniasERP Sales module has been created with a straight hierarchic structure and is divided into sub-sections with variant keys that represent the relevant variant qualities. The variant key is created once and these keys are assigned to materials. For each variant, attributes suitable for the determined target can be selected. These attributes are already verified through system checks for internal consistency.
Since the final price can be dependent upon the variant, variant data may also be effective, apart form other conditions, in pricing relating to a material in the caniasERP Sales module. The staging of variant attributes in terms of price-linked and non-price-linked features contributes to a flexible and transparent price check.
In the caniasERP Sales module, in addition to creating a variant for a material, it is possible to create materials specific to the customer.
In the first process mentioned, sales material has characteristic values defined by the customer which may affect the pricing process and the subsequent supply or production processes. Creating a customerspecific material is a very comprehensive concept. Here, a new design can be initiated from a similar material as part of the sales process. Steps toward the creation of a material which require confirmation can be initiated and audited by the relevant departments every time through the caniasERP Process Management module. The connection of Sales with the caniasERP Calculation module enables users to perform calculation for a material directly in order to obtain potential delivery date and price data during the customer demand stage.
Analysis and Control
Sales data can be evaluated by dividing information into materials, customers, orders or invoice types in the caniasERP Sales module. The connection of all documents with each other may then be examined. This makes it easy to undestand the process
that starts with the offer, continues with delivery note, return delivery note and ends with the invoice.
With the help of the system interface that enables export of data from data warehouse, ERP data can be provided to BI (Business Intelligence) tools. Data exported from the caniasERP system is recorded in the central database of BI tools and can be used for different assessments.
The caniasERP Sales module supports all sales processes. In this module, document types such as offer, order, delivery note and invoice can be created. All document and information flow systems can be tracked by the system at any time. The caniasERP Sales module can also be used as an independent module. However, users will get the most from this module only when they use it with other caniasERP modules.