Sales Management Modules
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.
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.
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.
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.
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 ERP 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
• Bar-code 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
The actions feature of this module enables recording of all communications with customers/vendors and potentials. In addition, an action record can be created directly from other modules such as Opportunity Management, Issue Management, Sales Management, and Collaborator. It is possible to define an action group together with the Planned Actions feature and trigger all other planned actions depending on this action. The main functions of the Customer Relations Management module are the adaptation of communication information to individual requirements, making specific approaches for potential customers and providing immediate response to developments in customer relations. Opportunity Management application provides the opportunity to monitor and report on the system. Similarly, issues and suggestions can be followed, and necessary actions can be taken with Issue Management feature. The data generated by the Customer Relationship Management module and other modules’ daily work is automatically collected in the information pool of this module. Thus, companies do not need to spend a workforce for this process.
The following chart shows the schematic diagram of the Customer Relations Management module within the system.
Every day, there are numerous data streams to the system with customer data coming through communication tools such as emails, phone calls, faxes, letters, and text messages. The data and documents created in this way are stored centrally on the system through integration with all other modules. The detailed information retrieved from sales, service and marketing departments, such as past transactions, contacts, addresses, relationships with competitors, and behavior of competitors can be used for strategic relationship management.
The analytical functions in the Customer Relationship Management module allow customer surveys to be carried out both manually and with the electronic systems. In this way, the entire questionnaire forms can be created in the system. Alternative response paths and different weighting criteria can be defined, and open-ended questions can be edited. Customer surveys can be assigned, applied and evaluated for specific participants. The analysis of responses can also be displayed graphically. Here, the results can be obtained by contacting the address data.
Sales opportunities; campaigns, projects, offers, materials or competitors. Also, based on selected search criteria, a sales opportunity analysis can provide different views for defined and maintained sales opportunities. The complaint management feature in the module collects all positive and negative feedback and suggestions in order to include customers’ ideas in the improvement process. The module’s history tracking feature provides information for the entire communication process, involving the relevant customers or the contact persons concerned. In addition, types such as Potential Customer/Vendor, Customer or Vendor may be created; the person concerned may be appointed and all proceedings can be followed after becoming a Potential.
The Customer Relationship Management module supports regulatory and supervisory work across the entire supply chain, from the offer to the invoice. With the integration of the address book and customer master data, documents can be quickly and accurately edited and tracked in full.
The mobile application of the module is available to be used on mobile devices such as smartphones and tablets and allows the creation and maintenance of relevant data while on the field service. The Salesperson Console provides a quick overview of the key functional areas in the module and enables more transparent management of customer relationships and responses to these relationships. The ability to independently view the entire communication history makes the day-to-day work of an on-site service very easy.
Customer Relationship Management module integrates with the entire ERP system; therefore, it provides companies with better estimates of their customers, vendors, and potential customer/vendors. With the history tracking feature, details of all data in the system (Sales Management, Purchase Management, Financial Accounting, Service Management, Production Management, Inventory Management, etc.) and all relevant modules can be accessed. In addition, thanks to the integrated work with the Corporate Communications (Collaborator) Management module, activities/actions can be tailored specifically to the relevant people. With the Document Management module, all documents related to the customer /vendor/potential customer/potential vendors can be recorded and monitored from the system. Salespersons can perform operations such as creating sales documents in the new action or Sales Management module via the shortcuts in the Salesperson Console. In addition to these integrations, it is also possible for the Customer Relationship Management module to be used as an independent solution. However, the complete integration of the module into the ERP general system ensures a harmonious and integrated operation between the Marketing, Call Center, Sales and Service departments.
1. Perfect integration into ERP system
2. Action management
a. Communication management
b. Potential customer/vendor, vendor and customer
c. Data maintenance
d. Communication planning, contact history
e. Tele-marketing support / Call Center integration
f. Bulk email / letter / SMS sending
g. Customer group analysis
h. Planned Actions
3. Integration with the Corporate Communication Management module
a. E-mail client
c. Task management
d. Activity management
e. Address book management
f. Sending SMS texts
4. Opportunity management
5. Survey management
6. Sales campaign management
7. Salesperson console
9. Issue management
With Retail Management module, store inventory and shelf management, store demand forecast, main warehouse and inter-store transfers, invoices, note of expenses, loyalty card management, gift points, and bonuses, detailed information of customers, customer notifications, automatic SMS and email transmissions, online and offline operations with inter-system integration can be performed. This module increases the competitiveness of companies with reports containing important criteria such as product, customer, store, date, country, city, price, cash total. At the same time, with these reports, companies can perform store comparisons, produce a product portfolio and develop effective marketing strategies.
Retail sales have some differences from the sales procedure. Retail Management module has been integrated with Sales Management module and many other modules considering these differences. With the module, retail sales, exchange and return transactions can be managed, stock and transfer movements can be provided, and retail multi reports and end-of-day reports can be prepared. Sales statistics can also be observed. In order to carry out these transactions, payment conditions, payment types and discount keys are defined as store-based, document types, warehouse, and stock-place. The user-friendly interface allows users to operate comfortably.
DYNAMIC CAMPAIGN MANAGEMENT
Campaigns can be created as required with the Dynamic Campaign Management feature of the module (e.g. buy 2 get 1 free, 3% 50% discount, etc.), gifts, bonuses and discounts from these campaigns can be used during retail sales. In addition, a gift voucher can be gifted or sold and can be used as a discount or as a means of payment for purchases. In addition, personal discount days such as general discount days and/or birthdays can be defined.
ANALYSIS AND CONTROL
Retail sales data can be evaluated by separating them dynamically in live with the desired specification with the multiple report feature. All documents can be linked to each other through the Sales Management module. This way, the whole process starting from the proposal, the order, dispatch, return and the invoice is followed. With the help of the Electronic Data Interchange module, retail sales data can be imported into the ERP system and exported from ERP system to external environments.
The Retail Management module is intertwined with the Sales Management module. The features such as after-sales, pre-sale reports and price policies used in the Sales Management module can also be used for this module. In addition to Sales Management module, Retail Management module is also integrated with modules such as Inventory Management, Customer Relationship Management, Electronic Data Interchange, Corporate Communication Management, and Document Management.
FEATURES OVERVIEW :
• Serial number management
• Variant sales
• e-Mail integration
• Archiving for all documents (Integrated document management)
• Automatic invoice printing
• Multi-level pricing system
• Payment plans and discount management
• Product sets
• Tracking of material inventory
• Fast customer entry
• Waiting Sales Orders
• Tax Free
• Fix VAT Key
• Repair application
• Store and cashier based dynamic total sales and return information
• Quick purchase invoice entries
• Stock transfers
• Multi-Report and End-of-Day reports
• Sales statistics
• Installment difference
• Cashier-based discount authorization
• Gift cheques
• Dynamic campaign management
• User friendly interface with RTM Lite
• Till Report
• Loyalty cards
• E-Invoice, E-Archive documents
All service tasks related to the services are instantly displayed on the screens of the users through the Collaborator module. Many transactions such as inventory-related inventory movement, purchase, invoicing, service order creation can be done quickly without error. Installation, Disassembly, Revision, Repair, Service Notices, Periodic Service Planning, Service Agreements and Service Invoice Approvals are performed through the Service Management module. Customers can also use this module to process or report a fault. Interactive checklists and surveys can also be created via this module.
With the general technological infrastructure of the ERP software and the Service Management module, companies can easily provide on-site service to their customers. Employees can access the application from anywhere or any area of use, access customer-specific information through serial numbers, and record service-related data, such as spare parts and material consumption. The module also allows protocols to be created for the services provided and the invoices to be arranged during service. Also, it is possible to assemble and disassemble according to the serial number for devices, machines and fixtures in the module.
ASSESSMENTS AND ANALYSES
The configuration of the Service Management module provides a wide range of categorization options to service personnel. Various base data such as project affiliations, departments, employees, priorities, service groups or notification types can be the basis for categorization. Service types such as assembly, disassembly, revision and repair can be detailed according to problem sources and solution types. Additionally, many invoice approval statuses, such as Waiting for Approval, Approved, Disapproved, or No Invoice is determined by the system based on the type of service, service division and the type of charge. Payments to be received from customers can be entered according to the pricing types. Companies can use all of these data recorded in their databases for the realization of assessments and better planning of future service activities. Thus, returns can be analyzed for reasons of error and necessary control measures can be taken on time.
In addition to service status and service date, the service history also provides an overview of what employee is working on which service status. As all purchase and valuation information is recorded for each material used, it is also possible to make a costing of service statuses. Thus, the direct examination can be made using the existing data set, and the developments in the sales revenues related to the service area can be followed. Useful information is available through analysis of material supplies, fault and repair times, and tracking for serial numbered products. The system transmits open, uninitialized, unassigned service notifications to the responsible personnel in the service department via the work status diagram. The system transmits open, uninitialized, unassigned service notifications to the responsible personnel in the service department via the working status diagram. Live service information such as open service notification, open services needed to be completed, customer-side montage, open services that target start time exceeded, unresolved services that target closure time exceeded, services not yet assigned, can be accessed on a diagram.
The serial numbers with the customer and in the stock can be listed according to the assembly or status. The receipt and issue of the assembled and dismantled parts can be done either automatically or manually. Material service data such as vendor and customer warranty periods and periodic services to be performed can be defined. Also, the margin of error can be reduced to zero with this module; If users perform a receipt or issue operation with the wrong serial number, the system will block the operation.
In the Service Management module, vendors can be defined as external service departments, and they can be included as a service provider. If requested, these external partners may also be granted limited access to the ERP system. Thus, the maintenance of the data can be performed without temporal delays. It is also possible to manage the vendor-specific external warehouses and incoming invoices via this module.
All ERP modules are fully integrated into the overall system. Since all data is centrally managed, ongoing warranties, data on active and past services, or serial numbers sold and purchased can be accessed from the vendor and customer data-set. In the event of a service incident at the customer, if the component needs to be dismantled or assembled, these can be directly transferred to a service order processed through the Production Management module. Information such as maintenance, BOMs and work plans required for this can be called from the Bill of Material Management and Routing Management modules.
During the creation of service invoices, all sales information can be queried due to the integrated structure of Service Management with the Sales Management module. During this process, information such as address and contact information, active price lists, framework contracts, special discounts and payment terms are available centrally. The serial number management in the Service Management module allows users to access all data related to a serial number in a comprehensive manner. Sales offer documents may also be created in relation to the product/material being serviced with service notices. Depending on the service types, email groups can be defined, and through the integration with the Collaborator module, batch mail sending, or task activity identification can be made for delayed services. Depending on the features of the product, many modules such as Inventory Management, Purchase Management, Sales Management and Service Management module can be operated together.
- Creating and maintaining service data in product master data
- Creating service notifications and tracking the ongoing ones
- Period service offers
- Editing due and open service notifications
- Creating and editing assembly orders
- Serial number management
- Creating service orders
- Group service notifications by priority
- Creating dynamic notification methods
- Creating service agreements
- On-site service (online service notifications)
- Creating mail groups by type of service
- Creating service invoices, checklists, and surveys
- Creating linked service notifications
- Including vendors
- Creating a history of warranty-related products
- History management for all service cases
- Evaluations and analysis (Sales revenue, costs, repair times etc.)
- Complete integration into the overall system
With the Export Management module, companies can manage their declarations, associate them with letters of credit, track GTIP, calculate the cost of the declaration and other costs, customize these costs and calculate them with pre-entered or newly entered expenses. All standard and special reports, certificates of origin that are specific to the export countries, A.TR, EUR1 etc. forms such as invoices, picking lists, consignment which can be changed from country to a country or customer to customer with circulation documents can be defined and used in the system
Export Management module allows keeping the main transport information such as customs, transport company, transportation type of export certificate. The estimated arrival time is automatically calculated by the system upon the delivery date. Companies can compare the estimated time of arrival and the actual arrival date and evaluate the performance of the shipping company. The amount of the payment in the invoices of the export documents, the amount of this fee to the relevant bank/branch, the bank charges and the receipt can be followed. In addition, some basic information such as the remaining balance, available balance, total payment amount, total amount collected, total cost and maturity information can be followed for export payments and payment withdrawals.
Export Management module works integrated with the Sales Management module. The export document is created by copying the items of the sales document. During the copying process, the consistency of the data in the export document and the sales document can be cross-checked with the support of the export document types check tables. When calculating the export declaration amount, invoice information received from the Sales Management module is taken into consideration together with the sales expense invoices entered in the Invoice Control module. The payment and payment of the declarations created in the module are transferred to the Financial Accounting module and its accuracy is confirmed. With the integration of Document Management module, users can add the necessary files for export documents, view, modify or download them later. This module is also integrated with the Import Management module. Import returns are included in the Export Management module and export returns are processed in the Import Management module.
• Declaration management
• Tracking of transport stages
• Transporter performance assessment
• Printing of standard or special reports and forms
• GTIP tracking
• Bank details
• Export payments tracking
• FOB calculation
• Closing export documents
• Export expense report
• Payment withdrawal tracking
• Tracking of export costs
• Weekly shipment plan
• Export promotion report