Sales/ Order Management System

Order Processing
Item Category
Screen to define the category of items.
Item Master
Screen to maintain the items under their categories. Here the option will be there to tag the items with the source process. It captures the data such as Purchase date, contact details of supporting vendor, etc.
Tax Master
Define & update Various Taxes
Unit Price            definition
Screen to define the unit prices of the items. batch wise,. Also captures the expiry dates
Dealer Order screen
Screen to accept the order for different items. This screen will go for preparing delivery note against the order.
Order lists
Screen to list the orders grouped by items.
Order Statement
Report on the number of orders and their processing till serving for a date range
Prepare delivery note
Delivery note can be prepared against the order. Delivery note can be approved after manually verifying the stock level. Delivery note is editable till generating the invoice.. Invoice will be generated based on delivery note against the Dealer order.
Sales return
Screen to capture sales return because of batch expiry date/ damage/ etc.
Sales return Statement
Report on the Sales return and their warranty date and total quantity of Sales return between date ranges.
 

1st Floor
Presidency Shopping
Complex ,

Parayil Lane, Thrissur - 04
Kerala, India
Ph : +487 6552545
Mob : +91 9446446719

Sales return disposal
Screen to approve Sales return disposal
Dealer management
Dealer Master
Create and Maintain dealer specific data.
Route Master
Create and Maintain route specific to the dealer location.
Invoice Generation
Create the invoice for payment to the Dealer for the service provided
Receive payments-payment slip
To collect the payment from dealers by the field executive.
Receive payments–Receipt
To collect the payment from field executive against the invoice by the account executive.
Item search Report
Enquiry in the items based on its various characteristics, such as guarantee, warranty, purchase date
General
User Management
Screen to create and maintain user. Password reset etc.
Other reports
Payment due from a dealer
Report that displays payment dues from dealer.
Dealer
Grade report
report of dealers who are doing business more than a particular amount, payment frequency, volume of business etc.
Tele-calling Management Software
Potential Dealer Registration
Screen to register the Potential Dealer accepting all the required details. This is done by a user or Admin
Assign Potential Dealer to Employee
Screen used by Admin to assign each Potential Dealer to the employee/user for further follow-up
Follow-up reminder
Capture/change the status of client/ Potential Dealer
Screen to change the Potential Dealer status into a dealer. This is done by a user or Admin. An order can be taken against only a dealer.
Potential Dealer Search(FULL)
The list which shows all the details of the Potential Dealers. The users will see only those assigned to them. Admin can see all the Potential Dealers.
Potential Dealer Communication
Screen to log all the interactions with the Potential Dealer. enquiring about the work opportunity, informing the executive’s site visit schedule, enquiring the status etc.
List of Potential Dealer
Report which shows the Potential Dealer list based on various criteria such as, site visit scheduled, location, etc.
Performance of Users
Report for Admin which shows the statistics of the users/employees. Showing how many calls attended, handled how many Dealers, how many scheduled for site visit.
Mail Catalogue
option to send catalog to a particular dealer and view the satus in history
Business category
To capture the category of the dealer like A,B,C,D