What To Get

Procurement

1. Purchase order
2. Item Received
3. Enter Bill (without Item No Bill)
4. Landed Cost
5. Item Returned
6. VAT & AIT Deduction by JV
7. Account Payable / Pay Bill. as well as VAT & AIT Ledger.
8. Document Attached to Each Transaction
9. Email to Each Vendor from the different E-mail Template
10. Vendor Center for Each Transaction detail of each vendor
11. Keep note Task with “To do list” as well as Business calendar.
12. A/P Aging Summery & Details
13. Vendor Balance Summery & Details
14. Unpaid Bill Details
15. Accounts Payables (A/P) Graphs & 300 built in Reporting.
16. Open Purchase Order detailing
17. Inventory:

1. 1. Inventory Centre
   2. Inventory transfer by warehouse
   3. Automatic inventory adjustment for quantity and value
   4. Physical inventory worksheet
   5. Reorder point settings
   6. Quantity on hand report by warehouse
   7. Inventory valuation by warehouse and all warehouses
   8. Inventory valuation details
   9. Stock status by item, vendors, and warehouse
   10. Multiple item categories for inventory and non-inventory items
   11. Customizable built-in inventory reports

3. Production:

1. 1. Bill of Materials (BoM) for production
   2. Material Requirements Planning (MRP) based on quantity on hand, needed quantity, and shortage quantity
   3. Production shortage reports by item, vendors, and warehouse
   4. Pending production by site/warehouse

4. Sales:

1. 1. Sales quotation
   2. Sales order
   3. Delivery
   4. Invoice (with invoice, no return)
   5. Customer returns
   6. VAT calculation
   7. Account receivables and VAT ledger
   8. Document attachment for each transaction
   9. Email communication to customers using different email templates
   10. Customer center to track transaction details for each customer
   11. Task notes and “To do” list management using business calendar
   12. Letter sending to customers (e.g., for collection) using predefined templates

5. Marketing:

1. 1. Lead Centre
   2. New leads and multiple leads management
   3. Customer types classification (cold, hot, warm)
   4. To-do list, contacts, locations, and notes for leads
   5. Lead database
   6. Schedule details for meetings, phone calls, and emails
   7. Appointment details with time, date, and notes
   8. Conversion of leads into customers

1. Banking:

1. 1. Money in and out management
   2. Deposit creation
   3. Fund transfers
   4. Reconciliation of accounts
   5. Journal entries for adjustments
   6. 300 built-in reports

1. Accounts & Finance

1. 1. Accrual and cash basis accounting
   2. Automatic cost of goods sold (COGS) calculation
   3. Standard and detailed profit and loss statements
   4. Year-to-date (YTD) and last year comparison of profit and loss
   5. Income and expenses graphs and reports
   6. Standard, summary, and detailed balance sheets
   7. Last year comparison of balance sheets
   8. Business net worth graph
   9. Balance sheet and profit and loss forecasting
   10. Statement of cash flows
   11. Cash flow forecast

1. Company:

1. 1. Chart of accounts
   2. Chart of items
   3. Item-wise warehouse and bin tracking
   4. Customer database
   5. Vendor database
   6. Warehouse database
   7. Basic employee database
   8. Price level list for each customer and vendor
   9. Sales tax list
   10. Letter template list
   11. Memorized transaction list
   12. Document center
   13. Password management (change, close FY, etc.)
   14. User access control definitions
   15. Backup and restore functions

 

Summary of Implementation:

• Purchase order management for foreign and local purchases, including item receipt and warehouse handling
• Refunds and returns management for items
• Enter bill process with landed cost calculation and payment processing
• Inventory management for raw materials, finished goods, and other inventory categories
• Cash and credit sales invoicing, customer payment collection, and refunds management
• Bank and cash management, including fund transfers, loans, deposits, and reconciliations
• Comprehensive accounts and finance management, covering gross profit, net profit, trial balance, profit and loss statement, and balance sheet
• Accounts receivable and accounts payable management, including credit limits, price level adjustments, and aging analysis
• Lead center for sales and procurement departments
• Robust inventory management, including COA setup, reorder point definition, inventory adjustments, and physical inventory management
• Financial reporting center, management dashboard, and company snapshot for deep dive analysis
• Customer center, item center, and vendor center for comprehensive data management