ERP Areas and Modules / Trading

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Vincent Page
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1 ERP Areas and Modules / Trading These modules reflect the multi national character of the SoftBASE Business Suite. They support multiple languages, currencies, and adapt easily to cultural differences. The total suite of logistic functions satisfies the need to control the flow of sales and purchase transactions as well as verifying incoming and outgoing invoices. User definable order types and corresponding workflows put you in command of the way you work. Customer Relation 1. Customer Relations Objections Benefit Schemes Sales Letters Prospects Automatically Customer Dial Sales Follow up Items Item Groups Competitor Data Competitor Products Mail Letters Branches Market Segments Overview of Sales People Contact Persons Questionnaires Tenders Quotations 2. Meeting Planning Calendar Function Meeting Planning Meeting Booking/Preparation Meeting Follow up Meeting Statistics Appointments Alarm 3. Market Analysis Analysis of o Segments o Customers o Customer Groups o Items o Competitors o Branches o Geography o Turnover 4. Customer Credit Selection by Customer Credit All Customer Account Figures Unlimited No. of Yearly Account Figures Import of External Account Figures 1

The total suite of logistic functions satisfies the need to control the flow of sales and purchase transactions as well as verifying incoming and outgoing invoices.

2 5. Campaigns Campaigns in... o Districts o Areas o Countries On line Campaign Follow up by... o Item o Salesperson o Value o Group o Competitor Mail Codes Flexible Analysis Parameter Controlled Reporting Statistics Planned/Realized Figures Free Definition of Totals Free Report Layout Sales Statistic in Period(s) Quantity Statistic in Period(s) Value Statistic in Period(s) Graphical Overview Per Selection Criteria o Number of Employees o Profit o Turnover o Liquidity o Branch o Geography 2

Planned/Realized Figures Free Definition of Totals Free Report Layout Sales Statistic in Period(s) Quantity Statistic in

3 Sales 1. Master Data Districts Line of Business Categories Sales Personnel Unlimited Structures Sales Groups Channels and Quality Discount Structures o Turnover o Quantity o Customer o District o Item o Group o Category o Time Period Bill of Materials Configuration o Features o Options o Formulas Price Structures Language Controlled Printouts Order Flows Toxic License Fixed and Variable Tax for... o Customers o Countries o Items Delivery Groups Food Non Food Freely Definable Customer Items 3

Discount Structures o Turnover o Quantity o Customer o District o Item o Group o Category o Time Period Bill of Materials

4 2. Sales Order Handling User Defined Order Types o Direct o Shipment o Directly from Supplier o Directly from Production o Quotations o Configurations Handling of Consignment Stock Handling of Return of Goods Supervision of... o Order Validation o Order Status o Order Transactions o Order Changes o Changed Delivery Status o Price Finding and Calculation Sales Units Automatic Stock Reservation Export/Import Handling o External Logistic Provider Order Analysis via Price and Contract Order Analysis via Local and Foreign Currency Earliest Delivery Date Credit Limit Dynamic Available Check Automatic Activation of Material and Resource Planning Single Level or Multi Level Bill of Materials Conversion of Customer Query to Order Customer Address Delivery Address Debtor Address Invoicing Address Credit Limit Deposit Item Handling 4

.. o Order Validation o Order Status o Order Transactions o Order Changes o Changed Delivery Status o Price Finding and Calculation Sales Units Automatic Stock Reservation Export/Import Handling o

5 3. Shipping and Delivery Shipping Papers o Delivery Note o Single Picking List o Collective Picking List o Labels o Packing Lists o Freight Lists General Planning of... o Shipping Routes o Shipping Activities Automatic Determination of... o Quantity to Delivery o Weight and Volume o Location o Delivery Status Delivery handling o Partial Delivery o Order Combination o Delivery Change According to Status o Delivery Overview o Material Planning for Open o Just in Time Delivery o Automatic Deposit Item Delivery Special Delivery o Toxic Goods o Quality Demands Delivery Procedure o With o For All Due Within Days o Delivery Routes o Warehouse o Choice of Order Lines o On Basis of Stock Holding 4. Sales Invoicing Transactions On line Invoice Creation 5

.. o Quantity to Delivery o Weight and Volume o Location o Delivery Status Delivery handling o Partial Delivery o Order Combination o Delivery Change According to Status o Delivery

6 Stock 5. Master Data Warehouse Addresses Warehouse Types Interim Stock o Incoming Stock o Outgoing Stock o External Logistic Provider Stock o Bin Location o Stock Areas Default Warehouse per Customer Default Warehouse per Vendor Default Warehouse/Location per Item Free Definable Quality Statuses Quality Control Time (Quarantine) Expiry Period 6. Location Handling First in/first out Serial Numbers Batch Numbers 7. Bin Location Empty Bin Location Fixed Bin Location Extra Location Palette Location 8. Transfer Manual Transfer Order Automatic Posting by Transfer Collective Transfer by Transfer Requisition Single Transfer Order by Transfer Requisition Confirmation of Transfer Order Lot handling 9. Integration SoftBASE Production SoftBASE Sales SoftBASE Project SoftBASE Service SoftBASE Purchase 10. Inventory Cycle Counting Codes Free Definable Frequency Difference Codes Per Warehouse Per Location Per Item Per Batch Statistics 6

Warehouse per Vendor Default Warehouse/Location per Item Free Definable Quality Statuses Quality Control Time (Quarantine) Expiry Period 6.

7 11. Tracing Lot/Batch Tracing in Multiple Levels Order Tracing Serial Number Tracing Item Tracing 12. Stock Handling Reservations o Dynamic Available Check o Reservation of Production o Reservation of Purchase o Reservation of Stock Area o Reservation of Items o Reservation of Numbers Stock transfer o From Material/To Material o From Warehouse/To Warehouse o Internal Company Transfer o From QA Stock o From Consignments Stock o Freely Definable Procedure for Stock Transfer Special Stock Item Release/Approval 13. Analysis/Reports Revenue Statistics per Item o Quantities o Costs o Net prices Revenue Statistics per Purchase Groups Bottom up o Quantities o Costs o Net Prices Daily Statistics Monthly Statistics Average Stock Reorder Status Stock Values 7

transfer o From Material/To Material o From Warehouse/To Warehouse o Internal Company Transfer o From QA Stock o From Consignments Stock o Freely Definable Procedure for Stock Transfer

8 Purchase 1. Master Data Districts Line of Business Categories Buyers Unlimited Structures Purchase Groups Discount Structures o Turnover o Quantity o Customer o District o Item o Group o Category o Time Period Price Structures Language Controlled Printouts Order Flows Fixed and Variable Tax for... o Vendors o Countries o Items Delivery Groups o Food o Non Food o Freely Definable Vendor Items o Preferred Vendors o Vendor Performance 2. Requisition Handling Requisition Flows Quotation Handling Available Vendors Automatic Generation of Purchase Overview 8

Customer o District o Item o Group o Category o Time Period Price Structures Language Controlled Printouts Order Flows Fixed and Variable

9 3. Order Handling Order Flows Vendor Address Delivery Address Creditor Address Purchase Units Handling of Return of Goods Supervision of... o Order Validation o Order Status o Order Transactions o Order Changes o Changed Delivery Status Automatic Stock Expectation Order Analysis via Price and Contract Order Analysis via Local and Foreign Currency Automatic Activation of Material and Resource Planning Marking of Critical orders Export/Import functions o External Logistics Provider Deposit Item Handling 4. Receipt and Price Calculation Receipt Papers Item Location Report Item Calculation Report o Customs o Freights o Provision o Other Free Definable Parameters Deficiency List Labels 5. Receipt Functions Partial Receipt of an Order Line Receipt per Order Line Automatic Receipt of a Whole Order Confirmation of Receipt of Documentation Confirmation of Inspection Being Performed Price Calculation According to Freely Definable Parameters o Customs o Freights o Provision o Other Freely Definable Parameters Automatic Deposit Item Receipt Release of Item Receipt to Available Stock Automatic Cross Docking Functionality to Customer Dealing Functions for Customer Automatic Delivery to Projects 9

Foreign Currency Automatic Activation of Material and Resource Planning Marking of Critical orders Export/Import functions o External Logistics Provider Deposit Item Handling 4.

10 6. Project Shipping Delivery Note Single Picking List Collective Picking List Packing Lists Freight Lists Container Packing List Automatic determination of... o Quantity to Delivery o Weight and Volume o Location o Delivery Status Part Delivery Order Combination Delivery Change According to Status Delivery Overview Material Planning for Open Just in Time Delivery Container Packing Functionality Delivery Procedure o With o For All Due Within Days o Warehouse o Projects o On Basis of Stock Holding o Planning of Shipping Activities 7. Purchase Billing Transactions o Invoice Registration o Invoice Verification o Invoice in Local and Foreign Currency o International Tax Handling o Overview of Quantity Receipt o Overview of Invoice Receipt o Overview of Documentation Receipt o Optional Approving of Invoice Verification o Automatic Debit Note on Differences 8. Vendor Service Query o Delivery Status o Ordered Status o Production Status o Stock Status o Order Status o Payment Status o Prices and Conditions o Contact Person o Invoice o Return of Items o Product Combination 9. Purchase Information Vendor Statistic o Prices o Delivery Efficiency o Product Quality o Delays o Specific Products 10

Time Delivery Container Packing Functionality Delivery Procedure o With o For All Due Within Days o Warehouse o Projects o On Basis of Stock Holding o Planning of Shipping Activities 7.

11 Forecasts Contracts 1. Master Data Districts Sales Groups Items Customers Unlimited Structures Sales Groups 2. Functions Forecast in Revenue and Quantities per... o Customer o Item o Category o Sales Group o Fiscal Year o Period Unlimited Versions Transfer of Actual Revenue Rolling of Forecast Forecast Copy Extra Costs Drill down o Districts o Sales Groups o Items o Customers Bottom up o Districts o Sales Groups o Items o Customers 3. Integration Production Forecast Consolidation Production Master Schedule Production MRP Controlling Decentralized Budgets Sales Statistic 1. Transactions Contracts o Value contracts o Quantity contracts o Time related contracts o Prices depending on periods and quantities Overview of contracts o Quantity ordered o Quantity delivered o Quantity Invoiced o Amount ordered o Amount delivered o Amount invoiced 11

o Items o Customers Bottom up o Districts o Sales Groups o Items o Customers 3.

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