VISMA BUSINESS PRODUCT BROCHURE. From Nevalee Business Solutions

Transcription

1 VISMA BUSINESS PRODUCT BROCHURE From Nevalee Business Solutions

2 CONTENTS PRODUCT OVERVIEW... 3 BACKGROUND... 3 CORE MODULES... 3 ADD-ONS... 8 REPORTING AND ANALYSIS... 8 POS... 9 WEB SHOP DOCUMENT CENTRE CRM CONSULTING

3 PRODUCT OVERVIEW Background Visma Business is an accounting and logistics system with full ledger and stock control capability, and multi-currency and multi-language functionality. Visma is fully customizable to unique business contexts, giving you the flexibility and adaptability required to develop process efficiencies, concentrate resources and maximize profits across your organization. It can integrate back-office systems, providing central knowledge and control of functional and departmental accounting activity. Visma Business is already used in a range of UK companies in the following sectors: Property management Mail order Magazine subscriptions Training and education Care sector High volume distribution Manufacturing Core Modules Visma Business combines two core modules Accounting and Logistics and comes with a series of optional add-ons that further serve to enhance these modules. 3

4 With a Visma Business install you will benefit from a fast and easy deployment which can be fully integrated with existing accounting and business systems. All modules and add-ons are scalable to all business sizes and will mold to your existing processes, ensuring operations can be optimized for maximum value and efficiency. If your processes change then Visma Business can adapt accordingly, providing reassurance your investment is future-proof. GENERAL FUNCTIONALITY ACCOUNTING FEATURES Complete operational and financial accounting Sales ledger includes debt collection routines Organizational Units facility allows separate reporting for business units whilst sharing customers, suppliers and stock etc. Quantity and value handling within G/L Create a PDF and re-print any document High quality print to PDF & Tiff Multi-company Multi-currency Asset management Budgeting with unlimited budgets Fully configurable screen and report layouts Create documents and send PDF by Up to 12 levels of cost analyses BUDGETING Full budgeting across general ledger Budgeting on all 12 cost centre analyses Distribution and spread facilities between budget periods Unlimited amount of budgets per year Copying of existing budgets Budgeting compared to earlier years Budgeting for more than 1 year Cut and paste between Visma Business and spreadsheets for graphical viewing and further presentation or analysis VOUCHER ENTRIES Free definition of accounting and tax periods Handling of multiple financial years Accounting data for previous years can be retained Import/export of data between systems Automatic calculation of payment day with overwrite option Free definitions of voucher types Automatic recommendation of contra posting account per customer/supplier Open entry presentations in linked 4

5 Standard reports displayed to screen, printer or file (in various formats) Visma Business is fully compliant with UK VAT requirements Validation and entry date per voucher Pre-definition of voucher series is possible Automatically suggests next voucher number Currency entries with automatic calculation of exchange rates Amend exchange rates and store per entry window Automatic entries against other ledgers Suppressed postings to control accounts. Free choice of batch control or control per voucher Distribution keys on all 12 levels of cost analyses (such as Department and Project) Free definition of VAT codes Quantity handling in nominal accounting Single or batch entries of postings SALES AND PURCHASE LEDGER Automatic assignment of new ledger customer/supplier number on registration Language/currency codes for foreign customers/suppliers General ledger accounts with S/L or P/L transactions cannot be deleted Open entry presentation, partly paid postings or settled postings by own choice Accrual accounting from order Free amount of reminder levels including debt collection, inclusive editing Automatic reminder suggestion statistics Document copies of reminders Aged distributed statements of balance Payment history on customer/suppliers GENERAL FUNCTIONALITY LOGISTICS FEATURES Quotations/sales/loan/hire orders Back to back sales/purchasing Full inventory control Order processing, confirmation, pick and dispatch via if required Scheduled orders Full purchase management Automatic integration of invoicing to ledgers EDI links with suppliers with XML format 5

6 CUSTOMER AND SUPPLIER MANAGEMENT Multiple contact persons at customer/supplier level Communicate by letter, fax and e- mail with any contact from customer/supplier or employee Multiple analysis criteria e.g. area, dealer, sales representative responsible, buyer etc. Separate delivery and invoicing addresses together with special instruction fields Reservation of incoming stock from purchase order PRODUCTS AND SERVICES Direct allocation of cost centres to customers, suppliers and projects Credit limits, suspension evaluation and check at order entry stage Immediate access to all sales orders Purchasing orders, budgets and all other relevant customer/supplier information Currency information held in customer/supplier tables Customer-specific language facility for docs. Multiple product descriptions available with possibilities to overrule during order entry Product bar code field Serial number on products can be registered and followed up in statistics Batch trace, use-by and FIFO prioritizing Maintain existing and prospective alternative suppliers per product and price differentials Product quantity units can be registered as fixed, e.g. hours/minutes or to/from date (for automatic calculation e.g. number of days to be invoiced) Powerful price and discount matrix, connected to each product with possibilities for customer groups, employee price groups (for rates per hour), limitation of numbers for quantity discounts, fields for purchasing prices, sales prices, hire, indemnity, recommended retail price and cost prices All prices may have time limits imposed Product structures/bills of material can be made at several levels if required Alternative delivery information times from various suppliers together with information about freight customs, supplier's product codes, country of origin, economic quantity, time of delivery, etc. Stock enquiries in different formats and sequences including balance per product, per stock status, on order, on loan, hire, in production etc. Product movement information including last date of sale, day counted, purchasing date, invoiced date etc. Free definition of multiple warehouse locations and bin numbers Balance information on consignment, date of arrival, durability dates, shelf-life etc. 6

7 Special product types can be suppressed from inventory control (postage, freight, etc.) Purchase and sell in different units Overview of available free stock by date sequence Supports for stocked, non-stocked and service items ORDER PROCESSING AND INVOICING Common database for storing sales orders, purchase orders, stock movements etc. Total overview of stock movements, customized to the user s needs and required layout Transactions e.g. sales, hire, loan, loss, stock transfer grouped for analysis Selected order type such as normal order, direct order and cash order automatically selects appropriate order routines and sequence Cash sales allowed for by direct invoice printing Follow up and convert quotations to order Default delivery/invoicing addresses from the customer database, but can be changed directly by the user during order entry Multiple-currency handling throughout the whole system Entry of original invoice number for cross reference on credit notes User can allocate cost centres directly per order line if required - e.g. projects - but are normally obtained automatically from the customer database Structured products (kits or assemblies) are 'exploded' automatically on order entry Automatic calculation of order balance by order line. Products can be reserved against specific consignments due Special fields for status of information about quantity purchased, confirmed, picked, finished, invoiced, etc. Special fields on dates for confirmation, picking, finished, invoiced, etc. Gross profit/margins can (optionally) be shown per order line, during entry, and accumulated per order Full and flexible sales and order analysis reporting per sales representative, product, customer, product group Auto logic suggested sequence for printing for all order documents with allocated number sequences for order confirmation, picking lists, packing slips, consignment notes and invoices. Management of outstanding order lines to be delivered 'Memo' fields available on each order line Reprint and sales documents at any time PURCHASING/RECEIVING GOODS Common database for storing Consignments can be divided (e.g. 7

8 orders, purchasing orders and stock movements Transaction types for purchasing, production and stock transfer Relevant cost price on products to be purchased obtained from database based on the selected supplier Special routines for follow-up of purchase orders with reminders to supplier Alternative/ supplier item numbers supported Back-to-back order handling sale/purchase Supports different invoice/delivery addresses handling serial number on each product received) Direct allocation of stock to warehouse and location at time of receipt Records information about outstanding orders/products when receiving goods Purchase recommendations available even on product structures ('Bill of Materials') items Currency handling in both analysis and integration with accounting Intelligent calculation of delivery times ADD-ONS Visma provides a suite of fully customizable add-ons that work to enhance the functionality of the core product described above. The add-ons are as follows: 1. Reporting and Analysis 2. Web Shop 3. Document Centre 4. POS 5. CRM This section outlines the key details and features for each of the five add-ons. Reporting and Analysis The Visma Reporting module brings in-depth reporting and analysis facilities to the whole organization. Reports can be created for use throughout your business, whilst the analysis function provides controllers, managers and directors with key insight. Visma Reporting ensures you can take control of your customer interactions through an organized management system, which enables: 8

9 Easy identification of profitable customers, targeted sales efforts and increased sales revenue Lower sales cycles by easily tracking activity from initial contact through to close Fully integrated sales functions with other departments for a bird s eye view of business performance Visma Reporting integrates with all other Visma products, allowing you to collect data and report across clients and other products such as payroll and finance systems. REPORTING FEATURES Web-based standard reports (accessible anytime, anywhere) Intuitive interface, for both user and report designer Library customizable report templates Export reports directly to MS Excel for further interrogation Visualization and dashboard functionality Produce reports in.pdf format for printing and distribution Set-up scheduled reports (with optional automated ) Data explorer tool for full ad-hoc reporting Handles large amounts of data Interface using Web (intranet) or Excel POS The POS (point of sale) module allows you and your staff to monitor cash transactions and access entire stock details, including POS prices and inventory levels. POS gives access to shop floor staff with an intuitive user interface whilst providing a credit card payment solution which combines invoices and cash payments. POS completely integrates with Visma Business to show all cash register transactions, giving you the ability to centrally manage stock, ensuring greater error reduction rates and increasing accuracy and control. 9

10 POS FEATURES Completely integrates with Visma Business to show all cash register transactions Access entire stock details, including current prices and inventory levels from POS Intuitive user-face allows for quick and easy access from the shop floor Central management of inventory and stock reduces errors Web Shop The Web Shop module provides a quick and easy e- commerce solution, helping you transfer a brick-andmortar store into a web shop in an instant. As with all the modules, Web Shop fully integrates with Visma Business to ensure price and inventory levels are seamlessly shared. It allows you to publish new products instantly, fulfill orders, and is fully customizable to your company brand. WEB SHOP FEATURES Fully integrates with Visma Business in the back-end to ensure price and inventory levels are seamlessly shared Orders are created from the web and automatically transferred to back-office staff for shipping New products go online instantly Fully compatible with a range of electronic payment methods Unique design tool for easy customization to match company brand 10

11 Document Centre The Document Centre helps you save time and overheads with the provision of electronic purchase-invoice management. Document Centre reduces process paper use and provides a fully automated audit trail, ensuring greater process accuracy, control and accountability, whilst producing new invoice process data for reporting and analytical purposes. The Document Centre s built-in controls minimize errors and ensure timely invoice processing, helping facilitate a reduction in operating cycles. With 24/7 document access from any secure location and multilayered security, Document Centre will enhance your organizations flexibility and boost efficiency. DOCUMENT CENTRE FEATURES Easily manage invoices electronically to save time and administrative overheads Incoming invoices are controlled and processed electronically, replacing paper trails Document access is available 24/7 from any secure location Multiple-layers of security protect back-end business data The built-in controls minimize errors and ensure invoices are processed on time CRM Visma Business utilizes Super Office products to form its comprehensive CRM module. Super Office provide award-winning applications that enable simple, easy and powerful customer relationship management practice. There s a wide range of software that supports anything from sales and marketing teams to customer service helpdesks. Mobile CRM, quote management, emarketing, dashboards, customer centre and FAQ platform, sales intelligence, and collaboration functions are all Super Office tools that serve to enhance the core CRM functionality. 11

12 CRM FEATURES Manage entire sales processes and keep revenue growing Create, manage and track multichanneled marketing campaigns Helps customer service departments put customers at the centre of their operation Enables team members to manage work in mobile locations Get real-time visibility into the business and focus on important issues Available on-demand, so you can use it as often or as little as you need CONSULTING Nevalee Business Solutions offer a range of consulting services to ensure you can leverage all the benefits Visma Business has to offer. We provide a full and comprehensive data migration service from your existing system, ensuring a seamless transition. We can also enable historic reporting upon completion of data migration, if you so choose. NEVALEE BUSINESS SOLUTIONS LTD 21 WELLAND ROAD WORTHING WEST SUSSEX BN13 3LN COPYRIGHT 2014 NEVALEE BUSINESS SOLUTIONS LIMITED OR IT S LICENSORS. ALL RIGHTS RESERVED Tel: +44 (0) [email protected] 12