Sales Management - II |
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Integration into an overall system
In no other area of a company is the integration of decentralized
information used as intensively as it is in the CANIAS ERP Sales
module. The overview demonstrates the connections between the
CANIAS ERP Sales module and the various economic and technical
sections of the company. Like all other CANIAS ERP System modules,
the CANIAS ERP Sales module can operate perfectly well independently
of other modules, thanks to its internal integration. For this
reason, all business activities are controlled by a document
flow system. These documents include all business activities,
from the making of an offer through order and delivery note
to the invoice.
Document flow
A completed business transaction is generally represented
by the following sales documents flow: Sales offer, sales
order, sales delivery note, sales invoicing.
With the planning of an order, all the offer data pertaining
to this product are automatically transferred to the order document.
In addition, these previously created documents are always stored
with the current document in order to facilitate the management
of documents. In the CANIAS ERP System, sales activities are
represented in sales documents specific to offers, orders, deliveries
and invoices. All of these contain relevant information about
the corresponding business activities. Each document consists
of a document header and as many line items as are needed.
Document header
The document header contains all necessary data for all documents,
including sales document number, customer number and address,
delivery conditions, discounts, texts, consignees and invoice
recipients and document value, among others. For frequently
used sales documents, a standard document can be created and
new documents can easily be prepared by transferring information
with a simple copy function. Conditions pertaining to a particular
customer are automatically transferred to the standard document
and displayed there.
Documents items
A document item contains information about goods and services.
Included in this information are product number, quantity, price,
export data, discount on the item, texts. The current price
list or conditions for a product are transferred to the price
and discount. The use of the document item is controlled with
the item category:
- How should price-finding result?
- Should a goods issue be implemented?
- Should the item be printed?
- Should availability be tested?
- Which G/L account should be used?
and so on.
Partial and collective delivery/invoice
In addition to transferring document items to delivery notes
or accounts, CANIAS ERP Sales offers a separation or combination
of order and delivery note items. Moreover, for invoices it
is possible to distinguish between quantity-invoices and value-invoices.
Thanks to these special characteristics, the user can prepare
invoices and delivery notes in almost any way desired.
Document types
In the CANIAS ERP System, a document is defined as follows:
1) Utilization of the document
The utilization defines the basic class of the document. It
can be offer, order, delivery
note or invoice.
2) Characterization of the document
The characterization defines the document more precisely.
It specifies how the
document functions (e.g. an offer document can include order
and delivery note
characteristics).
3) Characterization types
Each characterization can have different types according to
necessity. (In the
CANIAS ERP System, an order might have the following characterization
types: standard order, quantity order, value contract).
Multiple documents
Since an original document can be given several characterizations
in the CANIAS ERP System, multiple documents are frequently
used. For example, in the case of spot orders both order and
delivery notes are prepared simultaneously and can be managed
with a multiple document. The invoice is prepared later. In
cash sales, only one document is necessary. This document
includes order, delivery note and invoice.
CANIAS ERP - With Sales
Management All Effectively Document Management II
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