Sales Management Module |
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Manage your sales processes efficiently and effortlessly
Efficient management of complex sales processes
Sales, being sole revenue generating operation for most
organizations, can be a complex process because of the
intricacies involved and document processing required.
Sales also drives most other activities in companies and
the very existence of certain activities is to support sales
process.
The CANIAS ERP Sales Management Module facilitates
management of all phases of the corporate sales
activities, from offers to orders, delivery notes to
invoices and credit memos, with all documents
integrated using the document management capabilities
of the system for reference and archiving purpose. Due
to the parameterization of the processes, all types of
sales related activities can be performed, from execution
of simple sales processes, to more complex processes
such as frame contracts with terms of payment, third
party deals and inter-company processes. The CANIAS
ERP Sales Management module has the capability to
perform pricing both at the document header as well
individual line item levels. Volume-based scaled pricing,
discounts and mark-ups based on customers or
customer groups, and products or product groups, are
all made available.
Controlling sales processes across companies
Due to its advanced integration capabilities, high-level
information availability is guaranteed by the Sales
module. Additionally, the module allows higher visibility
in terms of accessing and viewing physical inventory,
multi-dimensional inventory analysis and analysis of production capacities utilized. Since the CANIAS ERP
system allows access to data from multiple locations,
data exchange with other organizations, warehouses and
branch locations is streamlined. This ensures meeting
delivery schedules that depend on the provision of materials
from suppliers, branches or warehouses.
The system guarantees multi-site process control for
operational efficiencies where branches and locations are
involved. It is also possible to carry out materials
movements, reservations and automatic goods issues,
while processing sales documents. In compliance with
the GDPdU legislation (Principles for Accessibility and
Auditing of DigitalDocuments), records are maintained of
all transactions that may be required for future
documentation; the system may also be configured to
save records in an automated manner. It provides
multilingual support for all text used in user interfaces,
documents and document line items, and also supports
world currencies and provides conversion between
currency units, allowing businesses to conveniently conduct their international operations. Significant amounts
of supply chain management activities are either initiated
or continued during the sales process, and CANIAS ERP
Sales Management module works in tandem with the rest
of the CANIAS ERP modules. This not only allows for an
exceptional level of information availability, but also
supports transparency of operations within the
organization.
Additionally, numerous reports are available, both in
template forms and with flexible formatting support. Due
to its open system architecture, reports can be generated
directly out of Microsoft Excel, or they can be made
available through the CANIAS MIS module for further
analysis and detailed reporting. The graphical reports
wizard integrated into the system allows for fast and
convenient generation of analysis results supporting
graphical output.
One system, handling both commerce and industrial use
The CANIAS ERP Sales Management module plays a
central role within the highly integrated CANIAS ERP
system, as many corporate activities depend on the
realization of sales transactions. The CANIAS ERP Sales
module is an essential tool for both trading and distribution
oriented companies as well for businesses performing
manufacturing, leading to sales of goods. With paper-free
document flows, materials can be tracked easily from
initial quote all the way to invoicing. Owing to its seamless
integration with the Accounting module, accounting records
are generated in an automated fashion and are reflected in
the corresponding account ledgers.
Enabling consistent information through integration
In CANIAS ERP, customer-specific processing and document
management are achieved in a secure manner as a result
of the system's flexible parameterization capability. The
integrated architecture assures advanced sales
management functionality and materials flow into other
business areas such as CRM, material requirements
planning, delivery and production control. Thanks to its
integrated architecture and flexible processing options, the
CANIAS ERP Sales Management module meets and exceeds
the expectations from an enterprise wide sales
management system.
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- Integrated document tracking
- Chronological document management
- Archiving support for all documents thanks to the integrated
Document Management System
- Flexible document configuration
- Automated PDF printing with preview capability
- Flexible pricing strategies
- High level advisory information capability
- Quantity and value contracts
- Delivery plans
- Flexible product grouping transactions
- EDI connection (native EDI converter)
- Rapid entry of articles
- Batch delivery of notes and invoices
- Proforma invoices and advance payments
- Payment plans
- Reports and analysis
- Digital signatures
- Multilanguage document support
- Management of third-party deals
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- Internet-based remote access using CANIAS Mobile
- Remote access by customers as part of supply chain management applications
- Integrated product classification system and product specific database fields
- Risk management
- Graphical product groups and variant configurator (flexible and programmable)
- E-mail integration
- Integrated sales planning and budgeting
- Serial numbers and lot tracking
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