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|||||  Distribution Management

General Features

• Multi-company

• Multi-user

• Multi-warehouse and Location

• Open multiple windows and create records on the fly

• Automatic transactions numbering

• Customizable forms

• Forms and built-in reports can be previewed on screen prior to printing

• Function keys for actions such as create new, delete, save, lookup etc

• Ability to hold transactions for exclusion from further processing and posting

• Create transactions by copying contents from another transaction of the same type or from the same module and even from other modules

• Tracks projects in all transactions

• Long item remarks and transaction footer remarks

• Transaction journals available for all transactions

• Can be linked to e-Solution Accounting or Financial for data exchange and export of transactions

• Changeable wall paper

• Ability to import data transactions from external sources

Key Features

Multi-Currency

• Supports unlimited foreign currencies

• Flexible exchange rate settings

• Keeps exchange rate history

• Transactions can be entered in different currencies

• Unit cost of stock items purchase in foreign currencies are record in base currency equivalent

• Transaction amount converted to base currency equivalent for accounting purpose

Tax Analysis

• User definable tax rates

• Automatically captures input and output taxes in transactions.
  Adjust tax amount at transaction line level as well as at total tax level

• Tax rate and amount reflected on printed forms

• Easy implementation of rate change

Transaction Confirmation and Audit

• Optional features applicable to sales, purchase and inventory transactions

• Confirmation controls if the transaction can be further processed

• Audit approval acts as control points for printing, conversion, confirmation and posting transaction

• Option to allow or disallow changes to transaction after auditing.

• Option to require or not require re-audit if transaction has been edited

• Define different confirmation and audit requirements for each transaction type.

• Set audit permission for each user

Customer, Vendor, Product and Address Profile

• Created unlimited profile types and profile items

• Search record and generate reports using profiles

• Create customized analysis reports using profiles

Price Management

• Supports unlimited price lists

• Supports various ways of deriving product selling price such as markup, discount, etc

• Allows minor changes of price list to be made and effected immediately

• Major changes can be updated with ease

• Changes made can be view before proceeding to implement

• Allows major changes to be prepared and kept in system and implemented on the targeted date

Built-in Reports and Queries with Filtering and Drill Down

• Extensive range of reports covering every module

• Generate reports and queries using basic and advanced filtering options

• Drill-down available in certain queries.

• Transaction can be edited during drill-down

Built-in Report writer

• Spreadsheet interface, easy to use

• Create reports based on sales, purchase, consignment and inventory transactions, stock status reports as well as master record listings

• Support common spreadsheet formulae

• Reports generated can be saved in popular spreadsheet format

• Cross-tab report design available

• Stores 99 different versions per report type

• Copy one version to another

• Print or view on screen

• User access control for every report

Form Printing in Batch

• Select a batch of forms base on criteria such as transaction location, number, date, document number, date as well as customer/vendor code

• Option to print unprinted forms or reprint forms

• Option to include/exclude components, serial/batch numbers and long remarks in printouts.

• Forms can be printed using alternative layouts when using this feature

Bilingual Toggle

• Comes with English and another language (e.g. Chinese)

• Two languages in a single program

• Switch between languages at the click of a button

• Important description fields stored in two language

• Allows users with different language background to work on the same set of data with the same program

Security

• Security set at menu level as well as transaction screen level

• Security rights include full control, read only and no access

• Security can be set by a group of users at a time

• Transaction and record related permissions can be granted to individual users

• New user inherits group security

• Detailed access and overriding log kept for all user access sessions

• User id and password required to log in

• Access rights control for changing of passwords by users

• Built-in backup and restore utility with Winzip compatible format (applicable to Pervasive SQL database)

Available Modules

Sales Module

Transactions

• Includes quotation, sales order, delivery order, sales invoice and sales return transactions

• Transactions capture transaction number, transaction date, document number, document date, transaction location, warehouse and originating location

• Bill and record returns for normal items, consigned items, concessionaires, kits, assembled items, services and additional charges

• Enter messages in between item lines

• Flexible delivery and invoicing sequence

• Option for automatic invoice generation

• Batch conversion of sales orders into delivery orders and sales invoices

• Allows partial delivery and invoicing

• Allows many-to-one conversion – multiple sales orders to one invoice or delivery order, multiple delivery orders to one invoice and multiple invoices to one delivery order

• All transactions shows the transaction numbers to which they are converted

• Sales order shows quantity delivered and billed for each item

• Delivery order shows quantity billed and source transaction number for each item

• Record items returned before invoicing in DO returns and offset them with the original DO during invoicing.

• Sales invoice shows quantity delivered and source transaction number for each item

• Set maximum amount allowed in a single sales order

• Enter items returned/rejected in DO

• Requested delivery date and time for each item shown in transaction and printed on forms

• Sales returns can be created by referencing the sales invoices

• Captures reasons for sales returns

• Allows option to enter item cost taken into inventory in sales return transaction.

• View Availability of stock items during transaction entry

• View and change kit components during transaction entry

• View price history during transaction entry

• Support multiple price lists, promotions and quantity discounts

• Enter discount at item level and at transaction level, as a percentage or dollar amount

• Option to absorb GST/VAT as well as enter desired net due amount for program to apply the appropriate discount

• Create regular orders as templates from which new sales orders can be quickly created

• Transaction window shows total sales, total discount, GST, amount received and net due amount

• Up to two deposits can be collected on different dates using different payment methods in sales order

• Keeps track of unused deposit amount in sales orders that are partially delivered/invoiced

• Full or partial payment can be recording when invoicing

• Separate, selectable and editable billing and shipping address

• Salesperson and deliveryman codes can be included in transaction

• Entry of packing information for each item

• Enter items using multiple units of measure

• Classify transactions into user-defined sales types

• Free-gift and non-sale options available to indicate special deals that should be excluded from sales history

• Item serial/batch number supported in all transactions

Customer Master

• Supports customer code of up to 10 character space

• Allows suspension of credit sales or full suspension

• Set default salesperson, price list, discount rate, currency, terms, control account, reminder message, sales type and tax type

• Enter multiple addresses per customer with default salesperson and deliveryman per address

• Enhanced credit limit check covering credit amount and overdue days, including grace period

• Assign customer profiles

• Long customer note

• Keeps record of customer business registration id and tax id

• Search based on customer code, name, salesperson and deliveryman

Purchase Module

Transactions

• Includes purchase order, goods receive, purchase invoice and purchase return transactions

• Transactions capture transaction number, transaction date, document number, document date, transaction location, warehouse and originating location

• Purchase and return normal items, kits, assembled items, services and captures additional charges

• Enter messages in between item lines

• Flexible receiving and purchase invoicing recording sequence

• Option for automatic invoice generation

• Allows partial receiving and invoicing by vendor

• Allows many-to-one conversion – multiple purchase orders to one goods receive or purchase invoice, multiple goods receives to one purchase invoice and multiple purchase invoices to one goods receive

• All transactions shows the transaction numbers to which they are converted

• Purchase order shows quantity received and quantity billed for each item

• Goods receive shows quantity billed by vendor and source transaction number for each item

• Goods receive generates delivery order for drop-shipment

• Purchase invoice shows quantity received and source transaction number for each item

• Requested delivery date for each item shown in purchase order

• Option to record temporary cost during goods receiving based on purchase order

• Enter discount at item level and at transaction level, as a percentage or dollar amount

• Calculates landed cost by apportionment of up to 10 additional charges based on item cost or user-defined freight factor

• Includes custom duty into landed cost

• Option to absorb GST/VAT

• Transaction window shows total purchase, total discount, duty, tax on duty, GST, total additional charges and total amount

• Purchaser code included in transactions

• Captures reasons for purchase returns

• Enter items using multiple units of measure

• View Availability of stock items during transaction entry

• View and change kit components during transaction entry

• Track estimated arrival date of stock item using built-in query

• Uses vendor’s SKU number and description

• Item serial/batch number supported in all transactions

Vendor Master

• Supports vendor code of up to 10 character space

• Set default purchaser, currency, terms, reminder message, control account and tax type

• Enter multiple addresses per vendor with default purchaser per address

• Assign vendor profiles

• Keeps record of vendor business registration id and tax id

Consignment-in Module

Transactions

• Includes consignment receive and return transactions

• Transactions capture transaction number, transaction date, document number, document date, transaction location, warehouse and originating location

• Receive and return consignment items

• Enter messages in between item lines

• Integrated with inventory module

• Accrue cost of goods sold for consignment items sold

Product Assembly Module

Transactions

• Includes assembly and disassembly transactions

• Transactions capture transaction number, transaction date, document number, document date, transaction location, warehouse and originating location

• Flexible product structure made up of inventory item, consignment item and services

• Define wastage rate for each component in product structure

• Components are automatically transferred to assembly location

• Components, quantity required and wastage rate can be changed during transaction entry

• Assembly status such as quantity completed and components consumed can be updated from time to time

• Finished product automatically transferred to finished product location

• Additional costs/overheads to be added to finished product can be added and removed during transaction entry

• Cost of wastage can be included or excluded from product cost

• Includes assembly query to check production possibility of multiple products simultaneously

• Item serial/batch number for components and finished products supported

Inventory and Warehouse Management Module

Transactions

• Includes opening inventory setup, physical inventory, stock in, stock out, stock revaluation and goods transfer

• Transactions capture transaction number, transaction date, document number, document date, transaction location, warehouse and originating location

• Manages inventory quantity and cost for normal item, kits, assembled items and consignment item

• Enter messages in between item lines

• Enter Goods Transfer Requisition

• Transfer goods between locations with option to add cost incurred into unit cost

• Transfer good from one bin to another

• Dynamic physical inventory

• Straightforward stock-in and stock-out transactions for inventory adjustment

• Use Material Requisition and Manufacture Order to process manufacturing works that are contracted out

• Allows stock revaluation / cost adjustment

• Schedule daily delivery based on delivery orders or sales orders

• Enter opening inventory for each location with total cost at location level and company level for error checking

• Track batch number and expiry date for inventory item

• View availability of stock items during transaction entry

• View and change kit components during transaction entry

• Enter items using multiple units of measure

Product Master

• Supports item code of up to 25 character space

• Entry of alias product code

• Supports inventory items (normal, kit and assembled) as well as consignment items, concessionaire and service items

• Define and assign items to items groups with various defaults settings

• Define and assign profiles to each product and product group

• Multiple units of measure with default selling, purchase and assemble measure for each item

• Supports serial and batch number tracking items and tracks expiry date

• Define superceding item

• Keeps purchasing information such as vendor SKU, description, standard purchase price of various vendors per item

• Define default sales, purchase tax and rate of custom duty

• Stores item picture

• Long item note

• Define alternative and complementary products

• Store shipping information such as place of origin, weight, volume, height, width, etc

• Assign ABC class for analysis purposes

• Keeps track of stock status such as on-hand, on order, received, available etc.

• Shows balance at each location

• Allows negative stock

• Options to suspense purchase or fully suspend product as well as to require PO for purchasing

• Define components for kits and assembled items

• Define maximum quantity, minimum quantity, reorder quantity and reorder point.

• Option to track item by bin number at each location

• Includes stock validation utility that can be scheduled to run at specific timing