A presentation by Werardt Systemss P Ltd

2

Business Management Software Solution

For Dealers & Distributors

Of

Industrial and Engineering Goods

3

Email Synch

Location 1

PRINCIPALS

S O HA MDM S

Main Office

SalesTeam

Finance Module

SOHAMFinance

Export to TALLY

OR

CUSTOMERS

S O HA MDM S

LaptopModule

4

Three types of Main Business Activities

1. Generation of - New Prospects,

New applications, New Products

2. Maintaining Regular or Repeat Business

3. Analyze & Control

5

Generation of New - Prospects, Applications & Products

New Business

Tasks

Enquiry Quotation

This typically starts off with ground-work right for,

Prospect Management Enquiry Management Efforts to generate Enquiries Quotation Management Tasks Management –

Technical Analysis

Trials On-site

Product selection

etc. Finalization of Pricing Policy

6

Regular Business Activity

P.O. O.A.

Customer

Supply Action

Indent

P.O.

Stocks Cenvat Non-Cenvat Repairs Trial Rejections

Invoice Cenvat Non-Cenvat Repairs Trial DDC

Return formCustomer

Principal

GRN

Purchase Voucher

Multiple Stock Locations

• Open• Fixed

7

Creation of Customer master

• Customer details

• Credit period and credit limit

• Product group-wise discounts

• Account In-charge definition

• Defining Sales targets

• Standard Invoicing details such as Vat or CST etc.


8

Customer Order Booking (Order Acceptance – OA)

●Two types – Tentative and Confirmed

●Picks up rate from Price list and applies discount structure from Pricing policy

●Shows previous five transactions

●Shows on-line stock

●Can define delivery schedules

●Consignee details

●Cenvat Invoice required or not

●Warns if outstanding crosses credit limit

●Email notification to Customer and Sales Person, and also to management based on a pre-defined criteria

●Generates ‘Indent for Procurement’


9

Indent for Procurement

•Creation of approved Indent ( OA based ) if stock is not available

•All verbal decisions taken by key persons in the organization can insert ‘Indent – Stock purpose’

•Dispatch Schedule contributes in defining this Stock quantity

•Check for Rate type ( Regular or Special )

•In Indent-OA based, you can change the Excise type from Non-Cenvat to Cenvat, if required


10

Purchase

•Purchase Order is raised based on the Approved Indents only

•Separate series for PO where sales rate is greater than Purchase rate, named as PO - Special

•You can upload PO to your Principal’s web-site

•Definition of delivery location (Your Office or warehouse)

•GRN & Purchase Booking is done based on PO

•Affects Rg23D if material is received through Cenvat series


11

Dispatches

•Daily Dispatch Plan based on Pending Orders plus previously defined Dispatch Schedule

•Invoice preparation based on OA

•Cenvat & Non-Cenvat Invoice prints and Label printing

•Separate series for Cenvat, Non-Cenvat and Repairs

•Auto-effects to Stocks and Financial Accounts

•Check on credit limit

•Auto-effect to Rg23D

•Cenvat to Non-Cenvat stock transfer

•Email notification to Buyer and Sales Person


12

Cenvat Stocks

Non-Cenvat Stocks

Demo/Trial

Stocks

Rejected

Material

Repairs / Process Material

D.D.C.Stocks

XFR

Scrap

GRC IC GRNC CM INC DCTL ITRL DCTR

IR

RCO

RCI

RSO

RSI

PDDC

DDC

REJI

ISCR

SR

REJO PR

GR-R

Material Flow

13

Analyze

•Quick View - Customer & Supplier folder shows details on Due & Overdue Outstanding's, Business done, Due and Over-due

deliveries etc.

•Sales Targets and Variance

•Profit margin – Principal, Engineer and Customer wise,

•Sales Analysis – Customer wise & Product wise

•Collection plan and Collection performance

•Projected Cash flow

•Stock Trend

•Stock Valuation

•Age-wise Analysis of Stock

Analyze & Control

14

Controls

•Bill passing strictly based on GRN

•GRN strictly based on Purchase Orders

•Purchase Orders are based on Indents

•Indents are based on Customer Order or for Stock purpose

•Order Approval required for Customers above Credit limit or Overdue Outstanding

•Order Approval required for Trials at Customer Site

•Option to discontinue Customer for New Orders

•Option to discontinue Suppliers for New PO

•Option to block discontinued Items

•Price control based on Price lists in Soham, facility to import Price Lists

Analyze & Control

15

Item – wise

Item - Group – wise

Sales Person – wise

Marketing Office – wise

Area-Region – wise

Market Segment – wise

Customer – wise

Principal - wise

Analyze & Control

16

Data Security

•Provision of Role & Responsibility based Security

•Each and Every Option in the Software is governed by Security rights

•Provision to define Approving authorities

•Provision to lock data for specified period

Analyze & Control

17

Communication through ‘Email Notification’

•Define your own types of Email notifications

•Can define criteria for generating notifications

•Notifications are generated at the execution of any Business Process

•Notification helps to communicate the next person in Business Cycle

•Notifications can be Dispatch Intimation to Customer, OA copy to Customer, Delivery details to Customer,

‘Approval required’ to managers and so on

Analyze & Control

18

Analyze & Control

RMAX - Features

•Define your own Information Outputs

•Define your own Graphs

•Multiple Companies and multiple years data is consolidated in one output

•Output is generated in MS-Excel Pivot views & graphs

•Can define your own filters to the information outputs

•Outputs can be auto-emailed to defined users based on a pre-defined frequency

•Security – Role-wise and Responsibility-wise

19

Analyze & Control

Soham-DMS

RMax Processor

RMax Database

WithMultipleProcess

Data

RMaxSetup

(Designer &AccessRights)

RMax for Users

RMaxProcess

SetupRMAX - Architecture

20

Analyze & Control

RMAX – Contribution in Key Analysis

•Sales Trend

•Profit Margin

•Outstanding Analysis with Overdue Interest

•Stock Valuation with Interest burden

•Age-wise Analysis of Stocks

•Product Analysis

•Principal Analysis wrt to Sales & Purchase

•Sales & Purchase history across financial years

And many more … as you can define your own views

21

Thank You

22

Contact Information

Werardt Systemss Pvt LtdPune, India

Phone : 91-20-25285256, 25285257

Website : http://www.werardt.com

email: [email protected]

A presentation by Werardt Systemss P Ltd

Documents

Transcript of A presentation by Werardt Systemss P Ltd