Trade management

Trade management functionality

Sales management subsystem allows solving tasks of management accounting and sales control, in both natural and money terms. It includes two blocks – sales planning and customers' orders management.

Sales planning block is intended for providing management personnel with information on actual and planned values of the enterprise activity. Planning is performed for groups of items, or on separate items. It's also allowed to select a category of customers (by region, for example) and make up individual plans for each of the groups.

It allows to make up plans with various time scales (from a day to a year period), so strategic (for a quarter, or annual) as well as work plans can be built for the same period. For example, an annual plan can be built in the beginning of a year, and monthly plans can be approved according to that.

Sales planning can be performed for an enterprise in general or by its departments separately. This allows department managers to make up plans for their directions, which can be composed into a summary sales plan for the company in general.

Later, the plans can be compared to actual sales, deviations are analyzed and the plans can be corrected.

Sales planning diagram:

Comparative analysis of planned and actual sales can be performed for various periods (for example, for the same periods of current and last year) and various levels of details.

Customers’ orders management subsystem allows implementing the most efficient for the enterprise strategy of working out customers’ orders, according to the business strategy selected on the enterprise (sales from stock, to order, etc.); reservation items on a stock with subsequent shipment, adding a customer’s order to earlier created orders for suppliers, etc. An algorithm is provided for automatic goods reservation and accommodation, allowing optimal placement of a customer’s order to supplier’s orders and to free items on stock.

The system provides meeting delivery terms for the items ordered, satisfying as many customers’ demands as possible, also avoiding overstocks.

‘Orders analysis’ report gives information for current state of customers’ orders.

There is a capability of analyzing an order expected profit when the order is being drawn up. This excludes situations when discounts could make the price lower than minimal admissible value.

There are several Sales schemes provided in the application: with tentative reservation of goods, or without it (from actual stock remainders); by preliminary orders with suppliers for particular orders from customers; sales on credit or on the conditions of full (or partial) prepayment.

Purchases management functionality provides managers with information necessary for planning timely purchases of goods and for optimization of purchase costs.

The sub-system allows automating such operations as the following:

• Making up purchase orders for suppliers basing on customers’ orders
• Monitoring bill settlements and delivery of good for the orders
• Correction and closing purchase orders
• Suppliers’ prices monitoring