Finsys ERP for Marketing Team

There is a cycle of onboarding a new customer in which marketing team finds customer and give order to PPC, PPC makes job order after that production planning and production has to be done.

We should track-

If PPC start planning the order or not ?

If the order is ready or not ?

What reply has to send to customer regarding the order ?

For answering all this questions Finsys has a new option for the marketing team in prime reports for marketing named Job Expected Readiness Date this option was already there in PPC but now it is introduced in marketing module also.

As order based industries those who gets every time  a new order with different process needs this feature.

Job Order Date + Time allocated in planning = Job Readiness Date

This is now available in prime reports.

Prime Reports are those important reports on which you should keep track on for smooth running of your business. 

Listen the YouTube video below made by the Co-Founder of Finsys Mr. Puneet Gupta for more clarity and you can stay in touch just by following and subscribing.

Strategy to make your business this year better from last year

Follow the trend of your existing customer.

Give glimpse to the list of growing customers with you and those with whom your sales gets low as this is very alarmic situation.

We know onboarding the customer is really very difficult task but losing them is very easy or in no time.

We should keep check on those whose trading gets low with us so that we can contact them again and mutually solve the problems getting in the business.

Finsys ERP Prime Reports has a new feature- Customers with no sales during given time period.

  With this report we can keep track on those customers with whom our trading is getting low. So that we can focus on them and reamend the orders with them.

Improve your business by using these reports.

Listen the YouTube video below made by the Co-Founder of Finsys Mr. Puneet Gupta for more clarity and you can stay in touch just by following and subscribing.

Are you struggling with managing hard copies of Attachment ?

OR

You started using Finsys ERP’s special feature ?

Attaching and managing soft copies is the only source of doing your business fast and smoothly.

Sometimes, it become hard to find a specific attachment of hard copy when such specific attachment is urgently needed.

Finsys ERP Web has a special feature which allows you to attach soft copies from any system anytime.

It’s the era of doing business from any corner of the world. This feature is specially introduced for such fast moving era in which you can do your job while travelling without carrying hustle of hard copy attachments with you everywhere.

If you use this feature efficiently and make it compulsory to attach document in order.

You can also make this feature compulsory in your organization by contacting us to make healthy culture of maintaining and attaching softcopies of your crucial documents and can access it from anywhere and anytime you want.

It’s a very special feature for helping your business to run at good pace and with ease.

Listen the YouTube video below made by the Co-Founder of Finsys Mr. Puneet Gupta for more clarity and you can stay in touch just by following and subscribing.

Read and use more special features like these:

https://finsys.co.in/finsys-new-feature-introduction

Contact us at : Finsys ERP

Finsys ERP at your service.

Collection Ageing Analysis

Is making collection is enough for you ?

or

You want timely collection ?

If your payment is collected within the agreed payment term days or after the due date ?

If the customer’s are making payments after due dates then this is a loss to you.

For instance, The agreed payment term days were 30 but the customer is making payment on 60th day then how you will recover interest on late payments ? this will become your loss now.

You have to keep track on the payments that which payment is going in which bucket ?

You should be aware about from how many days payment is due ?

If your collection team is doing their follow-ups on time or not ?

Finsys has your back as always.

Finsys introduces a feature named

Collected Invoice Ageing

 In this report you can follow up regarding over due date bills whose payments are made, what is the size of the bucket and in which bucket the payment is falling.

Use this feature to get updated about your non-timely collections.

Listen the YouTube video below made by the Co-Founder of Finsys Mr. Puneet Gupta for more clarity and you can stay in touch just by following and subscribing.

Also read : How to Track your upcoming collection due dates ?

E-Invoice Report

How  Settlement of Invoices has been done ?

If settlement is done with cash or credit note ?

Settlement means how much balance was in debit or credit side and what is final closing balance ?

Usually follow up is tracked by closing balance figure, no one cares if the transaction is settled on cash basis or a credit note is issued ?

 Finsys introduces a fresh report in which you can analyse credit side of the invoices.

By just a click you can see how many settlement is done on cash basis, credit notes and right offs.

Invoice Review –How invoice is settled ?–By cash or By credit note ?

Use this feature to track your collection pattern.

Listen the YouTube video below made by the Co-Founder of Finsys Mr. Puneet Gupta for more clarity and you can stay in touch just by following and subscribing.

Read: How is ERP single source of truth ?

Contact us at https://finsys.co.in/contact-us.