Sales Modules in Finsys ERP including New Ideas

Sales Modules in Finsys ERP including New Ideas

Each module, and its main features



Salesman Visit – with Routing, Allocation, and Target vs Actual

Preparation

  • Finalise the names of the Salesmen
  • Finalise the customers names, both current and potential
  • Link the customer to a region
  • Give a Route Plan for a day to each salesman. Telling him, which customers he has to visit today. So that his time is fully utilised. Neither excess load, nor short load.

Action TakenĀ 

  • He goes there
    • Presses Checkin button on his Android App in Finsys
    • GPS location, date, and time comes automatically
  • When he goes out of that location
    • Presses Check-OUT button on his Android App in Finsys
    • GPS location, date, and time comes automatically
  • He gives a short summary of the visit
  • and he also takes a selfie with customer / or outside the main gate, with the Notice board / name plate of that office or factory

Benefit

  • Customer not lost
  • Lead not lost
  • Time of reporting saved
  • no need of making separate visit reports
  • clarity
  • real time
  • better reference for future, including location and photo, and whom met

Enquiry Tracking (Approval, Converted, Pending)

Details as per this powerpoint attached click on link below.

CRM 2020 a Dynamic and powerful Sales management system v2


Sales Enquiry / Customer Enquiry & Salesman allocation

Sales Quotation / Price Quotation
Quotation Approval
Contract Management – by Scanning
Contract Management – Rate contract with Customers
Customer Evaluation – Customer Management
Purchase Order – Customer – entry in ERP as a SO
Product Information Sheet – PIS
Proforma Invoice
Bill Of Material – BOM – Product wise
Job Order – Approval / Hold / Production / Status [ Full Tracking ]
Material Reservation – Job wise
Sales Budget [ Segment wise ]
Sales Target and Allocation
Cost Estimation vs MFG Cost based on actual production
Sales Man Wise Target vs Actual
Customer Master – Information / Credit Control
Sales Return – Customer Rejection
DSR ( Daily Sales reports ), Weekly, Monthly
Target Setting – Reports
Attachment – Soft Copies
Dashboard – Reports
Mobile App – Key Functions / Reports
Order Convert Date with Quoted Price and Agreed Price
Sample Job Order Tracking [Mock Up Job Order]
New Customer – Advance Received – Job Order Tracking
Cash Customer – 75% Advance – Tracking [Block]
Job Order booking should be immediately after customer PO
Job Order booking should be immediately once advance payment received from customer
Pre-Press Job Orders – Sample Job, Mock Up Job etc. Recording / Tracking / Reporting.
Sales Target vs Actual – Daily / Weekly Monthly Report, Salesman wise, Product wise.
Finished Goods Stock [Customer wise / Item wise]
Interal Affiliate – Outside Job Work [e.g. Foil lamination-FAFA / Bag Forming – NCPI]
Internal Sales [Booking/Reports]
Normal Gain / Normal Loss [Finished Goods Adjustment, approval]
PRODUCT PROFILING -MASTER & APPROVAL = Standard Templates, Industry Specific
Order Convert Date with Quoted Price and Agreed Price
RM-Planing Product/Segment Wise
Dashboard Order Wise -Agreed Price / Actual Profit & Loss – Stage Wise ( RMC Cost /Production Cost)
Travelling Salesmen, Daily Expense Logging with scanned copy