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Sales
Contracts |
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Customer Data |
The Sales Contract Entry screen
contains some of the most important information within
the system. It is here where an operator enters
information for instances where they and their clients
have a contract for some goods or services being
provided. In our
example, this process is divided into 4 parts:
- Customer Data -
contains information about the customer in which
an operator has a contract with.
- Product Data -
contains information about who the products are
being distributed to, special features or programs
the product belongs, and any notes or extra
information needing to be available regarding the
contract.
- Bar Details -
only available when the "chocolate" contract
option is selected, it allows an operator to
specify up to 8 items provided under the one
contract.
- Seasonal Data -
allows an operator to monitor various dates key to
the contract, such as processing, shipping, and
payment. It also allows them to enter in any
extra notes.
One thing to remember is that
this is just an example. The Distribution
Management system can be tailored to meet any
individual needs. |
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Product Data |
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Bar Details |
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Seasonal Data |
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Customers |
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The Customer screen allows an
operator to enter and track customers that have
purchased products. |
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Items |
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The Items screen allows an
operator to enter and maintain a listing of the
products offered. |
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Salesman |
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The Salesman screen allows an
operator to maintain a listing of all salesman who sell
or represent their products. |
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Recipes |
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The Recipes screen allows an
operator to enter in a group of raw material products
belonging to a larger finished good product. For
example, a box of widgets called "super widget variety
pack" may contain 10 different widgets.
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Programs |
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The Program maintenance screen
allows an operator to define any brochure-related
programs from which their customers would order
products. |
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Groups |
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The Group maintenance screen
allows an operator to maintain a set of groups in which
their products belong. |
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Transaction
Types |
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Mainly used to designate
transaction types, this screen allows an operator to
maintain a set of codes used to describe the various
system processes and transactions used in the system
(i.e. SLS = sales, ADJ = Adjustments, etc.) |
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Purchase
Orders |
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The Purchase Order Entry screen
allows an operator to enter in any materials that needs
to be order from an outside supplier. |
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Reserves
From Orders |
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This procedure allows an operator
to calculate item quantities to be marked as on
reserve based upon sales contracts. This is
done by specifying a specific date range to process. |
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Receipts |
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The Receipts posting procedure
allows an operator to enter in receipts of materials
ordered using the Purchase Orders procedure described
above. |
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Manufacturing
Posting |
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The Manufactured Good process
allows an operator to create their own finished good
packages from a given recipe, based upon raw materials
available. |
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Adjustment
Posting |
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This procedure allows an operator
to adjust the on-hand quantity of any item in
inventory. |
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Shipment
Posting |
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The shipment posting procedure
allows an operator to select particular items and
marked them as shipped based on a given sales contract. |
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Order
Entry |
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Customer Data |
The Order Entry screen allows an
operator to generate either Open Order or Shipped Order
(Invoice) records in one process. This screen is
easy to use, but complex. It has been
divided into three sections:
- Customer Data -
allows an operator to enter or select information
regarding the customer ordering the product.
This can be done from the customer database or via
contract information.
- Product Details -
allows an operator to specify up to 16 products to
be ordered.
- Tracking Data -
contains all important order tracking information
such as order data, invoice date. shipped date,
paid date, and more.
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Product Details |
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Tracking Data |
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Customer
Listing Report |
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This interactive query procedure
allows an operator to lookup customer information and
print/view a report matching criteria that is entered. |
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Sales
Listing Report |
no photo available |
The optional Sales Listing Report
will allow an operator to print/view a summary listing
of sold items. |
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One
Line Stock Status Report |
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Choosing this option will display
a series of prompts asking an operator to select the
type of data they wish to print/view. These
selection will show a line-by-line breakdown of the
status of their item inventory, including quantities
available, reserved, on order, and sold. |
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Full
Stock Status Report |
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Choosing this option will display
a series of prompts asking an operator to select the
type of data to print/view. These selections will
show a full breakdown of the status of their item
inventory, including quantities available, reserved, on
order, and sold. |
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Inventory
Audit Report |
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This procedure allows an operator
to report any transactions performed within the system
for any item. |
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Valuation
of Inventory Report |
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The stock valuation report allows
an operator to print/view a valuation recap (cost vs.
retail price) of each inventory item. |
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What-If
Reporting |
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The What-If reporting procedure
allows an operator to print/view the hypothetical
impact of manufacturing finished good items has on raw
materials used to make it. |
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Orders
w/o Invoices |
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This procedure allows an operator
to print/view a report for any (open) orders in which
invoices have yet to be generated. |
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Contracts
w/o Orders |
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This procedure allows an operator
to print/view a report for any contracts in which
orders have yet to be generated. |
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Contracts
w/o Invoices |
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This procedure allows an operator
to print/view a report for any contracts in which
invoices have yet to be generated. |
