ERP Solutions: Trading Management Model

ERP Solutions / Business Models

Manage all activities for a Trading Company such as:
1. Sales Follow up
2. Purchase Follow up
3. Warehouse Management
4. Invoicing Management
5. Complete workflow
6. Flexible to adapt to various activities
8. Business Intelligence & Reporting
9. Friendly user interface - Easy to use

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3. Introduction

6. Trading Workflow

9. Sales Management

16. Purchase Management

22. Warehouse Management

31. Accounting Management

26. Warehouse: Operations

27. Warehouse: Operations

28. Warehouse: Operations

37. Thank you www.feosco.com FEOS SOFTWARE

1. DISCOVER TRADING MANAGEMENT SYSTEM: ALL IN 1 SYSTEM www.feosco.com FEOS SOFTWARE

4. Introduction Trading Management System is one of our various Business Models in Our ERP System which is built in a complex of many modules that works seamlessly together

10. Sales Management: 1 Manage Team performance 2 Keep track of daily activities 3 Centralized Sales’ documentation 4 Easy to use

17. Purchase Management: 1 Powerful Business Intelligence 2 Easy to follow up Purchase Order 3 Centralized Purchase’ documentation 4 Keep track of all communication history on the Purchase Orders

23. Warehouse Management: 1 Make Daily activities impressively simple through Dashboard 2 Powerful Business Intelligence 3 Integrated with Devices 4 Extensible

20. Purchase: Business Intelligence 1 Powerful Interactive Report: - Interactive Pivot table - Interactive Chart: Line chart, Bar chart, Pie chart - Able to export to excel file, jpg file

2. Topics: 1 Introduction 2 Trading Workflow 3 Sales Management 4 Purchase Management 5 Warehouse Management 6 Invoicing & Payment Management

32. Accounting Management: 1 Simple Activities through Dashboard 2 Automate Account Reconciliation 3 Easily Track Receivable & Payable account 4 Friendly User Experience

5. Sales Purchase Warehouse Accounting HR Manufacture Point of Sales Other Modules Shoe/Textile Trading Travel Jewelery Retails Introduction

13. Sales: Sales Order Follow up 4 Delivery: - Control No. of delivery orders for related Order 5 Invoices - Control No. of invoice issued for related order - Follow up Invoice Payment status 6 Order History: - All activities be kept in Messaging module of each order form

14. Sales: Business Intelligence 1 Sale Dash Board - Sales figure dashboard per each person - Manage Sales Team Performance / Target - Visualize Team activities highlight 2 Powerful Interactive Report : - Interactive Pivot table - Interactive Chart: Line chart, Bar chart, Pie chart - Able to export to excel file, jpg file

36. Accounting: Tools 1 Powerful Order Searching tools - Search by text, keyword - Search by status of Invoice, Bill, payment - Search by many available fields 2 Strong Setting Tools - Chart of Account - Tax & default tax - Journals - ...

33. Accounting: Account Receivable 1 Customer Invoices management - Manage Invoice Journal - Invoice validation process - Keep track of all payments link with invoice 2 Customer Payment management - Manage Payment Journals - Manage Payment transactions - Control Amount Due from customer 3 Reconcile Payment with Invoices

8. Trading Workflow: Sales Flow Supplier Request Purchase Order Reception Order Receive Invoice Supplier Payment Done Paid Done Quotation Purchase Warehouse Accounting Confirm Workflow can be modified. The bellow is a standard workflow:

15. Sales: Tools 1 Powerful Order Searching tools - Search by text, keyword - Filter by various fields from Order form - Group by any various criteria - Add search to Favorites to re - used 2 Powerful View tools: - List view - Kanban view - Calendar view - Chart view - Pivot table view

19. Purchase : Order Follow up 4 Shipment: - Control No. of Shipment orders for related Purchase Order 5 Vendor Bills - Control No. of Bills received from Vendors - Follow up Bill Payment status 6 Purchase Order History: - All activities be kept in Messaging module of each order form

21. Purchase: Tools 1 Powerful Order Searching tools - Search by text, keyword - Filter by various fields from Order form - Group by any various criteria - Add search to Favorites to re - used 2 Powerful View tools: - List view - Kanban view - Calendar view - Chart view - Pivot table view

34. Accounting: Account Payables 1 Vendor Bill management - Manage Vendor Bills Journal - Vendor Bill validation process - Reconcile with Vendor payment - Keep track of all payments link with Vendor bills 2 Supplier Payment management - Manage Payment Journals - Manage Payment transactions - Reconcile with Vendor bills - Forecast Amount to pay Vendor 3 Reconcile Payment with Vendor bills

29. Sales: Tools 1 Powerful Order Searching tools - Search by text, keyword - Filter by various fields from Order form - Group by any various criteria - Add search to Favorites to re - used 2 Powerful View tools: - List view - Kanban view - Calendar view - Chart view - Pivot table view

7. Trading Workflow: Sales Flow Customer Quotation Sales Order Delivery Order Picking Shipping Packing Invoice Customer Payment Delivered Paid Done Request Sales Warehouse Check Stock Accounting Workflow can be modified. The bellow is a standard workflow: Purchase Confirm

35. Accounting: Business Intelligence 1 Powerful Interactive Report - Interactive Pivot table - Interactive Chart (bar, line, pie chart) 2 Accounting Special Report - Sales/Purchase Journal - Partner Ledger - General Ledger - Trial Balance - Balance Sheet - Profit and Lost - Age Partner Balance - Financial Report

30. Warehouse: Business Intelligence 1 Special Report: - Inventory at Date - Inventory valuation - Stock moves - Aging stock 2 VN Stock Reporting - Reception / Delivery / Inventory Reporting - Reception Reporting - Delivery Reporting - Stock card - ... 3 Powerful Interactive Report: - Interactive Pivot table - Interactive Chart: Line chart, Bar chart, Pie chart - Able to export to excel file, jpg file

24. Warehouse: Configurations 1 Warehouse Configuration - Manage multi warehouse - Manage multi location - Landed cost management - Operation type management 2 Routes Management : Able to define your own rule out of standard “FIFO, LIFO, ... ”: - Customizable Routes - Customizable Procurement rules - Customizable Push rule 3 Misc : - Package management - Barcode nomenclature - Double Entry Inventory management

25. Warehouse: Operations 1 Inventory Dashboard - General view of all activities through dash board - Classify Dashboard to operation types / warehouse - Able to necessary act on Dashboard 2 Operations - Able to manage all operations through orders - Highlight late operations - Manage operation status 3 Inventory control: - Manage Product On Hand & Forecast - Manage Reordering rule (stock level to reorder, ... ) - Inventory adjustment (stock check) - Scrap management - Landed cost management: Import Tax, Trucking ... - Lot/serial Numbers management - Package controls

11. Sales : Catalogue 1 General information - Product name, Model code, Item code, Type - Sales price, Cost (depends on cost method) - Category 2 Inventory Information - Route: Buy, Manufacture, Make to Order - Traceability: By Lots, by Serial number - Vendor & pricelist - Packing information: set packing standard 3 Sales information: Warranty, Lead time info 4 Variants: Setting product attribuites 5 Invoicing: - Account: Incoming, Expense account, VAT - Costing method: Real, Average, Standard - Inventory evaluation: Auto, manual - ...

18. Purchase : Order Follow up 1 Full Purchase workflow: able to know what’s going on with - Order Workflow - Invoice workflow - Shipment workflow 2 Sufficient Order details : control all order important details: - Vendor: Entity, Vendor Ref., Currency - Date: Order – Approval - Schedule date - Order line: control purchased product & total amount - Warehouse: warehouse to receive - Incoterms - Billing status 3 Print PDF : able to print Purchase Order form as pdf

12. Sales: Sales Order Follow up 1 Full workflow : able to know what’s going on with - Order Workflow - Invoice workflow - Delivery workflow 2 Sufficient Order details: control all Order important details - Address: Customer, Invoice, Delivery address - Date: Request – Order – Confirm - Effective date - Order line: control product to sell & total amount - Shipping policy: Ship all, partially - Warehouse: Configure warehouse to pick - Incoterms - Invoice status 3 Print PDF: able to print Order form as pdf

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