Trading Business

Keep your Trading smooth and prompt.

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Trading Management System

Trading Management System is one of our various Business Models in Our ERP System based on Odoo which is built in a complex of many modules that works seamlessly together    

Trading Business Model

Comparing to other Model, Trading Business Model mainly requires Sales, Purchase, Warehouse , Accounting, Human Resources and other supporting modules.

  

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Sales Management

Powerful Tools to manage your Sales

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Sales Management Main Workflow

Complete Workflow for Sales Management that involves all related partners such as Customers, Sales staff, Warehouse staffs and Accounting Staff to perform their tasks to fulfill the orders.  

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Sales Dashboard

  • Manage Team Performance

  • Keep track of Daily Activities

  • Centralize Sales Document

  • Easy to use

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Product Catalogue Management

  • General Information: Model Code, Item code, Standard Cost & Price...

  • Inventory Information with:

    • Routes: Buy, Manufacture, Make to Order,... and able to self define Pull & Push Flow.

    • Traceability information: By Lots, Serials

  • Sales Information: Warranty, Lead Time,...

  • Variant Information: Able to manage Product variant

  • Invoicing: Incoming / Expense Account, Stock In / Out Account, Product costing method (Standard, Average, Real)

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Sales Order Follow up

  • Full workflow: able to know what's going on with Sales Order Workflow, Delivery Order Workflow, Invoicing Workflow

  • Sufficient Order details: Shipping Policy, Picking Warehouse, Incoterms,...

  • Delivery: Control number of Delivery Order for each Sales Order.

  • Invoices: Control Invoice status & Payment status of each Sales Order.

  • Power Search Tool: Search tool, Filter & Group Tool & Add to Favorites.

  • Others: Keep track of all communication email / messages of the related Sales Order, Automatically print Sales Order as PDF file


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Business Intelligence & Tools

  • Interactive Pivot Table: Able to filter by various criteria

  • Interactive Chart: Line chart, Bar chart, Pie chart

  • Powerful Excel export Tool: able to export Excel / CSV with various fields

  • Powerful View Tools: List view, Kanban view, Calendar view, Chart view, Pivot table view.

Purchase Management

Powerful Procurement Modules to support Sales.

Purchase Management Main Workflow

Complete & Consistent Purchase Management Flow that involves all related partners such as Vendor, Purchase staff, Warehouse staffs and Accounting Staff to perform their tasks make Purchase Order shipped and Paid.

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Purchase Order Follow up

  • Full Purchase Order Flow: with Order Workflow, Shipment Workflow, Billing workflow.

  • Sufficient Order Detail: control all Order's Important details: Dates, Price list, Reception Warehouse, Incoterms, Billing Status as well as Shipment status.

  • Shipment: Control number of Shipment Orders and their status linked with related Purchase Order

  • Vendor Bill: Control number of Bills received from Vendors, and their Payment status.

  • Powerful Search Tools: complete Search, Filter and Group Functions that facilitates users to perform their jobs

  • Others: All communication on each Orders will be log as history under each Purchase Order form to prevent conflicts on processing



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Business Intelligence & Tools

  • Interactive Pivot Table: Allow Purchasing Staffs and Managers to analyze their purchasing information with various criteria

  • Interactive Chart: Line chart, Bar chart, Pie chart

  • Powerful Excel Export Tools: Able to export to Excel, csv file with various criteria.

  • Powerful View Tools: User will be able to switch Purchase Order to various views: List view, Kanban view, Calendar view, Chart view, Pivot view.


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      Warehouse Management

      Run your Warehouse Operation in an Easy Way!

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      Warehouse Operation Dashboard

      Manage all of your Warehouse Operation over Simple but Powerful Warehouse Dashboard.

      Managers and Staffs will be able to control all current and upcoming activities of not only 1 but also many warehouses just from this Dashboard. It's so easy to aware promptly what's to do now and what to next

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      Extensible Configuration

      • Warehouse configure: Able to switch from Simple to Complex Warehouse Management just from configuration to enable: Multi Warehouse management, Multi Location management, Multi step Routes Management

      • Route Management: Able to define your own rule out of standard "FIFO, LIFO,..."  by Customizing Routes, Push & Procurement Rules, 

      • Misc: Package Management, Barcode, Double Entry Inventory Management

      • Landed cost management such as: Local Transport, International Transport, Insurance, Import/Export Tax...

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      Complete & Powerful Warehouse Operation

      • Able to manage all Operation through Orders (Receipts Orders, Internal Transfer Order, Delivery Order,...)

      • Highlight Late Operation & To-Do Operation

      • Manage all Operation Status

      • Manage Product On Hand & Forecast Quantity

      • Manage Re-Order Rule and Scheduler to run this Rule

      • Manage Inventory Adjustment (Stock check)

      • Manage Scrap Products from Operation

      • Landed Cost Management: such as: Local Transport, International Transport, Insurance, Import/Export Tax...

      • Lot / Serial Tracking Management

      • Package Control

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      Warehouse Business Intelligence

      • Special Warehouse Report:

        • Inventory At Date

        • Inventory Valuation

        • Stock Moves

        • Aging Stocks

      • VN Stock Reports:

        • Reception / Delivery / Inventory Reporting

        • Reception Reporting

        • Delivery Reporting

        • Stock card

      • Powerful Interactive Reports

        • Interactive Pivot Table

        • Interactive Chart: Line chart, Bar chart, Pie Chart

        • Able to export Excel file, jpg file

      Accounting Management

      Record all of your transactions

      Simple Accounting Tools

      • Simple Activities through Dashboard

      • Automate Account Reconciliation

      • Easy track Receivable & Payable account

      • Friendly User experience

       
       

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      Account Receivables

      • Customer Invoices Management

        • Manage Invoice Journal

        • Invoice Validation Process

        • Keep track of Payment linked with Invoice

      • Customer Payment Management

        • Manage Payment Journal

        • Manage Payment Transaction

        • Control Amount Due from Customer

      • Reconcile Payment with Invoices

       

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      Account Payables

      • Vendor Bill Management

        • Manage Vendor Bill Journal

        • Vendor Bill validation process

        • Keep track of payments linked with Vendor Bills

      • Vendor Payment Management

        • Manage Payment Journal

        • Manage Payment Transaction

        • Forecast Amount to Pay Vendor

      • Reconcile Payment with Vendor Bills

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      Business Intelligence & Tools

      • Power Interactive Report

        • Interactive Pivot table

        • Interactive chart

      • Accounting special reports

        • Sales / Purchase Journals

        • Partner Ledger

        • General Ledger

        • Trial Balance

        • Balance Sheet

        • Profit & Lost

        • Aged Partner Balance

        • Financial Report

      • Powerful Searching Tools

      • Strong & Flexible Configuration Tools

        • Chart of Account

        • Tax & Default Tax

        • Journals

        • ...

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