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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. |
