Customers Module
Purpose
CUSTOMERS module provides registering and tracking of the company sales.
It has direct connection with WAREHOUSE module providing ease to realize and control of every deal starting with the offer, releasing of the invoice, toward to the registering the of already sold goods in the warehouse. After the invoice release it’s possible to register every payment concerning the invoice so to keep track over the payments by dates, amounts and related documents. Thus helping to have in real time the situation of customer's balance.
Every invoice includes in itself the type of the deal so providing the data for Sales Journal report and the half of VAT Report.
Features
- Entering and editing all the necessary lists and registers
for the operations concerning the company sales such as
customers database, goods, articles and materials list,
services list, currency rates history list, etc.;
- Offering at any time using both foreign and local currency.
It’s available to keep the history of pricing information
for each article in different currency (local or foreign).
It is possible to change the price of any article at any
time and in any registered currency so the previous are
still available for future reports which use the early pricing;
- Invoicing with availability for automatic lookup the last
actual price from the article list according to the date and
time of invoice releasing. If the currency used in the invoice
is different from the currency of the article price the price
is automatically converted through the local currency to the
currency of the invoice;
- Registering of every payment for particular invoice (unlimited
number of payments) and calculating of current invoice balance;
- Automatic generation of expedition orders (if this approach is
used: first invoice followed by expedition order) to register
the reduction of quantity in the warehouse;
- Invoice balance report for a particular period of time (on
date to date basis);
- Sales revenues report for a particular period;
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- Customer balance report for a particular period or to the
particular date including all the invoices and payments
or only summaries;
- Profit-loss report for a particular period;
- Sales journal generation and the sales part of VAT Report;
- Sales report of goods, articles, materials and services
distributed by customers;
- Storage on hand report not only for the moment but also
for previous dates;
- Over 120 customized reports;
- Automatically booking of all the operations concerning
the sales, payments and VAT (incl. calculation and
booking of currency rate differences between the time
of invoice release and time of payment in case of
using foreign currency). The result is synthetic
accounting document for each operation;
- Revision and edit of the accounting documents and
preparation for transferring to the ACCOUNTING module;
- Setting the accounts to use for the booking mechanism;
- Data archive tracking system for archiving and re-archiving
data and data loss prevention.
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Uses a common database with the other modules such as accounts list, goods, articles and materials list, services list, currency rates history list, warehouse list, personnel list, workshop list.
Cooperates with WAREHOUSE module with automatic generation of expedition orders. Cooperates with ACCOUNTING module with automatic booking of all the operations.
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