Presentation Transcript

1. Handy Sales Specially designed Sales Force Automation for your Business Growth
2. Handy Sales Powerful Sales Force Automation specially designed for FMCG / Retail Sector An Automated sales force Kit Runs in Any Windows / Android Platform with Touch Screen options Quick Data Transfer to Company Database Server Provides both Online Data through GPRS and offline through Wi-Fi connectivity Quick ROI ensured Paperless Environment This application is designed and integrated only with SAP BUSINESS ONE
3. Highlight features - Pre-Sales Process
4. Auto Suggest Sales & Receivables Auto trigger for Outstanding history Based on Geo bound customer Auto trigger for Sales history Based on Geo bound customer
5. Highlight Features Pre sales activity Market Survey questionnaires New lead generation onsite Sales forecasting product wise Product Knowledge to Sales Force – library availability of product standards in Mobile. Viz. Specifications, Standard Operating Procedures. Birthday greetings Alert of Retail customers – small events make customer is happy and to closely with customers
6. Salient Features User Friendly Menus / Screens / Processes with Touch Screen Option Helps Field Sales force to speed up order / invoice document creation Instantaneous data transfer between mobile and database server. Ex. Price list, Inventory, Orders, Invoice, Collection data) which saves both time and effort Data Transfer with 100% accuracy assured Data management with user level based on their Roles Interactive and Drill down reports Flexible for Customization to meet customer requirements Facility to integrate to any ERP
7. Data Network Connectivity Mobile Phones GPRS online / offline Company Database PDAs Tablet PCs Server (Static IP) Handy Sales Device Client
8. Tangible Benefits Sales Man Sales Office Sales Manager Top Management Routes & Beats Stock in Hand & Latest Pricing Customer Master & outstanding Ordering & Invoice Sales Return On the spot printing facility Payment Collection Denomination Details Alerts from Management Paperless environment Quick Data Transfer from Handy Sales to Server vice versa Ensure Stock Return Ensure Collection Deposit Data Processing Error Free & paper less environment Powerful supervision & Control mechanism in entire Sales operation Document Approval Viz. Sales Order, Sales Invoice, Sales Return, Receipt Reports Generation Sales Forecasting & Plan Dynamic Reporting Mechanism for analysis in entire sales operation Powerful Dashboards for Top management Quick ROI Quick Decision Making Integration with any ERP
9. Reports Sales Man Sales Office Sales Manager Top Management Date wise Sales Order Date wise Sales Invoice List Open Sales Invoice List Open Sales Order Date wise Sales Summary Date wise Sales Group Summary Date wise Item wise Summary Date wise collection summary Beginning of the day Cheques in Hand Outstanding Report Item Group wise Sales Summary Item wise Sales Summary Discount Given Invoices list Special Price given invoices List Collection Report Denomination History Report Unbilled customer report Customer Ageing Report Customer wise History report Outstanding Report Item Group wise Sales Summary Item wise Sales Summary Discount Given Invoices list Special Price given invoices List Collection Report Denomination History Report Unbilled customer report Customer Ageing Report Customer wise History report Executive Information Report Top management Information Dashboards
10. Handy Sales on Multi location Location 1 Database Location 3 Database Group Company Location 2 Database
11. How Handy Sales works Product with updated price list Outlet with outstanding details Other relevant data for Sales and Incoming Payment Online / Offline Data Synchronization Morning Company Database Field Sales process Server Evening All the Sales data of the day Incoming payment for the day
12. Handy Sales – Geo Bound Integrated System
13. System Architecture Handy Sales Client Company Selection Alert Management Sync Manager Sales Order Company Selection Handy Sales Server Sales Invoice Beat Selection Reports Sync Services Data Sales Return Customer Selection Collection Item Master Sales Order Master Data Denomination Customer Outstanding Inventory Transfer Sales Invoice SAP B1 Server Tax Bank Item Master Master Data Collection Sales Return Customer Inventory Transfer Reports Denomination Outstanding Tools Tax Bank Integration Tool SAP B1 3rd Party Applications Export data to SAP B1
14. Modules work flow
15. Sales & Inventory Transfer Process Step 1 Select Items Step 2 Enter Qty Step 3Update Step 4 Order Created Working flow standardized across all sales processes & stock transfer Viz. Sales Order, Sales Invoice and Sales Return
16. Sales Order Processing - Client Select Company Select Business Partner Select Beat Select Sales Order Menu Select Business Partner Master Record count for the date No Yes Popup message “Record existing for the date.” If Yes to continue No Yes Open Sales Order Select Item from Item List Enter Qty Select Tax Press Save Check Duplicate Items available Check Qty =0 If Tax = Nothing No No No Msgbox “Document Added successfully” Yes Yes Yes Copy to Invoice Msgbox “Select Tax” Msgbox “Remove Duplicate Items” Msgbox “Enter Qty” Open Sales Invoice with the current Sales Invoice data Remove Duplicate Items Enter Qty Select Tax
17. Sales Order Processing - Server Select Sales Order from the List Display Document for Editing / Updations Select Item from Item List Enter Qty Select Tax Press Save Check Duplicate Items available Check Qty =0 If Tax = Nothing No No No Msgbox “Document Added successfully” Yes Yes Yes Copy to Invoice Msgbox “Select Tax” Msgbox “Remove Duplicate Items” Msgbox “Enter Qty” Open Sales Invoice with the current Sales Invoice data Remove Duplicate Items Enter Qty Select Tax
18. Invoice Processing - Client Select Company Select Business Partner Select Beat Select Sales Invoice Menu Select Business Partner Master Record count for the date No Yes Popup message “Record existing for the date.” If Yes to continue No Step 1 View Order Step 2 Create Invoice Yes Open Sales Invoice Select Item from Item List Enter Qty Select Tax Press Save Msgbox “Document Added successfully” Update BP Outstanding Update Item Stock in Item Master No Check Duplicate Items available Check Qty =0 If Tax = Nothing No No Yes Yes Yes Copy to Collection Copy to Sales Return Msgbox “Select Tax” Msgbox “Remove Duplicate Items” Msgbox “Enter Qty” Open Sales Collection with the current Sales Invoice data Open Sales Return with the current Sales Invoice data Remove Duplicate Items Enter Qty Select Tax
19. Invoice Processing - Server Select Sales Invoice from the List Display Document for Editing / Updations Select Item from Item List Enter Qty Select Tax Press Save Msgbox “Document Added successfully” Update BP Outstanding Update Item Stock in Item Master Check Duplicate Items available Check Qty =0 If Tax = Nothing No No No Yes Yes Yes Copy to Collection Copy to Sales Return Msgbox “Select Tax” Msgbox “Remove Duplicate Items” Msgbox “Enter Qty” Open Sales Collection with the current Sales Invoice data Open Sales Return with the current Sales Invoice data Remove Duplicate Items Enter Qty Select Tax
20. Sales Return - Client Select Company Select Business Partner Select Beat Select Sales Return Select Business Partner Master Record count for the date No Yes Popup message “Record existing for the date.” If Yes to continue No Yes Open Sales Return Select Item from Item List Enter Qty Select Tax Press Save Msgbox “Document Added successfully” Update BP Outstanding Update Item stock in Item Master Check Duplicate Items available Check Qty =0 If Tax = Nothing No No No Yes Yes Yes Msgbox “Select Tax” Msgbox “Remove Duplicate Items” Msgbox “Enter Qty” Remove Duplicate Items Enter Qty Select Tax
21. Sales Return - Server Select Sales Return from the List Display Document for Editing / Updations Select Item from Item List Enter Qty Select Tax Press Save Msgbox “Document Added successfully” Update BP Outstanding Update Item stock in Item Master Check Duplicate Items available Check Qty =0 If Tax = Nothing No No No Yes Yes Yes Msgbox “Select Tax” Msgbox “Remove Duplicate Items” Msgbox “Enter Qty” Remove Duplicate Items Enter Qty Select Tax
22. Collection - Client Select Invoice from Invoice List Select Company Select Business Partner Select Beat If Payment Mode is Cash If Payment Mode is Cash No Select Sales Collection No Select Business Partner Master Record count for the date Yes Yes No Enter Net Payment Enter Cheque No Yes Enter Cheque Date Popup message “Record existing for the date.” Select Bank If Yes to Continue No Press Save Check Paymode <> nothing No Yes Open Sales Collection Yes Select payment mode Msgbox “Select Payment Mode” If Payment Mode is Cash If Cheque Check Amount <>0 If Cheque No <> Nothing If Bank <> Nothing If Cheque Date <> Nothing No No No No Msgbox “Document Added successfully” Update BP Outstanding Yes Yes Yes Yes Yes Msgbox “Select Tax” Msgbox “Enter Amount” Msgbox “Remove Duplicate Items” Msgbox “Enter Qty” Enter Amount Remove Duplicate Items Enter Qty Select Tax
23. Collection - Server Select Invoice from Invoice List Select collection from Collection the List If Payment Mode is Cash If Payment Mode is Cash No Display Document for Editing / Updations No Yes Yes Enter Net Payment Enter Cheque No Enter Cheque Date Select Bank Press Save Check Paymode <> nothing No Yes Select payment mode Msgbox “Select Payment Mode” If Payment Mode is Cash If Cheque Check Amount <>0 If Cheque No <> Nothing If Bank <> Nothing If Cheque Date <> Nothing No No No No Msgbox “Document Added successfully” Update BP Outstanding Yes Yes Yes Yes Yes Msgbox “Select Tax” Msgbox “Enter Amount” Msgbox “Remove Duplicate Items” Msgbox “Enter Qty” Enter Amount Remove Duplicate Items Enter Qty Select Tax
24. Stock Transfer - Client Select Company Select Business Partner Select Beat Select Inventory Transfer Select Business Partner Master Select From Warehouse Select To Warehouse Select Item from Item List Enter Qty Select Tax Press Save If From Whs = To Whs Check Duplicate Items available Check Qty =0 If Tax = Nothing No No No Msgbox “Document Added successfully” Update Item Stock in Item Master Yes Yes Yes Yes Msgbox “Select Tax” Msgbox “From & To warehouse cannot be same” Msgbox “Remove Duplicate Items” Msgbox “Enter Qty” Change from or To warehouse Remove Duplicate Items Enter Qty Select Tax
25. Stock Transfer - Server Select Inventory transfer from Inventory Transfer List Display Document for Editing / Updations Select From Warehouse Select To Warehouse Select Item from Item List Enter Qty Select Tax Press Save If From Whs = To Whs Check Duplicate Items available Check Qty =0 If Tax = Nothing No No No Msgbox “Document Added successfully” Update Item Stock in Item Master Yes Yes Yes Yes Msgbox “Select Tax” Msgbox “From & To warehouse cannot be same” Msgbox “Remove Duplicate Items” Msgbox “Enter Qty” Change from or To warehouse Remove Duplicate Items Enter Qty Select Tax
26. Special Reports Special reports can be created based on your need Few Special reports like Ex. Comparison between Sales Employees, Comparison reports for Specific Sales Month every year & Etc.,
27. Demo
28. Discussion
29. End of Presentation