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ERP System & E-Commerce System for MLM Retail Operations PowerPoint Presentation
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ERP System & E-Commerce System for MLM Retail Operations

ERP System & E-Commerce System for MLM Retail Operations

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ERP System & E-Commerce System for MLM Retail Operations

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  1. ERP System & E-Commerce System forMLM Retail Operations

  2. Benefits • Centralize information processing and accounting to a single professionally managed location • Use the power of the Internet and the new economy to bring your product to market faster • Maintain inventory scattered throughout the country or the world with a single central system • Resolve currency related issue with multi-currency accounting • Take advantage of the power of the Internet and the new economy • Give your users the power to truly manage their business • Maintain a uniform presence anywhere in the world by using a centralized system • Customize the business rules to your particular MLM business needs

  3. Features This presentation will cover several aspects of the MULT-E-LEVEL server. Some of the topics presented include: • Interface and functionality available to your MLM sales force • Order Processing Concepts (lifetime from PO to Payment to Shipping) • Inventory Accounting Concepts • Order Management • Invoice Management • Payment Management • RMA Management • Inventory Management • User Management • Commission & Bonus Calculation for your entire MLM network • Shipping Operations This presentation contains image snapshots of the web interface to the MULT-E-LEVEL server. The MLM company called Baci Ware International, Inc. is featured in this presentation.

  4. Functionality Available to Sales Force: User Login All users must login in order to perform work on the system. Once the user types the Username & Password, the system authenticates the user against the database and the user can proceed to their corresponding home page.

  5. Functionality Available to Sales Force: Home Page • After logging in, the user is directed to their corresponding home page. • There are many types of users including administrators, agents, and warehouse personnel. Each type has a different home page. • Our example shows an agent’s home page. From here, and agent can perform all the basic user functions including: • Place an order • Account Balance / Pay Invoices • Order History • Network View • Manage Personal Profile

  6. Functionality Available to Sales Force: Agent Network View The user has the ability to view his/her own network of recruited agents. This particular example shows a user with 10 agents under him. The diagram shows the agent’s hierarchy and level of recruitment. Additionally, the diagram also shows total sales for each agent during the current month as well as the previous month. In this particular case, the sales are $0.00 for all.

  7. Functionality Available to Sales Force: Order Entry Order entry is performed by users online. The order entry form has controls for modifying several aspects of the order including: Shipping Method Estimate Shipping Cost Enter New Item By Description • Select Shipping Method • Estimate Shipping Costs • Change Shipping Address • Add a new Item by Description • Add a new item by Part/Model Number • Delete an Item • Add Comments • Close Order & Generate Invoice Change Shipping Address Add Item Enter New Item by Part/Model Number The order is maintained in the system even if the user looses connection. The user can simply log in again and continue the order entry process. Delete Item Personalized Comments Close Order & Invoice

  8. Functionality Available to Sales Force: Account Balance The Account Balance screen shows the paid and unpaid invoices for the user. The user has the option of paying the invoices with a credit card in order to have them shipped. The user has the option of paying invoices by check. This screen contains links to the Invoice documents in PDF format for uniform viewing/printing on all browser platforms and operating systems. The Invoices look EXACTLY the same as the original on any browser equipped with the Adobe Acrobat Reader plugin.

  9. Functionality Available to Sales Force: Credit Card Payment Screen The credit card payment screen is comprehensive and allows the user to enter all the pertinent information. This information is automatically processed through CyberCash and the funds are automatically placed into the merchant account as payment for the invoice. Once the payment is cleared, the invoice is marked as paid and is automatically sent to the warehouse for packaging and shipping.

  10. Functionality Available to Sales Force: Payment Confirmation After the credit card information is processed through CyberCash (2-5 seconds), the payment confirmation screen is displayed for the user. This screen contains a payment ID specific to the MULT-E-LEVEL system, a payment ID specific to the credit card company, and a hyperlink to obtain a payment voucher in PDF format.

  11. Functionality Available to Sales Force: Payment Voucher The payment voucher functions as a receipt for the user. It is dynamically generated by the MULT-E-Level system as a PDF data stream and is sent to the user. The browser then automatically loads the Adobe Acrobat Reader plug-in (PDF reader) and displays the payment voucher. This functionality is preserved across all browsers equipped with the Adobe Acrobat plug-in. The payment voucher can then be printed on any printer and it is guaranteed to look EXACTLY the same as the original.

  12. Functionality Available to Sales Force: Order History The order history screen displays a summary of all orders placed in the past and shows their corresponding status. The OPEN order is available to the user in case the user accidentally disconnects or wishes to continue the order entry process at a later time. The user has the ability to delete any unpaid orders. Their corresponding invoices will be deleted as well. The user can also obtain a copy of the PO or the Invoice in PDF format for uniform viewing an printing on all browser platforms and operating systems.

  13. Functionality Available to Sales Force: Order Confirmation The Order Confirmation document is dynamically generated by the MULT-E-LEVEL system as a PDF data stream. The PDF stream is sent to the user’s browser and the browser displays it with the Adobe Acrobat Reader plug-in. This mechanism allows the user to view/print the Order Confirmation document uniformly across all browser platforms and operating systems.

  14. Functionality Available to Sales Force: Invoice The Invoice document is dynamically generated by the MULT-E-LEVEL system as a PDF data stream. The PDF stream is sent to the user’s browser and the browser displays it with the Adobe Acrobat Reader plug-in. This mechanism allows the user to view/print Invoice document uniformly across all browser platforms and operating systems.

  15. QUESTIONS –?

  16. Order Processing Concepts

  17. Order Processing Concepts:Order Placement During the first stage, the user selects all the items that he/she wishes to appear on the PO. Additionally, the shipping address, shipping method, and any additional comments are also entered into the order. All interaction is through the web browser interface and can be performed from anywhere in the world.

  18. Order Processing Concepts:Invoicing Generation After the order is “closed”, the system automatically generates a corresponding invoice for the entire order. Product availability is automatically determined, and holds are placed in the ordered inventory items. The system automatically calculates the shipping charges by interacting with the FedEx host. The invoice will show on the account balance page of the user’s account.

  19. Order Processing Concepts:Invoicing Payment The user must now pay the invoice in order to receive the merchandise. Payment can be performed through the web interface or by calling customer service. The payment can be applied to multiple invoices at the same time. Partial invoice payments can only be performed by customer service users from the administrative interface. Once an invoice has been paid in full, it is marked as “eligible for shipping” and is automatically displayed in the warehouse shipping console for further processing.

  20. Order Processing Concepts:Packaging Stage Warehouse personnel use the warehouse console (also a web browser) to generate packing slips in PDF format and include them with the product packaging. Warehouse workers “check out” invoices for packaging in order to prevent circumstances which might result in two persons working on the same package. Once the packaging stage is complete, the warehouse worker simply clicks a button in order to complete the shipping process.

  21. Order Processing Concepts:Shipping Stage The system automatically contacts the FedEx host in order to request a shipment and to retrieve a tracking number. The system automatically prints a FedEx label using a TEC thermal printer from FedEx. The warehouse worker applies the label to the package and places it in the pickup area of the warehouse.

  22. Order Processing Concepts:Package Pickup & Tracking The last step in the order process is pickup by FedEx. Depending on how the shipper’s account is set up, FedEx will automatically dispatch a courier to pick up the packages. Alternatively, the shipper may have to call FedEx in order to dispatch a courier. FedEx will ensure that all tracking information is maintained by the FedEx host. The user can obtain tracking information directly from FedEx using the tracking information that we assigned to the invoice. This tracking information is provided as a hyperlink to FedEx from the order history web page.

  23. QUESTIONS –?

  24. Inventory Accounting Concepts

  25. Inventory Accounting Concepts: Physical Inventory Physical inventory maintains quantities of each inventory item that is physically located in the warehouse. These inventory levels may not be all available for sale because some inventory may have been sold but not yet shipped.

  26. Inventory Accounting Concepts: Logical Inventory Logical inventory maintains quantities of each inventory item that is in the warehouse but not yet sold (merchandise “up for grabs”). The logical inventory level is always lower than the physical inventory level. The logical inventory and the physical inventory levels should be equal at the end of the day once all the packages have been shipped.

  27. Inventory Accounting Concepts: Invoice Creation As soon as an invoice is created for items that have been sold, the system automatically decrements logical inventory. Essentially, inventory is reserved for a customer.

  28. Inventory Accounting Concepts: Invoice Deletion If the customer changes his/her mind, or if the invoice remains unpaid for a pre-determined period of time, then the items on the invoice should be made available for sale once again. This is done by increasing the logical inventory back to their original levels.

  29. Inventory Accounting Concepts: Invoice Shipping (Order Fulfillment) When a customer order is packaged and shipped, the corresponding items should be subtracted from physical inventory. This indicates that items have actually left the warehouse. At this point the physical inventory and logical inventory levels should be equal.

  30. Inventory Accounting Concepts: Inventory Restocking When new merchandise is received into the warehouse, the physical and logical inventory levels should be adjusted accordingly. The physical inventory is increased indicating that actual product is physically located in the warehouse. The logical inventory is increased indicating that product is available for sale.

  31. Inventory Accounting Concepts: Inventory Counts (Losses) Occasionally, inventory counts will have to be performed in the warehouse. In the event that losses are detected, the physical and logical levels will have to be adjusted accordingly. The physical inventory will have to be decreased by the lost amount in order to bring the physical level up to date. The logical level will have to be decreased by the same amount to signify that the inventory available for sale lower.

  32. Inventory Accounting Concepts: Inventory Counts (Surplus) In as surplus situation, the physical and logical levels will have to be adjusted accordingly. The physical inventory will have to be increased by the surplus amount in order to bring the physical level up to date. The logical level will have to be increased by the same amount to signify that the inventory available for sale higher.

  33. Inventory Accounting Concepts: Inventory Transfers When inventory is transferred out of the warehouse (perhaps as a bulk shipment to a remote warehouse), the levels must be adjusted accordingly. The physical inventory will be decreased in order to represent the fact that items have been physically removed. The logical level will have to be decreased in order to represent the fact that fewer items are available for sale.

  34. QUESTIONS –?

  35. Order Management Order management is performed by users with administrative privileges. Order management consists of the following functions: • edit closed orders • create new invoices for existing orders (open or closed)

  36. Order Management: Edit Order Administrators have the option of editing a closed order (perhaps to add more items after the order has been closed). This function can be performed from the Order Management screen. Closed orders have invoice numbers Open orders do not have an invoice yet. Edit an order (open or closed)

  37. Order Management: Invoicing an Order Administrators have the option of creating an invoice for items that exist in the original order but that have not yet been invoiced. This scenario might arise from a situation where an order must be partially fulfilled immediately, while the rest of the order must be fulfilled at a later time. Shows number of items in the order vs. number of items already invoiced. Invoice an order (open or closed)

  38. QUESTIONS –?

  39. Invoice Management Invoice management is performed by users with administrative permissions. Invoice management consists of the following functions: • delete invoices • edit invoices

  40. Invoice Management: Delete Invoice Administrators have the option of deleting invoices which have not been paid. Any invoices with partial or total payments may not be deleted unless all the payments are deleted first (see Payment Management). Select invoices to be deleted Invoice status

  41. Invoice Management: Edit Invoice (Select Invoice) Administrators have the option of editing invoices with or without partial payments. The need for editing invoices might arise in a situation where special pricing might have to be issued to certain customers. The invoice to be edited is selected from the “Edit Invoices” screen.

  42. Invoice Management: Edit Invoice Change Shipping Method Change Bill To address Administrators have the ability to change the contents of any invoice. If the invoice has payments, the system ensures that the total of the invoice is never less than the total of the payments. Changes to the invoice are instantly applied to the account balance. The invoice is marked as “eligible for shipping” if the invoice total equals the payments total. Change Ship To address Change Invoice Shipping Status Change individual invoice items Select invoice item to change

  43. QUESTIONS –?

  44. Payment Management Payment management is performed by users with administrative privileges. Payment management consists of the following functions: • add a partial/full payment and apply it to one or multiple invoices • clear/unclear payments • delete single/multiple payments

  45. Payment Management: Add Payment Administrators can manually apply payments to invoices. Each payment can be linked with an approval code (i.e. from a credit card company such as Wells Fargo, or from a check guarantee service such as TeleCheck) The administrator can apply virtually any payment distribution towards any invoices in the user’s account. An additional service charge can be added to the payment amount. The service charge is added to the first invoice in the batch. Choose a payment type Approval code if applicable Optional service charge Partial/Full payment amount applied towards the invoice

  46. Payment Management: Clear/Unclear Payment Most merchants will not use this function. However, some merchants may wish to accept some forms of payments without guaranteeing the funds through some sort of guarantee service. For example, the merchant may wish to accept check payments without guaranteeing the funds through a service such as TeleCheck. In this scenario, the merchant can use the system to track payment clearing status by manually changing the “clear/unclear” payment flag. Once all the payments applicable to an invoice have been marked as cleared, and the invoice is paid in full, then that invoice is automatically marked by the system as “eligible for shipping”.

  47. Payment Management: Delete Payment Payments can be deleted from a user’s account through the use of the Delete Payments screen. The administrator simply selects the payments to be deleted by clicking in the appropriate check boxes, and then he/she clicks the “Submit” button. As payments are deleted, the system automatically marks the affected invoices as not eligible for shipping.

  48. QUESTIONS –?

  49. RMA Management RMA is an acronym for Return Merchandise Authorization. The RMA is a formal method for processing customer returns and for issuing credits. There are several functions that must be supported in order to effectively manage returned merchandise. The functions supported by the MULT-E-LEVEL system are: • view RMA history for an account • create/edit RMA form original order • warehouse receives RMA shipment from customer • issue credit

  50. RMA Management: RMA History Administrators can view the RMA history for an account. At this point, the administrator can perform the following functions: • Create new RMA • Edit existing RMA Edit RMA Original Order Number Create new RMA