General

Sales Order Processing (Available in Corporate Suite)

The Sales Order Processing module in Systematics provides you with a powerful tool that automates the process of creating, maintaining and tracking all sales related documents starting from “Quotation” to “Credit Notes”. It gives you control over document generation, keeps track of pending documents, helps with sales follow-up, updates financial & inventory information and manages your document printing process.

Document entry is simple and accurate! You can create new documents from any existing document in seconds. For example, you can create ‘Sales Orders’ from an already entered ‘Quotation’ or from an ‘Invoice’ or from a ‘Delivery Note’.  The intelligent document progression mechanism updates original source documents only where it is appropriate & applicable. If a ‘sales order’ is created from a ‘quotation’, the quotation will be updated. But if a ‘sales order’ is created from a ‘delivery note’ it will merely copy the information from the delivery note.

The flexible document progression mechanism allows you to skip any document in the hierarchy. Thus, you can choose to start the document entry directly from Sales Order, skipping the Quotation & Pro-forma stages. Alternatively you can enter Quotations, only where it is relevant and skip for other cases.

The module works on top of your existing Sales & Stock Control modules and makes use of all existing codes, parameters and posting rules from these modules. This means, once you have decided how your documents should be processed and printed, you will be up & running with order processing in minutes. If you have no time to design your own documents, simply use the default plain paper set-up!

Batch Processing:

Batch processing system within SOP allows you to create Delivery Notes & Invoices automatically from Sales Orders. The program picks orders to be delivered based on parameters such as Delivery Due Date, Order Priority and Stock availability and generates automatically the ‘Delivery Notes’. Once the delivery notes are physically processed, you can request the program to generate ‘Invoices’ automatically.

Periodic Documents & Templates:  

You can set-up documents to be generated periodically (weekly/monthly or other regular intervals) and specify the start and end-date. The batch processing sub-system can then be used to generate the documents automatically. The periodic method can be applied to any type of document.

Manage Quotation, Proforma, Sales Order, Deliveries, Invoices, Cash Invoices and Credit Notes

Create new documents from existing documents

Set up templates for recurring documents

Built-in Report Generator to extract MIS reports

Print Sales Summary Report & Documents Lists

Batch Print Documents

Create Multiple designs for each document type. For example Product Invoice & Service Invoice.

Qty. based Discount Matrix facility

Special Customer Price Lists

Foreign Currency Price Lists

Multi-warehouse facility with split-warehouse option within each invoice

Facility to search, view and browse posted documents.

Facility to print currency symbols as part of printed documents.

Custom layout option

Group batch-printed documents on customer account for easy collating.

Facility to automatically print multiple named copies

Facility to map each copy to a different printer (or) different tray within the same printer.

Batch Printing: OMR facility to collate and pack invoices of same customers automatically (Require external hardware).

Set up periodic documents and generate documents automatically.

Batch Process orders based on Order Priority, Customers and Stock availability

Automatically generate Despatch Notes and Invoices based on picking list

Sales Analysis showing Profit Margin for over a range of periods on a spread sheet style report.

Sales Analysis showing qty. sold for each product/customer combination over a range of periods on a spread sheet style report.

Facility to attach Memos and Follow-up notes to documents