MIS SALES MANAGEMENT BY PROF. ZAVERI JYOTINDRA (COMPUTER ENGINEER, GERMANY) IT CONSULTANT.

SINCE 1975

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About the author: Prof. Jyoti

Broad techno/commercial background, with over 36 years experience in Information Technology. Worked on the Internet since its dawn period. Worked as a Director - I.T. for a Business School Specializing in Digital Platforms, Internet Marketing, E-business, E-commerce and ERP solutions. IT professional since ..1975. Computer Engineer (Germany).

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MIS Sales System

What is the most important impact of Information Systems on business?

Information Systems forces you to organize your business processes more logically. The computer can handle only things to which the answer is YES or NO. It cannot handle maybe. It is not the computerization that is important; it is the discipline that it brings to your business processes. Late Mr. Peter Drucker

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Bill Gates says

The first rule of any technology is that automation applied to an efficient operation will magnify the efficiency. The second rule is that automation applied to an inefficient operation will magnify the inefficiency
Source: e-Commerce book -by Laudon Traver.

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Why do automated solutions fail to deliver expected benefits?

The answer lies in Bill Gates observation. Automating something does not fix its underlying problems it just helps them to occur more quickly, in vastly increased numbers and at greater frequency. Organization should improve / change / correct their business processes first and then only deploy ERP solution. Do BPR. Otherwise ERP may fail to deliver expected benefits.

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DNS means Digital Nervous System A phrase given in the book Business @ the speed of thought Author : Bill Gates. Like the nervous system in our human body we need a nervous system in business, and when the same is on computers, we call it Digital Nervous System or the DNS.

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Presales And Sales

CRM

SALES & DISTRIBUTION

EXPORT

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Marketing or order fulfillment - presale module

Enquiry
BASED ON BOM MASTER

Costing / Estimate Automation

Quotation
ORI = Order Receipt Information = Sales Order = OA = Order Acceptance www.dnserp.com
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ORI or Internal ORI (OA)

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Marketing or order fulfillment - Presale module and sales accounting is integrated

Enquiry
BASED ON BOM MASTER

Costing / Estimate Automation

PROFORMA INVOICE

Quotation

ORI or Internal ORI (OA)

INVOICE

MONEY RECEIPT

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Order Fulfillment Module

Sales Module
CRM Module (Customer relationship management) and pre-sales module.

Masters Marketing Master Commercial terms. Transactions

Sales Enquiry. Sales Quotation (as per ISO format). Internal Order Acceptance (Internal ORI). Order Acceptance or OA or Sales Order, (Customer Purchase Order link). Order Receipt Information (ORI). [With Sales Schedule Optional] Proforma invoice (optional). ORI status entry by Marketing/Production/Dispatch Department Quotation

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Key MIS reports

Enquiry Register. Automatic report of enquiries for which quotation not given. Quotation Register. Automatic report of quotation for which order not received. Automatic Pending Quotations Report (Quotation given but order not received). Order Acceptance (Sales Order) Register. ORI register (i) All; (ii) Open; (iii) Used; (iv) Amended; (v) Booked and ((vi) Terminated. Automatic Pending Orders Report (order received but not dispatched). Proforma invoice register. Customer rating based on share of business, payment promptness. ERP features Sales Officer wise Order booking. Multiple contact names for one customer can be stored with their individual email id and cell number. This helps in follow-up with the right person. Sales schedule linking (optional).

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Sales Module (Shipping)

F. G. inventory (dispatch) and sales accounting. Masters Customer Type Master Customer Master Enquiry type master Delivery mode master Sales coordinator master Officer Master (engineer or staff name can be attached to customer
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Transactions
Commercial Invoice Sales Invoice. Preparing Sales Invoice Tax Invoice (Domestic). Link to Order Receipt Information (ORI)/Internal ORI (Projection ORI for stocking) Scrape sales Invoice. Trading Invoice. (Optional) Invoice with zero sales value (free samples). Complementary. Purchase return invoice. (For excisable material returned to supplier). Sales Return transaction. Goods returned from Customer. Automatic Inspection Report (QC) for finished goods along with sales invoices (ISO 9000). Replacement Challan non-excisable (linked to sales and RGN). Stock Transfer Invoice. (To transfer material to own stock locations, such as branch, franchises, etc.). Repairing Invoice (Sales bill towards repair service charges). Packing Slip
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Key MIS reports

Invoice register Customer details. Invoice register Product (item) details. RGN (Return Goods Note) register. Transfer Invoice register (Optional). Trading Invoice register (optional). Ledger. (Debtor Ledger). Customer ledger. Age wise outstanding report Age wise overdue report Product wise invoice list. Customer Master List. User can select fields to prepare excel file, e.g. to prepare phone book, select customer name, phone number, email id. Repairing Invoice Register. Price List with filter to select a given category or subcategory.

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ORI = Order Receipt Information

TRIGGER FOR ALL ACTIVITIES PURCHASE MATERIAL ISSUE SHIPPING Tax Invoice ORI = Order Acceptance or Order Acknowledgment User can also make Internal ORI (trigger for projection based manufacturing)
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Sales Enquiry

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Sales Enquiry report

Show enquiries for which quotation is not made

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Quotation in .PDF format that can be attached with email can be read by Adobe Acrobat reader

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Sales Quotation parent transaction is enquiry

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SALES ORDER (ORI) (ORDER ACCEPTANCE)

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ORI of SOFA = Order Receipt Information = OA

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MIS for Sales function

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Exception Reports Most reports can be prepared as per user requirements instantly by using filters E.g. Show sales for a given product for a given period report can be prepared using drill down button Dash board gives important summary figures to top management Work bench report gives project wise or order wise report showing all related transactions

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Foreign sales

EXPORT

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Export Invoice

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Tax Invoice

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Export Invoice

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Packing List for Export

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Export Sales Register to Excel worksheet

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ERP Social Hub crated and managed by Jyoti

http://www.facebook.com/dnserp Like Facebook Page ERP https://www.facebook.com/groups/discuss.erp Join Facebook Group ERP http://linkd.in/lFj98r Join LinkedIn Group 'ERP, E-business Forum' http://dnserp.wordpress.com Subscribe ERP Blog http://www.twitter.com/followERP Follow
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Join Jyotindra on Facebook and LinkedIn j.zaveri@dnserp.com

http://pinterest.com/digitalpin/ Follow Boards on P Interest

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