Sales

Sales

gtl

Short “Go To Live” time

* Start creating Sales invoices from first day: The ease of use of ERP software for sales allows the user to start business with minimal configuration. Customers, items, taxes can be created as one starts using the solution.

* Facility to upload customer wise opening balances. This ensures seamless transition from legacy system to new ERP. User can ‘Go Live’ from any date of the accounting period.

* Easy tax configuration: ERP requires user to go through minimum number of steps to configure taxes applicable on various types of transactions that he / she intend to perform. Solution takes care of all complexities and creates tax environments automatically.
controls

Better Control

*Dispatch process: System handles dispatch process automatically. Material is allocated on FEFO basis for expiry date sensitive material and FIFO for others.

* Near expiry stock can be segregated and it is not picked up automatically during dispatch. This will avoid situations of sales return and thereby help reduce operational cost.

* Proteus ERP sales management software has built in workflow for document approval. Sales orders, sales invoices and credit notes created by one user can be escalated to pre-designated higher authority for approval. Document approval can be done on mobile devices.
dashboard

MIS & Dashboards

* User specific dashboards: Proteus ERP Dashboards are built around vital business indicators – daily / periodic sales, daily / periodic collection, outstanding, ageing etc. They present a holistic view of the business so user can take decisions to improve productivity, build strategy and accelerate growth. These dashboards offer drill down feature that allow the user to do on the fly analysis.

* Set of predefined reports: Proteus ERP has a set of pre-defined sales reports that give insight into daily activities of the business. These reports can be viewed for other periods of time as well – monthly, quarterly, semi-annual or annual (or a user defined period). Options of either auto generation of reports on a single click of a button or requesting user to define broader range of parameters for more exhaustive details increases the usability of reports.