Trading ERP

VSERP Trading provides extensive control to the document flow within an organization for order fulfillment. It’s order management applications are simplified processes are proven to be an efficient and effective enough to help streamline sales, purchase, shipping and distribution to enable organizations to focus on improving customer service.

Powerful Features and General Processes

• Integrated Order Entry with Quotation, able to enter the order type as active orders, future orders, standing orders and quotes
• Copy order data to sales confirmation, sales invoice, pro forma invoice,  consignment invoice, delivery note and packing list
• Assign customer accounts to specified salesperson or sales group
• Calculate sales commissions rate using revenue-oriental or item-oriented
• Invoice items include serial numbers
• Flexible credit limit feature with password approval to prevents serious overdue payments
• Post sales invoice to account receivable with selection and authorization
• Generate the partial shipment orders from invoices
• Lookup inventory status, such as on hand, purchase order and on ship
• Generate packing slips from selected orders
• Lookup the items cost, markup prices by customer and item and discount allowed
• Default to list price and maximum discount rate for individual salesperson

Standard Modules

Quotation

• It simply to manage the general information for customer quotations with a user-friendly environment;
• Can be restricted and protected by type, by user or by department;
• The customer details and product details are call from its master file;
• The item can be handle customer part number and description, vendor part number and description, internal part number and description, specifications, multi category, items specific for customer list and supplier list;
• Items data can be transfer to sales order for creating a new sales order/sales contract;
• The new quotation data can be copy from old quotation file;

Sales Order Entry/ Pro-Forma invoice / Sales Contract

• allows the company to memorize all pre-orders and generates a new sales contract for customers;
• The sales person can generate a new sales order using a selected quotation data, the customer and products data can be retrieve from specified quotation by all items or individual items, and allow users to change the quantity and the selling prices;
• Allow users to insert a memo or remarks for specific the terms and conditions. The other data such as shipment date, surcharge and L/C date are also available;

Billing Invoice

• Allows user to create a new invoice but without sales order, allow copy data from the confirmed sale order or from old invoice file;
• Able to lookup to stockroom for the item quantity;
• Once the invoice is confirmed, the item stock will be deducted according the invoice items;
• Auto stock adjustment for invoice cancellation;
• The invoice revenue will be transfer into Account Receivable module by batch job or automatically, so that accountants can handle the incoming revenue and outstanding payment easily;
• Presentation information contains order address, shipping address, billing address, payment terms, invoice date, due date, discount rate, special cost, commission, transportation charge and shipment information;
• The salesman can reserves a lot of stocks to their active customer and custom the parameter for reservation expiry date and a list of periodic reservation activities;
• Support Sales Returns and Serial number table;

Delivery Note and Packing List

• All products data are retrieving from completed sales invoice;
• It allows users to maintenance the goods quantity and carton information then calculate the total cargo volume and weight automatically
• Support partial shipment

Purchase Order

• Auto generate the purchase orders according the inventory level and purchase requisition status.
• Supports forecast ordering system that let salesman to determine their customer’s batch ordering activities;
• Can be generate the daily, weekly or periodically order request list to merchandisers automatically which according by items reorder level entry.
• Supports Purchase return

Goods Receive Note

• Supports multiple depot
• Supports partial goods received;
• The purchase revenue will be transfer into Account Payable module by batch job or automatically, so that accountant can handles the outgoing revenue and outstanding payment easily;
• The module will update the status of outstanding order from purchase order.

Extended Modules

Production Order

A Production Order (also known as a Work Order) is a document that is given to the manufacturing shop floor by the Production Planner as a signal to produce a certain quantity of a certain Item. The Production Order also helps to generate the material requirements (Stock Entry) for the Item to be produced from its Bill of Materials.

Inventory control

• Flexible Product and Packing Support
• Accept any product status, color and user-defined product type
• Packing requirements can be pre-fined for customer-item

Price and Discount control

• Pre-defined customer / Vendor price, discount and currency
• Discount patterns can be pre-defined for customer-item / vendor-item relationship

Multi-currency Support

• Support multiple currency on each item within an order or invoice
• Handle default global exchange rate or individual exchange rate on each orders for closing account
• Print reports and post journals in customer currency or in home currency

Shipment Control

• User-defined vendor’s shipment lead time to product
• Outstanding orders can be monitored by Shipping Forecast with  ETD / ETA, item code, customer / vendor
• Delivery history can be retrieved by Shipping schedule for analysis

Credit Control

• Provides instant warning on over credit limits
• Optional “Account Locking” can be user-defined
• Notify message for management by Email

Quick Master Update

• An easy way to perform batch update on most-change master record item.

PO generation

• User-defined parameters on vendor selection while PO generation
• Purchase requisition can be auto-generated via Sales Order or BOM
• Approved PO can be distributed to vendor automatically by Fax or Email

Information Inquiry Convenience

• Provide inquiry on customer/supplier quotation price, last selling / purchasing price of each item
• Online inquiry on reserved quantities or on-hand quantities
• View sales history by customer or purchase history by supplier
• Check for inventory item during order and invoice entry
• Review complete set of transaction history
• Allow salesperson to review and reprint sales documents
• Real-time sales analysis reports help management to capture the business movement

 

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