Post on 10-Apr-2018
transcript
Accounting & Finance
Manageproducts
> Close orders & create invoices> Receive payments-check,cash,credit card> Issue credits against invoice line items> Apply credits to outstanding balances> Charge sales tax> Charge freight
> Run forecast reports> Transfer data to financial system> Run P & L on sales> Run sales tax report> Report profitablity on agreements
> Set minimum quantity on-hand> Add Photo's of products> Set cost of goods and date> Set retail price> Add products to price books> Transfer expired products
> Receive invoices from vendors against purchase orders> Make payments to vendors> Track payment balances
Finance
Accounting
CORPORATE
INVOICE
RECEIVE PAYMENT
VENDOR MANAGEMENT
Accounting & FinanceManagement
COG AND SALES MANAGEMENT
Case to Service Work Order Management
PartsInventory> Create case's> Add case items from assets> One case, multiple items> Create Work order> Track labor> Track parts> Track profitability
> Invoice work orders> Track maintenance agreements> Track warranty periods> Report profitablity on agreements
> Multiple warehouses & location> Fulfill from inventory> Serial number tracking> Minimum quantity on-hand> Photo's of parts
> Create return merchandise (RMA)> Receive item into service location> Scan serial numbers via barcode
SWO ManagementReceiving of Returns
SERVICE AND
REPAIR
Case to SWOSERVICEWORKORDERS
RETURNMERCHANDISE
AUTHORIZATION(RMA)
MAINTENANCEAGREEMENTS
TIME & MATERIAL
Inventory
Inventory Management and Order Fulfillment
FinishedGoodManufacturing
Sales Order
PurchaseOrder
> Installed assets> Product kitting> Product Configurator> Item photo's> Inventory reserving> Pre-payment> Project orders> Subscription Billing
> Stock orders> Drop ship orders> Pre-config to ship> One order-multiple Po'sReveive vendor invoiceAccounts payable
> Multiple warehouses & location> Fulfill from inventory> Pre configuration and ship> Serial number tracking> Lot number tracking > Lot expiration tracking> Minimum quantity on-hand> Inventory transfers
> Receive Item into inventory> Barcode scan serial numbers> Add Lot ID's & date code
LOTEXPPIRATIONMANAGEMENT
INVENTORYLEVELMANAGEMENT
LOCAL & VENDORFULFILLMENT
INVENTORY BALANCING
CORPORATEASSET
MANAGEMENT
ITEMKITTING
CREDIT MEMO’S
PURCHASE ORDERS
REPORTS
ENTER BILLS AGAINST PURCHASE ORDERS
January
STATEMENTS
RECEIVE PAYMENT
INVOICE &SUBSCRIPTION BILLING
PICK/PACK & SHIP ORDERORDER FULFILLMENT
INVENTORYMANAGEMENT
OPPORTUNITY TO QUOTE
FED-EXwithin Matrix
CASEMANAGEMENT
SALESORDER
SERVICEWORKORDERS
MFGFINISHEDGOODSRECEIVING
MAINTENANCEAGREEMENTS
ENTITLEMENTS
PARTSINVENTORY
CHECK OR CASH
CREDIT CARD
SERVICE&REPAIR
SALESFORCE.COMSALESCLOUD
ACCOUNTING&
FINANCE
CASE&SERVICEWORK
ORDERS
VENDORS
WARRANTYTRACKINGSUBSCRIPTIONBILLNG
FED-EXCALLTAGS
CHECKINVENTORYON-HAND
RETURNMERCHANDISERMA
INVOICE &SUBSCRIPTION BILLING
INVOICE
ACCOUNTS RECEIVABLE
SHOPPING CART
DROPSHIPORDERS
SUPPLIERS
ACCOUNTS PAYABLE
SERIAL NUMBERLOT ID CAPTURE
DROP SHIP ORDER
ACCOUNTING & FINANCE
GOTO
API TO ACCOUNTING SYSTEMS
ACCOUNTING & FINANCE
RECEIVE INVENTORY
GOTO
RETURNMERCHANDISERMA
NATIVELY EMBEDDED
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