A presentation by Werardt Systemss P Ltd

2 Business Management Software Solution For Dealers & Distributors Of Industrial and Engineering Goods

3 Synch Location 1 PRINCIPALS Main Office Sales Team Finance Module SOHAM Finance Export to TALLY OR CUSTOMERS Laptop Module

4 Three types of Main Business Activities 1.Generation of - New Prospects, New applications, New Products 2.Maintaining Regular or Repeat Business 3.Analyze & Control

5 Generation of New - Prospects, Applications & Products New Business Tasks Enquiry Quotation This typically starts off with ground-work right for,  Prospect Management  Enquiry Management  Efforts to generate Enquiries  Quotation Management  Tasks Management – Technical Analysis Trials On-site Product selection etc.  Finalization of Pricing Policy

6 Regular Business Activity P.O. O.A. Customer Supply Action Indent P.O. Stocks  Cenvat  Non-Cenvat  Repairs  Trial  Rejections Invoice  Cenvat  Non-Cenvat  Repairs  Trial  DDC Return form Customer Principal GRN Purchase Voucher Multiple Stock Locations Open Fixed

7 Creation of Customer master Customer details Credit period and credit limit Product group-wise discounts Account In-charge definition Defining Sales targets Standard Invoicing details such as Vat or CST etc. Regular Business Activity

8 Customer Order Booking (Order Acceptance – OA) ● Two types – Tentative and Confirmed ● Picks up rate from Price list and applies discount structure from Pricing policy ● Shows previous five transactions ● Shows on-line stock ● Can define delivery schedules ● Consignee details ● Cenvat Invoice required or not ● Warns if outstanding crosses credit limit ● notification to Customer and Sales Person, and also to management based on a pre-defined criteria ● Generates ‘Indent for Procurement’ Regular Business Activity

9 Indent for Procurement Creation of approved Indent ( OA based ) if stock is not available All verbal decisions taken by key persons in the organization can insert ‘Indent – Stock purpose’ Dispatch Schedule contributes in defining this Stock quantity Check for Rate type ( Regular or Special ) In Indent-OA based, you can change the Excise type from Non-Cenvat to Cenvat, if required Regular Business Activity

10 Purchase Purchase Order is raised based on the Approved Indents only Separate series for PO where sales rate is greater than Purchase rate, named as PO - Special You can upload PO to your Principal’s web-site Definition of delivery location (Your Office or warehouse) GRN & Purchase Booking is done based on PO Affects Rg23D if material is received through Cenvat series Regular Business Activity

11 Dispatches Daily Dispatch Plan based on Pending Orders plus previously defined Dispatch Schedule Invoice preparation based on OA Cenvat & Non-Cenvat Invoice prints and Label printing Separate series for Cenvat, Non-Cenvat and Repairs Auto-effects to Stocks and Financial Accounts Check on credit limit Auto-effect to Rg23D Cenvat to Non-Cenvat stock transfer notification to Buyer and Sales Person Regular Business Activity

12 Cenvat Stocks Non- Cenvat Stocks Demo/Tria l Stocks Rejecte d Material Repairs / Process Material D.D.C. Stocks XFR Scrap GRC IC GRNC CM INC DCTLITRLDCTR IR RCO RCI RSO RSI PDDC DDC REJI ISCR SR REJOPR GR-R  Material Flow

13 Analyze Quick View - Customer & Supplier folder shows details on Due & Overdue Outstanding's, Business done, Due and Over-due deliveries etc. Sales Targets and Variance Profit margin – Principal, Engineer and Customer wise, Sales Analysis – Customer wise & Product wise Collection plan and Collection performance Projected Cash flow Stock Trend Stock Valuation Age-wise Analysis of Stock Analyze & Control

14 Controls Bill passing strictly based on GRN GRN strictly based on Purchase Orders Purchase Orders are based on Indents Indents are based on Customer Order or for Stock purpose Order Approval required for Customers above Credit limit or Overdue Outstanding Order Approval required for Trials at Customer Site Option to discontinue Customer for New Orders Option to discontinue Suppliers for New PO Option to block discontinued Items Price control based on Price lists in Soham, facility to import Price Lists Analyze & Control

15 Item – wise Item - Group – wise Sales Person – wise Marketing Office – wise Area-Region – wise Market Segment – wise Customer – wise Principal - wise Analyze & Control

16 Data Security Provision of Role & Responsibility based Security Each and Every Option in the Software is governed by Security rights Provision to define Approving authorities Provision to lock data for specified period Analyze & Control

17 Communication through ‘ Notification’ Define your own types of notifications Can define criteria for generating notifications Notifications are generated at the execution of any Business Process Notification helps to communicate the next person in Business Cycle Notifications can be Dispatch Intimation to Customer, OA copy to Customer, Delivery details to Customer, ‘Approval required’ to managers and so on Analyze & Control

18 Analyze & Control RMAX - Features Define your own Information Outputs Define your own Graphs Multiple Companies and multiple years data is consolidated in one output Output is generated in MS-Excel Pivot views & graphs Can define your own filters to the information outputs Outputs can be auto- ed to defined users based on a pre-defined frequency Security – Role-wise and Responsibility-wise

19 Analyze & Control Soham-DMS RMax Processor RMax Database With Multiple Process Data RMax Setup (Designer & Access Rights) RMax for Users RMax Process Setup RMAX - Architecture

20 Analyze & Control RMAX – Contribution in Key Analysis Sales Trend Profit Margin Outstanding Analysis with Overdue Interest Stock Valuation with Interest burden Age-wise Analysis of Stocks Product Analysis Principal Analysis wrt to Sales & Purchase Sales & Purchase history across financial years And many more … as you can define your own views

21 Thank You

22 Contact Information Werardt Systemss Pvt Ltd Pune, India Phone : , Website :