a presentation by werardt systemss p ltd
DESCRIPTION
A presentation by Werardt Systemss P Ltd. Business Management Software Solution For Distribution Management. Solutions at Three levels. ERP For Distribution. Secondary Sales System. SOHAM Finance. OR. Export To Tally. Web based - Mobile Ready. Primary Sales. ERP For Manufacturing. - PowerPoint PPT PresentationTRANSCRIPT
A presentation by Werardt Systemss P Ltd
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Business Management Software Solution
For
Distribution Management
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SOHAMFinance
OR S O HA MDM S
ERP For Distribution
Primary Sales
Secondary Sales System
Export To Tally
Solutions at Three levels
Web based - Mobile Ready
SOHAM ERP For Manufacturing
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Three types of Main Business Activities
1. Primary Sales Activities
2. Secondary Sales Activities
3. Analyze & Control
S O HA MDM S
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Creation of Distributor master
• Distributor details
• Credit period and credit limit
• Distributor Classification based on say, Distributor Levels
• Price List based on Classification
• Linking to Sales Representative
• Definition of Area, City & Market Segment
• Defining Sales targets
Primary Sales Activity
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Order Booking (Order Acceptance – OA)
●Picks up rate from Price list and applies discount structure from Pricing policy
●Shows previous five transactions
●Shows on-line stock
●Auto-application of Schemes
●Can define delivery schedules
●Consignee details
●Credit Control
●Email notification to Distributor and Sales Person, and also to management based on a pre-defined criteria
●Generates ‘Indent for Procurement’ if Stock not available
Primary Sales Activity
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Procurement
•Procurement can be just a Requirement to your Manufacturing Section or Purchase Order to an External Supplier
•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
•Purchases would be booked and landed rate is calculated against every Batch
Primary Sales Activity
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Inventory
•Can define multiple sub-locations for Goods Storage
•Manufacturing and Expiry Date against Product
•Inventory Valuation on Running Weighted Average or At-Cost methodology
•Traceability of Goods Sold
•Goods Return and Scrap Handling
•Product Sample Accounting
•Stock shortage report against unfulfilled Orders
Primary Sales Activity
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Dispatches
•Daily Dispatch Plan based on Orders received
•Auto Invoice preparation based on OA
•Auto-effects to Stocks and Financial Accounts
•Keeps a Check on credit limit
•Email notification to Buyer and Sales Person
•Sales Representative linkage with every Dispatch
•Transportation Cost against every Invoice
•Product Expiry and Credit Note handling
Primary Sales Activity
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Analyze
•Quick View - Distributor & Supplier folder shows details on Due & Overdue Outstanding's, Business done, Due deliveries etc.
•Sales Targets and Variance
•Margin – Area, City, Sales Person and Distributor wise,
•Sales Analysis – Area, City, Distributor wise & Product wise
•Sales Trend – Month, Quarter, Year ( Last 5 Years trend )
•Collection plan and Collection performance
•Stock Trend
•Stock Valuation
•Age-wise Analysis of Stock
Analyze & Control
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Controls
•Bill passing strictly based on GRN
•GRN strictly based on Purchase Orders
•Purchase Orders are based on Indents
•Indents are based on Distributor Order or for Stock purpose
•Order Approval required for Distributors above Credit limit or Overdue Outstanding
•Order Approval required for Samples
•Option to discontinue Distributor for New Orders
•Option to discontinue Suppliers for New PO
•Option to block discontinued Items
•Price control based on Price lists in Soham
Analyze & Control
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Product – wise
Product - Group – wise
Sales Person – wise
Marketing Office – wise
Area-City – wise
Distributor – wise
Analyze & Control
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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
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Communication through ‘Email Notification’
•Define your own types of Email 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 Distributor, OA copy to Distributor, Delivery details to Distributor, ‘Approval required’ to managers and so on
Analyze & Control
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Analyze & Control
RMAX Reporting 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-emailed to defined users based on a pre-defined frequency
•Sales Person can see his data only
•Security – Role-wise and Responsibility-wise
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The Mobile Ready Web Based
Secondary Sales System
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CONNECT – The Online Secondary Sales System
Introduction
If you want Real-Time visibility of your Market operations then that’s precisely
what CONNECT provides, by reducing the time to Track, Order and Report.
It consists of a comprehensive Web based system along with a Mobile based
component to reduce the time to book orders and report. Thus providing you
with an excellent system to track, analyze and take action.
It is a surprisingly simple tool for the Sales Representative and is clearly the
missing link between The Company and its Retail Markets that is covered
through its Secondary Sales operations.
Can easily be integrated with SOHAM-DMS our ERP for Distribution
Management that essentially covers Primary Sales.
S O HA MDM S
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Your Compan
y
Stockist or C&F
Distributor
Retailers
Sales Managers
(TSM / ASM)
Stockist or C&FStockist
or C&F
DistributorDistributor
s
Sales Representatives
(SR)
Retailers
Retailers
Please Note This structure could vary slightly depending upon your hierarchy
from Werardt is a Web-based
Mobile-ready Secondary Sales
System
from Werardt is a Web-based
Mobile-ready Secondary Sales
System
CONNECT to your Markets … Online!
http://www. Website
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CONNECT – The Setup Information
The Setup Information
•An independent Online Web based system
•Region, Area and Route wise Market distribution
•Classification of Retailers on Retail & Institutional or Modern Trade
•Defining your Distributors
•Defining your Sales hierarchy – RSM, ASM/TSM, SO/SE/SR i.e. Regional, Area, Territory and Field level persons
•Product SKU information – Category, Sub-category, Packing type, Packing, MRP, Item code & Description
•Region wise price lists for Retailers & Distributors (SKU wise)
•Institutional or Modern Trade Rate contract
•Distributor wise yearly targets distributed in Months
•Sales person wise yearly targets distributed in Months
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CONNECT – Operational Features
The Operations
•Secondary Sales Order Collection on Mobile
•Scheme entry based on Category, sub-category, Packing and MRP
•Goods Return and Expiry entry on Mobile for Secondary
•Primary Sales collection also available on Mobile
•Expiry entry for Primary on Mobile
•Mapping of Distributors Sales bill against Secondary Orders as well as Primary order
•Monthly Stock & Sales collection figures from Distributors – Monthly opening & closing stock, Total primary and Secondary sales figures
•Email to Distributors about the daily Orders received, Goods returned, & Expiry in a standard CSV or Excel format for import in their system
Mobile & Web based operations for Online Market Visibility!
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CONNECT – What you get out of it
The Reports
•Sales persons reporting structure
•DSR – Daily Reporting of number of Calls made, number of Productive calls, Retailer wise booking, number of New Retailers added,
•Sales Analysis Reports based on various parameters like – Month, Quarter, Region, Area, Route, Distributor, Sales person, Category, Sub-category, Packing, etc.
•Salesperson wise weekly reports
•Target wise Achievement Comparison for Month, Quarter & Year
•Scheme Utilization report for Distributor Claim settlement purpose
•And many more …
The System displays & prepares all the Reports for you Online!
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CONNECT – How can it be Deployed?
We offer you with two Options
As a Hosted Application
Here we offer a Server on which your application will be hosted. This will run on a Subscription model where we will take care of the IT Infrastructure requirements. This is a faster option considering the fact that you don’t have to invest in IT Infrastructure
As a On-Premise Installation
Here we will install the entire system on a Server under your control. And considering the number of users who will be interacting with the system you will have to ensure a sound Infrastructure and Connectivity at all times
Whichever option you choose just get … Connected !
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Thank You
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Contact Information
Werardt Systemss Pvt LtdPune, India
Phone : 91-20-25285256, 25285257
Website : http://www.werardt.com
email: [email protected]