Customers & Sales Management – Onyx ERP

• The Customer Management system in turn has an accounting effect on the Warehouse Management system, and the Onyx ERP systems integrate by exchanging their effects on sales and stock in every aspect of the organisation's activities.

Key functions

• Code multiple types of sales, orders, returns and sales charges of every kind.
• Post the financial effect automatically to the related accounts such as revenue, receivables, cash tills and others.
• Complete, follow up and evaluate every sales procedure, such as issuing customer orders and quotations and recording sales and return invoices.
• Code supplier discounts and free quantities per item.
• Code promoters, sales representatives, collectors and drivers and link them to their general-ledger accounts.
• Open customer accounts, enter their detailed data and link them to collectors and representatives by area and route.
• Set customer-specific prices, credit periods and credit limits, and code free items, discounts, commissions and more.
• Record all customer transactions and discounts, schedule their debts, record representatives' collections and calculate customer and representative commissions.
• Grade customers according to multiple evaluation criteria such as payment ratio, net sales, profit margin and others.

Key features

• Flexible configuration of prices, invoice and return numbering, how free items and discounts are granted, promotional offers and more.
• Fast summary or analytical reports on sales, returns, customer orders and quotations with multiple options.
• Control over customer debt, credit period and grace period for each customer.
• Issue customer statements and debt reports with a variety of options, linked across multiple years to guarantee correct debt ageing.
• Monitor additional customer discounts and tie them to the sale so they are reversed when returns occur.
• Issue reports on representatives and collectors, their commissions and their performance.