- Tie non-stock/temporary inventory requirements directly to a
purchase order.
- Automatic pricing by customer contract, quantity price
breaks, cost-plus, list-minus or combination.
- Automatic tracking of sales tax, sales commissions,
inventory levels and integration to billing.
- Order booking register may be run on demand to review in
detail and summary all sales activity.
- Order backlog provides information on demand for scheduling
purchases and work loads.
- Credit checking is automatic.
- Sales analysis provides history of sales transactions and
forecasts demand.
- Create and track counter sales and customer information as
well as accept major credit cards.
- Real time update of on-hand, on-order and committed allows
immediate access to the inventory.
- Automated maintenance of average cost.
- Reporting of average, LIFO or FIFO inventory evaluation.
- Full physical and cycle counting to support annual or
periodic inventory on-hand updates.
- Immediate updates mean accurate inventory availability can
be provided to fulfill customer demand.
- Purchasing allows back order tracking.
- Purchasing allows vendor performance for improved inventory
availability and costs.
- ABC analysis supports improved inventory performance and
purchasing techniques.
- Multiple warehousing helps identify available inventory and
ship from available stock.
- Report slow-moving (or obsolete), overstock or out-of-stock
conditions on demand.
- Produce accurate and timely reports for making critical
management decisions.
PROFIT-IV
Sales Management
Sales Orders
| Feature |
Function |
| Order Entry |
Enter customer sales orders and
quotes. Windowing functions allow for finding customer by number, name, search name,
telephone, salesman or zip code; and for finding inventory by number, description or
search description. Function key entry allows for quick window access to receivable
information and payment history of customer; and for access to open sales, purchase order
and work order transactions affecting required inventory. Quotes may be entered and
printed for issue to customer, with no demand placed against inventory. An open quote
report allows managers to track open quotes by due date for sales follow-up. The quote can
then be converted to a sales order. In addition, message lines may be entered and printed
with quote or sales order acknowledgment. |
| Order Printing |
Orders may be printed one at a
time or retained for batch printing. Stock paper or preprinted forms may be used. |
| Order Booking Register |
Provides on-demand report in
detail of all orders booked since last report run. Summary provides total dollars booked. |
| Open Order Report |
Provides on-demand report of all
open orders not shipped or on back order. Provides sales order information as well as open
purchase orders scheduled for inventory item. |
| Order Maintenance and Inquiry |
Information on a sales order may
be changed, line items added or deleted, or memo lines added or deleted. Inventory will
automatically be updated and the order may be reprinted. |
| Back Order Printing |
Provides list of any orders with
order lines not shipped complete. |
| Unshipped Inventory Report |
Provides list of all back orders
and open sales orders in inventory number sequence with sales order as well as purchase
order information. |
| Order Backlog Report |
Provides list of ordered but
unshipped parts in date wanted sequence with sales order as well as purchase order
information. |
Sales Analysis
| Feature |
Function |
| Sales Analysis Weekly Update |
Sales data from invoicing updates
sales history files for further standard or user generated reports. |
| Customer Analysis Register and
Update |
Report in customer number
sequence with customer information, month- and year-to-date sales by inventory number, and
sales variance percentage. |
| Inventory Analysis Register and
Update |
Report in inventory number
sequence with inventory information and movement analysis for any inventory showing
activity within last 18 months. |
| Inquire/Print Sales Data |
Display of monthly sales activity
by inventory number sequence for last 12 months. |
| Salesman Commission Register and
Update |
Monthly report by salesman
showing invoice information, gross profit and commission earned, with quarter and
year-to-date totals. |
PROFIT-IV Inventory Management
Inventory Maintenance
| Feature |
Function |
| Inventory Master File Maintenance |
Enter, correct and delete
inventory data. |
| Month- and Year-end Processing |
Update accumulated data fields. |
| Issues and Receipts |
Increase or decrease on-hand
inventory quantities. Provides audit trail register with reason for change. |
Inventory Cycle Count
| Feature |
Function |
| Select Parts for Count |
Selects parts for counting by
count code. Count codes indicate monthly, quarterly or annual counts. |
| Print Count Sheets |
Prints hardcopy for recording
counts. |
| Input Cycle Counts |
Input quantities counted. |
| Maintain Counts |
Print and correct counts entered. |
| Print Count Register |
Reports variance between actual
count and inventory on-hand amount. |
| Inventory Update |
Changes on-hand count with actual
count and updates cycle count date. |
Inventory Physical Count
| Feature |
Function |
| Print Inventory Tags |
Assign tag numbers and print
count sheets. |
| Tag Input |
Enter count by tag number and
part number. Multiple tags per part allowed. |
| Maintain Counts |
Print and correct entered. |
| Print Count Register |
Reports variance between actual
and inventory on-hand amount and indicates missing tags. |
| Inventory Update |
Changes on-hand count with actual
count and updates count data. |
Purchase Order Processing
| Feature |
Function |
| Order Entry |
On-line entry maintains order
numbers, validates vendor number (lookup available), part number (lookup available),
pricing (by part, vendor and quantity break) and automatically extends and totals. Issues
warning if minimum dollars or quantity required by vendor. Info Center features allows
window view of inventory demand and supply transactions pending. On order is updated at
entry time. |
| Order Print |
Single or batch print of entered
purchase orders on stock paper or preprinted forms. |
| Order Register |
Register provides purchase order
information and summary data. |
| Order Receiving |
As shipment is received, purchase
order is retrieved and quantity received is entered. Conversion of purchase unit of
measure is how inventory is stored is automatic and cost per unit is calculated
accordingly. Orders may be accepted as complete or back orders may be created by line
item. On hand and on order quantities are updated as well as average and last received
cost. |
| Receiving Register |
All receipts are recorded and
printed as an audit trail. New average cost is printed. Any demand transactions for this
inventory will be shown for matching to requirements. |
| Order Maintenance |
Open purchase orders may be
changed, detailed lines added, changed or deleted and may be reprinted. |
| Vendor Master File Maintenance |
Vendors may be added, deleted or
information changed. |
| Part/Vendor File Maintenance |
A relationship is maintained for
cross referencing part number to the number used by the vendor. Also maintained is
quantity price breaks and unit conversions of measure. A part may be purchased from
multiple vendors. |
Inventory Average Costing
| Feature |
Function |
| Average Cost Maintenance |
Average cost and last actual cost
may be updated to reflect cost difference/change from time of inventory receipt to actual
invoice cost. A cost register is printed to provide an audit trail. |
Multiple Warehouse Inventory
| Feature |
Function |
| Description File Maintenance |
Enter, delete or change
information for each warehouse. |
| Inventory File Maintenance |
Enter, delete or change inventory
master data by warehouse. |
| Transfer |
Enter and track inventory
movement/transfers between warehouses. |
|