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IES
Knowledge Base: Export / Trade
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Introduction |
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What
is Export / Trade on demand? |
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Introduction |
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Daily
Activity: Quote and Secure |
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The
Distribution and private Diaries are useful tools for
recording reminders |
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Diary |
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The
Customer Dashboard is a primary entry
point to perform workflow |
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Customer Dashboard |
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New, Prior and Cancelled
Quotations |
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Current and Prior Sales
Orders |
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The Quotation
workflow offers productive steps |
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Console, Order Items,
Prior Items, Bidders, Headers |
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Populate with Order
Items |
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Introducing bidders |
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Print RFQ's |
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Feed Bids |
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Review (at any stage) |
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Award to |
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Mark up |
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Build Quotation |
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Confirm Sales Order |
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Generate Purchase Orders |
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Print Purchase Orders |
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Cancel Quotation |
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Workflow supports
multi-currency |
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Old
and New Quotations can be accessed from the Quotation
direct door |
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Any Quotation Number |
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Re-print PO's,
Quotation, Sales Order, review |
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Daily
Activity: Procure |
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Goods
are procured via Purchase Orders before we can ship to
the Customer |
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PO processing |
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Daily
Activity: Distribute |
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Managing
Sales Order aspects, query Sales Orders, and perform
Shipping steps |
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New Delivery Note |
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Open Delivery Note |
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Manage Order |
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Order Enquiry |
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Daily
Activity: Collect |
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This
section deals with Invoice processing and Credit Notes |
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Invoice Processing |
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Customer Credit Note |
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Reports |
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The
standard reports for Export / Trade include the
options needed to manage work flow successfully |
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Current Quotations |
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Overdue Deposits |
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Outstanding Deposits |
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Open Purchase Orders |
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Ready to Ship |
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Open Sales Orders |
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Open Delivery Notes |
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Ready to Invoice |
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Useful
shortcuts to Master files |
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When
working at Export Trade, functional options from other
modules are close at hand |
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Update and Enquiry links
at the main Export Trade menu |
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Direct links from
Quotation work pages |
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On the fly: New Stock
and Retail Item |
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On the fly: New Customer |
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On the fly: New Supplier |
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Setting
up for use |
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| Export
Trade is integrated with Retail and many other modules
in IES Business, and requires certain set up steps to
be performed before we can use it seamlessly |
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| Export /
Trade: Control Settings |
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| Retail |
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| Inventory,
especially Stock Templates |
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| Debtors,
especially New Account Templates |
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| Creditors,
especially New Account Templates |
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| At
the User level, some set up and access profiles are
required as well |
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| User
Master (e-mail address) |
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| Retail
profile |
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| Creditors
profile |
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| Debtors
profile |
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| Purchasing
profile |
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| Inventory
profile |
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| Access
to Debtors, Creditors, Stock, Retail and Purchasing
options |
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| Access
to Export Trade options |
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