Shoncharee

Sales and Distribution

Shancharee is an integrated solution comprising of marketing and sales activities. Organization can act immediately to improve sales, service and marketing effectiveness by using this module. Our Sales Management module is all about retaining customers, improving customer loyalty, save money and gaining customer insight.

This module also helps to you getting your customer order management easier day by day. Our distribution systems are designed to make your distribution company more efficient and more productive, regardless of the size and scope of your channel. We have a solution that will meet your needs as a distributor, from tire to dental distributors, from food to medical supplies, and everything in between.

Financial Management in Shancharee gathers financial data from various functional departments and generates valuable financial reports such as Balance Sheet, Trial balance, General Ledgers, Quarterly Financial Reports, Account Statements, Gross Profit Analysis, Cost Center wise Analysis, Branch wise Profit Analysis, profitability report, Asset and Depreciation Management and many more.

Shancharee Financial management module has the capability of meeting all the accounting and financial needs of an organization. It is with this module that Financial Manager as well as other Managers within business can review the financial position of the company in real time and assist in better decision-making and strategic planning.

Sales Target/Forecasting and budgeting

 

Forecasting generates on gross amount of yearly sales. Then, the forecast breaks in month wise sales. Forecasting also depends on the existing stock, history of retail store. A percentage adds on product’s quantity and rate which depends on the previous sales in showroom. Forecasting generates according to the demands of the product of the respective showrooms. It also depends on several events like Eid, Pohela Boishakh etc. After forecast, user will prepare budget for purchase.

Features:

1. Product/segment wise Yearly sales forecasting
2. Product wise monthly sales forecasting
3. Showroom/retail shop or location wise forecasting
4. Prepare budget for Purchase
5. Prepare Procurement plan

Procurement Management

Through this module the Indent/Requisition of Stock, Capital & Service Items are handled. The Indents from respective department are raised for Stock Items against which store issues the items. For Stock Items, Stores raise the Purchase requisitions. The module raises the purchase order for the approved purchase requisition. For Capital Item, the purchase requisition comes from the respective departments. The module raises the purchase order for Capital Items separately. There will be cash purchase if necessary. Procurement starts according to the forecasting. Procurement plan depends on previous sales data. The company gives supplier PO to the supplier along with their requirement.

The Work Process flow is-

Supplier PO > Supplier PI > Import LC > Commercial invoice > Import Bills Payment

Features of Procurement:

1. Item/product requisition
2. Budget for Import
3. Supplier PO
4. Supplier PI
5. Import L/C Opening
6. Commercial Invoice
7. Import Bill Payment
8. Define Item HS code wise custom duty
9. Setup info

Inventory management

Based on Purchase Order Supplier Sends the goods and Goods are received at warehouse. Some Goods are quarantined and Send to QC Department for analysis. After Getting Certificate of analysis from QC Department that is received at store. Distribution Department Raises Material requisition or delivery order to Store and Store Issues goods against that Material requisition or delivery order. There will be Transfer in-out process rack-bin wise. There will sales return when any product gets back from customer.

Features of Inventory

1. Product/Item define
2. Product/Item receive
3. Item QC
4. Generate Barcode
5. Item Issue/Delivery
6. Return Item receive
7. Item replacement
8. Item adjustment
9. Damage Item stock
10. Excess quantity receive (accounting integration for Excess quantity receive payment)
11. Item transfer/movement
12. Transfer item receive
13. Location wise stock
14. Centralized stock view
15. Dealer/agent wise stock
16. Maintaining Inventory Valuation and Quantity
17. Spare Parts tagged with Assets (Cost Center) to measure Machine‐wise Spare Parts consumption
18. Item/product loan
19. Setup info

Sales and Marketing Management System

Features of sales and marketing management

1. Sales order entry
2. Sales order approval process
3. Set up Sales Force with Personnel Hierarchy
4. Tag Sales Force with Geographical Territory
5. Maintain Sales Performance by Sales Force
6. Setup Annual Sales Revenue Target
7. Distribute Annual Sales Target among Sales Force
8. Distribute Annual Budget among Geographical Territory
9. Corporate sales
10. Credit Sales
11. Sales Invoice
12. Customer Payment
13. Installment Payment schedule
14. Installment Payment collection
15. Due payment notification
16. Fails payment notification
17. Payment receive acknowledgement
18. Discount calculation
19. Sales Promotion activities info management
20. Marketing/Promotion activity expenses info
21. Additional Spare Parts sales
22. Free or gift item define
23. Setup info

Distribution plan and Vehicle/road planning for DO delivery

Central warehouse receives different delivery order from different sales agent, dealer, sales department, sales center, outlet etc. Distribution department/warehouse in-charge plans for product delivery as per demand. Following features manages by this module.

1. Product demand receive from sales center, outlet, dealer etc.
2. Approved sales order receive
3. Current Stock VS demand/delivery order
4. Prepare plan for product delivery
5. Prepare Vehicle/road planning for DO delivery
6. Manage delivery acknowledgement
7. Delivered Item adjustment
8. Setup info

After Sales Service Module

Features

1. Repair/Service Policy
2. Sales warranty management
3. Assign Maintenance/support staff
4. Periodic Visit Schedule
5. Request for maintenance service
6. Paid Visit Schedule
7. Item/ Spare Parts replacement
8. Customer complain and feedback
9. Setup info

Warranty and Claim management

Different product has different type of warranty. This warranty is given by concern principal. Company (user of this module) can manages following features.

1. Manage product wise warranty info
2. Claim to principal for damage goods,
3. Claim for incentive,
4. Claim for shortage receive,
5. Manages offer or discount,
6. Claim for marketing activities expenses
7. Claim amount receive info
8. Setup info

Commission management

1. Commission Policy:

In a fixed-commission structure, retail store owners give salespeople a lump sum or a set percentage of a product’s sales price when they make a sale.

A retail dealership may offer a profit-sharing structure in which both the dealer and salesperson received an established amount of profits.

2. Incentive Policy

Features

1. Define commission policy for employee
2. Commission Policy
3. In a fixed-commission structure, retail store owners give salespeople a lump sum or a set percentage of a product’s sales price when they make a sale.
4. A retail dealership may offer a profit-sharing structure in which both the dealer and salesperson received an established amount of profits.
5. 8.2 Incentive Policy
6. Features

Point of Sales (POS)

Features

1. Define showroom/Retail shop
2. Manage showroom expense
3. Product/item stock update
4. Manage Customer data
5. Manage Customer Purchase History
6. Define Discount Policy
7. Promotion Policy
8. Define Coupon/Loyalty Points Policies
9. Direct sales
10. Sales invoice
11. Define Product Return Policy
12. Payment getaway integration
13. Inventory Re-Order Items
14. Automatic Item Updating Stock Movement (In / Out)
15. Slow Moving Items
16. Fast Moving Items
17. Cash Book Management (Petty Cash)
18. Expenses (Day Book) & Receipts
19. Real time Updates
20. Sales without an internet connection (offline)
21. Date synchronization
22. Setup info

Customer Relationship Management

Customer relationship management solution that helps users to manage the sales. CRM software systems are also used in the same way to manage business contacts, sales employees, clients, contract wins and sales pipeline, leads. The solution offers lead scoring and promotion, email integration and sales analytics.

Features

1. Customer data
2. Customer interaction (interest, comments, review etc.)
3. Customer base wise sales activities (individual customer, corporate customer etc.)
4. Tracking sales lead
5. Manage contracts
6. Manage marketing promotion
7. Manage sales targets
8. customer support activities
9. support vendor / partner relationships
10. Sales employees assign
11. Manage sales personnel activities
12. Manage Follow-up activities
13. Maintaining relationships with loyal customers
14. Setup info