
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:
- Product/segment wise Yearly sales forecasting
- Product wise monthly sales forecasting
- Showroom/retail shop or location wise forecasting
- Prepare budget for Purchase
- 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:
- Item/product requisition
- Budget for Import
- Supplier PO
- Supplier PI
- Import L/C Opening
- Commercial Invoice
- Import Bill Payment
- Define Item HS code wise custom duty
- 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
- Product/Item define
- Product/Item receive
- Item QC
- Generate Barcode
- Item Issue/Delivery
- Return Item receive
- Item replacement
- Item adjustment
- Damage Item stock
- Excess quantity receive (accounting integration for Excess quantity receive payment)
- Item transfer/movement
- Transfer item receive
- Location wise stock
- Centralized stock view
- Dealer/agent wise stock
- Maintaining Inventory Valuation and Quantity
- Spare Parts tagged with Assets (Cost Center) to measure Machine‐wise Spare Parts consumption
- Item/product loan
- Setup info
Sales and Marketing Management System
Features of sales and marketing management
- Sales order entry
- Sales order approval process
- Set up Sales Force with Personnel Hierarchy
- Tag Sales Force with Geographical Territory
- Maintain Sales Performance by Sales Force
- Setup Annual Sales Revenue Target
- Distribute Annual Sales Target among Sales Force
- Distribute Annual Budget among Geographical Territory
- Corporate sales
- Credit Sales
- Sales Invoice
- Customer Payment
- Installment Payment schedule
- Installment Payment collection
- Due payment notification
- Fails payment notification
- Payment receive acknowledgement
- Discount calculation
- Sales Promotion activities info management
- Marketing/Promotion activity expenses info
- Additional Spare Parts sales
- Free or gift item define
- 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.
- Product demand receive from sales center, outlet, dealer etc.
- Approved sales order receive
- Current Stock VS demand/delivery order
- Prepare plan for product delivery
- Prepare Vehicle/road planning for DO delivery
- Manage delivery acknowledgement
- Delivered Item adjustment
- Setup info
After Sales Service Module
Features
- Repair/Service Policy
- Sales warranty management
- Assign Maintenance/support staff
- Periodic Visit Schedule
- Request for maintenance service
- Paid Visit Schedule
- Item/ Spare Parts replacement
- Customer complain and feedback
- 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.
- Manage product wise warranty info
- Claim to principal for damage goods,
- Claim for incentive,
- Claim for shortage receive,
- Manages offer or discount,
- Claim for marketing activities expenses
- Claim amount receive info
- Setup info
Commission management
- 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.
- Incentive Policy
Features
- Define commission policy for employee
- 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.
- 8.2 Incentive Policy
- Features
Point of Sales (POS)
Features
- Define showroom/Retail shop
- Manage showroom expense
- Product/item stock update
- Manage Customer data
- Manage Customer Purchase History
- Define Discount Policy
- Promotion Policy
- Define Coupon/Loyalty Points Policies
- Direct sales
- Sales invoice
- Define Product Return Policy
- Payment getaway integration
- Inventory Re-Order Items
- Automatic Item Updating Stock Movement (In / Out)
- Slow Moving Items
- Fast Moving Items
- Cash Book Management (Petty Cash)
- Expenses (Day Book) & Receipts
- Real time Updates
- Sales without an internet connection (offline)
- Date synchronization
- 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
- Customer data
- Customer interaction (interest, comments, review etc.)
- Customer base wise sales activities (individual customer, corporate customer etc.)
- Tracking sales lead
- Manage contracts
- Manage marketing promotion
- Manage sales targets
- customer support activities
- support vendor / partner relationships
- Sales employees assign
- Manage sales personnel activities
- Manage Follow-up activities
- Maintaining relationships with loyal customers
- Setup info