Empower Your Business with a Sales Order Management System in United Kingdom

How to create outlook signature

thanks for watching tya's suit erp demo video let's first look at overall tya suit erp features before we go into individual modules tya suit cloud erp is an all-in-one solution to automate streamline and digitalize your entire business processing with integrated plug-and-play modules like procurement to pay inventory management finance and accounting sales management tya suit cloud erp can help you manage your business seamlessly tya suit erp can be accessed from anywhere any device anytime tya suit is hosted on the world's most secure server of aws amazon web services with tya suit erp you can manage and restrict users access at lowest possible level in your company you can define your customized user roles for example you can restrict access at department level or location level or individual process level you can further restrict the user's activities like add edit view download delete etc for each screen users will be able to view work only on screens which they have access to each user will be given a unique login id and password and they can log in into the erp by using the same if your organization is a group of multiple companies and you have subscribed to our multi-entity module you will land on this multi-company dashboard where you can select the company you want to enter and perform activities if you have a single company you will directly land to your company dashboard the dashboard as shown here is customizable based on company requirement and the user role of the employee the first set of cards shown here relates to pending activity for the user who has logged in the second set of cards shown here relates to pending activity for the company locations the users will have access the list of few pending activities cards are sales order for my approval quotation for my approval sales invoice for my approval open invoices overdue invoices the cards will change based on modules subscribed for and the access given to the user example if you have subscribed for sales management module this will show sales related activity if you have subscribed procurement software it will show procurement-related pending activities and so on tya suits sales management software let's look at the sales management process flow in tya suit erp creation of customer master user will raise quotation approver to approve quotation raise sales order approver to approve sales order raise sales invoice approver to approve sales invoice record the sales return update customer collections update tds information get real-time updates on customer balance reports and various other reports in this demo video we will cover below areas customer master creation quotation management sales order management sales invoice management and other customer related activities reports let's go into more detail on each process let's look at the customer creation in tya suit erp click on the customer menu under master data from left side menu bar you can also search the same from the search box on the top of the screen and then click on the add button to add a new customer you also have an option to import bulk data through excel import you can download the template and upload the complete file inside the screen you can update all relevant information for customer onboarding including gst number gst type pan number tan number and credit limit payment terms you will be able to upload the customer agreements with start date and end date and agreement amount you can also upload other customer onboarding documents you can also add multiple email ids for sending the sales invoice or sending reminders for the outstanding overdue invoices in tya suit erp you have an option to add multi-location of the same customer as sub-customers once all informations are filled you can submit the customer for approval once approved customer master will be created various fields of customer master can be customized ing to company requirements you have an option to rename each fields of the master data ing to your company needs quotation management now let us look at how quotation management can be handled through tya suit erp click on the quotation management in the left side menu bar and then click on the add quotation you can also search add quotation from the search box on the top of the screen selection the customer name from the drop-down customer bill to location and ship to location will get automatically selected select seller company bill location and seller ship location that is your company locations quotation number will get auto generated you can select sent to customer button if you want quotation to be sent to customer automatically once the quotation is approved once the above informations are filled you can select the product service name from the drop-down in the table default description will automatically come you can also update the description if any unique description required to be mentioned in the quotation you can fill the quantity in the price fields against each item purchase price of the selected item can also be seen for better decision making purchase price does not get printed in the quotation document in case your company doesn't require the purchase price to be shown the same can be hidden entire gst calculation happens automatically in tya suit erp you will be able to add multiple items through add button if you have many items you will be able to upload the same through excel upload function by clicking on the import button once you click on import button you will be able to download a pre-filled excel sheet with item names and you can simply update the quantity price and import it back you can update the terms and conditions of the quotations through instruction field the same will be printed on the quotation document the approver name will automatically come based on the amount of quotation as per your company policy once all of above is completed click on add button and the quotation will be sent to approver for approving you can also set zero approval for your company as per policy once quotation is approved it will be sent to customer automatically if you have selected to do so else you can download the pdf from my quotation menu and email to the customer on my quotation dashboard you have an option to convert the approved quotation into sales invoice in single click once you click on raise actual invoice the sales invoice window will automatically get filled and you can just click on the add button once clicked sales invoice will be generated sales order now let us look at how sales order management can be handled through t y is suit erp click on the sales order management from the left side menu bar and then click on the sales order creation menu you can also search sales order creation from the search box on the top of the screen you can fill the source of the sales order and then select the customer name from the drop-down customer ship location shall automatically get filled select your company bill location from the drop down you will be able to see and manage the customer credit period total credit limit and balance credit limit you can select send to customer button if you want sales order to be sent to customer automatically in the table below you can select product services from the drop down and update the sales agreed sales price the item description will automatically get populated and you can change if you wish to do so you will also have an option to update the discount against each product you will be able to add multiple product services to raise sales order to add more button the product price and discount can also be mapped to the customer through separate mapping screen and the same price and discount can automatically come on sales order tya suit erp is fully gst compliant and all gst calculations will happen automatically in the erp you can update the terms and conditions of the sales order through instruction field the same will be printed on the sales order the approver name will automatically come as per company policy click on add button and the sales order will be sent to approver for approving you can also set zero approval for your company as per your company policy once sales order is approved it will be sent to customer automatically if you have selected to do so else you can download the pdf from all sales order menu and email the same to the customer on all sales order dashboard you have an option to convert the approved sales order into sales invoice in single click this will work in the same way we have seen the conversion of quotation to sales invoice few minute back you can raise multiple sales invoices against the same sales order till the time all quantity is not fulfilled as per order through tya sud erp you will be able to track your sales order fulfillment status in real time basis and get automated alerts for the same it will significantly aid in the planning and execution of sales function in your organization sales invoice now let us look at how sales invoice can be handled through tya suit erp sales invoice can be generated in three different ways raise normal sales invoice convert a sales order into sales invoice convert a quotation into a sales invoice we have already discussed the conversion of quotation and sales order to sales invoice in previous sections let us now look at how a normal sales invoice functions work in tya suit erp click on the revenue section from the left side menu bar and then click on sales invoice you can also search sales invoice from the search box on the top of the screen select the customer name from the drop-down the customer or the buyer shipped a location and bill to location gets automatically selected if the customer has more than one locations then you need to select from drop down you can also change the invoice date to a future date if you want to restrict changing the invoice date for your company you could restrict the same to only current date then select the seller that is your company ship from location and bill from location once you select the ship from location the gst compliant sales invoice number gets auto generated you can select send to customer button if you want sales invoice to be sent to customer automatically once the sales invoice is approved if you are a service company and would like to book on billed revenue for the sales invoice you can tick the pass on build entry button and select the date for unbilled entry tya suit erp finance module will automatically pass the unbilled accounting entry and also reverse the same on invoice date you will be able to see and manage the customer credit period total credit limit and balance credit limit the system will restrict raising a sales invoice more than the balance credit limit of the customer or will give a warning as per company policy in the table below you can select product services from the drop down and update quantity in the agreed sales price you will be able to add multiple product services to raise sales invoice you can also update the description if you would like to change the same the product price can be mapped to the customer through separate mapping screen and the same price can automatically come on sales invoice tya suit erp is fully automated for gst compliance and all gst calculations will happen automatically by the erp you can update the terms and conditions of the sales invoice through instruction field the same will be printed on the sales invoice the approver name will automatically come as per company policy click on add button and the sales invoice will be sent to approver for approving you can also set zero approval for your company as per your company policy once sales invoice is approved it will be sent to customer automatically if you have selected to do so else you can download the pdf from sales invoice approval summary menu and email to customer you can download three copies of the sales invoice one is supplier copy second is customer copy and third is transporter copy for service companies you can download only copy of the invoice as per your requirement once the sales invoice is raised inventory register will automatically gets updated for the stock items once the sales invoice is raised you will have an option to perform sales return activity useful when you are returning goods sold raise manual credit note useful when you are issuing a credit note without physical return of goods record the customer collections including tds and knock off against the invoice download the customer aging report and various other customer related reports gst report at state level open sales order report and many more thanks a lot for your time and patience in watching the demo of tya suit erp sales management module questions ask our expert if you shall have any queries or you have any unique requirements for your company which is not covered in demo at info twist.com if you would like to schedule person demo please reach out to our team at the above email id tya suit is world first plug and play erp where you can go live in your company in just seven days tya suit is affordable scalable and flexible erp and all kind of customizations are possible with tya suit download detailed brochure from .tysuit.com