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SaaSplications ERP Financials includes
Customer / Supplier Allocations: A company can be a Debtor AND and Creditor, A Person can be a Debtor AND a Creditor AND a contact for a Company
CRM and Reporting: Sales Rep, Sales Channel, Price lists, Category, Division, Branch,
Invoices: Invoice me, invoice my parent, invoice my buying group, default invoice template, default statement method
Flags on debtor: Never Stop Supply, Never Charge freight, Auto-email invoice on creation
Optional flags (can make available on a debtor): subscription to periodic emails, is distributor, is courier, provides leads (and wants lead report), is key account, is broker transport, requires order confirmations, waive need for per order agreements (legal agreements), On Watchlist, Is Regional (for delivery planning), POD required, Delegation partner (when assigning work), Do not auto allocate trading term credits, do not auto email credit notes, places bulk orders (ignore for forecasting general sales)
Multiple contacts with full person details - each person may be a contact at multiple companies
Multiple addresses of different types (shipping, sales, EDI) with associated notes, priority and indicators (loading dock etc)
Ownership of other debtors
Debtor P&L including Me and my children or me and my buying group (if a buying group manager)
View my transactions, transactions related to me (invoice my parent) and general journals linked to the debtor in one place
Login to online shopping / customer portal
Attachments: Attached documents and agreements
Telesales notes history
Emails sent linked to any related documents, can send emails, track conversations
Linked assets (at site or owned by)
Debtor terms including invoice date, end of month, prepay, COD, Loan
Term = "Loan" between owned entities breaks out in Accounts Receivable Profit and Loss report
Terms: Invoice discount (credit note created as invoice created), Standard Order discount, trading terms GL Account, auto email invoices/credit notes flag, never charge freight, key account, pricing Auto on hold management available (Terms plus grace days, sudden increase in spend), never stop supply flag - for large numbers of debtors
Landed Costing
Two methods