Trade and Warehouse
Comarch ALTUM system provides complete functionality which allows the user to manage a trade company.This functionality is divided into four cooperating parts: quotes management, orders management, invoice management and warehouse administration.
The functionality of quotes management enables the following:
1) Issuing of purchase inquiries
2) Issuing of sales inquiries
3) Generating of purchase quotes from purchase inquiry
4) Generating of sales quotes from sales inquiry
5) Generating purchase quote from sales quote
6) Issuing of purchase quotes
7) Issuing of sales quotes
8) Generating sales quotes from purchase quotes for one or more customers
9) Generating sales quotes from purchase quote items for one or more customers
10) Generating purchase orders from purchase quotes
11) Generating sales orders from sales quotes
The functionality of orders management enables the following:
1) Issuing of purchase orders
2) Issuing of sales orders
3) Generating of purchase invoice from purchase order
4) Generating of PO receipt from purchase order
5) Generating of sales invoice from sales order
6) Generating of SO release from sales order
7) Generating of receipt from sales order
The functionality of invoice management enables the following:
1) Issuing of sales invoices for customers
2) Issuing of sales and purchase invoices in foreign currencies
3) Issuing of receipts – in cooperation with receipt printers
4) Issuing of quantity and value invoice corrections
5) Full cooperation with the Finances part of the system: registering cash or charge card payments, completing and compensating of unpaid documents, payment plan which makes it easier to schedule the company’s cash flow
6) Standard payment forms: cash and bank transfer altogether with credit card payments, compensations, credits. Other payment forms can also be defined by the user.
7) Flexible document numeration methods
8) List of items, services, and sets, which can be divided into assortment groups
9) Integrated cooperation with the Accounting part of the system
10) Issuing of statements of retail sale
The functionality of warehouse management allows the user to manage the warehouse resources. This functionality enables the following:
1) External documents (POR: PO Receipts, SOR: SO Releases), using them is optional depending on a company’s document flow scheme. There are two ways of working with such documents:
a) issued POR/SOP can be converted to purchase/sales invoice
b) one purchase/sales invoice can be generated out of several POR/SOR documents
c) issued SI/PI document can be converted to POR/SOR document
2) Internal documents (IR+: Internal Receipts, IR-: Internal Releases, WM: Warehouse Movements), these are individual documents which reflect items flow within a company. They do not generate VAT calculations and payments
3) Multiwarehousing – it is possible to define and keep several local and distant warehouses for one company. Each document must have a proper warehouse assigned
4) Integrated cooperation with the Accounting and Finances parts of the system
5) Flexible document numeration methods
6) Warehouse maintenance through inventoring of stock levels
7) Stock levels control possible thanks to item quantity calculation which allows the replanisment of stock shortages
8) Creating and sending of packages
9) Forecasting of demand on the basis of the selected warehouses and items