Customer Sales Ordering & Invoicing System
Internet Web Based Customer Ordering & Invoicing System
Kaytek has created an Internet Web Based Customer Sales Ordering & Invoicing System (Currently Beta) on the ORACLE RDBMS platform.
This is similar to the Purchase Ordering & Invoicing System with enhancements.
The current software demonstration version has the following modules :
Customer Sales Orders
Customer Purchase Invoices
Sales Orders & Invoices Matching
Create Sales Invoices from Orders
Customer Order Status - Parts Wise - All
Customer Order Status - Parts Wise - Not / Partly / Fully Closed
Customer Order Status - Customer Wise - All
Customer Order Status - Customer Wise - Not / Partly / Fully Closed
Queries - Orders & Invoices
Customer Orders Matched Against Invoices
Proposed Transaction / Workflow
The Proposed Transaction Flow that is visualized in the usage of the above software is as follows :
Customer Information - Create Customer Code & Name
Currency Information - Create Currency Code & Name
Part Information - Create Part Code, Part Name & Part Specifications
Transactions - Sales Orders
Create Customer Sales Order for A Customer for Some Parts
View 'Not Closed' Part Status & 'Not Closed' Order Status
View Parts - Part Value & Pending Value
View Sales Orders - Total Value & Pending Value
View Queries pertaining to above Sales Order
Transactions - Sales Invoices
Facility to create Sales Invoice by selecting Pending Customer Orders and their pending parts.
This avoids duplicate data entry at the invoice document creation stage.
This facility works as follows :
The system displays the list of pending Customer Orders - Customer Name, Currency, Total Order Value, Pending Value & Number of Pending Orders.
The user selects the Customer & the Currency.
For the selected Customer & Currency, the system displays the pending part details - Part Code, Delivery Date, Order Number, Order Date, Unit Price, Order Unit, Ordered Quantity, Ordered Part Value, Order Delivered Quantity, Pending Order Quantity & Pending Part Value.
The user has to choose the parts for creating the invoice.
The parts chosen by the user for creating the invoice above appear on the screen in a separate area.
The user can then either remove the parts selected or cancel the entire selection process or create the new invoice.
Once the user chooses to create the invoice, the system checks for invoice data correctness.
If OK, the invoice record for the customer & selected parts data is automatically created in the database.
This newly created invoice can then be opened in the customer invoices module and viewed and finalised appropriately.
Query - Customer Orders Matched Against Invoices
Developed using ORACLE APPLICATION EXPRESS (APEX) Web Development Tool with a rich Browser based Graphical User Interface (GUI) and a strong secure data storage foundation of ORACLE RDBMS Software.
Simple Logical Solution to easily move to the next stage beyond spreadsheet based Ordering & Invoicing for multiple users in multiple locations.
Both Intranet (Internally Hosted) and Internet (Externally Hosted) Options are possible.
Multiple Customer Sales Orders can be linked to Multiple Customer Invoices.
Flexible Hosting & Deployment Cost Options available.
Scalable Solution for Long Term Global Requirements.
Customized Business & Technical Support Options Available.
Email us for a demonstration of the above software.