Sales Module


Customer Entry

Module Guide: Customer Entry

Module Location

Sales > Customer > Customer Entry

Module Objective

The Customer Entry module serves as the center for managing customer master data. This is where all new customer data is registered, and existing customer data can be viewed and managed. The accuracy of the data in this module is crucial as it will be used throughout all other modules related to customers (Accounts Receivable, CRM, etc.).

1. Main View (Customer/MOU List)

The main page of this module displays a list of all customers or MOUs (Memorandum of Understanding) that have been recorded in the system.

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View Explanation & Filters

This page is for viewing and managing all customer master data.

Button Functions

2. Steps to Input a New Customer

Step 1: System Configuration Prerequisite (Important!)

Before you can input a new customer, the system requires a Document Type setting. If you click New and see the message "You haven't set CustomerEntry as Document Type yet!", it means this configuration has not been done.

Action: Please contact the MIS (Management Information System) department to perform this setup first.

Step 2: Create a New Customer

After the configuration in Step 1 is complete, click the New button on the Main View to open the customer registration form.

Step 3: Fill in Customer Details

On the form that appears (not shown in the image), fill in all the necessary customer master data. Based on the existing columns, this data will include:

Step 4: Save the Data

Click the "Save" or "Confirm" button to save the new customer data into the system. The new data will then appear in the Main View.

Tips & Important Notes

Customer Inbox

Module Guide: Customer Inbox (Memorandum of Understanding Inbox)

Module Location

Sales > Customer > Customer Entry > Customer Inbox

Module Objective

The Customer Inbox (Memorandum of Understanding Inbox) module serves as the approval center for new customer data or MOUs that have been input. This module is used by a superior or manager who is authorized to conduct a final review and provide approval before the customer data becomes active and can be used for transactions.

1. Main View (MOU List)

The main page of this module is an "inbox" that displays all customer data or MOUs requiring your action.

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View Explanation & Filters

This page provides a summary of all customer data that is awaiting approval.

Column Explanation

2. Approval Process Steps

The following is the standard workflow for an approver.

Step 1: Access the Inbox

Open the Customer Inbox module to see the list of new customer registrations or MOUs that require approval.

Step 2: Review Customer/MOU Details

Click on one of the rows in the table to open its detail view. In the detail view, you can check all the information that has been input, such as the completeness of the customer data, the Credit Limit value, Bank Guarantee, and other important information.

Step 3: Provide Approval

After you open and review the customer registration details in Step 2, you will find the buttons to grant approval (e.g., "Approve" or "Reject" buttons) within that detail page. Click the appropriate button to complete the review process.

3. Workflow & Integrated Business Process

  1. Submission: A user (e.g., a sales admin staff) creates new customer data in the Customer Input module and saves it.

  2. Entering the Queue: The newly created customer data automatically enters the queue in this Customer Inbox module.

  3. Review & Approval: A manager or approver opens this module, reviews, and provides approval.

  4. Customer Activation: After approval, the customer data becomes fully active in the system and is ready to be used for creating sales transactions.

Tips & Important Notes

Customer Category

Module Guide: Customer Category

Module Location

Sales > Customer > Customer Category

Module Objective

The Customer Category module is a tool for managing master data that has two primary functions:

  1. Classification: To create and manage a hierarchical structure for grouping customers based on their type or market segment (e.g., Modern Trade, General Trade, Outlet, Private Label).

  2. Accounting Integration: To link each customer category to specific accounts in the General Ledger. This setup automates the journaling process for every transaction related to customers within that category.

1. Main View (Category Structure)

The main page of this module displays all created customer categories in a tree view format.

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View Explanation

2. Steps to Manage a Customer Category

When you create a new category or edit an existing one, you will see a detail form.

Step 1: Fill in Basic Category Information

At the top of the form, fill in the basic details of the category:

Step 2: Set Up Account Linking (GL Linking - Important!)

This section is a crucial accounting setup for journal automation. You must define the default General Ledger account for each type of receivable transaction, per currency.

Step 3: Save the Settings

Use the buttons in the bottom-left section to save your changes:

Tips & Important Notes

Customer Group

Module Guide: Customer Group

Module Location

Sales > Customer > Customer Group

Module Objective

The Customer Group module is used to create and manage simpler or more specific customer groupings. Unlike Customer Category, which has a hierarchical structure and complex accounting links, Customer Group is typically used for more flexible reporting or promotional setup purposes.

1. Main View (Customer Group List)

The main page of this module displays a list of all Customer Groups that have been created.

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View Explanation

This page is for viewing and managing all existing groups.

Button Functions

2. Steps to Create a New Customer Group

Step 1: Create a New Group

From the Main View, click the New button to open the Add Customer Group form. image.png

Step 2: Fill in Group Details

On the form that appears, fill in the required details:

Step 3: Save the New Group

Click the Save button to save the new group. The group will now appear in the Main View. image.png

Tips & Important Notes

Customer

Module Guide: Customer

Module Location

Sales > Customer > Customer

Module Objective

The Customer module is the master data hub for all of the company's customers. This is where you can create new customer data, view, edit, and manage their complete information, ranging from address and contact details to tax information and sales terms. Accurate data in this module is crucial for the smooth operation of the entire sales, delivery, and billing process.

1. Main View (Customer List)

The main page of this module displays a list of all customers registered in the system.

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View Explanation & Filters

This page is for viewing and managing all customer master data.

Button Functions

2. Steps to Manage Customer Data

The following is the complete workflow for registering a new customer.

Step 1: Create a New Customer

From the Main View, click the New button to open the New Customer form.
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Step 2: Fill in Main Customer Details

Fill in all the relevant information on the form that appears. Fields marked with (*) are mandatory.

Step 3: Add a Contact Person

Every customer company has a contact person. To add them:

  1. While filling out the new customer form, click the Add Contact button at the bottom to open the Add Contact form.
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  2. Fill in the contact person's details such as First Name, Last Name, Job Title, and Email Address.
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  3. Important: Check the Billing PIC (Person In Charge) box if this person is responsible for billing matters. image.png

  4. Click Save to save the contact and return to the main customer form.

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Step 4: Save the Customer Data

After all the data on the main customer form and for the contact person has been filled in, click the 'Save' or 'Confirm' button at the bottom of the main form to register the new customer into the system.

Tips & Important Notes

Sales

Module Guide: Sales (Salesman List)

Module Location

Sales > Customer > Sales

Module Objective

The Sales (Salesman List) module serves as the master data hub for managing all salespeople in the company. The list created and managed here will be used throughout all other modules (such as CRM and Sales) to assign the person responsible for customers, sales opportunities, and transactions.

1. Main View (Salesman List)

The main page of this module displays a list of all employees who have been designated as salesmen.

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View Explanation & Filters

This page is for viewing and managing all salesman data.

Column Explanation

2. Steps to Add a New Salesman

Step 1: Open the Entry Form

From the Main View, click the New Employee link to open the Salesman | Add form. image.png

Step 2: Fill in Employee and Access Details

On the Salesman | Add form, fill in all the necessary information. Fields marked with * are mandatory.

Step 3: Save the Data

After all data has been filled in correctly, click the Save button in the bottom-left section to save the new salesman data. 

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Tips & Important Notes

Distributor

Module Guide: Distributor

Module Location

Sales > Customer > Distributor

Module Objective

The Distributor module is a highly comprehensive master data hub, specifically designed to manage all information related to distributor partners. This module not only records basic data but also covers operational capacity, business requirements, and all complex trading terms such as discounts and rebates.

Steps to Manage Distributor Data

To register or edit distributor data, you will go through several detailed sections or tabs.

Step 1: Fill in Distributor Data

This section records the basic legal and contact information of the distributor.

Step 2: Fill in Distributor Condition

This section documents the operational capacity and market reach of the distributor.

Step 3: Fill in Business Condition

This section defines the financial requirements and formal agreements with the distributor.

Step 4: Set Up Trading Terms

This is the most detailed section that governs all commercial schemes with the distributor.

Step 5: Save and the Approval Process

After all data in all sections has been completely filled in:

  1. Review all the information that has been input.

  2. Click the Save button to save the new distributor data or existing changes. image.png

  3. The saved document will then go through the internal approval workflow shown at the bottom of the form (Submit by DBDL, Approve by LEAD, etc.).

Tips & Important Notes

Sales Regional

Module Guide: Sales Region

Module Location

Sales > Sales Region

Module Objective

The Sales Region module is a tool for managing master data related to sales regions or territories. Its purpose is to define geographical sales areas, and to view and group customers based on their region. This setup is crucial as a basis for reports and sales analysis per region.

1. Main View (Sales Region List)

The main page of this module displays a list of all created sales regions along with the customers that belong to them.

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View Explanation

This page is the center for viewing and managing all sales region data.

Column Explanation

Button Functions

2. Steps to Manage a Sales Region

Step 1: Create a New Region

From the Main View, click the New button to open the new region creation form. 

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Step 2: Fill in Region Details

On the form that appears (not shown in the image), you will be asked to fill in the Regional Code (a unique code for the region) and the Regional Description (the name of the region, e.g., Surabaya, Malang, Central Jakarta). image.png

Step 3: Add Customers to the Region

After the region is defined, you will be able to associate or add customers to that region. This process ensures every customer is mapped correctly. image.png

Step 4: Save the New Region

Save the data to create the new sales region. The data will then appear in the Main View. 

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Tips & Important Notes

Sales Free Item

Module Guide: Free Item Program

Module Location

Sales > Sales Trade Agreement > Sales Free Item

Module Objective

The Sales Free Item module is a tool for creating and managing promotional programs in the form of a "free gift" (e.g., Buy X, Get Y Free). The settings created here will be automatically applied by the system at the time of sales order creation if the promotion's terms and conditions are met.

1. Main View (Program List)

The main page of this module displays a list of all free item promotion programs that have been created.

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View Explanation

This page is for viewing and managing all existing free item promotion programs.

Button Functions

2. Steps to Create a Free Item Program

Step 1: Create a New Program

From the Main View, click the New button to open the Add Free Item form.
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Step 2: Fill in General Program Information

Fill in all the general information at the top of the form:

Step 3: Define the Purchase Condition

In the first detail table (under Packet Code), enter the product(s) that the customer must purchase to get the gift. Fill in the Item Code (the conditional product's code) and Qty (the required quantity).
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Step 4: Define the Free Product

In the second detail table (on the right), enter the product that will be given as the gift. Fill in the Free Item Code (the free product's code) and Free Qty (the quantity of the free product).
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Step 5: Save the Program

After all details are filled in, click the Save button in the bottom-left section to save and activate this promotion program. image.png

Tips & Important Notes

Customer Discount

Module Guide: Customer Discount

Module Location

Sales > Sales Trade Agreement > Customer Discount

Module Objective

The Customer Discount module is the settings center for creating and managing various discount schemes that apply to specific customer categories. The settings you define here will be automatically applied by the system during sales transactions, such as when creating a Sales Order or Invoice.

1. Main View (Customer Category List)

The main page of this module displays a list of all customer categories in the system, along with the status of the discount settings for each category.

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View Explanation

This page is the starting point for setting up discounts per customer category.

2. Steps to Set Up a Discount

Step 1: Select a Customer Category

From the Main View, select and click on the Category Name row for which you want to set up a discount scheme (e.g., 'Owned Brand Local MT'). This action will open the Edit Customer Discount form.

Step 2: Add Items for the Discount

On the Edit form, you can set up discounts for each product specifically.

  1. Click the [+] Multiple Item [-] link to add a new row to the detail table. 

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  2. Repeat this step for every product to be included in the discount scheme.

Step 3: Fill in Discount Details per Item

In each row of the detail table, fill in the following information:

Step 4: Save the Settings

After all discount details for all items have been set up, click the Update button in the bottom-left section to save the discount scheme for that customer category. image.png

Tips & Important Notes

Sales Price Group Setting

Module Guide: Sales Price Group Settings

Module Location

Sales > Sales Trade Agreement > Sales Price Group Settings

Module Objective

The Sales Price Group Setting module is used to create and manage various pricing schemes or price lists. This setup allows the company to apply different pricing structures that can be targeted at specific customer categories and for specific products. It is a core component of the company's pricing strategy.

1. Main View (Price Group List)

The main page of this module displays a list of all Price Groups that have been created.

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View Explanation

This page is for viewing and managing all existing pricing schemes.

Button Functions

2. Steps to Create a New Price Group

Step 1: Create a New Price Group

From the Main View, click the New button to open the Add Sales Price Group form. image.png

Step 2: Fill in Basic Information

Fill in the general information about the price group to be created:

Step 3: Define Target Customers

In the Customer Category section, select which customer categories will receive this pricing scheme. Move the relevant categories from the left box to the Selected Category box on the right using the >> button.

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Step 4: Define Applicable Products

In the Available Item(s) section, select which products are included in this pricing scheme. Move the relevant products from the left box to the Selected Item(s) box on the right using the >> button.

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Step 5: Save the Price Group

After all settings are complete, click the Save button in the bottom-left section to create the price group framework. image.png

Next Step: Filling in the Prices

After a price group is successfully created, the next step is to fill in the price for each product within it. This process is usually done by clicking on the newly created price group from the Main View to open a specific price entry form.

Tips & Important Notes

Sales Price Group Entry

Module Guide: Sales Price Group Entry

Module Location

Sales > Sales Trade Agreement > Sales Price Group Entry

Module Objective

After you have created the framework of a Sales Price Group (defining its name, period, target customers, and product list), you use this Sales Price Group Entry module to input the specific price value for each product within that group.

1. Main View (Price Entry List)

The main page of this module displays a list of all price entries that have been created for each price group.

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View Explanation

This page is for viewing and managing all the price lists that have been filled in.

Button Functions

2. Steps to Input Sales Prices

Step 1: Create a New Price Entry

From the Main View, click the New button to open the Sales Price Group Entry form. image.png

Step 2: Select the Price Group

On the form that appears, the first and most important step is to select the Group Code from the dropdown. This is the name of the price group for which you will be filling in the prices. After you make a selection, details such as Group Name, Period, Customer Category, and Available Item(s) will be filled in according to the settings you created in the "Sales Price Group Settings" module.

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Step 3: Add Items and Fill in Prices

In the detail table at the bottom, use the Get Item button or search for a product in the or Type In Item Code column to add products to the table. 

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In each product row that is added, fill in the following columns:

Step 4: Save the Prices

After all prices for all products have been filled in, use the buttons in the bottom-left section:

Workflow & Integrated Business Process

  1. First: Create the price group framework in the Sales Price Group Settings module.

  2. Second: Use this module (Sales Price Group Entry) to fill in the specific prices.

  3. Result: The price list activated here will be automatically used by the system when creating a Sales Order for customers who belong to the corresponding category.

Tips & Important Notes

Sales Price Group Inbox

Module Guide: Sales Price Group Inbox

Module Location

Sales > Sales Trade Agreement > Sales Price Group Inbox

Module Objective

The Sales Price Group Inbox module serves as the approval center for all new price lists that have been created and submitted through the Sales Price Group Entry module. This module is used by a manager or an authorized leader to conduct a final review and provide approval before a new pricing scheme officially takes effect in the system.

1. Main View (Request List)

The main page of this module is an "inbox" that displays all price lists requiring your action.

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View Explanation & Filters

This page provides a summary of all price lists that are awaiting approval.

Column Explanation

Button Functions

2. Approval Process Steps

The following is the standard workflow for an approver.

Step 1: Access the Inbox

Open the Sales Price Group Inbox module to see the list of pricing schemes that require approval.

Step 2: Review Price List Details

Click on one of the rows in the table to open its detail view. In the detail view, you can check all the information that has been input, such as the target customers, the product list, and the set prices.

Step 3: Provide Approval

After you have reviewed and are certain about the submitted price list:

  1. Return to the main Inbox page.

  2. Check the box in the leftmost column for one or more rows you wish to approve. image.png

  3. Click the Approve button located in the bottom-left section of the page to process the approval. image.png

3. Workflow & Integrated Business Process

  1. Submission: A user inputs prices in the Sales Price Group Entry module and clicks Confirm.

  2. Entering the Queue: The confirmed price list automatically enters the queue in this Sales Price Group Inbox module.

  3. Review & Approval: A manager or approver opens this module, reviews, and provides approval.

  4. Price Activation: After approval, the pricing scheme becomes active and will be automatically used by the system when creating sales transactions for the corresponding customers and products.

Tips & Important Notes

Discount & Free Item Group

Module Guide: Discount And Free Item Group

Module Location

Sales > Sales Trade Agreement > Discount And Free Item Group

Module Objective

The Discount And Free Item Group module is a flexible promotional tool. Its purpose is to create a promotional program that combines a percentage discount with a free product gift, which becomes applicable if the total purchase reaches a specific nominal value.

1. Main View (Group List)

The main page of this module displays a list of all the promotional programs that have been created.
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View Explanation

This page is for viewing and managing all existing promotional programs.

Button Functions

2. Steps to Create a New Program

Step 1: Create a New Program

From the Main View, click the New button to open the Add Discount And Free Item Group form. image.png

Step 2: Fill in General Program Information

Fill in all the general information at the top of the form:

Step 3: Define the Terms and Conditions

Step 4: Define the Free Product

In the Free Item detail table, list the product(s) that will be given as a free gift:

  1. Click [+] Multiple Item [-] to add a row. image.png

  2. Select the product from the item list that appears (as seen in the List of Item image).

  3. Fill in the Qty column to determine the quantity of the free product to be given. image.png

Step 5: Save the Program

After all details are filled in, click the Save button in the bottom-left section to save and activate this promotional program. image.png

Tips & Important Notes

Sales Program Free Item

Module Guide: Sales Program Free Item (Free Item Program)

Module Location

Sales > Sales Trade Agreement > Sales Program Free Item

Module Objective

The Sales Program Free Item module is a tool for creating and managing promotional programs in the form of a "free gift" (e.g., Buy 10 of Product A, Get 1 of Product B Free). The settings created here will be automatically applied by the system at the time of sales order creation if the promotion's terms and conditions are met.

1. Main View (Program List)

The main page of this module displays a list of all free item promotion programs that have been created.

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View Explanation

This page is for viewing and managing all existing free item promotion programs.

Button Functions

2. Steps to Create a Free Item Program

Step 1: Create a New Program

From the Main View, click the New button to open the Add Free Item form. 

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Step 2: Fill in General Program Information

Fill in all the general information at the top of the form:

Step 3: Define the Purchase Condition

In the first detail table (under Packet Code), enter the product(s) that the customer must purchase to get the gift. Fill in the Item/Service Code (the conditional product's code) and Qty (the required quantity). image.png

Step 4: Define the Free Product

In the second detail table (on the right), enter the product that will be given as the gift. Fill in the Free Product Code and Free Product Qty. image.png

Step 5: Save the Program

After all details are filled in, click the Save button in the bottom-left section to save and activate this promotion program. image.png

Tips & Important Notes

Introduction Letter

Module Guide: Introduction Letter

Module Location

Sales > Introduction Letter

Module Objective

The Introduction Letter module is used to create, manage, and print official introduction letters addressed to new or prospective customers. This module uses a template system to speed up the process of creating letters that are standardized yet can still be personalized.

1. Main View (Introduction Letter List)

The main page of this module displays a list of all Introduction Letters that have been created.

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View Explanation & Filters

This page is for viewing and managing all existing introduction letters.

  • Filters: You can search for a specific letter by Introduction Number or a Date From and Date To range.

  • Letter List: The table below will display all letters that match the filters, with columns such as Introduction Number, Customer, Introduction Date, and Status.

Button Functions

  • New: The primary button to create a new Introduction Letter.

  • Delete: To delete a selected letter.

  • Print: To print a selected letter.

2. Steps to Create an Introduction Letter

Step 1: Create a New Letter

From the Main View, click the New button to open the Create Introduction Letter form. image.png

Step 2: Fill in Recipient Details

On the form that appears, fill in the information about the letter's recipient:

  • Letter Date: Select the date of the letter. 

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  • Customer: Select the intended customer. The system will likely fill in the Address automatically. image.png

  • Contact Person: Select the contact person at the customer's company who will receive this letter. image.png

Step 3: Edit the Letter Content (If Needed)

Notice the Letter Template 1 section. The system will automatically populate the letter template with the customer data you selected, replacing placeholders like {Customer_Name} and {ContactPersonName}.
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You can use the available rich text editor to make changes or additions to the letter's content if needed.

Step 4: Save and Confirm

After all data is filled in and the letter content is correct, use the buttons in the bottom-left section:

  • Save: To save the letter as a draft. image.png

  • Confirm: To finalize the letter. image.png

  • Back: To return to the main page without saving. image.png

Tips & Important Notes

  • This module is very useful for maintaining a standard of formal communication when first interacting with important customers.

  • To ensure the letter template can be populated automatically and correctly, make sure the customer and contact person master data is complete and accurate.

  • After a letter is Confirmed, you can print it from the main page using the Print button to then be signed and sent.



Introduction Letter Inbox

Module Guide: Introduction Letter Inbox

Module Location

Sales > Introduction Letter > Introduction Letter Inbox

Module Objective

The Introduction Letter Inbox module serves as the approval center for all Introduction Letter documents that have been created and submitted by the sales team. This module is used by a superior or manager to conduct a final review and provide approval before the letter is finalized and sent to the customer.

1. Main View (Letter List)

The main page of this module is an "inbox" that displays all Introduction Letters requiring your action.

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View Explanation & Filters

This page provides a summary of all introduction letters that are awaiting approval.

Column Explanation

Button Functions

2. Approval Process Steps

The following is the standard workflow for an approver.

Step 1: Access the Inbox

Open the Introduction Letter Inbox module to see the list of letters that require approval.

Step 2: Review Introduction Letter Details

Click on one of the rows in the table to open its detail view. In the detail view, you can read the full content of the letter and check the correctness of the recipient's data.

Step 3: Provide Approval

After you have reviewed and are certain about the submitted letter's content:

  1. Return to the main Inbox page.

  2. Check the box in the leftmost column for one or more letter rows you wish to approve.

  3. Click the Need Approve button located in the bottom-left section of the page to process the approval. image.png

3. Workflow & Integrated Business Process

  1. Submission: A salesperson creates a letter in the Introduction Letter module and clicks Confirm.

  2. Entering the Queue: The confirmed letter automatically enters the queue in this Introduction Letter Inbox module.

  3. Review & Approval: A manager or approver opens this module, reviews, and provides approval.

  4. Finalization: After approval, the Introduction Letter becomes an official document and is ready to be printed via the Introduction Letter module to be sent to the customer.

Memorandum of Understanding

Module Guide: Memorandum of Understanding (MOU)

Module Location

Sales > Memorandum of Understanding

Module Objective

The Memorandum of Understanding (MOU) module is used to create, manage, and track formal cooperation agreement documents with customers, especially for distributors or key clients. This MOU document serves as the master contract that defines all agreed-upon business and commercial terms, such as credit limits, sales targets, and payment terms.

1. Main View (MOU List)

The main page of this module displays a list of all MOU documents that have been created.

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View Explanation & Filters

This page is for viewing and managing all MOU agreements.

  • Filters: You can search for a specific MOU by MOU Number, Item Category, Status, or a date range (Date From / Date To).

  • MOU List: The table below displays a summary of each MOU, with important columns such as MOU Number, Customer Name, Regional, Target, Bank Guarantee, and Credit Limit.

Button Functions

  • New: The primary button to create a new MOU document.

  • Delete: To delete a selected MOU.

  • Print: To print the details of a selected MOU.

2. Steps to Create a New MOU

Step 1: Create a New MOU

From the Main View, click the New button to open the Add MOU form. image.png

Step 2: Fill in MOU Details

Fill in all the relevant information on the form that appears, which is divided into several sections:

  • Basic Information:

    • MOU Number, MOU Due Period, Customer, Regional, and Product
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  • Trading Term:

    • Complete all commercial requirements such as Discount, Payment Term, Target, Return Allowance, Credit Limit, and Bank Guarantee.
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  • Distributor Conditions:

    • If the customer is a distributor, fill in their capacity data such as Number Of Branches, Number Of Warehouse, and Number Of Salesman.
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Step 3: Save and Confirm

After all data is filled in, use the buttons in the bottom-left section:

  • Save: To save the MOU as a draft. image.png

  • Confirm: To finalize and send the MOU into the approval workflow. image.png

  • Cancel: To cancel the entry. image.png

Tips & Important Notes

  • The MOU that is created and approved here will become the basis for all transactions with the related customer.

  • Ensure all commercial terms such as Credit Limit and Payment Term are filled in accurately, as the system will likely use this data for automatic transaction validation.

  • An MOU that has been Confirmed will likely go to an MOU Inbox for further approval by management.

Memorandum of Understanding Inbox

Module Guide: Memorandum of Understanding Inbox (MOU Inbox)

Module Location

Sales > Memorandum of Understanding > Memorandum of Understanding Inbox

Module Objective

The Memorandum of Understanding Inbox (MOU Inbox) module serves as the approval center for all MOU documents that have been created and submitted. This module is used by a superior or manager who is authorized to conduct a final review and provide approval before a cooperation agreement with a customer officially takes effect.

1. Main view (MOU List)

The main page of this module is an "inbox" that displays all MOU documents requiring your action.

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View Explanation & Filters

This page provides a summary of all MOUs that are awaiting approval.

Column Explanation

2. Approval Process Steps

The following is the standard workflow for an approver.

Step 1: Access the Inbox

Open the Memorandum of Understanding Inbox module to see the list of MOUs that require approval.

Step 2: Review MOU Details

Click on one of the rows in the table to open its detail view. In the detail view, you can check all the information that has been input, such as the commercial terms, credit limit, targets, and other details.

Step 3: Provide Approval

After you open and review the MOU details in Step 2, you will find the buttons to grant approval (e.g., "Approve" or "Reject" buttons) within that detail page. Click the appropriate button to complete the review process.

3. Workflow & Integrated Business Process

  1. Submission: A user (e.g., a sales manager) creates a document in the Memorandum of Understanding module and clicks Confirm.

  2. Entering the Queue: The confirmed MOU automatically enters the queue in this Memorandum of Understanding Inbox module.

  3. Review & Approval: An authorized manager or leader opens this module, reviews, and provides approval from within the detail page.

  4. Agreement Activation: After approval, the MOU becomes an active agreement, and the terms within it will be enforced by the system on subsequent transactions with that customer.

Sales Program

Module Guide: Sales Program

Module Location

Sales > Sales Program

Module Objective

The Sales Program module is used to create a high-level sales program or cooperation agreement with a customer. This document defines various agreed-upon commercial terms, such as targets, discounts, credit limits, and payment terms for a specific period.

Note: This module has a very similar function and appearance to the Memorandum of Understanding (MOU) module.

1. Main View (Program List)

The main page of this module displays a list of all Sales Programs that have been created.

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View Explanation & Filters

This page is for viewing and managing all existing programs.

Button Functions

2. Steps to Create a New Sales Program

Step 1: Create a New Program

From the Main View, click the New button to open the new program creation form. image.png

Step 2: Fill in Program Details

Fill in all the relevant information on the form that appears. Fields marked with (*) are mandatory.

Step 3: Save and Confirm

After all data is filled in, use the buttons in the bottom-left section:

Tips & Important Notes

RQF Customer

Module Guide: Customer RFQ

Module Location

Sales > Quotation > Customer RFQ

Module Objective

The Customer RFQ (Request for Quotation) module is used to record and manage official requests for price quotations received from customers. This module serves as the starting point of the formal sales process, where a customer's request is documented in the system before the company provides an official price offer.

1. Main View (Customer RFQ List)

The main page of this module displays a list of all RFQs that have been received from customers and recorded in the system.

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View Explanation & Filters

This page is for viewing and managing all incoming RFQs.

Button Functions

2. Steps to Create a Customer RFQ

Step 1: Create a New RFQ Record

From the Main View, click the New button to open the Create Customer RFQ form. image.png

Step 2: Fill in Header Information

On the form that appears, fill in the general information regarding the customer's request:

Step 3: Detail the Requested Items

Use the detail table at the bottom to list all the products and quantities requested by the customer:

  1. Click the [+] Multiple Item [-] link to add or remove rows. 

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  2. Fill in the Item Code and Quantity columns according to the customer's request document.

Step 4: Save the RFQ

After all data is filled in, click the Save button in the bottom-left section to save the RFQ record into the system. image.png

Tips & Important Notes

Quotation

Module Guide: Quotation

Module Location

Sales > Quotation > Quotation

Module Objective

The Quotation module is used to create, manage, and send official price quotation documents to customers. This document is the formal response to a customer's request (recorded in the Customer RFQ module) and contains the details of products, prices, discounts, taxes, and other terms being offered.

1. Main View (Quotation List)

The main page of this module displays a list of all quotations that have been created.

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View Explanation & Filters

This page is for viewing and managing all existing quotations.

Button Functions

2. Steps to Create a Quotation

Step 1: Create a New Quotation

From the Main View, click the New button to open the New Quotation form.
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Step 2: Fill in Header Information

On the form that appears, fill in the general quotation information:

Step 3: Detail the Price and Discount per Item

In the detail table at the bottom, complete the pricing information for each product:

  1. Fill in the Unit Price (IDR) column for each item.

  2. If there is a discount, fill in the Disc Value (for a nominal reduction) or Discount (%) (for a percentage reduction) column.

  3. Select the appropriate tax code, and the system will calculate the tax value in the Tax 1 (IDR) column.

  4. The system will automatically calculate the Total Amount, Total Tax, and Grand Total in the bottom-right corner.

Step 4: Save and Confirm

After all data is filled in, use the buttons in the bottom-left section:

Tips & Important Notes

Quotation Inbox

Module Guide: Quotation Inbox

Module Location

Sales > Quotation > Quotation Inbox

Module Objective

The Quotation Inbox module serves as the approval center for all Quotation documents that have been created and submitted by the sales team. This module is used by a superior or manager to conduct a final review and provide approval before an official price offer can be sent to the customer.

1. Main View (Quotation List)

The main page of this module is an "inbox" that displays all quotations requiring your action.

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View Explanation & Filters

This page provides a summary of all quotations that are awaiting approval.

Column Explanation

Button Functions

2. Approval Process Steps

The following is the standard workflow for an approver.

Step 1: Access the Inbox

Open the Quotation Inbox module to see the list of quotations that require approval.

Step 2: Review Quotation Details

Click on one of the rows in the table to open its detail view. In the detail view, you can check all the information that has been input, such as the product details, prices, discounts, and other terms.

Step 3: Provide Approval

After you have reviewed and are certain about the submitted quotation:

  1. Return to the main Inbox page.

  2. Check the box in the leftmost column for one or more quotation rows you wish to approve.

  3. Click the Approve button located in the bottom-left section of the page to process the approval. image.png

3. Workflow & Integrated Business Process

  1. Submission: A salesperson creates a document in the Quotation module and clicks Confirm.

  2. Entering the Queue: The confirmed quotation automatically enters the queue in this Quotation Inbox module.

  3. Review & Approval: A manager or approver opens this module, reviews, and provides approval.

  4. Finalization: After approval, the Quotation becomes an official document, its status is updated, and it is ready to be printed and sent to the customer, as well as serving as the basis for the creation of a Sales Order.

Proforma Invoice

Module Guide: Proforma Invoice

Module Location

Sales > Proforma Invoice > Proforma Invoice

Module Objective

The Proforma Invoice module is used to create a preliminary or estimated bill that is sent to a customer before the goods are shipped. A Proforma Invoice is not a legitimate commercial invoice and is not recorded as a receivable. Its purpose is to serve as a sales commitment letter and it is often used to request a down payment from the customer before the sales process proceeds.

1. Main View (Proforma Invoice List)

The main page of this module displays a list of all Proforma Invoices that have been created.

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View Explanation & Filters

This page is for viewing and managing all existing Proforma Invoices.

Button Functions

2. Steps to Create a Proforma Invoice

Step 1: Create a New Proforma Invoice

From the Main View, click the New button to open the New Proforma Invoice form. image.png

Step 2: Fill in Header Information

On the form that appears, fill in the general information:

Step 3: Detail the Items and Prices

In the detail table at the bottom, ensure all items, quantity (Qty), price (Unit Price), and Discount are in accordance with the agreement. The system will calculate the totals automatically in the bottom-right section.

Step 4: Save and Confirm

After all data is filled in, use the buttons in the bottom-left section:

Tips & Important Notes

Proforma Invoice Inbox

Module Guide: Proforma Invoice Inbox

Module Location

Sales > Proforma Invoice > Proforma Invoice Inbox

Module Objective

The Proforma Invoice Inbox module serves as the approval center for all Proforma Invoice documents that have been created and submitted. This module is used by a superior or manager to conduct a final review and provide approval before the Proforma Invoice can be sent to the customer.

1. Main View (Proforma Invoice List)

The main page of this module is an "inbox" that displays all Proforma Invoices requiring your action.

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View Explanation & Filters

This page provides a summary of all Proforma Invoices that are awaiting approval.

Column Explanation

Button Functions

2. Approval Process Steps

The following is the standard workflow for an approver.

Step 1: Access the Inbox

Open the Proforma Invoice Inbox module to see the list of documents that require approval.

Step 2: Review the Proforma Invoice Details

Click on one of the rows in the table to open its detail view. In the detail view, you can check all the information that has been input, such as the product details, prices, and payment terms.

Step 3: Provide Approval

After you have reviewed and are certain about the submitted Proforma Invoice's content:

  1. Return to the main Inbox page.

  2. Check the box in the leftmost column for one or more rows you wish to approve.

  3. Click the Approve button located in the bottom-left section of the page to process the approval. image.png

3. Workflow & Integrated Business Process

  1. Submission: A salesperson creates a document in the Proforma Invoice module and clicks Confirm.

  2. Entering the Queue: The confirmed Proforma Invoice automatically enters the queue in this Proforma Invoice Inbox module.

  3. Review & Approval: A manager or approver opens this module, reviews, and provides approval.

  4. Finalization: After approval, the Proforma Invoice becomes an official document, its status is updated, and it is ready to be printed and sent to the customer for further payment processing.

Sales Contract

Module Guide: Sales Contract

Module Location

Sales > Sales Contract > Sales Contract

Module Objective

The Sales Contract module is used to create, manage, and track long-term sales agreement documents with customers. Unlike single transactions, this contract defines the agreed-upon terms, products, and prices that will apply to all sales orders during the contract period.

1. Main View (Contract List)

The main page of this module displays a list of all Sales Contract documents that have been created.

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View Explanation & Filters

This page is for viewing and managing all existing sales contracts.

Button Functions

2. Steps to Create a Sales Contract

Step 1: Create a New Contract

From the Main View, click the New button to open the Add Sales Contract form. image.png

Step 2: Fill in Contract Header Information

On the form that appears, fill in the general information and terms of the contract:

Step 3: Detail the Contract Items and Prices

In the detail table at the bottom, list all the products included in the contract:

  1. Fill in the Item Code and Qty (Quantity) as agreed.

  2. Fill in the Unit Price and Discount (%) that have been agreed upon and will remain fixed for the duration of the contract.

Step 4: Save and Confirm

After all data is filled in, use the buttons in the bottom-left section:

Tips & Important Notes

Sales Contract Inbox

Module Guide: Sales Contract Inbox

Module Location

Sales > Sales Contract > Sales Contract Inbox

Module Objective

The Sales Contract Inbox module serves as the approval center for all Sales Contract documents that have been created and submitted. This module is used by a superior or manager to conduct a final review and provide approval before a contract officially becomes effective and can be used for transactions.

1. Main View (Contract List)

The main page of this module is an "inbox" that displays all Sales Contract documents requiring your action.

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View Explanation & Filters

This page provides a summary of all contracts that are awaiting approval.

Column Explanation

Button Functions

2. Approval Process Steps

The following is the standard workflow for an approver.

Step 1: Access the Inbox

Open the Sales Contract Inbox module to see the list of contracts that require approval.

Step 2: Review Contract Details

Click on one of the rows in the table to open its detail view. In the detail view, you can check all the information that has been input, such as the commercial terms, credit limit, product list, prices, and the contract period.

Step 3: Provide Approval

After you have reviewed and are certain about the submitted contract's content:

  1. Return to the main Inbox page.

  2. Check the box in the leftmost column for one or more contract rows you wish to approve.

  3. Click the Approve button located in the bottom-left section of the page to process the approval. image.png

3. Workflow & Integrated Business Process

  1. Submission: A user (e.g., a sales manager) creates a document in the Sales Contract module and clicks Confirm.

  2. Entering the Queue: The confirmed contract automatically enters the queue in this Sales Contract Inbox module.

  3. Review & Approval: An authorized manager or leader opens this module, reviews, and provides approval.

  4. Contract Activation: After approval, the Sales Contract becomes an active agreement, and the terms within it will be enforced by the system on subsequent transactions with that customer.

Miscellanous Charge

Module Guide: Miscellaneous Charge

Module Location

Sales > Miscellaneous Charge

Module Objective

The Miscellaneous Charge module serves as the master data hub for creating and managing types of additional charges that can be applied in sales transactions. Besides defining the name of the charge, this module is also crucial for setting up the accounting link (GL Linking), which determines the debit and credit accounts that will be used automatically when the charge is recorded.

1. Main View (Charge List)

The main page of this module displays a list of all the additional charge types that have been created.

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View Explanation

This page is for viewing and managing all existing types of additional charges.

Button Functions

2. Steps to Create a New Charge

Step 1: Create a New Charge

From the Main View, click the New button to open the Add Miscellaneous Charge form. 

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Step 2: Fill in Charge Details

On the form that appears, fill in the required details:

Step 3: Set Up the Account Link (GL Linking)

This is the most crucial step to ensure the integration with accounting functions correctly:

Step 4: Save the Data

After all data is filled in, click the Save button to save the new charge type.
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Tips & Important Notes

Sales Order

Module Guide: Sales Order

Module Location

Sales > Sales Order > Sales Order

Module Objective

The Sales Order (SO) module is the center of the sales process. Its purpose is to create an official internal document that confirms an order from a customer. An approved SO becomes the instruction for the Warehouse department to prepare and ship the goods, and subsequently becomes the basis for creating the Sales Invoice.

1. Main View (Sales Order List)

The main page of this module displays a list of all Sales Orders that have been created.

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View Explanation & Filters

This page is for viewing and managing all SOs.

Button Functions

2. Steps to Create a Sales Order

Step 1: Create a New Sales Order

From the Main View, click the New button to open the new SO creation form. 

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Step 2: Fill in Header Information

At the top of the form, fill in the general order information:

Step 3: Detail the Order Items

In the List of Goods/Services detail table, enter or verify all the items being ordered:

Step 4: Add Miscellaneous Charges (If Any)

If there are other costs outside of the item price (e.g., shipping or insurance), use the Add MiscellaneousCharge section below the item list to add them.

Step 5: Save and Confirm

After all data is filled in, use the buttons in the bottom-left section:

Tips & Important Notes

Sales Order Inbox

Module Guide: Sales Order Inbox

Module Location

Sales > Sales Order > Sales Order Inbox

Module Objective

The Sales Order Inbox module serves as the approval center for all Sales Order (SO) documents that have been created and submitted. This module is used by a superior or manager who is authorized to conduct a final review and provide approval before an SO can be processed further by the warehouse department for shipment.

1. Main View (Sales Order List)

The main page of this module is an "inbox" that displays all SOs requiring your action.

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View Explanation & Filters

This page provides a summary of all SOs that are awaiting approval.

Column Explanation

2. Approval Process Steps

The following is the standard workflow for an approver.

Step 1: Access the Inbox

Open the Sales Order Inbox module to see the list of SOs that require approval.

Step 2: Review the Sales Order Details

Click on one of the rows in the table to open its detail view. In the detail view, you can check all the information that has been input, such as the product details, prices, discounts, customer credit availability, and other terms.

Step 3: Provide Approval

After you open and review the SO details in Step 2, you will find the buttons to grant approval (e.g., "Approve" or "Reject" buttons) within that detail page. Click the appropriate button to complete the review process.

3. Workflow & Integrated Business Process

  1. Submission: A user (e.g., a sales admin) creates a document in the Sales Order module and clicks Confirm.

  2. Entering the Queue: The confirmed SO automatically enters the queue in this Sales Order Inbox module.

  3. Review & Approval: A manager or approver opens this module, reviews, and provides approval.

  4. Warehouse Process: After approval, the SO becomes the official instruction for the Warehouse Department to begin the process of preparing and shipping the goods.

Shipping Instruction

Module Guide: Shipping Instruction

Module Location

Sales > Shipping Instruction

Module Objective

The Shipping Instruction module serves as a bridge between the sales process and the logistics/warehouse process. Its purpose is to create an official command document for the warehouse team to prepare, pick, and ship goods to a customer based on an approved Sales Order (SO).

1. Main View (Shipping Instruction List)

The main page of this module displays a list of all Shipping Instructions that have been created.

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View Explanation & Filters

This page is for viewing and managing all shipping commands.

Button Functions

2. Steps to Create a Shipping Instruction

Step 1: Create a New Instruction

From the Main View, click the New button to open the Shipping Instruction creation form. This form consists of several sections such as Document Information and Detail Sales Order. image.png

Step 2: Select the Sales Order

On the form that appears, the first step is to select the Document Source, which is the number of the approved Sales Order that is ready to be shipped. Once selected, the system will automatically fill in the Customer data, Ship To Address, and the item details.
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Step 3: Complete Shipping Information

In the Document Information section, fill in the necessary logistics details:

Step 4: Verify Item Details

Move to the Detail Sales Order section to double-check the list of items and the quantities (Quantity and Remaining Quantity) that must be prepared by the warehouse team for shipment.

Step 5: Save the Instruction

After all data is filled in, use the buttons at the bottom:

Tips & Important Notes

Billing Statement

Module Guide: Customer Statement of Account

Module Location

Sales > Sales Invoice > Billing Statement

Module Objective

The Customer Statement of Account module is used to generate, print, and send a "Statement of Account" or billing letter to customers. This document summarizes a customer's total invoices, total payments, and the remaining outstanding balance as of a specific date. It is a primary communication tool for the collections process.

1. Main View (Customer Balance List)

The main page of this module displays a list of all customers along with a summary of their receivable balances.

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View Explanation & Filters

This page is the center for creating and sending statements of account.

Column Explanation

Button Functions

2. Steps to Send a Statement of Account

Step 1: Set the Report Date

Set the report date in the As of field and click View to display the current list of customer receivable balances. image.png

Step 2: Select Customer(s)

Find and select one or more customers to whom you want to send a statement by checking the box in the leftmost column of the corresponding row(s).
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Step 3: Print or Send Email

After the customer(s) are selected, use the action buttons in the bottom-left section of the page:

Tips & Important Notes

Sales Invoice

Module Guide: Sales Invoice

Module Location

Sales > Sales Invoice > Sales Invoice

Module Objective

The Sales Invoice module is the final stage in the sales cycle, where you create the official billing document to be sent to the customer. Invoices created here will be automatically recorded as receivables in the Accounts Receivable Module. This system provides two ways to create an invoice: Regular (based on shipment) and Direct.

1. Main View (Sales Invoice List)

The main page of this module displays a list of all Sales Invoices that have been created.

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View Explanation & Filters

This page is for viewing and managing all sales invoices.

Button Functions

2. Steps to Create a Sales Invoice

A. Creating a Regular Sales Invoice (Based on Shipment)

This is the most commonly used method for the sale of goods.

  1. From the Main View, click the New button. image.png

  2. On the Add Sales Invoice form, select the Customer. The system will display a list of Shipment Note Numbers (from Shipping Instructions) that are ready to be billed for that customer. 

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  3. Select one or more Shipment Notes to be combined into a single invoice, then click Get Detail. image.png

  4. The system will automatically populate the item detail table below according to the shipping data.

  5. Double-check all details, especially the dates (Invoice Date, Due Date) and the total value.

  6. Click Confirm to finalize the invoice. image.png

B. Creating a Direct Sales Invoice

This method is used for the sale of services or other transactions that do not go through the goods shipment process from the warehouse.

  1. From the Main View, click the New Direct Invoice button. image.png

  2. On the Add - Direct form, select the Customer and fill in header information such as Invoice Date and Due Date.
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  3. In the Transaction table, enter the journaling details manually. You need to select an Account Code (for example, a Service Revenue account) and enter the Amount.
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  4. You can also add additional charges in the Extra Cost table. 

  5. Click Confirm to finalize the invoice. image.png

Tips & Important Notes

Sales Invoice Inbox

Module Guide: Sales Invoice Inbox

Module Location

Sales > Sales Invoice > Sales Invoice Inbox

Module Objective

The Sales Invoice Inbox module serves as the approval center for all Sales Invoice documents that have been created and submitted. This module is used by a superior or manager who is authorized to conduct a final review and provide approval before an official invoice is posted to the Accounts Receivable Ledger.

1. Main View (Sales Invoice List)

The main page of this module is an "inbox" that displays all Sales Invoices requiring your action.

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View Explanation & Filters

This page provides a summary of all invoices that are awaiting approval.

Column Explanation

2. Approval Process Steps

The following is the standard workflow for an approver.

Step 1: Access the Inbox

Open the Sales Invoice Inbox module to see the list of invoices that require approval.

Step 2: Review the Sales Invoice Details

Click on one of the rows in the table to open its detail view. In the detail view, you can check all the information that has been input, such as the product details, prices, discounts, taxes, and its consistency with the shipping document.

Step 3: Provide Approval

After you open and review the invoice details in Step 2, you will find the buttons to grant approval (e.g., "Approve" or "Reject" buttons) within that detail page. Click the appropriate button to complete the review process.

3. Workflow & Integrated Business Process

  1. Submission: A user (e.g., a sales admin) creates a document in the Sales Invoice module and clicks Confirm.

  2. Entering the Queue: The confirmed invoice automatically enters the queue in this Sales Invoice Inbox module.

  3. Review & Approval: A manager or approver opens this module, reviews, and provides approval.

  4. Posting to Receivables: After approval, the Sales Invoice becomes a valid document, and its value will be officially posted to the General Ledger and the Accounts Receivable Ledger, creating a bill that must be paid by the customer.

Void Sales Invoice

Module Guide: Void Sales Invoice

Module Location

Sales > Sales Invoice > Void Sales Invoice

Module Objective

The Void Sales Invoice module serves as a tool to void a sales invoice that has already been issued. The "void" process is different from "delete"; "void" will keep a record of the invoice in the system but give it a "canceled" status and automatically create a reversing journal to neutralize its accounting impact. This is the correct accounting procedure for maintaining an audit trail.

1. Main View (Invoice List)

The main page of this module displays a list of active sales invoices that can be voided.

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View Explanation & Filters

This page is for finding and selecting the invoice to be voided.

Button Functions

2. Steps to Void a Sales Invoice

Step 1: Find the Invoice

Use the available filters, especially the Invoice Number search bar, to find and locate the sales invoice you wish to void.
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Step 2: Select the Invoice

Select one or more invoices to be voided by checking the box in the leftmost column of the corresponding row(s).
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Step 3: Run the Voiding Process

Click the Void button in the bottom-left section of the page. The system will likely ask for your confirmation before proceeding with the voiding process. Once confirmed, the invoice's status will change to "voided". image.png

Tips & Important Notes

Tax Form

Module Guide: Tax Invoice

Module Location

Sales > Sales Invoice > Tax Form

Module Objective

The Tax Invoice module serves as a reporting and drill-down center for viewing all Outgoing Tax Invoices that have been issued from sales transactions. This module is not for creating new Tax Invoices, but rather for reviewing, searching, and managing the list of existing tax invoices for tax reporting purposes.

1. Main View (Tax Invoice List)

The main page of this module displays a list of all Tax Invoices that match the filter criteria you select.

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View Explanation & Filters

This page is designed to facilitate the searching and summarization of tax invoices.

Column Explanation

2. Workflow & Integrated Business Process

Tips & Important Notes

Sales Return

Module Guide: Sales Return

Module Location

Sales > Sales Return > Sales Return

Module Objective

The Sales Return module is used to record and manage the process of goods being returned by customers. The document created in this module becomes the basis for subsequent processes, namely the issuance of a Credit Note to reduce the customer's receivable and the readjustment of stock levels in the warehouse.

1. Main View (Sales Return List)

The main page of this module displays a list of all Sales Return documents that have been created.

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View Explanation & Filters

This page is for viewing and managing all return transactions.

Button Functions

2. Steps to Record a Sales Return

Step 1: Create a New Return Record

From the Main View, click the New button to open the Add Sales Return form.
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Step 2: Fill in Header Information

On the form that appears, fill in the general information about the return:

Step 3: Detail the Returned Items

In the detail table at the bottom:

  1. Click the [+] Multiple Item [-] link to add or remove rows. 

    image.png

  2. Enter the Item (Item Code) and Qty (Quantity) that were returned by the customer.

  3. The system will pull the price (Price Per Unit) from the original transaction and calculate the Total Return.

Step 4: Save and Confirm

  1. Click the Calculate button to ensure all totals have been calculated correctly. image.png

  2. Use the buttons in the bottom-left section to finish:

    • Save: To save the return document as a draft. image.png

    • Confirm: To finalize the return document and send it into the approval workflow. image.png

    • Cancel: To cancel the entry. image.png

Workflow & Integrated Business Process

Tips & Important Notes

Sales Return Inbox

Module Guide: Sales Return Inbox

Module Location

Sales > Sales Return > Sales Return Inbox

Module Objective

The Sales Return Inbox module serves as the approval center for all Sales Return documents that have been created and submitted. This module is used by a superior or manager who is authorized to conduct a review and provide approval before the return process can proceed to the next stage, such as the creation of a Credit Note.

1. Main View (Return List)

The main page of this module is an "inbox" that displays all Sales Return documents requiring your action.

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View Explanation & Filters

This page provides a summary of all returns that are awaiting approval.

Column Explanation

Button Functions

2. Approval Process Steps

The following is the standard workflow for an approver.

Step 1: Access the Inbox

Open the Sales Return Inbox module to see the list of returns that require approval.

Step 2: Review the Return Details

Click on one of the rows in the table to open its detail view. In the detail view, you can check all the information that has been input, such as the details of the returned products, the quantity, and the reason for the return.

Step 3: Provide Approval

After you have reviewed and are certain about the submitted return data:

  1. Return to the main Inbox page.

  2. Check the box in the leftmost column for one or more return rows you wish to approve.

  3. Click the Approve button located in the bottom-left section of the page to process the approval. image.png

3. Workflow & Integrated Business Process

  1. Submission: A user (e.g., a sales admin) creates a document in the Sales Return module and clicks Confirm.

  2. Entering the Queue: The confirmed return automatically enters the queue in this Sales Return Inbox module.

  3. Review & Approval: A manager or approver opens this module, reviews, and provides approval.

  4. Further Processing: After approval, the return document becomes the valid basis for the Accounting team to issue a Credit Note and for the Warehouse team to officially readjust the inventory stock.

Comission

Module Guide: Commission

Module Location

Sales > Commission > Commission

Module Objective

The Commission module is used to calculate, manage, and track sales commission payments to the sales team. This process is typically based on invoices that have been fully paid by customers, to ensure that commission is given for sales that have been successfully collected.

1. Main View (Commission List)

The main page of this module displays a list of all commission calculation documents that have been created.

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View Explanation & Filters

This page is for viewing and managing all commission documents.

Button Functions

2. Steps to Calculate Commission

Step 1: Create a New Commission Document

From the Main View, click the New button to open the New Commission form.
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Step 2: Fill in Basic Information

On the form that appears, fill in the general information:

Step 3: Select the Paid Invoices

  1. Click the [+] Multiple Invoice [-] link to open a list of paid invoices under that salesperson.

  2. Select one or more invoices to be included in the commission calculation. The selected invoices will appear in the detail table.

Step 4: Calculate the Commission

In the detail table that has been populated with invoice data:

  1. The system will display the Paid Invoice Amount (exclude PPN).

  2. Enter the commission percentage in the Percentage column.
    image.png

  3. The system will automatically calculate the Sales Commission value. Do this for each invoice row.

  4. The Grand Total value in the bottom-right corner will sum up the total commission to be paid.

Step 5: Save and Confirm

After all calculations are complete, use the buttons in the bottom-left section:

Tips & Important Notes

Comission Inbox

Module Guide: Commission Inbox

Module Location

Sales > Commission > Commission Inbox

Module Objective

The Commission Inbox module serves as the approval center for all commission calculation documents that have been created and submitted. This module is used by a manager or an authorized leader to conduct a final review and provide approval before the commission can be processed further for payment.

1. Main View (Commission List)

The main page of this module is an "inbox" that displays all commission documents requiring your action.

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View Explanation & Filters

This page provides a summary of all commission calculations that are awaiting approval.

Column Explanation

Button Functions

2. Approval Process Steps

The following is the standard workflow for an approver.

Step 1: Access the Inbox

Open the Commission Inbox module to see the list of commission calculations that require approval.

Step 2: Review the Commission Details

Click on one of the rows in the table to open its detail view. In the detail view, you can check all the information that has been input, such as the details of the invoices used as the basis for the calculation and the percentage that was used.

Step 3: Provide Approval

After you have reviewed and are certain about the submitted commission calculation:

  1. Return to the main Inbox page.

  2. Check the box in the leftmost column for one or more commission rows you wish to approve.

  3. Click the Approve button located in the bottom-left section of the page to process the approval. image.png

3. Workflow & Integrated Business Process

  1. Submission: A user (e.g., a sales admin) creates a calculation in the Commission module and clicks Confirm.

  2. Entering the Queue: The confirmed commission calculation automatically enters the queue in this Commission Inbox module.

  3. Review & Approval: A manager or approver opens this module, reviews, and provides approval.

  4. Payment Process: After approval, the commission document becomes the valid basis for the Finance team to process the commission payment to the salesperson. The status in the Payment Status column will be updated after the payment is made.

Consignment Sales Order

Module Guide: Consignment Sales Order

Module Location

Sales > Consignment Sales > Consignment Sales Order

Module Objective

The Consignment Sales Order module is used to create a command document for shipping goods on a consignment basis (placed for sale) to a customer. This document is not a sales transaction and does not create revenue or receivables. Its purpose is to record and authorize the movement of company-owned stock to a customer's location to be sold there.

1. Main View (Consignment Order List)

The main page of this module displays a list of all Consignment Sales Orders that have been created.

image.png

View Explanation & Filters

This page is for viewing and managing all consignment shipment commands.

  • Filters: You can search for a specific order by Sales Order Number, Item Category, Is Active, or a date range.

  • Order List: The table below will display all orders that match the filters, with columns such as Sales Order Number, Customer, SO Date, and Sales Order Status.

Button Functions

  • New: The primary button to create a new Consignment Sales Order.

  • Print: To print the details of a selected order.

  • Change Status: To change the status of a selected order.

2. Steps to Create a Consignment Sales Order

Step 1: Create a New Order

From the Main View, click the New button to open the New Consignment Sales Order form. image.png

Step 2: Fill in Header Information

On the form that appears, fill in the general shipping information:

  • SO Date & Estimated Date: Enter the date the order is created and the estimated shipping date.
    image.png

  • Customer: Select the customer (consignee) who will receive the consigned goods. image.png

Step 3: Detail the Consignment Items

  1. Click the [+] Multiple Item [-] link to add an item row. image.png

  2. Select the product from the List of Item that appears.

  3. Return to the main form and fill in the Qty (quantity) column for each item that will be shipped on consignment.

  4. Note that on this form there is no price information, as this is not a sales transaction.

Step 4: Save and Confirm

After all data is filled in, use the buttons in the bottom-left section:

  • Save: To save the document as a draft. image.png

  • Confirm: To finalize the document and send it to the next workflow (e.g., approval or directly to the warehouse). image.png

  • Cancel: To cancel the entry. image.png

Tips & Important Notes

  • A Consignment Sales Order does not create receivables or revenue. Its purpose is purely to record the movement of stock to a customer's location.

  • This document will become the basis for the warehouse department to ship the consigned goods to the customer.

  • The actual sale and the billing process will be recorded in a subsequent module (for example, a Consignment Sales Report) after the customer reports that they have successfully sold the goods.

Consignment Sales Order Inbox

Module Guide: Consignment Sales Order Inbox

Module Location

Sales > Consignment Sales > Consignment Sales Order > Consignment Sales Order Inbox

Module Objective

The Consignment Sales Order Inbox module serves as the approval center for all Consignment Sales Order documents that have been submitted. This module is used by a manager or an authorized leader to conduct a review and provide approval before consigned goods are shipped to the customer.

1. Main View (Order List)

The main page of this module is an "inbox" that displays all consignment orders requiring your action.

image.png

View Explanation & Filters

This page provides a summary of all consignment orders that are awaiting approval.

Column Explanation

Button Functions

2. Approval Process Steps

The following is the standard workflow for an approver.

Step 1: Access the Inbox

Open the Consignment Sales Order Inbox module to see the list of orders that require approval.

Step 2: Review the Order Details

Click on one of the rows in the table to open its detail view. In the detail view, you can check all the information that has been input, such as the product details and quantities to be shipped.

Step 3: Provide Approval

After you have reviewed and are certain about the submitted order:

  1. Return to the main Inbox page.

  2. Check the box in the leftmost column for one or more order rows you wish to approve.

  3. Click the Approve button located in the bottom-left section of the page to process the approval. image.png

3. Workflow & Integrated Business Process

  1. Submission: A user creates a document in the Consignment Sales Order module and clicks Confirm.

  2. Entering the Queue: The confirmed order automatically enters the queue in this Consignment Sales Order Inbox module.

  3. Review & Approval: A manager or approver opens this module, reviews, and provides approval.

  4. Warehouse Process: After approval, the Consignment Sales Order becomes the official instruction for the Warehouse Department to begin the process of preparing and shipping the consigned goods.

Consignment Item Transfer

Module Guide: Consignment Item Transfer

Module Location

Sales > Consignment Sales > Consignment Item Transfer

Module Objective

The Consignment Item Transfer module is used to record and manage the movement or transfer of consignment stock that is already at a customer's location. It is used for transactions such as moving goods from one customer branch to another, or for the process of returning unsold consignment goods from the customer back to the company's warehouse.

1. Main View (Transfer List)

The main page of this module displays a list of all consignment item transfer documents that have been created.

image.png

View Explanation & Filters

This page is for viewing and managing all consignment item transfer transactions.

Button Functions

2. Steps to Create a Transfer Document

Step 1: Create a New Document

From the Main View, click the New button to open the New Document form.
image.png

Step 2: Fill in Transfer Information

On the form that appears, fill in the general transfer information:

Step 3: Detail the Items being Transferred

In the detail table at the bottom, the system will display the items available at the source location.

Step 4: Save and Confirm

After all data is filled in, use the buttons in the bottom-left section:

Tips & Important Notes

Consignment Item Transfer Inbox

Module Guide: Consignment Item Transfer Inbox

Module Location

Sales > Consignment Sales > Consignment Item Transfer > Consignment Item Transfer Inbox

Module Objective

The Consignment Item Transfer Inbox module serves as the approval center for all Consignment Item Transfer documents that have been submitted. This module is used by a superior or manager to conduct a review and provide approval before the consignment stock transfer is officially recorded in the system.

1. Main View (Transfer Request List)

The main page of this module is an "inbox" that displays all transfer documents requiring your action.

image.png

View Explanation & Filters

This page provides a summary of all consignment item transfers that are awaiting approval.

Column Explanation

Button Functions

2. Approval Process Steps

The following is the standard workflow for an approver.

Step 1: Access the Inbox

Open the Consignment Item Transfer Inbox module to see the list of transfer documents that require approval.

Step 2: Review the Transfer Details

Click on one of the rows in the table to open its detail view. In the detail view, you can check all the information that has been input, such as the product details, quantity, as well as the source and destination locations.

Step 3: Provide Approval

After you have reviewed and are certain about the submitted transfer data:

  1. Return to the main Inbox page.

  2. Check the box in the leftmost column for one or more rows you wish to approve.

  3. Click the Mass Approve button located in the bottom-left section of the page to process the approval. image.png

3. Workflow & Integrated Business Process

  1. Submission: A user creates a document in the Consignment Item Transfer module and clicks Confirm.

  2. Entering the Queue: The confirmed document automatically enters the queue in this Consignment Item Transfer Inbox module.

  3. Review & Approval: A manager or approver opens this module, reviews, and provides approval.

  4. Inventory Update: After approval, the item transfer becomes official, and the system will update the inventory records to reflect the new location of the consignment stock.

Consignment Report Entry

Module Guide: Consignment Sales Report Entry

Module Location

Sales > Consignment Sales > Consignment Sales Report Entry

Module Objective

The Consignment Sales Report Entry module is the transaction module where you record the sales reports received from consignment partners (customers). This process is the point at which the consigned goods are officially recognized as an actual sale. The data input here will change the status of the consignment stock to a sale and become the basis for creating a billing invoice for the consignment partner.

1. Main View (Report List)

The main page of this module displays a list of all Consignment Sales Reports that have been input.

image.png

View Explanation & Filters

This page is for viewing and managing all incoming sales reports from consignment partners.

Button Functions

2. Steps to Input a Sales Report

Step 1: Create a New Report

From the Main View, click the New button to open the Add Consignment Report Entry form. image.png

Step 2: Fill in Header Information

On the form that appears, fill in the general report information:

Step 3: Detail the Sold Items

In the detail table in the middle section:

  1. Click [+] Multiple Item [-] to add a row. image.png

  2. Enter the Item Code of the product that was reported as sold.

  3. The Available Qty On Outlet column will show the remaining consignment stock at the customer's location as a reference.

  4. Fill in the Qty column with the quantity sold according to the customer's report.

  5. The system will fill in the Unit Price according to the agreement and calculate the total in the Amount (IDR) column.

Step 4: Set Up Payment Terms

In the Term Of Payment section, you can set up the payment schedule for the invoice that will be created based on this report.

Step 5: Save and Confirm

After all data is filled in, use the buttons in the bottom-left section:

Workflow & Integrated Business Process

Tips & Important Notes

Consignment Sales Invoice

Module Guide: Consignment Sales Invoice

Module Location

Sales > Consignment Sales > Consignment Sales Invoice

Module Objective

The Consignment Sales Invoice module is the final stage of the consignment sales process. Its purpose is to create an official billing document or invoice for the customer (consignee) based on the sales report they have provided. The invoice created here will officially record revenue and generate a receivable in the general ledger.

1. Main View (Invoice List)

The main page of this module displays a list of all Consignment Sales Invoices that have been issued.

image.png

View Explanation & Filters

This page is for viewing and managing all consignment sales invoices.

Button Functions

2. Steps to Create a Consignment Sales Invoice

Step 1: Create a New Invoice

From the Main View, click the New button to open the Add Consignment Sales Invoice form. image.png

Step 2: Select the Sales Report (CRE)

This is the most crucial step.

  1. Select the Customer to be billed. image.png

  2. Select the CRE Number (Consignment Report Entry) from the dropdown. This is the reference number from the Consignment Sales Report Entry that you created previously. image.png

Step 3: Verify Invoice Details

  1. After the CRE Number is selected, the system will automatically pull all the item, quantity, and price details from that sales report document and populate them into the detail table at the bottom.

  2. Double-check and ensure that important dates like the Invoice Date and Due Date are correct.

Step 4: Save and Confirm

After all data has been verified, use the buttons in the bottom-left section:

Workflow & Integrated Business Process

Tips & Important Notes

Distributor Sales Forecast

Sales Forecasting Process

This section covers the modules used to manage sales forecast data, which is a critical input for production and inventory planning.

Module Guide: Distributor Sales Forecast

Module Location

Sales > Sales Forecasting > Distributor Sales Forecast

Module Objective

The Distributor Sales Forecast module serves as a tool to view, search for, and review sales forecast data that has been uploaded into the system. This module is read-only or for displaying data only, not for manually inputting new forecasts.

image.png

1. Main View (Forecast List)

The main page of this module displays a list of forecasts that have been uploaded, which can be filtered by distributor and period.

View Explanation & Filters

This page is for searching for and viewing existing forecast data.

2. Workflow & Integrated Business Process

Tips & Important Notes

Sales Forecast

Report Module Guide: Sales Forecast

Module Location

Sales > Sales Forecasting > Sales Forecast

Module Objective

The Sales Forecast report module is used to display and export the company's overall sales forecast report in a highly detailed matrix format. This report presents daily sales forecast data for each product item and is a crucial input for production planning and raw material purchasing.

1. Main View (Forecast Period List)

The main page of this module displays a list of forecast periods for which data is already available in the system.

image.png

View Explanation

This page is the starting point for accessing the detailed forecast report.

Action Column

The Action column on the right is the key to viewing the report. There are two icons:

2. Steps to View the Report

Step 1: Select a Period

In the Main View, find and locate the period (Month and Year) whose data you wish to see.

Step 2: Display or Export the Report

In the row for your selected period, click one of the icons in the Action column:

Example of the Sales Forecast Report View

After you click, the system will generate a detailed report in a matrix format as follows:

image.png

Tips & Important Notes

Sales Forecast Inbox

Module Guide: Sales Forecast Inbox

Module Location

Sales > Sales Forecasting > Sales Forecast Inbox

Module Objective

The Sales Forecast Inbox module serves as the approval center for all sales forecast data that has been uploaded to the system. This module is used by a manager or an authorized leader to conduct a review and provide final approval before the forecast data becomes the official benchmark for production planning and other operational activities.

1. Main View (Forecast List)

The main page of this module is an "inbox" that displays all forecast documents requiring your action.

image.png

View Explanation & Filters

This page provides a summary of all forecasts that are awaiting approval.

Column Explanation

Button Functions

2. Approval Process Steps

The following is the standard workflow for an approver.

Step 1: Access the Inbox

Open the Sales Forecast Inbox module to see the list of forecasts that require approval.

Step 2: Review the Forecast Details

Click on one of the rows in the table to open its detail view. In the detail view (which will likely open the Sales Forecast report), you can check the forecast details per item and per day.

Step 3: Provide Approval

After you have reviewed and are certain about the submitted forecast data:

  1. Return to the main Inbox page.

  2. Check the box in the leftmost column for one or more forecast rows you wish to approve.

  3. Click the Approve button located in the bottom-left section of the page to process the approval. image.png

3. Workflow & Integrated Business Process

  1. Submission: Forecast data is uploaded to the system via the Upload Data Forecast module.

  2. Entering the Queue: The uploaded forecast automatically enters the queue in this Sales Forecast Inbox module.

  3. Review & Approval: A manager or approver opens this module, reviews, and provides approval.

  4. Data Activation: After approval, the forecast data becomes official and can be used as a valid reference by the PPIC (Production Planning and Inventory Control) team for production planning and by the Finance team for financial projections.

Item Category Sales Forecast

Module Guide: Sales Forecast Item Category

Module Location

Sales > Sales Forecasting > Sales Forecast Item Category

Module Objective

The Sales Forecast Item Category module serves as a tool to manage the master data used for grouping products into various categories and sub-categories. This categorization aims to simplify the process of creating and analyzing sales forecast reports.

1. Main View (Category Structure)

The main page of this module displays all the product categories and sub-categories that have been created in a hierarchical structure format.

image.png

View Explanation

2. Category Detail Page

After you click on one of the category names from the main page, you will be directed to a detail page that displays all the product items included in that category.

image.png

View Explanation

This page, for example for "KUKIS 300g", displays all product items such as "BK/Kukis Butter 300 gr", "BK/Kukis Coconut 300 gr", and others that are included in that category.

Button Functions

The buttons at the bottom of this page are the primary tools for managing the category's contents:

Tips & Important Notes

Upload Data Forecast

Module Guide: Upload Data Forecast

Module Location

Sales > Sales Forecasting > Upload Data Forecast

Module Objective

The Upload Data Forecast module serves as a tool to upload or import sales forecast data in bulk into the system. This process uses a file in CSV (Comma-Separated Values) format, which allows for the efficient input of large amounts of data, especially for data that comes from external parties like distributors.

1. Main View and Parameters

The main page of this module is a simple form for performing the file upload process.

image.png

Here is an explanation for each parameter:

  • Customer:

    • Select the customer scope. The All option is likely used if your CSV file contains data from many customers.

  • File:

    • Use the Choose File button to find and select the CSV file from your computer that contains the forecast data.

Upload File Format (Important!)

To ensure the data can be uploaded successfully, your file must be in CSV format and have 4 columns with the following exact order and names:

  • Date (Forecast date)

  • CustomerID (Customer Code)

  • itemcode (Product Code)

  • qty (Forecast quantity amount)

2. Steps to Upload Forecast Data

Step 1: Prepare and Select the File

Prepare your forecast data in a CSV file according to the instructions above. Then, on the module page, click the Choose File button to find and select that file from your computer.

image.png

Step 2: Start the Upload Process

After the file is selected, click the Upload Report button in the bottom-left section to start the process of uploading the data into the system. image.png

Step 3: Verification

After the upload process is complete, you must verify that the data has been entered correctly. Open the Sales Forecast or Distributor Sales Forecast module to see the data you just uploaded.

Tips & Important Notes

  • Upload failures are most often caused by an incorrect CSV file format. Ensure the column names and their order are an exact match.

  • Successfully uploaded data will likely go to the Sales Forecast Inbox first for an approval process before it becomes official forecast data.

  • This module is very efficient for importing forecast data that is received routinely from external parties like distributors

Focus Item Sales Forecast

Module Guide: Sales Forecast Focus Item

Module Location

Sales > Sales Forecasting > Sales Forecast Focus Item

Module Objective

The Sales Forecast Focus Item module is a tool to set up and manage which products are considered "focus items" in the sales forecasting process. This setup allows the company to give special attention to the planning of key products, including linking them to raw material requirements.

1. Main View (Category List)

The main page of this module displays a list of product categories to facilitate the management of focus items.

image.png

View Explanation

2. Category Detail Page

After you click on one of the categories from the main page (e.g., CRACKERS), you will be directed to a detail page that displays all the product items included in that category.

image.png

View Explanation

This page is where you manage the items within a category.

Button Functions

Tips & Important Notes

Sales Forecast

Report Module Guide: Sales Forecast

Module Location

Sales > Sales Forecasting > Sales Forecast

Module Objective

The Sales Forecast report module is used to generate a highly detailed sales forecast report in a matrix format. This report presents daily sales forecast data for each product item and can be filtered by distributor and period, making it a critical input for production and inventory planning.

1. Report Parameters

The main page of this module is a simple form containing several parameters to define the report that will be generated.

image.png

Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the Distributor and Month/Year parameters according to the data you wish to see.

Step 2: Generate the Report

After the parameters are set, click one of the two buttons at the bottom:

3. Example of the Report View

After you click, the system will generate a detailed report in a matrix format as follows:

image.png

Tips & Important Notes

Transaction Journal

Report Module Guide: Transaction Journal

Module Location

Sales > Transaction Journal

Module Objective

The Transaction Journal module is a powerful and comprehensive reporting and drill-down center. Its purpose is to display all transaction details from every module in the ERP system in a single, integrated view. Although it is located within the Sales menu, this module has the ability to pull data from all areas, providing full visibility into the accounting impact of every transaction.

1. Main View (Transaction Report Center)

The main page of this module is an interactive report equipped with various filtering tools to help you find specific data.

Screenshot 2025-08-07 081737.png

Screenshot 2025-08-07 081805.png

Advanced Filter Functions

The top section of the page provides various filters to screen the data:

Table Column Explanation

The main table will display the details of each journal line, including Journal Number, Account, Debit, Credit, Cost Center, Project Name, and a very detailed Description.

Main Button Functions

2. Usage Example (Case Study)

Case: The Sales team wants to see the complete journaling details (including COGS) of a sales transaction for the customer "Mega Global Food Industry".

Steps:

  1. Open the Transaction Journal module.

  2. Set the Date range to the known transaction date (e.g., 08/02/2025). 

    image.png

  3. Click Search. image.png

  4. Find the transaction rows related to "Mega Global Food Industry".

  5. The result will display all related journal lines, from the recording of ACCOUNT RECEIVABLE TRADE, SALES, to COST OF GOOD SOLD (COGS). This data can then be exported to Excel for analysis.

Example of a Generated Report

The exported or printed report will display transaction details like the image below, detailing every debit and credit movement.

image.png

Tips & Important Notes

Free of Charge Report

Report Module Guide: Free of Charge Report

Module Location

Sales > Free of Charge > Free of Charge Report

Module Objective

The Free of Charge Report module is used to generate a report that details all transactions of goods shipped to customers at no charge (for free). This report is very useful for tracking the issuance of goods for promotional purposes, samples, or other marketing activities.

1. Report Parameters (Filter)

The main page of this module is a form containing several parameters to customize the report that will be generated.

image.png

Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially defining the Sales Date range to get specific data. image.png

Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which details every shipment of free goods.

image.png

Report Explanation: This report displays a detailed list of each free-of-charge transaction, complete with information on:

Tips & Important Notes

Sale Analysis

Sales Reports

This section covers various types of reports that can be generated from sales data for analysis and monitoring purposes.

Report Module Guide: Sales Analysis

Module Location

Sales > Reports > Sales Analysis

Module Objective

The Sales Analysis module is a very powerful business analysis tool. Its purpose is to generate a detailed report that not only displays sales data but also calculates the profitability or Margin for each transaction line. This report compares sales revenue with the Cost of Goods Sold (COGS) to provide deep insights into product and customer performance.

image.png

1. Report Parameters (Filter)

The main page of this module is a form containing several parameters to define the scope of the analysis.

Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially defining the date range and the analysis basis (Invoice or Sales Order).
image.png

Step 2: Generate the Report

After all parameters are set, click the Analysis Report button in the bottom-left section of the page to generate the detailed report.image.png

3. Reading the Sales Analysis Report

The generated report will display a highly detailed data matrix.
image.png

Tips & Important Notes

Customer Sales Report

Sales Reports

This section covers various types of reports that can be generated from sales data for analysis and monitoring purposes.

Report Module Guide: Customer Sales Report

Module Location

Sales > Reports > Customer Reports > Customer Sales Report

Module Objective

The Customer Sales Report module is used to generate a detailed report that displays all sales transactions, grouped by customer. This report is very useful for analyzing the purchasing patterns and total sales volume of each customer within a specific time period.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

image.png

Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially defining the Customer Date range and the Customer scope.

image.png

Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which details every product purchased by each customer.

image.png

Report Explanation: This report displays a detailed list of each sales transaction, sorted or grouped by Customer.

Key Columns:

Tips & Important Notes

Customer Sales Report Detail

Report Module Guide: Customer Sales Detail Report

Module Location

Sales > Reports > Customer Reports > Customer Sales Detail Report

Module Objective

The Customer Sales Detail report module is used to generate a highly detailed report of all sales transactions. This report displays sales data down to the item line level per invoice or shipment, making it suitable for in-depth analysis and data tracing.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

image.png

Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially defining the Customer Date range and the Customer scope.

image.png

Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which details every product purchased by each customer in every transaction.

image.png

Report Explanation: This report displays a very detailed list of each sales transaction line, not a summary.

Key Columns:

Tips & Important Notes

Customer Transaction Report

Report Module Guide: Customer Transaction Report

Module Location

Sales > Reports > Customer Reports > Customer Transaction Report

Module Objective

The Customer Transaction Report module is used to generate a combined report that displays the history of various types of sales transaction documents for a specific customer. This report consolidates data from multiple document types (such as Proforma Invoice and Sales Order) into a single view to facilitate tracing and analysis.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

image.png

Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially defining the Document Date range and the Customer scope.

image.png

Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which groups transactions by their document type.

image.png

Report Explanation: This report displays a list of transactions grouped by their type, such as a section for Proforma Invoices and a section for Sales Orders.

Key Columns: Each section will detail the transactions with relevant columns such as PI Number or Sales Order Number, Item Code, Item Name, Qty, and Amount.

Tips & Important Notes

PS Monitoring

Sales Reports

This section covers various types of reports that can be generated from sales data for analysis and monitoring purposes.

Report Module Guide: PS Monitoring

Module Location

Sales > Reports > Customer Reports > PS Monitoring

Module Objective

The PS Monitoring report module is used to generate a very comprehensive sales monitoring report. This report is designed to track sales performance in detail, linking customer information, product details by category, all the way to logistics documents like Shipment Notes and Invoices.

1. Report Parameters (Filter)

The main page of this module is a form containing several parameters to customize the report that will be generated.

image.png

Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially defining the Customer Date range and the Customer scope.

image.png

Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which provides a comprehensive view of sales activity.

image.png

Report Explanation: This report presents data in a highly detailed table format for monitoring from various perspectives.

Key Columns:

Tips & Important Notes

Item Sales Report

Sales Reports

This section covers various types of reports that can be generated from sales data for analysis and monitoring purposes.

Report Module Guide: Item Sales Detail

Module Location

Sales > Reports > Item Reports > Item Sales Report

Module Objective

The Item Sales Detail report module is used to generate a detailed report that displays all sales transactions, grouped by item or product. This report is very useful for analyzing the sales performance of each product item individually.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

image.png

Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially defining the Customer Date range and the Item Description scope. 

image.png

image.png

Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed sales-per-item report as in the example below (although there is currently no data).

Report Explanation: The report will display a detailed list of each sales transaction, sorted or grouped by product.

Key Columns: This report will typically contain columns such as Item Code, Item Name, Quantity Sold, Sales Value, and the Customer who made the purchase.

Tips & Important Notes

Free Item Report

Report Module Guide: Free Item Report

Module Location

Sales > Reports > Item Reports > Free Item Report

Module Objective

The Free Item Report module is used to generate a detailed list of all products that were given to customers for free. This report is very useful for tracking promotional items or samples that have been distributed, as well as for analyzing the volume and cost of "free product" promotion programs.

1. Report Parameters

The main page of this module is a simple form containing a date parameter for the report.

image.png

Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the date range in the Free Item Period fields.
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Step 2: Generate the Report

After the parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which details every free item that was given.

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Report Explanation: This report displays a detailed list of every free item that has been given to customers.

Key Columns:

Tips & Important Notes

Cubication Calculation

Report Module Guide: Cubication Calculation

Module Location

Sales > Reports > Item Reports > Cubication Calculation

Module Objective

The Cubication Calculation module is a logistics planning tool. Its purpose is to calculate the total volume (cubication) and weight of a set of products to be shipped, and then compare that against the capacity of various types of transport vehicles. This helps the logistics team to select the most efficient transport fleet for each shipment.

1. Report Parameters

The main page of this module is a form for selecting the items whose cubication will be calculated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select the Warehouse, Customer, and move all the Item Codes to be shipped into the right-hand box.

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Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Reading the Cubication Calculation Report

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The generated report is divided into two main parts.

Part 1: Cubication Calculation

This section details the total volume of the items you selected. Its columns include Item Code, Item Name, Volume, and Total Carton. Pay attention to the final number in the Total Volume column.

Part 2: Transporter Volume

This section serves as a reference table that displays the volume capacity of various Vehicle Types, such as a Tronton Box Truck and a 20' Container.

How to Use the Report

Compare the Total Volume figure from the first part with the Volume (M3) column in the second part to choose the most efficient and suitable vehicle for your shipment.

Tips & Important Notes

Penetration Report

Report Module Guide: Penetration Report

Module Location

Sales > Reports > Item Reports > Penetration Report

Module Objective

The Penetration Report module is used to generate a matrix report that shows the distribution or "penetration" of product sales across various customers or points of sale. This report is very useful for analyzing which products have been sold at each customer and identifying further cross-selling opportunities.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially defining the Period range and the Customer scope.

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Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report in a matrix format as follows:

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Report Explanation: This report presents data in a matrix format to facilitate the analysis of product spread.

Tips & Important Notes

Sales Order Report

Report Module Guide: Sales Order Report

Module Location

Sales > Reports > Sales Order Reports > Sales Order Report

Module Objective

The Sales Order Report module is used to generate a detailed list of all Sales Orders (SOs) along with their item details for a single period. This report is a primary operational tool for tracking incoming orders, monitoring sales activity, and managing the queue of orders to be processed.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially defining the SO Date range and the relevant statuses for your analysis.

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Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which details every SO and the items within it.

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Report Explanation: This report displays a very detailed list of each Sales Order, which contains a breakdown per Item line.

Key Columns:

Tips & Important Notes

Sales Contract Report

Report Module Guide: Sales Contract Report

Module Location

Sales > Reports > Sales Order Reports > Sales Contract Report

Module Objective

The Sales Contract Report module is used to generate a detailed list of all Sales Contracts that have been created. This report is used to review the terms and conditions, period, as well as the product and price details within long-term agreements with customers.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially defining the date range and the customer scope.

Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which details every sales contract.

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Report Explanation: This report displays a very detailed list of each sales contract along with the items within it.

Key Columns:

Tips & Important Notes

Sales Contract Balance

Report Module Guide: Sales Contract Balance

Module Location

Sales > Reports > Sales Order Reports > Sales Contract Balance

Module Objective

The Sales Contract Balance report module is used to monitor the usage and remaining balance of Sales Contracts that have been created. This report compares the maximum value set in a contract with the total value of Sales Orders (SOs) that have been created based on that contract.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need to focus the report on the contract(s) you wish to analyze.

Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which details the usage of each sales contract.

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Report Explanation: This report will display a list of sales contracts along with the details of the Sales Orders (SOs) that have been created referencing those contracts.

Key Columns for Analysis:

How to Analyze: To find the remaining contract balance, compare the value in the Maximum Sales Amount column with the total of the Amount column for all Sales Orders linked to that contract.

Tips & Important Notes

Unvoiced SO Report

Report Module Guide: Uninvoiced SO Report

Module Location

Sales > Reports > Sales Order Reports > Uninvoiced SO

Module Objective

The Uninvoiced SO Report module is used to generate a list of all Sales Orders (SOs) that have been processed but have not yet been fully invoiced. This report is a crucial control tool to ensure no sales or shipments are missed for billing, thereby helping to maintain smooth cash flow.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially defining the SO Date range to see the uninvoiced SOs within that period.

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Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which details every SO that still has a remaining balance to be billed.

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Report Explanation: This report displays a detailed list of each Sales Order that still has a quantity or value yet to be invoiced, grouped per customer.

Key Columns:

Tips & Important Notes

Forecast Dist Scheduling Report

Report Module Guide: Distributor Forecast Scheduling Report

Module Location

Sales > Reports > Delivery Report > Forecast Dist Scheduling Report

Module Objective

The Forecast Dist Scheduling Report (Forecast Distributor Sales Report) is an advanced analysis tool for generating various types of reports that compare actual sales data with the forecast provided by distributors. This module helps in measuring forecast accuracy, sales performance, and shipping efficiency.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the type of analysis that will be generated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially defining the Period range and the type of analysis in the Option Import/Export Data field.

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Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

The appearance of the report will vary depending on the 'Option' you choose. The example below displays a report focused on sales team performance.

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Report Explanation: This report can display various metrics. The example shows columns like Leader Name, Sales Name, and Account Name, which focuses on sales performance analysis.

Tips & Important Notes

SKU Sales Performance Report

Report Module Guide: SKU Sales Performance Report

Module Location

Sales > Reports > Shipping Reports > SKU Sales Performance Report

Module Objective

The SKU Sales Performance Report module is used to generate a highly in-depth profitability analysis report at the individual product level (SKU - Stock Keeping Unit). This report not only displays sales data but also takes into account the Cost of Goods Sold (COGS), returns, and various promotional costs to calculate the final profit from each product.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially defining the Period range.
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Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which provides a complete profitability analysis per product.

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Report Explanation: This report presents a very in-depth profitability analysis for each product, grouped by category (CRACKERS, CREAM, KUKIS, etc.).

Key Columns for Analysis:

Tips & Important Notes

Shipping Instruction

Report Module Guide: Daily Shipping Instruction Schedule

Module Location

Sales > Reports > Shipping Reports > Daily Shipping Instruction Schedule

Module Objective

The Daily Shipping Instruction Schedule report module is used to generate a daily or periodic shipping schedule. This report is a primary operational work tool for the logistics and warehouse teams to plan, monitor, and execute all goods shipment activities to customers based on Shipping Instruction documents.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the schedule that will be generated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially defining the Date Type, the Date range, and the Status to get the relevant schedule.

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Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which functions as a shipping work schedule.

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Report Explanation: This report displays a detailed list of all shipping instructions that match your filters.

Key Columns:

Tips & Important Notes

Delivery Tracking Report

Report Module Guide: Delivery Tracking Report

Module Location

Sales > Reports > Delivery Report > Delivery Tracking Report

Module Objective

The Delivery Tracking Report module is used to generate a report that tracks the document flow of the entire order fulfillment process. This report allows users to trace an order from the initial Sales Order stage, on to the Shipping Instruction, and through to the final stage, the Delivery Order (Surat Jalan).

1. Report Parameters

The main page of this module is a form containing several parameters to customize the report that will be generated.

Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, for example, a date range to see all orders within a month.

Step 2: Generate the Report

After the parameters are set, click the Display Report button in the bottom-left section of the page to see the tracking report. image.png

3. Reading the Tracking Report

The generated report will display the interlinked document flow for each order.

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Report Explanation: This report displays the sales document flow, grouped by Customer (e.g., "Mega Global Food Industry").

Document Flow Structure:

  1. Sales Order: Displays the list of sales orders from the customer. This is the initial stage.

  2. Shipping Instruction: Displays the command document to the warehouse that was created based on the Sales Order to its left.

  3. Delivery Order (Surat Jalan): Displays the final shipping document created based on the Shipping Instruction.

Document Status: Pay attention to the status icons next to each document number (e.g., [Approved], [Confirmed]) to know the progress and the latest status of each stage.

Tips & Important Notes

Weekly Delivery

Report Module Guide: Weekly Shipping Report

Module Location

Sales > Reports > Shipping Reports > Weekly Shipping (Note: The title in the system indicates this report is related to PPIC | Report | Detail Production Report)

Module Objective

The Weekly Shipping report module is used to generate a comparative report between the shipping Plan and the Actual realization within a single week. This report is an important Key Performance Indicator (KPI) for monitoring the on-time performance and fulfillment of the shipping schedule by the logistics and production teams.

1. Report Parameters

The main page of this module is a simple form for selecting the report period.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select the Period (month and year) as well as the Week number to be analyzed.
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Step 2: Generate the Report

After the parameters are set, click one of the two buttons at the bottom:

3. Reading the Weekly Shipping Report

The generated report will present a detailed comparison between the plan and the realization.

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Report Explanation: This report is designed for in-depth Plan vs. Actual analysis.

Tips & Important Notes

Expedition Monitoring

Report Module Guide: Expedition Monitoring

Module Location

Sales > Reports > Delivery Reports > Expedition Monitoring

Module Objective

The Expedition Monitoring report module is used to generate a report that details and monitors the activities and performance of shipping service partners (expeditions). This report helps in tracking which shipments are handled by each expedition, the shipping destinations, as well as the details of the products that were shipped.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the Expedition Date range and select an Expedition Name if you want to focus on a specific expedition.

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Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which details every shipment per expedition.
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Report Explanation: This report presents highly detailed shipping data per transaction line, grouped by expedition.

Key Columns:

Tips & Important Notes

Report Shipping Instruction

Report Module Guide: Shipping Instruction Report

Module Location

Sales > Reports > Delivery Report > Report Shipping Instruction

Module Objective

The Shipping Instruction Report module is used to generate a summary report that aggregates the total product demand from all Shipping Instruction documents within a specific period. This report presents the demand data alongside inventory data and Job Order data, making it very useful for production planning and order fulfillment.

1. Report Parameters

The main page of this module is a simple form containing a date parameter for the report.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the date range in the Date Shipping Instruction fields.

Step 2: Generate the Report

After the parameters are set, click one of the two buttons at the bottom:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which details the demand per product.

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Report Explanation: This report displays a list of products grouped by category (KUKIS, CRACKERS, etc.).

Key Columns:

Tips & Important Notes

Link Account Report

Report Module Guide: Linked Account Report

Module Location

Sales > Reports > Invoice Reports > Linked Account Report

Module Objective

The Linked Account Report module is used to display the mapping or "linking" between each customer and their specific accounts in the General Ledger. This report is a crucial verification tool for the accounting team to ensure that every customer has been connected to the correct GL accounts for various transaction types, such as Receivables, Down Payments, and Deposits.

1. Report Parameters (Filter)

The main page of this module is a simple form containing several parameters to customize the report that will be generated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select the parameters you need to focus the report.

Step 2: Generate the Report

After the parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report in a matrix format as follows:

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Report Explanation: This report displays a matrix of the account links for each customer.

Workflow & Integrated Business process

Tips & Important Notes

Document Flow Report

Report Module Guide: Sales Document Flow Report

Module Location

Sales > Reports > Invoice Reports > Sales Document Flow Report

Module Objective

The Sales Document Flow Report module is used to generate a report that tracks the entire end-to-end document flow of a sales process. This report visually links one document to the next, starting from the Sales Order, to Shipment Notes (Shipping), to the Sales Invoice (Billing), and finally to the Cash Book (Payment Receipt).

1. Report Parameters (Filter)

The main page of this module is a form containing several parameters to customize the report that will be generated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need to focus the report on the transaction(s) you wish to trace.

Step 2: Generate the Report

After the parameters are set, click the Display Report button in the bottom-left section of the page to see the document flow report. image.png

3. Reading the Document Flow Report

The generated report will display the interlinked document flow for each order.

Report Explanation: This report displays the sales document flow, grouped by Customer.

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Document Flow Structure: This report shows the complete flow from left to right:

  1. Sales Order: The initial stage where the customer's order is recorded.

  2. Shipment Notes: The shipping command document created based on the Sales Order.

  3. Sales Invoice: The billing document created based on the shipment.

  4. Cash Book: The final stage, showing the payment receipt document.

Document Status: Pay attention to the status next to each document number (e.g., [approved]) to know its progress at each stage.

Tips & Important Notes

Sales Invoice Schedule Report

Report Module Guide: Sales Invoice Schedule Report

Module Location

Sales > Reports > Invoice Reports > Sales Invoice Schedule Report

Module Objective

The Sales Invoice Schedule Report module is used to generate a report that monitors billings or invoices that are issued on a schedule. This is very useful for sales scenarios with recurring payments or installments. The report tracks the progress of billing against the total value of the initial Sales Order.

1. Report Parameters (Filter)

The main page of this module is a simple form containing several parameters to customize the report that will be generated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the date range in the Invoice Date fields and choose whether to display details or not. image.png

Step 2: Generate the Report

After the parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which details the progress of each invoice schedule.

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Report Explanation: This report will display a list of all active sales invoice schedules.

Key Columns for Analysis:

Tips & Important Notes

Credit Limit Usage

Report Module Guide: Credit Limit Usage

Module Location

Sales > Reports > Invoice Reports > Credit Limit Usage

Module Objective

The Credit Limit Usage report module is used to generate a report that details the usage of the credit limit by customers. This report displays all outstanding (unpaid) documents that contribute to a customer's total receivable balance, making it easier for the sales and finance teams to manage credit risk.

1. Report Parameters (Filter)

The main page of this module is a form containing several parameters to customize the report that will be generated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select the Customer scope and the report Type that you want.
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Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which details every document that affects the customer's receivable balance.

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Report Explanation: This report will display a detailed list of all the documents that make up the customer's total outstanding receivable.

Key Columns:

Tips & Important Notes

Sales Return Report

Sales Return Reports

This section covers reports related to the process of returns or the sending back of goods from customers.

Report Module Guide: Sales Return Report

Module Location

Sales > Reports > Return Reports > Sales Return Report

Module Objective

The Sales Return Report module is used to generate a detailed list of all return transactions or goods returns made by customers within a specific period. This report is used to monitor, summarize, and analyze sales return activities.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially defining the Sales Return Date range. image.png

Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which details every return transaction.

Report Explanation: This report will display a list of all sales return documents.

Key Columns:

Tips & Important Notes

Distributor Sales Return

Sales Return Reports

This section covers reports related to the process of returns or the sending back of goods from customers.

Report Module Guide: Distributor Sales Return Report

Module Location

Sales > Reports > Sales Return Reports > Distributor Sales Return Report

Module Objective

The Distributor Sales Return Report module is used to generate an analytical report that calculates the return rate or percentage for a distributor. This report compares the total sales value (turnover) with the total value of returned goods to provide an overview of the distributor's performance and potential product issues in the market.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select the Customer (Distributor) you wish to analyze and define the Period range.

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Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a summary report like the following.

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Report Explanation: This report presents a summary of the return rate per Product Category for the selected distributor.

Key Columns for Analysis:

Tips & Important Notes

Register Retur Report

Report Module Guide: Return Register Report

Module Location

Sales > Reports > Sales Return Reports > Return Register Report

Module Objective

The Return Register Report module is used to generate a "register book" or a highly detailed transactional record of all sales return activities. This report provides raw, line-by-line data from each return, making it highly suitable for audits, in-depth tracing, and data verification.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the parameters you need, especially selecting the Customer scope and the Customer Date range.

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Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which details every return transaction.

Report Explanation: This report presents return data in a highly detailed register or log format, displaying one row for each item that was returned.

Key Columns:

Tips & Important Notes

Sales Time Series

Report Module Guide: Time Series Report

Module Location

Sales > Reports > Sales Register Reports > Time Series Sales

Module Objective

The Time Series Report module is used to generate a "register book" or a highly detailed transactional record of all sales activities, presented chronologically (by time sequence). This report provides a fundamental record of all items sold within a single period.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially defining the Customer Date range. image.png

Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which details every sales transaction line chronologically.

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Report Explanation: This report displays a list of all sales transactions in detail and in chronological order.

Key Columns:

Tips & Important Notes

Perdistributor Sales Report

Report Module Guide: Sales Report by Distributor

Module Location

Sales > Reports > Sales Register Reports > Sales Report by Distributor

Module Objective

The Sales Report by Distributor (Perdistributor Sales Report) module is used to generate a detailed transactional report of all sales activities. This report can be filtered and grouped by various levels of the sales hierarchy such as Distributor, Salesman, or Leader, making it very useful for monitoring sales performance specifically.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially defining the scope in Option By and the Customer Date range.

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Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which details every sales transaction chronologically.

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Report Explanation: This report displays a list of all sales transactions in detail and in order by Date (Tanggal).

Key Columns:

Tips & Important Notes

Sales Quantity Analysis

Report Module Guide: Sales Quantity Analysis

Module Location

Sales > Reports > Sales Quantity Analysis

Module Objective

The Sales Quantity Analysis report module is used to generate a report that analyzes the total sales quantity for each product, broken down into various Units of Measure. This report is very useful for understanding sales volume from different logistics and packaging perspectives.

1. Report Parameters (Filter)

The main page of this module is a simple form containing several parameters to customize the report that will be generated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select the Sales Type and define the Period range.

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Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report in a matrix format as follows:

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Report Explanation: This report presents sales quantity data in a matrix format based on various units of measurement.

Tips & Important Notes

Sales Cost Ratio Transporter

Report Module Guide: Transporter Cost Ratio Report

Module Location

Sales > Reports > Transporter Cost Ratio Report

Module Objective

The Transporter Cost Ratio Report module is used to generate a report that analyzes the shipping cost ratio. This report calculates the percentage of the shipping cost (freight cost) against the value of the goods being shipped. This is a Key Performance Indicator (KPI) for measuring and comparing the cost-efficiency of each shipping company (expedition/transporter).

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, for example, a Shipment Date range and a specific Expedition to compare efficiency.

Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which details every shipment and its cost ratio.
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Report Explanation: This report will display a detailed list of each shipment along with its cost ratio analysis.

Key Columns for Analysis:

Tips & Important Notes

Sales Forecast Report

Report Module Guide: Sales Forecast Report

Module Location

Sales > Reports > Sales Forecast Report

Module Objective

The Sales Forecast Report module is used to generate an analytical report that summarizes sales forecast data and compares it with historical data as well as other operational data. This report provides a high-level view for the Sales and Operations Planning (S&OP) process.

1. Report Parameters

The main page of this module is a simple form containing a date parameter for the report.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the date range in the Sales Forecast Period fields.

Step 2: Generate the Report

After the parameters are set, click one of the two buttons at the bottom:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which summarizes and analyzes the forecast data.
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Report Explanation: This report displays a comparison between historical sales data, the forecast, and other operational data for each product.

Key Columns:

Tips & Important Notes

Custom Report

Report Module Guide: Custom Report

Module Location

Sales > Reports > Custom Reports

Module Objective

This module, titled Custom Report in the system, is used to generate sales reports with specific or custom formats that may not be available in other standard report modules. It is a collection of miscellaneous reports for specific analysis needs.

1. Report Parameters (Filter)

The main page of this module is a form containing several parameters to customize the report that will be generated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the Invoice Date range and select the Type of Report you want.
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Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

The generated report will vary depending on the Type of Report selected. One example is a summary of sales reports as shown below.
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Report Explanation: This example displays a summary of sales documents within the selected period.

Key Columns:

Tips & Important Notes

Item Transaction Report

Report Module Guide: Item/Service Transaction Report

Module Location

Sales > Reports > Item Reports > Item Transaction Report

Module Objective

The Item/Service Transaction Report module is used to generate a report that resembles a "stock card," which is to say it displays a detailed transaction history for each item or service. This report is very flexible as it can display transactions from both the Sales and Purchasing sides, thereby providing a complete overview of an item's movement.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

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Here is an explanation for each parameter:

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially defining the Document Date range and the transaction type (Sales or Purchasing).

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Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which will detail the transactions under each item name.

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Report Explanation: The report will display a list of the products you selected. Under each product, there will be a detailed list of every transaction (sales or purchase) that occurred within the selected period. In this example, no transactions were found ("Tidak Ada Transaksi").

Content: This report will contain details such as the transaction date, document number, quantity, and value for each item movement.

Tips & Important Notes