Skip to main content

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.

image.png

View Explanation & Filters

This page is for viewing and managing all existing programs.

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

  • Program List: The table below will display a summary of each program, with columns such as Program Number, Customer Name, Target, and Credit Limit.

Button Functions

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

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

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

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.

  • Basic Information:

    • The MOU Number will be filled automatically. Fill in the MOU Date (Program Date), select the Customer, Regional, and the Product covered by this program.
      image.png

  • Commercial Terms:

    • Complete all agreed-upon commercial requirements such as Discount, Payment Term, Return, Target, Bank Guarantee, and Credit Limit.
      image.png

      image.png

Step 3: Save and Confirm

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

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

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

  • Cancel: To cancel the entry. image.png

Tips & Important Notes

  • The program created here will become the master agreement that governs the terms of transactions with the selected customer during the program's period.

  • 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 validation of sales transactions.

  • A program that has been Confirmed will likely go to a Sales Program Inbox for further approval by management.

No comments to display

Back to top