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You'll Be Surprised How It Changed Your Business |
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General |
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| Approve Documents with Electronic Signature |
| Approve print forms before printing and document will be locked automatically upon approval. Signature of Approver will be printed on the signature area on print forms. Revert Approval as required. |
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| Send Out Quote and PO by Email with a Click |
| An email with preset contents will be composed and sent after preview for documents such as quotation or sales invoice. |
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| View Pending Tasks and Unread Emails |
| Keep updated with company notice via Message Board, read incomplete tasks and unread communications (based on current login account) in one place. |
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| Support Multiple Currencies |
| Setup multiple currencies and store relevant exchange rate history. Readily update HKD exchange rates by downloading latest exchange rates from HSBC's website. |
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| Support Multiple Warehouses |
| Setup multiple warehouses to manage inventory transaction. |
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| Generate Print Forms/ Reports with Ease |
| Quickly get started with pre-designed Business Forms and Reports catering for different departments and usages. |
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| Next Steps |
Featured Links |
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Contact Master |
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| Keep Track Company Records |
| Manage contact information for customers, suppliers, banks, logistic companies, etc. Store multiple addresses and contact persons per company record, plus billing and delivery details, payment terms, credit days, currency, Incoterm and forwarder. |
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| View Addresses with Built-in Google Map |
| Check Contact Master addresses directly inside the system with a button click. System opens a new window and displays selected address in Google Map (Internet connection required). |
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| Import from Excel |
| Instantly migrate existing data into Contact Master with formatted Excel template. |
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| Next Steps |
Featured Links |
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Item Master |
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| Create Product Database with Ease |
| Create new Item Master Record using step-by-step wizard or import data from Excel. |
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| Import from Excel |
| Instantly migrate existing data into Item Master with formatted Excel template. |
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| Analyze Buying Prices from Multiple Suppliers for Same Item |
| Get at-a-glance supplier offers of same product. Track all quotations given by different suppliers for comparison, e.g. lower price but higher MOQ and longer lead time; higher price but faster lead time, etc. User can set one default buying price for using in Purchase Order among the multiple valid offers. |
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| View Item Relevant Transactions in Order Processing |
| Get at-a-glance inventory transaction of each product, such as goods receipt/ delivery, purchase/ sales return, stock adjustment, in/ out quantity, usable balance, costing, warehouse location and transaction date. |
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| Manage BOM (Bills of Material) |
| Keep track BOM by each Item Master record, such as product types, BOM part no, product name, description, quantity, supplier, offer date and buying cost. Support unlimited level of BOM. |
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| Readily Enter BOM with BOM Template |
| Speed up data entry for BOM. Pre-define BOM Template in Preferences and directly apply on Item Master record. System auto enters information based on BOM Template Item, such as product types, BOM parts name, item no, product description, quantity, supplier, offer date and buying cost and line total. |
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| Next Steps |
Featured Links |
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Document Library |
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| Organize all Documents in Virtual Library |
| Store all computer files of any file type in one place with 8000GB storage capacity, such as PDF, Word, Excel, Picture, Movie, etc. Create linking between files and database records, such as linking up photos and specification to a Product database record, a counter-signed Delivery Note copy to a Delivery Note database record, a scanned customer PO copy to a Sales Order database record, or even a scanned Bank Cheque image in your AP Payment database record. |
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| Search Documents by File Name or Description |
| Easily locate files and open them directly in the system using keyword search of File Name or Description. No need to browse through every folder for searching. |
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| Match Document to Relevant Database Record in a Batch |
| Attach selected document to relevant database records using Document Matching function, such as easily linking up a testing lab certificate to 10 relevant products in one time. |
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| Import Folder with Multiple Files from OS |
| Batch import unlimited levels of sub-folders to the Document Library |
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| Setup Security for Each Folder |
| Set different privilege right for new folders to be created by Group (Manager/ Operator/ Read Only) or User (Individual Login Accounts), including the rights to Edit, Create, Delete or Control. |
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| Next Steps |
Featured Links |
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Communications |
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| Manage All Communications in One Place (Email, Fax, Letter, Call, Meeting) |
| View, manage and search all communication logs by company, such as emails, phone logs, meeting notes and faxes. |
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| Organize Related Documents |
| Attach multiple files of any file types and size to each communication record. |
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| Auto Receive Email and File by Customer or Supplier |
| Automatically create communications matched with Contact Master for incoming emails according to editable server schedule. Set "Unread Staff List", unread communication records will be shown on Today Menu for relevant staff. |
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| Compose & Send Email Directly |
| Compose email and send out directly without passing Outlook. Email contents for sending print forms or meeting agenda can be preset in Preferences. |
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| Organize Tasks with a To-do List |
| Create follow up tasks/ reminders for colleagues or yourself in Contact Master, Marketing Campaigns, Leads (Inquiries), Opportunities and Communication Modules by company. Keep track incomplete tasks shown on Today Menu. |
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Back to top |
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| Next Steps |
Featured Links |
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Pre-Sales |
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| Create Email Campaigns to Promote your Business |
| Process Mail Merge and automatically send mass emails for selected contacts according to server schedule. |
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| Process Name Cards Collected from Marketing Campaigns |
| Gather name cards collected in events and batch import the contact information into the database for follow up (name card scanner required). |
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| Manage Sales Leads (Inquiries) |
| Auto created from Marketing Campaign. Store all inquiries with relevant communications by company, such as sales leads start date, incoming type, customer requirements, stages (preliminary, checking with suppliers, transferred to opportunity, lost) and lost reason. |
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| Keep track Sales Opportunities |
| Auto created from Sales Leads. Store all sales opportunities with relevant communication by company, such as forecast order date, order quantity, probability, relevant product types, stages (quotation, sample submitted, won, lost, etc.), target price, buying cost and price differences. |
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| Store Costing Sheets and Calculate Markup for Quotations |
| Readily view costing details of each quote item, such as supplier offer MOQ, price, surcharge, average unit cost, etc. Auto calculate selling price in quotation using Mark Up (Percentage) Calculator. |
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| Revise Quotation and Keep Original Records |
| Duplicate quotation and assign Revised Suffix in Quotation ID, keeping original records. |
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| Readily Issue New Quotation for Price Update |
| Select Quoted Items or Sale Order Items in existing system and enter Price Up/ Down Percentage, then create new quotation for a batch of products with new prices. |
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Back to top |
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| Next Steps |
Featured Links |
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Order Processing |
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| Streamline Workflow for Buy & Sell Trading |
| Automatically create Quotation from Sales Opportunities; issue Proforma Invoice, Purchase Order and generate Purchase Invoices accordingly. Produce Delivery Note/ Packing List and Sales Invoice, and then create AR Receipt upon receipt payment from customer. From the issue of quotation to billing and payment collection, each process just takes a few clicks to complete. |
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| Streamline Workflow for BOM Production/ Inventory Management |
| View stock status of all items on a Sales Order on one page and process order in different combination based on stock level. Directly ship available stock from warehouse and create Delivery Note/ Packing List; generate new Production Orders based on the BOM of relevant items; issue separate Purchase Orders to different vendors based on default Supplier Offer (Default Item Cost); reserve existing usable stock or book future stock as required. Support First In First Out (FIFO) and Last In First Out (LIFO) inventory handling. |
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| Create Deposit Invoices Speedily |
| Generate Sales Invoice or Purchase Order for deposit/ advanced payment from Sales Order or Purchase Order in few steps. Readily view deductible deposit and invoice balance on one page. |
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| Create Packing List Easily |
| Issue Delivery Note and Packing List from Sales Order. System automatically calculates carton number, CBM, carton quantity, remaining item quantity in last carton; and enters preset packing details such as inner/ outer quantity, carton weight and dimensions on the Packing List. |
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| Control Purchases & Relevant Payments |
| Restrict direct approval of Purchase Order with buying prices out of acceptable increment limit set by the management in system preference. Approval with "2nd level password" is required to proceed ordering.
Hold payment for purchase invoice with quality or delay issues and keep track of the status, e.g. reason for holding payment, date and handle person. Release payment control as required. |
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| Manage/ Release Stock Bookings |
Perform stock booking for various purposes, such as holding stock for potential sales orders and reserving samples for coming exhibition. Support bookings for both the finished goods and materials, including existing usable stock, future stock to be delivered from suppliers (PO Balance Booking) or from BOM production (Production Balance Booking).
Auto release booking on expiry date based on editable server schedule, and send out Stock Booking Release Email Notice to issuer. |
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| Process Stock Transfer between Warehouses |
| Easily transfer stock (single item or batch of items) between warehouses via 'Stock Transfer Wizard'. Save time in creating multiple Stock Adjustment records, such as Stock Adjustment for Stock Dispatch, Transfer In Progress and Stock Arrival. System auto enters product details such as quantity, location and item cost in Stock Adjustment. |
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| Get Instant Access to General Ledger Transactions |
| Directly view relevant GL Transactions by each record, including Sales Invoice, Purchase Invoice, Account Receivable, Account Payable, Sales Return, Purchase Return, Credit Note and Debit Note. |
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| Post All Billings and Payments to Accounting Module |
| Automatically create general ledger records according to transactions in DBP Trade Order Processing Module, and then transfer the records to the Accounting Module. Save 65% time entering voucher related to order processing. Support Emulate Posting and Actual Posting. |
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Back to top |
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| Next Steps |
Featured Links |
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Accounting |
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| Keep track Vouchers |
| Support Double Entry Accounting System. Create unlimited Debit/ Credit Ledger entry as rows in Voucher, system will auto enter balance at last ledger row to save your calculation time. Enter transactions in any currencies with built-in multi-currency support. |
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| Auto Create Vouchers |
Save 65% time entering voucher related to order processing. User can post all the transactions stored in DBP Trade order processing system to the accounting module, no need to enter every voucher.
Readily create new voucher by importing data from a fixed format MS excel file. Save time from repeating data entry and ensure information accuracy. |
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| Readily Duplicate Voucher Record |
| Duplicate Voucher record and all General Leger records automatically with updated voucher number and issue date. |
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| Approve Vouchers in a Batch |
| Approve and lock multiple vouchers to ensure data accuracy and prevent any mistaken modifications. Revert Approval as required. |
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Back to top |
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| Next Steps |
Featured Links |
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