Software for trade intermediates (Client side)

(Admin Section)
To maintain all the masters which are used in customer enquiries, Client side trade enquiries and in making rupee or foreign offers/orders

User Requirements
a. Creating Region Masters country, state and city.
b. Creating Company branch master using Region master.
c. Maintaining currency and currency symbol information that can be used in transactions.
d. Creating Industry master, which is used to add customer.
e. Maintaining mode of communication masters.
f. Facility to maintain Unit Of Measurement details.
g. Maintaining Freight forwarder details using city, state and country wise configuration.
Tax management.
h. Payment Terms management.
i. Maintaining the product details principal wise.
j. Maintaining the branch administrator details branch wise.
j. Maintaining salesman/back office operators masters branch wise as well as assign salesman to back office operator, also has facility to reset the password of salesman and back office. Operator.
l. Maintaining principal details.
m. Maintaining the customer and customer branch details using region master and industry master.
n. Maintaining the bank details customer and its branch wise.

Module: Transactions
Purpose:
To keep the information of customer enquiries, supplier enquiries, rupee/foreign offers and orders on customer enquiries.

Module: Reports
Purpose:
Generation of various types of reports for all the Transactions.

(Back office Section)
Purpose:
To maintain all the masters which are used in customer enquiries, supplier enquiries and in making rupee or foreign offers/orders

Module: Transactions
(Back office Section)
To keep the information of customer enquiries, supplier enquiries, rupee/foreign offers and orders on customer enquiries.

Module: Reports
(Back office Section)
Generation of various types of reports for all the Transactions.

Module: General
(Back office Section)
Purpose:
To manage schedule and field visit report and to sign out.

Module: Reports
(Salesman Section)
Purpose:
Generation of various types of reports for all the Transactions.

Module: Reports
(Salesman Section)
Purpose:
To manage schedule and field visit report and to sign out.