The CHARISMA Base Module for Sales gives predefined standard templates for processing customer orders as well as definitions and processes for differing order types such as:
- Normal orders
- Export orders
- Urgent orders
- Claim processing
- Sample orders
- Returns and credit notes
- Offers (with conversion into an order)
- Post-costing
- Special orders
- Warehouse replenishment
- Pro forma invoices etc.
Tour scheduling can (optionally) follow, it can either be selected through the relevant CHARISMA functions or through the integration of a PC based tour planning system.
The order picking in dispatch or warehouse is supported through functions for calling pick orders, preparation of the necessary forms as well as by confirmation functions. The provision of hand held terminals for radio transmitted, paperless order picking – the Warehouse Management System (WMS) or dispatch lines – can all be integrated through the generalized communication interface in CHARISMA. With lot related res-ervations from stock, the minimum shelf life and remaining life of the product are taken into consideration.
Order processing is controlled through extensive parameterization. The flexible definition of various order types is carried out through the integrated application Workflow Management from CHARISMA.
The CHARISMA-Basis Module for Sales includes the following functions:
- Master data management
- Price and condition management with
-Variable condition types (e.g. Prices, discounts and natural discounts etc.)
-ORGA Structures
-Foreign currencies
-Discount tables
-Time bracketing (actions, price increases etc.) at several levels (basic prices, price lists, customer-item conditions etc.) - Online incoming orders, with personnel related call-up plans
-Normal-, special and urgent data entry
-Availability checks
-Stock reservations with lot selection
-Entering normal, special and return line, taking into consideration – natural discounts, example and replacement deliveries
-List and/or delivery index checks
-Establishment of prices and conditions - Differentiating between purchase customer, delivery address and payment address
-Standard batch interfaces for incoming orders for Host Systems
-MDE (Mobile Data Entry)
-PC -EDIFACT Converters
-Phoenix
including conversion, finishing and edit checks - Incoming orders journal
- Availability check with the generation of refill orders
- Order confirmation
- Order processing with
-Cancellations
-Corrections
-Order splitting
-Blocking and Release
-Inquiries - Dispatch scheduling with
-Printing of the tour list
-Manual tour allocation
-Tour release or interface to a tour planning system - Order picking with
-Reservations according to FIFO or with lot selection taking into consideration expiry and remainder times
-Printing of packing note, pick lists, withdrawal slips and packing slips
-Printing of delivery notes
-Confirmation of withdrawal
-Booking from stock - Billing with
-Individual invoices
-Multiple invoices (monthly invoice)
-Export invoice (online invoicing)
-Outgoing invoice-journal
-Handing over invoices to the finance ledger - Making sales data available to statistical evaluations
- Reorganization with consolidation and archiving
The customer master management has been provided with multiple screen techniques, user exits and menu parameters so that
- the maintenance of the debitor master
- the maintenance of supplementary classification criteria for statistics
- carrying out application related validity checks
- securing differentiating data accesses
The CHARISMA Basis Module for Sales can be extended with the following CHARISMA Supplementary Modules:
- Decentralized sales activities
- Blanket order management
- Standing orders
- Multiple orders
- Sales statistics with statistic generator
- Bonus calculations
- Commissions calculations
- Material Requirements Planning
- Item Management
- Just-In-Time Scheduling with target Lots
