Sales Order Management - Manage customer orders from a single portal

• Manage default field values for faster order entry
• View sales order history
• Add order details, order lines, extras, text, check prices, stock availability from a single screen

Shipment Planning

Manage multiple vehicles, routes and loads, fully integrated with Sales Orders and Picking

• Maintain route and address libraries
• Drag-and-drop orders to vehicles
• Add vehicles or hauliers
• Alert Sales to problems
• Vehicle capacity and load checking

Doorstep Delivery Management

• Office-based management of rounds-based sales
• Maintain standing delivery schedules
• Maintain customer holiday calendar
• Manage deliveries by exception
• Manage rounds vehicle loading
• Record additional sales post-delivery
• Vehicle stock balance reconciliation
• Record cash collection

Rough-Cut Capacity Planning

Model forward capacity planning profiles by product or group, to develop achievable schedules

• Create rough cut profiles by critical resources
• Calculate load on resources
• Display capacity, load, overload
• Drill down from load to source
• Modify resource availability to meet plan

Production Planning

A powerful RBA to manage production planning from forecast maintenance, through demand and supply balancing, to MRP control

• Manage and view forecasts and plans
• Compare forecasts with orders as tables and graphs
• View, compare and manage demand and supply lines as an interactive table
• Launch and manage production orders from the plan
• Point-and-click MRP actions
• Purchase order actions grouped by supplier

Line Scheduling

Allocate orders to resources quickly and efficiently

• Manage extensive sequencing criteria, day and shift times
• Align orders to maintain manufacturing sequence efficiency
• Manage changeover
• Split orders to increase throughput
• Drag-and-drop maintenance for fine tuning

Touch-Screen Shop Floor Control

Touch-screen application suite for shop floor industrial terminals, ideal for flow-line manufacture and food processing

• Display job queues, recipes/formulae, instructions
• Stock issues and movements
• Start and stop jobs, move jobs, resources
• Record samples, quality test results and rejects
• End of shift tidy-up, returns, reconciliation

Purchase Requisitions

Creation of multi-line purchase requisitions

• Select items to purchase from a TROPOS catalogue
• Select supplier
• Amend or accept prices from supplier agreements
• Message authoriser where applicable

Purchase Requisition Authorisation

• Inform the requisition originator that the requisition is authorised
• Convert a requisition to a PO and print (or e-mail/ fax) POs to the supplier

Goods Receiving

A single portal for Goods Receiving activities:

• Search for supplier
• View outstanding orders by supplier
• Entry of Advice Note for all lines
• Point and click booking in
• Record return to supplier for goods immediately returned
• Record into quarantine
• Record HACCP checks against quality specs of predefined type.
• Record into stock for single stage deliveries

Purchase Invoice Registration

A single portal for Invoice Register activities:

• Registration of Purchase Invoices and Credits
• Select data from purchase order
• Document invoice lines where no PO present
• Optionally hide functions that are not used
• Investigation of invoices that fail to clear
• Optionally assign authoriser
• E-mail communication with authoriser

Integrated Business Query

Drill-down from CODA sales and purchase ledgers to view related transaction details for sales orders, purchasing, invoices, customer and supplier information