Swift Trade - Benefits
Swift Trade brings aboard a lot of benefits to the organization. Some of the key benefits of Swift Trade are
- Ability to monitor daily sales/service activity branch wise, sales/service person wise
- Work Flow mechanism to intimate respective sales managers/service managers on leads/lead activities/service requests/service request activities not acted upon.
- Ability to monitor performance of Sales/Service personnel
- Ability to control and monitor product pricing, quotes.
- Structured approval mechanism
- Ability to register, assign, track and monitor Customer complaints to closure
- Ability to manage Warranty of products
- Ability for Sales Managers to have real time inventory status
- End to End automation of Sales and Purchasing process
- Fully integrated to General Ledger and Inventory, which helps in posting and printing Customer/Vendor Orders, Invoices and Credit Memos
- Ability to setup Set up standard sales/purchase document lines for a customer/vendor to minimize the data entry
- Ability to have instant access customer details (Sales history, Available Credit etc)
- Ability to setup any number of invoice discount terms
- Ability to store items in the unit of measure you want to and the way the customer wants to
- Ability to do get valuation for inventory items
- Facility to allocate miscellaneous charges on Inventory Cost
- Ability to create a sales return order to compensate your customers for incorrect or damaged items
- Multiple Costing methods and Standard Cost Pricing
- Ability to create a purchase returns order to ensure that your company is compensated for incorrect or damaged items.
- Ability to track inventory at various locations/stages
- Inventory at the Warehouse
- In transit
- Bonded Warehouse
- Value Added Tax /Central Sales Tax
- Service Tax
- Excise
- Tax Deducted at Source (TDS)
- Tax Collected at Source (TCS)
- TDS Certificate Receivable from Customer
- Depreciation as per Company Act and Income Tax Act
- Fringe Benefit Tax (FBT)
- Ability to maintain rates of taxes with an effective date
- Availability of a flexible, user-defined and parameterized tool, Structure, for defining taxes applicable for transactions
- Provides Business Intelligence Reports
- Sales Funnel Reports
- Branch wise
- Product Category wise
- Sales Person wise
- Customer Category wise
- Campaign Source wise
- Daily Sales Report
- Service Reports
- Complaint Register
- Service Request History
- Open Service Requests
- Service Request Aging
- Service Request Criticality wise
- Daily Service Report
- Reports for legal process
- Reports to show how book value and depreciation develops in time
- Customer and Vendor Aging report
- Trial Balance report
- Inventory Status report
Case Study
Brown & Cole, Washington
Learn how we successfully replaced the Lawson financial system with the Microsoft Dynamics GP system, set up a new chart of accounts, and integrated their POS transactions into the Dynamics GP system.