Wholesale trade

A comprehensive solution for automating the accounting of goods and processes in retail and wholesale trade

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The solution is created using Simbioz EMS on the Odoo Community/Enterprise Edition platform

Main functional features

Inventory management

Accurate accounting of goods in warehouses, including various units of measurement, serial numbers, and expiration dates.
Automation of inventory replenishment based on sales analysis, demand forecasting, and set minimum levels.
Control the movement of goods between warehouses and branches.
Conducting inventories and identifying discrepancies.

Sales management

Create and process customer orders, including different types of prices, discounts, and promotions.
Invoicing and payment control.
Customer relationship management (CRM), including interaction history, loyalty analysis, and customer segmentation.
Sales funnel automation with customizable stages, tasks, and reminders

Procurement management

Generate orders to suppliers based on the needs for goods.
Control of deliveries, including the timing, quantity, and quality of goods.
Accounting for settlements with suppliers.
Supplier analysis and optimization of procurement terms.

Financial accounting

Maintaining accounting records, including accounting for income, expenses, assets and liabilities.
Preparation of financial statements (balance sheet, income statement, cash flow statement).
Management of cash transactions and bank payments.
Accounting for VAT and other taxes.

Analytics and reporting

Generate a variety of reports to analyze sales, inventory, finance, and other performance indicators.
Visualize data with dashboards and graphs.
Sales and demand forecasting.

Integrations

Integration with other systems, such as CRM, e-commerce platforms, delivery and logistics systems.

Automated document flow

Create and print necessary documents such as receipts, invoices, bills, price tags, and labels

Support for commercial equipment

Compatible with cash registers, barcode scanners, scales, label printers and POS terminals

Differentiation of access rights

Setting up access rights for different users

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