Plaza-i Service Sales Management

Plaza-i Service Sales Management

Plaza-i Service Sales Management

Specializes in service provision and handles quotations, sales orders, sales split entry, and sales reports.

Overview

This module manages many types of contracts such as service contract of which unit price or quantity is changeable and of which contract period is not fixed, software maintenance contract, and information provision contract.

Managing and recognizing sales at a different time from billing, Plaza-i enables proper accounting processes such as recording sales split by month with once-a-year billing.

Foreign currencies are also supported.

Furthermore, it is possible to use this module together with our Sales Management module (SOE) which handles selling process of goods. If you render services as well as sell goods, you can implement SOE first and then implement SVC later.

Solving these issues (features)

・Reduces a burden of recording sales and billing monthly/annually in service contracts.

・Manages sales entries in a method of the percentage of completion, completion, or inspection, not necessarily based on item delivery.

・Reduces a burden of managing advance received and accounts receivable, and billing at different time periods from sales entries.

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This module covers quotations, sales orders, sales, and billing for companies in service sector who do not have inventories, and especially who require split entry of sales in a certain period of time or based on the nature of service provision.

・Service Contract – New, Change, and Cancel
・Sales Order Voucher Entry
・Sales Order Process Inquiry
・Sales Entry Schedule Inquiry
・Sales Detail Inquiry, and Sales List
・Sales Budget Entry
・Sales Report

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Detailed features

Prior Registration of Service Contracts and Retroactive Correction

Prior Registration of Service Contracts and Retroactive Correction

Service contracts like maintenance contracts can be registered in advance. And a sales order voucher will be automatically created on the contract start date.

For instance, when it is confirmed that number of machines to be maintained is increased (or decreased), or unit price is increased (or decreased) from the next renewal date, you can change such service contract information. The corresponding sales order voucher will be automatically revised on the effective date of change, and correct sales schedules and billing schedules will be created.
Therefore, you do not need to suspend the process until a specific future date, which may reduce omissions of billing, and improve efficiency dramatically.

Furthermore, it is also possible for you to modify quantity or unit price on a specific past date, for instance, three months ago. Without changing already recorded sales and closed billing, the difference will be automatically recorded and will be added to (or deducted from) both the sales amount and the billing amount of the next period, which is one of the biggest features of Plaza-i.

Working with Plaza-i Accounts Receivable (ARS) Realizes Complete Accounting Processing

Working with Plaza-i Accounts Receivable (ARS) Realizes Complete Accounting Processing

Based on a billing schedule which is generated from the SVC module at the same time with sales order voucher entry, the Receivable module (ARS) issues invoices by Bill-Closing and conducts matching process with cash collection data.

In Plaza-i, once a sales representative makes a sales order voucher entry, its invoice will be issued in timely fashion without omission, and then cash collection will be confirmed without any special operation. Receivable management should not be done only by accounting staff, but also by sales staff, so that you can establish PDCA workflow.

If you make cash collection entries for advance received transactions in Receivable module (ARS), and record account receivable for outstanding amounts of which sales is recorded in Service Management (SVC), status management of “account receivable” and “advance received” from the accounting viewpoint can be naturally realized. In Plaza-i, daily process leads to monthly closing, and monthly closing leads to quarter-term closing without any special processes.

Sales Entry Schedule Inquiry

Sales Entry Schedule Inquiry

Summarize and inquire about sales entry schedules divided by month, or sales schedules to be recorded at the time of completion.
For example, you can aggregate and view sales schedules on a real time basis from various viewpoints, such as by month, by organization, by in-charge employee, and by project.

Various Monthly Sales Reports

Various Monthly Sales Reports

You can not only check sales by directly searching sales entry schedule mentioned earlier but also create budgets based on aggregated sales from three different viewpoints: by sales representative by organization, by customer summary, and by item summary.

Using the same viewpoints, you can drill down to sales details from sales inquiry screens.

Plaza-i produces sales reports such as below:
・Monthly comparative, budget vs. actual comparative, budget vs. last year comparative, and three-year comparative reports by each viewpoint
・Departmental sales report by item summary