Linha Microsiga Protheus - Inglês

Páginas filhas
  • Billing (SIGAFAT)
15 mais filhas

Billing can be defined as the gross revenue due to sales of goods, goods and services and services of any kind.

The Billing environment culminates in a series of actions that trigger information in an integrated manner. Among them we can highlight:

  • Issue of Outbound Documents;
  • Revenue Generation;
  • Several Invoices;
  • Relationship with stock;
  • Relationship with Distribution;
  • Relationship with Tax Department;
  • Statistical Feeds;
  • Issue of Invoices/Trade Notes;
  • Generation of Accounts Receivable;
  • Budget Control;
  • Portfolio of Orders.

Generation of Outbound Documents

Through the Billing module, it is possible to: register sales orders, analyze them and generate and print outbound documents.

For the invoices to be generated, the sales orders must be approved and evaluated:

  • Customer credit;
  • Risk level to which it belongs;
  • Delivery date of requested products;
  • Availability of these items in stock.

The system has the resource to release the sales orders by order or by customer, displaying on screen the status of the customer with all of his registration and financial data, facilitating the release or rejection of orders placed.

Integration with other modules

When there is integration with other Microsiga Protheus®, environments, like Purchases, Inventory/Costs, Production Planning and Control, Financials and Management Accounting, the control is complete, since it registers the inflow of items in stock through inflow documents, controls the availability of stock by automatically sending Production Orders to the factory (if the product is manufactured by the company itself), besides generating the trade notes receivable related to the outflow documents generated and issued, bills payable related to the purchases made, and accounting of the data.

Calculation of Taxes and Generation of Trade Notes

After generating the outflow documents based on the orders released and approved by credit and stock, the system updates the inventory, calculates the taxes and commissions and generates the trade notes.

Sales Scenarios 

Through the options available in the Sales Scenario, the following are controlled: price lists, rules of discount and bonus applied to the products, sales forecast and targets, partners files, prospects, concurrent and representatives, as well as the file of the entire sales structure.

Sales Management 

The Sales Management environment allows control of opportunities, sales representatives, expenses incurred by them and annotation of visits .

Sales Quotation

Through the Billing module it is possible to have total control of the sales quotation, from the suggestion, through quotation, until approval, automatically generating a Sales Order.

Integration with SFA - Sales Force Automation

The Billing module provides the integration with the application SFA - Sales Force Automation, in Hand Held devices, speeding up the Customer service routine by the Sales Representative, with the possibility of tracking the visit route, execute orders, query inventory, update customer data, query trade notes, register new customers, etc., aiming at automating the sales processes.

Web Portals

The portals available in Microsiga Protheus® enable an interface on the Internet focused on customers, sales representative and suppliers. Its use, as a tool, helps the relationship through auto-service and of high availability of the information.

Microsiga Protheus® displays the following group of portals, as tools:

In this portal, the customer can query financial and sales information, in addition to performing some operations like quotations and sales order.

In this portal, the sales representative can query financial and sales information, in addition to performing maintenance of quotations, sales order, schedules and tasks.

In this portal, the supplier can query financial and purchase information, in addition to replying to the quotations requested by his customer.

Direct Sales with EFT issue and transaction print in invoice

Clients who have the Billing module with Direct Sales in the menu, has invoice issued after concluding a sale. When selecting the Credit Card or Debit Card option, you must perform the operation as configured in the Station register.

If you cannot use a printer to print the EFT receipt, EFT receipt data must be printed in the invoice.

Routines involved in this process are: Cash Summary, Wizard to Set the Till Float, Wizard for Cashing Up, Password Configuration and Cash.

See Also