Transcript www.erpbright.com

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COMPANY & PRODUCT PRESENTATION
Welcome & Introduction >
Bright Information Systems © 2011
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ERP Solutions for your company
Our software solutions give
your business the integrated
management tools you need to
meet your requirements today and
anticipate the needs of tomorrow.
Our software solutions give
your business real-time information
with result that you manage
proactively, make timely action,
and simplify your business
processes.
Our software solutions give
your business the highest, most
secured business solutions with our
three (3) levels of security settings
and group policy setup for users.
Welcome & Introduction > Our Product Summary
Bright Information Systems © 2011
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Why choose BIS?
Welcome & Introduction > Our Product Summary
Bright Information Systems © 2011
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Welcome & Introduction > Our Product Summary
Bright Information Systems © 2011
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Bright Information Systems © 2011
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Accounts
Receivable
Payroll &
Personnel
Rental
Accounts
Payable
General Ledger
Customers
Fixed Assets
Suppliers
Letters of
Guarantee
Sales
Order
Marketing
Welcome & Introduction > Our Product Summary
Stock
Control
Purchasing
Letters of Credit
Purchasing Orders
Bright Information Systems © 2011
General Ledger / Budget Management system
Fixed Assets Management system
Purchase / Order Management system
Sales Management system
Stock Control Management system
Payroll Management system
Personnel Management system
Human Resource Management system
Contracting System -Customers
Contracting system -Contractors
Rental Management system
Transportation Management System
Consultation Management System
Security / Audit Management system
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1. General Ledger System (GLS)
Overview: General Ledger module is the heart of
our business accounting solution and is our most
powerful module. Combining flexibility with ease
of use, General Ledger gives you the critical
information you need to make timely and
informed business decisions.
Accurate financial statements and associated
reports generated by a general ledger system are
critical for timely decision making. Therefore, it is
imperative that a general ledger system be
powerful,
flexible,
and
informative
to
management, yet still be easy to use and operate.
With Bright Information System, you can rest
assured that your crucial accounting
information is precise and accessible whenever
and wherever you need it.
Our Software Package > General Ledger
Bright Information Systems © 2011
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Features and Functions
A. Account Structures
Multi-level Chart of Accounts with opening balance
for each account
Support multi-company with different chart of
accounts
Customize each account using Bright-numeric
segments
Classify the accounts into logical groups (Assets,
Liabilities .. etc. )
Define your accounting calendar periods
Our Software Package > General Ledger
Bright Information Systems © 2011
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Features and Functions
B. Journal Entries
Consolidated financial reports for multi-company
organizations
Enter journals in any period/future periods
Control accounting periods (multiple open periods,
reopen periods)
Set multiple journal codes
Post automatically
Perform year-end close automatically
Our Software Package > General Ledger
Bright Information Systems © 2011
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Features and Functions
C. Cost Center
Multi-level cost centers.
Cost centers based Budget.
Cost center/account codes are separated.
Account/cost centers combinations can be
created when entering transaction
Our Software Package > General Ledger
Bright Information Systems © 2011
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Features and Functions
D. Multicurrency Accounting
Foreign currencies rates are dynamically changed
on daily or monthly basis.
Automatically perform currency conversion.
Local currency is not enforced during transaction.
Our Software Package > General Ledger
Bright Information Systems © 2011
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Features and Functions
E. Budgeting
Define any numbers of budget.
Multi-Periods.
Multi-Currency.
Account/Cost centers based
Our Software Package > General Ledger
Bright Information Systems © 2011
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General Ledger Forms & Reports
Our Software Package > General Ledger
Bright Information Systems © 2011
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Financial Years / Periods Form
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Unlimited number of
financial year
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Automatic creation for
periods
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Start Date & End Date
Gregorian and Hajri for each
period
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Closing and reopen closing
periods under security /
Perform year-end close
automatically
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4
2
3
Our Software Package > General Ledger
Bright Information Systems © 2011
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Chart of Accounts Form
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2
2
3
Chart of account for each
company
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Unlimited level for chart of
account
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Consolidated financial
reports
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Export to excel
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Different currency for each
account
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Account report classification
Balance Sheet
Profit and Loss
Trading
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Account type classification
Assets
Liabilities & Equity
Income
Expenses
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4
1
5
9
8
7
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Our Software Package > General Ledger
English – Arabic language
Supporting multi-company
Bright Information Systems © 2011
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Journal Entry Local Currency
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2
3
7
8
2
4
1
5
Different style for printing
journal entries ( include cost
centers, check
information,… in printing)
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Manual or automatic
distribution on invoices for
aging reports
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Copy / reverse / post / unpost
journals
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Complex search support
searching by any combination
of the following
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5
3
4
Our Software Package > General Ledger
Classification for Journals
Support multi-department
Support check information
(check number, check date,
bank, check status)
Support cost center
Journals in certain period
Journals of certain type
Journals contain transaction on
certain account
Total of journal value
Journal entry with certain value
Journals with certain currency
Search by bank, check no, check
date
Search by any word on the
description of journal
Bright Information Systems © 2011
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Journal Entry with Currencies
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Our Software Package > General Ledger
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Currencies transaction
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Auto calculation for exchange
rate
3
Auto calculation for local
currency transaction
3
Bright Information Systems © 2011
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Bank Reconciliation
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Reconciliation with different
currencies
2
Showing balance as per bank
3
Showing balance as per
company book
4
Showing difference in
amount not realized in bank
5
Printing reconciliation
reports and showing details
of amount not realized in
bank
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2
3
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Our Software Package > General Ledger
Bright Information Systems © 2011
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Trial Balance by Transactions
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Trial Balance Showing
Open balance
Transactions
Balance
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Only sub accounts or main
accounts or both
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From any level to any level
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From Cost center to Cost
Center
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Only post transaction or all
transactions (posted and
unposted )
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Transfer trial balance to
excel
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Printing Trial Balance Report
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4
3
2
5
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Our Software Package > General Ledger
Bright Information Systems © 2011
Trial Balance Monthly Comparison Accumulating
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1
Showing trail Balance by
monthly transactions
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Transfer trial balance to excel
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Our Software Package > General Ledger
Bright Information Systems © 2011
Sample Report : Statement of Account
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Statement of accounts showing:
Open Balance
Total transactions
Balance after every
transactions
Button showing the detail of
each transaction
Our Software Package > General Ledger
Bright Information Systems © 2011
Sample Report : Cost Center
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Statement of Cost Center showing:
Open Balance
Total transactions
Balance after every transactions
Button showing the detail of
each transaction
Our Software Package > General Ledger
Bright Information Systems © 2011
Sample Report : Balance Sheet Comparison
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Balance Sheet by comparison
Monthly comparison
quarterly comparison
BI annual comparison
Annual comparison
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Button showing details of any
value appear in the balance
sheet
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2
Our Software Package > General Ledger
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Bright Information Systems © 2011
Sample Report with Graph:
Income & Expenses Monthly Comparison
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Graphical representation of
date for hundreds of reports
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As an example a report shown
compare the income and
expenses for every month and
represent this data graphically
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2
Our Software Package > General Ledger
Bright Information Systems © 2011
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Sample Report with Graph:
Debit Account Monthly Comparison
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Graphical representation of
date for hundreds of reports
2
As an example a report shown
compare the total expenses in
each month of this year and
compare it with any other
year, and represent this data
graphically.
1
2
Our Software Package > General Ledger
Bright Information Systems © 2011
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Sample Report with Graph:
Profit & Loss Monthly Comparison
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1
Graphical representation of
date for hundreds of reports
2
As an example a report shown
compare the total profit in
each month of this year and
compare it with any other
year, and represent this data
graphically.
2
Our Software Package > General Ledger
Bright Information Systems © 2011
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Sample Reports: Drill-Down Feature
154,295.00
550.00
154,295.00
550.00
Our Software Package > General Ledger
Bright Information Systems © 2011
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2. Purchase System (PS)
Overview: Managing inventory cycles and
maintaining adequate stock levels can be
complex processes without the right
management tools. When used in
conjunction with Accounts Payable, the
Stock Control module contains extensive
purchase order features designed to help
you maintain accurate inventory records
and streamline your purchasing processes.
Built to save you time and ensure that
you never run out of key items, purchase
orders can be automatically generated
when your on-hand quantity falls below a
specified minimum level.
Our Software Package > Purchase
Bright Information Systems © 2011
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Features and Functions
A. Supplier Structure
Classify the suppliers into different Groups
Define all expenses related to the purchasing
process
Aged Creditor’s Analysis
Bright Purchasing is integrated with Inventory
control, Payables and GL
Our Software Package > Purchase
Bright Information Systems © 2011
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Features and Functions
B. Purchase Order Processing
 Create requisition before a Purchase Order to enhance
purchasing control (option)
 Apportion costs over unlimited number of different
expense codes - by value or by percentage
 Create multiple shipments with different dates for a single
purchase order
 Monitor the ordered items during purchase order
processing
 Automatically adjust stock value when items are received
according to the valuing method
Our Software Package > Purchase
Bright Information Systems © 2011
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Purchase System Forms & Reports
Our Software Package > General Ledger
Bright Information Systems © 2011
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Suppliers
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Different currencies
2
Credit Limit days
3
Integrated with general
ledger module
4
Supplier address, e-mail,
web site, telephones,
contact persons
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3
2
4
Our Software Package > Purchase System
Bright Information Systems © 2011
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Purchase Quotations
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1
2
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4
6
8
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Different Departments
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Different currencies
3
Compare different quotations
and highlight the best price
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Multi-Units for items
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Accepting bonus items
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Discount on items and
discount on all the invoice
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Supplier expenses and local
expenses with different
currencies can be added to
the final cost of items.
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Auto calculation for the final
item cost
9
Require higher level
confirmation to be posted or
canceled
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6
Our Software Package > Purchase System
Bright Information Systems © 2011
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Purchase Order
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Different Departments
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Direct purchase order or
purchase order based on
quotations
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Automatic update for order
status [ not delivered, partially
delivered, totally delivered,
partially delivered and
canceled remaining quantity]
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Partially Shipments for orders
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Different currencies
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Multi-Units for items
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Accepting bonus items
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Discount on items and
discount on all the invoice
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Supplier expenses and local
expenses with different
currencies can be added to the
final cost of items.
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Auto calculation for the final
item cost
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Payment terms can be added
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Require higher level
confirmation to be posted or
canceled
3
2
1
2
4
5
9
11
6
10
Our Software Package > Purchase System
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7
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Bright Information Systems © 2011
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Purchase Invoice
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2
1
Different Departments
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Direct purchase invoice or
purchase invoice based on
order
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Integrated with general ledger
module
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Different currencies
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Multi-Units for items
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Accepting bonus items
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Discount on items and
discount on all the invoice
8
Supplier expenses and local
expenses with different
currencies can be added to
the final cost of items.
9
Auto calculation for the final
item cost
10
Payment terms can be added
11
International barcode can be
used to identify items
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Print barcode for items
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Require higher level
confirmation to be posted or
canceled
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4
3
10
5
7
6
8
9
Our Software Package > Purchase System
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Bright Information Systems © 2011
Sample Report: Supplier Statement
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Our Software Package > Purchase System
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1
Statement of accounts by
different currencies
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Statement of accounts
showing
 Open Balance
 Total transactions
 Balance after every
transactions
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Bright Information Systems © 2011
Sample Report: Supplier Credit Aging
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Hundreds of new and
unfamiliar reports
2
As an example a report shown
represent the aging of credit
invoices for each supplier for
periods :
0-30 days
31-60 days
61-90 days
91-120 days
121-180 days
180-360 days
>360 days
1
2
Our Software Package > Purchase System
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Bright Information Systems © 2011
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Sample Report: Purchase Invoices
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2
3
1
Hundreds of new and
unfamiliar reports
2
As an example a report shown
represent summary of
purchases invoices during
certain periods.
3
Drill down button for
analysis by pressing it shows
more detail about each line
1708
1708
Our Software Package > Purchase System
Bright Information Systems © 2011
Sample Report with Graph:
Monthly Net Purchase Comparison
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1
Graphical representation of
data for hundreds of reports
2
As an example a report shown
compare the total purchase in
each month of this year and
compare it with any other
year, and represent this data
graphically.
2
Our Software Package > Purchase System
Bright Information Systems © 2011
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Sample Report with Graph:
Department Purchase
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2
Our Software Package > Purchase System
1
Graphical representation of
data for hundreds of reports
2
As an example a report shown
compare the total purchase in
each month of this year and
compare it with any other
year, and represent this data
graphically.
Bright Information Systems © 2011
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2. Sales System (SCS)
Overview: When it comes to selling, it helps to
have as much information about the customer and
your products as possible. With the Sales module
for Bright Information System, your company’s
sales staff can easily access a variety of useful
customer information, including past purchase
histories, shipping addresses, credit card
information, and much more. In addition, Sales
System can be set up to alert your sales staff when
a customer exceeds a credit limit. A hold can then
be put on the order until the customer’s standing
with your organization improves.
All this while processing quotes, sales orders, and
invoices! Simply put, Bright Information System
Sales Module can increase sales efficiency and, in
turn, lead to greater success.
Our Software Package > Sales
Bright Information Systems © 2011
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Features and Functions
A. Customer Structure
Categorize customers into different Groups
Classify customers to main and sub customers
Define different main / sub sales area
Our Software Package > Sales
Bright Information Systems © 2011
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Features and Functions
B. Credit Checking and Aging
Automatically check credit limits during order
taking
Aging debit reports per customer as balance or
detailed transaction
Our Software Package > Sales
Bright Information Systems © 2011
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Features and Functions
C. Salesman Commission
Automatically calculate salesmen commissions
based on collection or invoice issue
Provide reports monitor and evaluate salesmen
performance
Our Software Package > Sales
Bright Information Systems © 2011
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Features and Functions
D. Pricing and Discounting
Define different Pricing policies based on
customers ,customers groups and the items
Define different price lists
Define manual or automatic discounts based on
items or customers
Our Software Package > Sales
Bright Information Systems © 2011
Sales System (SS) Forms & Reports
Our Software Package > Sales
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Bright Information Systems © 2011
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Customers
3
1
1
Max credit limit and credit
limit days
2
Customer address, e-mail,
web site, telephones,
contact persons
3
Integrated with general ledger
module
2
Our Software Package > Sales
Bright Information Systems © 2011
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Delivery Note
3
1
Different Departments
2
Multi-Units for items
3
Require higher level
confirmation to be posted or
canceled
1
2
Our Software Package > Sales
Bright Information Systems © 2011
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Sales Invoice
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Different Departments
2
Direct sales invoice or sales
invoice based on delivery order
Integrated with general ledger
module
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3
1
2
3
4
Multi-Units for items
5
Accepting bonus items
6
Discount on items and
discount on all the invoice
Customer expenses and
services can be added to the
final cost of items
Auto calculation for item
cost and item profit
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4
6
5
11
12
8
9
Payment information can
be added
10
International barcode can be
used to identify items
11
Qty in all stores can be checked
while issue the invoice
Salesman commission can be
viewed while issue the invoice
Require higher level confirmation
to be posted or canceled
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8
10
7
12
6
13
Our Software Package > Sales
Bright Information Systems © 2011
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Services Invoice
1
2
1
Different Departments
2
Integrated with general
ledger module
3
Amount of invoice can be
overloaded on cost centers
4
Discount on invoice
3
4
Our Software Package > Sales
Bright Information Systems © 2011
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Sample Report : Statement of Accounts
for Customers
1
Our Software Package > Purchase System
Statement of accounts showing
 Open Balance
 Total transactions
 Balance after every transactions
 Aging for credit invoices
Bright Information Systems © 2011
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Sample Report: Customer Credit Aging
Our Software Package > Purchase System
1
Hundreds of new and
unfamiliar reports
2
As an example a report
shown represent the aging
of credit invoices for each
Customer for periods :
0-30 days
31-60 days
61-90 days
91-120 days
121-180 days
180-360 days
>360 days
Bright Information Systems © 2011
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Sample Report: Customer Credit Invoices
1
Hundreds of new and
unfamiliar reports
2
As an example a report
shown represent summary
of sales invoices during
certain periods.
3
Drill down button for
analysis. By pressing it ,
shows more detail about
each line
001744
001744
Our Software Package > Purchase System
Bright Information Systems © 2011
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Sample Report with Graph:
Monthly Net Sales Comparison
2
1
Our Software Package > Purchase System
1
Graphical representation of
data for hundreds of reports
2
As an example a report
shown compare the total
sales in each month of this
year and compare it with any
other year, and represent
this data graphically.
Bright Information Systems © 2011
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Sample Report with Graph:
Department Sales Comparison
2
1
Our Software Package > Purchase System
1
Graphical representation of
data for hundreds of reports
2
As an example a report
shown compare the total
sales in each month of this
year and compare it with any
other year, and represent
this data graphically.
Bright Information Systems © 2011
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7. Stock Control System (SCS)
Overview: Successful, well-organized businesses
rely heavily on their inventory management
system to make certain they have adequate
inventory levels to satisfy their customers. The
Stock Control module for the Bright Information
System provides this level of control by offering
high-end features normally reserved for large
companies, including: serial number tracking
and multi-warehouse support. Improved
customer service leads to increased profitability.
And, when integrated with our Accounts
Receivable and Sales modules, Inventory Control
can significantly boost your customer service
levels while operating as the cornerstone of an
effective manufacturing or distribution solution.
Our Software Package > Stock Control
Bright Information Systems © 2011
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Features and Functions
A. Inventory Structure
Define Multiple warehouses
Define sub inventories for each warehouse
including work-in-process and finished-goods
items
Define stock location structure
Define your own transaction type
Our Software Package > Stock Control
Bright Information Systems © 2011
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Features and Functions
B. Item Definition
Create item master file that can assign items to all
warehouses
Set two unique numbers for each item code/part
numbers
Categorize items in main/sub groups
value inventory using different costing methods
Our Software Package > Stock Control
Bright Information Systems © 2011
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Features and Functions
C. Forecasting and Replenishment
use different reorder-point for each item in each
warehouse
Use min, max techniques
define several alternatives for each item
Our Software Package > Stock Control
Bright Information Systems © 2011
61
Features and Functions
D. Item Movement
Receive items from vendors, work in process and
user defined sources
Issue items to the shop floor, sales orders, user
defined sources
Receive returned items from customers
Return items to vendors
Transfer items between warehouses
Our Software Package > Stock Control
Bright Information Systems © 2011
62
Features and Functions
E. Physical Inventory
Use system-generated tags
View adjustment prior to actual update of item
balance
Our Software Package > Stock Control
Bright Information Systems © 2011
63
Items Definition
1
Different items categories
2
Different units
3
Different item nature [ Normal,
Expiry, Serial Number, Row
Material, Package ]
4
Up to 5 sales price lists for
the same item
5
Slow moving policy
6
Image for the item
7
Multi-code for the same item
[international code,
company code, supplier
code,…]
8
Issue barcode for items
9
Suppliers providing the item
10
Quantity and profit margin
for each sell price
11
Quantity in each store
12
Transfer data to excel
12
1
2
5
3
7
9
6
4
8
11
10
8
Our Software Package > Stock Control
Bright Information Systems © 2011
64
Items Within Stores
1
1
Item place within the store
2
Minimum quantity, maximum
quantity, reorder quantity
3
Auto calculation for average
cost and last purchase price
4
Quantity in store
5
Profit margin for each sell
price
Expiry information for expiry
items
5
2
4
3
6
6
6
Our Software Package > Stock Control
Bright Information Systems © 2011
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Stock In
4
3
5
Our Software Package > Stock Control
2
1
Linked with GL
2
Posting document
automatically or after
reviewed by higher level user
3
Cancel posted document under
security
4
Print barcode for receiving
items
5
Load the cost of items to
specific project
1
Bright Information Systems © 2011
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Stock Transfer
1
2
5
2
3
Posting document
automatically or after
reviewed by higher level user
4
Cancel posted document
under security
Work with barcode
6
1
4
3
5
6
Our Software Package > Stock Control
Allow you to define unlimited
numbers of stores and transfer
items from store to another
Linked with GL
Print barcode for transferred
items
Bright Information Systems © 2011
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Sample Report: Item Card
1
2
1
2
3
4
5
3
4
5
Our Software Package > Stock Control
Open Balance for item in
specific date
Incoming quantities, cost and
total
Outgoing quantities, cost and
total
Balance quantities, cost and
total
Auto calculation for average
cost
Bright Information Systems © 2011
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Sample Report: Stores Evaluation
1
1
Our Software Package > Stock Control
Evaluation for some items in
store at any date
Bright Information Systems © 2011
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Sample Report: Stores Evaluation
1
System allows to define min
quantity, max quantity and
reorder quantity
2
Issue reports telling quantities
on stores and quantities to
order to reach reorder
quantity or min quantity or
max quantity
2
1
Our Software Package > Stock Control
Bright Information Systems © 2011
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Sample Report with Graph:
Groups Evaluation Graphically
1
Graphical representation of
data for hundreds of reports
2
As an example a report shown
evaluate each group of items
in specific store and represent
this data graphically.
1
2
Our Software Package > Stock Control
Bright Information Systems © 2011
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Sample Report with Graph:
Stores Evaluation Graphically
1
Graphical representation of
data for hundreds of reports
2
As an example a report shown
evaluate each group of items
in specific store and represent
this data graphically.
1
2
Our Software Package > Stock Control
Bright Information Systems © 2011
73
Bright Information Systems (BIS)
We are one of the leading
companies in the Middle East that
provides Information Technology
Solutions and Business Services for
the last 15 years.
- enabling us to
advise and implement the most upto-date solutions for our customers.
We have a team of highly
qualified professionals who are
heavily trained and experienced to
work with the most advanced
technologies as system developers,
designers, technical supports and
programmers.
Welcome & Introduction > Our Company
Bright Information Systems © 2011
Al Sadd Street
P.O. Box 5583, Doha – Qatar
Tel. (+974) 4323763
Fax. (+974) 4447364
Email: [email protected]
Website: www.ERPBright.com