PRODUCT SHEET CIEL Commercial Management Professional … · 42A Barbu Vacarescu Street, 1stfloor, 2nd district, Bucharest Tel: 021 - 201 53 00 Fax: 021 - 201 53 03 [email protected] 1

42A Barbu Vacarescu Street, 1stfloor, 2

nd district, Bucharest

Tel: 021 - 201 53 00 Fax: 021 - 201 53 03

[email protected] www.ciel.ro 1

PRODUCT SHEET

CIEL Commercial

Management Professional V7

Client Name

Date

mailto:[email protected]



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Work features in V7

- Option to choose wanted shortcuts on the dashboard:




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- Creating unlimited number of users

- Creating user access rights(also possible on workstations and

stockrooms)

- Data viewing profile

- Menu lists search and quick open features

- Automatic retrieving of Romanian National Bank exchange rates at

application start

- -

- Partners, Articles, Balance, Initial Stock Import

- Accounting notes export

- Setting decimal place for document values and quantities and for

values displayed in reports

- Choosing visible columns on the cash register:




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- Creating workstations for each company

- Creating document series, with the possibility of assigning them on

document types, workstations and stockrooms for ease of invoicing:

- -

- Warnings for falling under the minimum stock

- Settings for allowing to work with negative stock and warnings when

reaching negative stock

- Automatic discharge after each document or periodically, depending

on user preferences




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Facilitati parteneri

- Information grouping available for user (the option is generally

available in list type windows):

- Syncing with "Taxable persons which apply VAT on collection

system" registry, option which allows the application to

automatically mark documents upon invoice registration with VAT on

collection

- Retrieving economic agents' information from the official website of

the Ministry of Finance

- Setting due date, credit limits and grace period by partner, with

warnings




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- Adding partner workstations and ability to choose between

workstations in invoices. Filtering report information by workstation

- -

- Attaching price lists for each partner:




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- Setting default printing templates for printing documents that were

issued for partners:




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- Setting the accounts for non-deductible expenses. These options

can be afterwards accessed when registering documents.

- Additional information (valid option for partners and accounting notes

- additional fields to be added by the user, besides the ones available




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in the sheet:

- Automatic documents marking – matching documents for writing off

partner balance




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Article Features

- Advanced search (option generally available in list type windows):

- Displaying stock columns in the articles list is optional and

customizable:




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- Printing labels with barcodes EAN13

- Searching in each field (option generally available in list type

windows):




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- Configuring article external codes by different partners, with the

possibility to choose the products inside the documents, depending

on these codes.

- Excel Export

- Option to enter general sale prices or per stockroom

- Option to set minimum and optimum stock




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Articles additional information

- Article tracking by batch:




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- Article tracking by serial numbers at stock inflow and outflow:




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Documents – Features for fast document entry

- You can add articles into documents manually, line by line, or with an

opened article list, in order to view more information:




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- Document articles can be imported from files




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- When entering a large number of articles into documents, you can

expand the window for easy adding and tracking:




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- Adding cost centers is possible for each document line or by

automatic completion on all lines:




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- Excel list export (option available for all data windows):

- Automatic retrieving of exchange rate from Romanian National Bank

website:




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- Full reversal is fast – choose the document and press Reversal

button.

- Partial reversal – option to choose the desired document from the list

and to choose the articles to be reversed and their quantity from that

document:




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- Retrieving documents allows matching:




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- Additional information for documents and document lines –

useful for adding fields which allow text/numerical/date information,

attaching files, choosing values from predefined lists, etc

- Option to use additional information from document lines when

printing::




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- For numeric additional information on document lines, you can

opt for total values display:

Viewing existing stock per stockroom when issuing documents:




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- Viewing created document flow at any time, also having the option to

open documents or to "jump" to their list:

Entry documents

- Purchase order - with the option of retrieving from sales orders

- Supplier notice - with the option of retrieving from purchase orders or

shipping notices

- Purchase invoice - with the option of retrieving from purchase orders

and supplier notices

- External invoice - DVI - purchases from non-EU countries and

customs taxes, transport and other services invoices assignation




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- Fiscal receipt for purchases - with the option of paying cash, card or

expense account




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Internal Documents

- Consumer ticket:




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- Transfer between stockrooms – possibility to retrieve all articles with

available stock from the source stockroom into the document:




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- Delivery - reception note - stock inflow for finished goods and half

finished goods:




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- Inventory - with the option of automatic loading of articles list and

their scriptic stocks




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- Report for differences observation - performs corrections of real stock

with inventory as a basis




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- Initial stocks per stockrooms – with the possibility of automatic

loading of the articles list:




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- Modify VAT rate option – changes the VAT rates for selected articles

- Report for price change for en-detail stockrooms, with the possibility

of automatic loading of in stock products list and applying a price

increase or decrease percentage:




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Outgoing documents

You can create the following documents, retrieving the whole quantity from

the documents or just a part of it:

- Sales order

- Proforma – allows taking sales orders

- Delivery note – allows taking sales orders and proforma

- Sales invoice - allows taking sales orders, proforma and delivery

notes

You can track the undistributed quantities in any moment using the

"Unretrieved Documents" report.

You can set discounts and apply them to:

- total document value;

- each article;

- included in the price.

These can be manually or automatically added when user set criteria is

fulfilled:

- sold quantity




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- partners

- stockrooms

- soldarticles (or types/categories)

- total selling value

- typesof documents for which discounts are applicable

- etc.




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You can preview data on each printing format, when printing sales

invoices:




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- Processing receipts on the cash register:

- Fast issuing of sales invoices based on receipts:




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Treasury documents

- Fast invoice collection, from the document list, by issuing receipts:




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- Easy cheque and promissory notes, with the option to track at

any moment due effects with "Receivable/Payable Reports"

- Cashing/paying effects:

- Cash register

- Bank statements

- Treasury returns statement.




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Global stock management

- Allows generation of Z reports:




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Reports

- There are different filters available, depending on the selected type of

report:

o Company workstations:




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o Partner workstations:

o Additional information created by the user, for different entities.

- Actions available from the data grid view:

o Search information on columns by certain characters




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o View documents directly from lists or transfer to the list

they belong to

o Modifying or adding totals (option is generally available - even

on documents - on grids with at least a total by default)

o Excel Export

o Expanding the results viewing area

Reports

- Stock reports

o Stocks balance

o Stockroom sheet

o Negative stocks

o Scriptic stocks

o Minimum stocks

o Stock age

o Articles stock

o Unprocessed stocks and orders




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- Partner reports

o Partner sheet

o Partners balance

o Unbalanced invoices

o Due exceedings

o Due receipts / payments

o Collected invoices by agents

o Residual seller invoices

o Residual client invoices - option to collect directly from the list




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o Confirming partner balances




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o Employee balances




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- Document reports:

o Document totals

o Document details

o Document center costs

o Unretrieved documents




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- Treasury reports:

o Receivable / payable effects

o Receipts/payments

o Cash register

o Bank register




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- Articles movement tracking reports:

o Serial numbers tracking

o Article sheet




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- Financial reports:

o Sales

o Sales Profit (by partner, by article)

- Accounting notes report - Accounting journal

- User actions report - Transaction journal

- Daily management Report




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Automatic SMS and e-mail sending

- Settings for e-mails and SMS:

- Possibility to edit message content:




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- You can view the sent messages list at any time:

- Displaying due documents and automatic e-mail sending to partners:




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