PRODUCT SHEET CIEL Commercial ManagementStandardV7 · 42A Barbu Vacarescu Street, 1st floor, 2nd district, Bucharest Tel: 021 - 201 53 00 Fax: 021 - 201 53 03 [email protected] 1 PRODUCT

42A Barbu Vacarescu Street, 1st floor, 2

nd district, Bucharest

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

[email protected] www.ciel.ro 1

PRODUCT SHEET

CIEL Commercial

ManagementStandardV7

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

- Menu lists search and quick open features

- 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:

- Creating workstations for each company

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

document types, workstations and stockrooms for ease of invoicing




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- 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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Partner features

- 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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- Additional information (valid option for partners and accounting

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

available 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):

- Searching in each field (option generally available in list type windows):

- Configuring article external codes with the option of filtering the lists by

code, when creating documents

- Excel Export




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- Option to enter general sale prices or per stockroom

- Option to set minimum and maximum stock

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

expand the window for easy adding and tracking:

- 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):




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- 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:

- 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 (internal)

- 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 invoicesassignation




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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

- Transfer between stockrooms

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

finished goods

- 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




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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;

You can set partners and types of documents to apply discounts to.




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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:

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

moment due effects with "Receivable/Payable Reports"

- Cashing/paying effects




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- 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:

o Partner workstations:




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- Actions available from the data grid view:

o Search information on columns by certain characters

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)




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o Excel export

o Expanding the results viewing area

Reports

- Stock reports - keeping track by batches and serial numbers:

o Stocks balance

o Stockroom sheet

o Minimum stock

o Stock age

o Articles stock




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- Partner reports

o Partner sheet

o Partners balance

o Unbalanced invoices

o Due exceedings

o Due receipts / payments

o Residual seller invoices

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

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

- Accounting notes report - Accounting journal

- User actions report - Transaction journal

- Daily management report




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- Automatic SMS sending to partners when issuing invoices

- SMS Settings:

- List of sent messages - can be viewed at any moment:
