OPTIMUM Wholesale and Retail Sales module handles and manages all aspects of your sales from the quotation to the final credit/cash payment; via orders, deliveries of goods, invoices and receipts. Therefore, the following are totally covered and controlled by OPTIMUM.

• Quotations
• Orders
• Delivery Notes
• Returns
• Invoices
• Receipts
• Cash Memos
• Contracts

All documents may be printed in the language of your choice, Arabic and/or English. All appropriate accounting entries are passed by the system to the General Ledger and other sub ledgers immediately. The powerful but user-friendly data enquiry features enables the user to search and retrieve data at the click of a mouse.

Customers’ Profile

OPTIMUM provides a vast and complete customers’ database that allows users to store as much details as possible about their customers, such as:

• Name, Address etc.
• Contacts
• Customer Types
• Customers’ documents
• Customers’ contracts
• Customers’ transactions (Orders, Invoices, etc.)

OPTIMUM also provides direct contacts to the customers via the Internet which enables them to view all their information and send any request.

OPTIMUM also has the correspondence modules allowing the user to send emails and SMS messages to all customers or specific ones.

Customers' Orders Processing

For your sales OPTIMUM offers the following features:

• Record, process and monitor all quotations, purchase orders and deliveries with the capability to take care of various charges such as insurance, packing, freight, shipping, handling or storage associated with deliveries.
• Unlimited number of orders and lines per order
• Stock items and non-stock items
• Services
• Choice of capturing method, including bar code electronic reader
• Price/discount table online inquiry
• Delivery address linked to each account or free input

Credit Sales Settlement

Record, process and monitor all data from credit sales, from the quotation to the order, delivery and invoice, and post all relevant accounting entries related to these operations, as well as update the inventory data.

Cash Sales

OPTIMUM processes your cash-and carry sales in a separate, fast and easy manner, also featuring electronic reader option (Bar Coding), receipt printing, and online prices inquiry. Optimum cash sales module can operate in any normal personnel computer or using any type of point of sales machine.

Sales Processing

OPTIMUM is fully multi-currency, thereby allowing you to input your sales in any currency and let the system take care of conversions at the time of posting. Stocks figures are updated immediately at delivery/invoice stage.

The processing of delivery notes and invoices involves:

• Advance payment processing
• Refunds processing
• Cash and credit sales processing and management
• Automatic transfer of accounting entries into the General Ledger

Contracts and Periodical Invoicing

OPTIMUM offers a fully fledged modules to deal with the contracts and the periodical invoicing. That module can be applicable for businesses like Real Estate, Maintenance Companies, Schools etc. OPTIMUM requires the contract details, the period, and the date of invoicing, and it will do the following automatically:

• Automatic generation of all invoices
• Posting the General Ledger Entries
• Issuing Receipts
• Issuing a periodical Statement of Account
• Managing your debtors and aging

  

Data Retrieval

OPTIMUM's powerful inquiry and report generation features provide an influential tool for your sales management and data analysis. Several Inquiry features are available in order to retrieve all the information needed for effective sales management such as drill-down orders for a thorough search by quotation or order ID, receipts inquiry in order to have an overview of all payments received, an aging drill-down in order to see all amounts due from debtors, by profit center and by debtor drilling down to individual invoice details, GL account inquiry to view selected accounting entries generated by transactions in the Wholesale and Retail Sales module, and inventory movements inquiry to look at all inventory movements by item. In addition all tables provide filtering and sorting facilities.