[Thailand] Sales Management System 'swifT' Cloud/Multilingual/Other Currencies

basic information

# Sales Management Quotation registration / Issuing quotations / Order receipt / Inventory allocation / Shipping instructions / Invoice issuance / Shipping / Sales / Receivables management / Payment reconciliation # Purchasing Management Order registration / Issuing purchase orders / Receipt / Purchase registration / Payables management / Payment reconciliation # Inventory Management Allocation of import-related costs / Inventory transfer / Inventory adjustment / Inventory transaction report (Stock Card) / Month-end inventory valuation report # Other Features - Data output in Excel format is possible. - Flexible customization is available as it is a self-developed system. Example: I want to output a company-specific management report with one click. - Security is ensured as it utilizes VPN communication. - Departmental management functionality allows for data to be registered separately by multiple departments. - By setting up a report layout master, it is possible to freely change the report layout. - The check management function allows for the management of the status of issued and received checks. Printing on checks is also possible.

Price range

Delivery Time

Applications/Examples of results

# Industry Cosmetics Wholesale / Sports Equipment Wholesale / Machinery Trading Company / Chemical Trading Company / Automotive Parts Trading Company / Automotive Parts Manufacturer / Machinery Manufacturer / Electronic Components Manufacturer / Mold Parts Manufacturer / Resin Processing # Area Bangkok / Chonburi / Rayong / Sakaeo / Lamphun / Pathum Thani / Samut Prakan / Chiang Mai Vietnam / Singapore / Indonesia

Detailed information

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  ◆Scope / Functionality Range This system encompasses sales, purchasing, and inventory management operations for general trading companies, sales companies, and wholesale businesses in Thailand. Since various data can be centrally managed in the cloud, it is easy to check the latest business status. Additionally, by registering upstream data according to the business flow, subsequent data registration can be performed by promoting and transcribing that data, which helps easily prevent common issues in Excel management, such as duplicate input and transcription work of the same data, as well as data inconsistencies caused by transcription errors or missed updates. As various data can be linked within the database, aggregated data can be easily output. ▼Below are some of the main features highlighted.

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  ◆Customer Quotation Status Inquiry Screen By registering quotations in swifT, you can easily check who is in charge, what kind of quotation cases there are, and what their current status is. You can manage the expiration dates for each quotation, allowing you to follow up before they expire, and by entering the quotation rank, you can easily check the likelihood of winning the order, among other things.

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  ◆Estimate Registration You can easily create estimates on the estimate registration screen. It also supports issuing estimates to parties not registered in the customer master, such as creating estimates for new customers. Since you can set a sales price master for each product code, it is possible to automatically display the unit price, preventing pricing errors. Estimate data can be version-controlled, so even in cases where multiple corrections to the estimate are needed before the contract (order), you can modify the content while keeping a record of past estimate data. You can freely input text notes in the product details of the estimate. In addition to the product name from the product master, you can enter remarks and specification information. Copying and pasting from Excel is also possible. You can create the details in familiar Excel and then paste them all at once into the swifT estimate details. The template for the estimate can be flexibly changed in the layout master. By importing a template of the estimate created in Excel, you can output the estimate in that exact layout. You can reuse your current estimate (Excel template) as is.

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  ◆Order Inquiry You can centrally check the order cases and their statuses. In addition to ordered products, quantities, and unit prices, you can also confirm the customer's desired delivery date, confirmed shipping date, shipping date, billing date, invoice number, and payment status all on one screen. If the customer's desired delivery date is delayed, it will be displayed with a red background alert, making it easy to identify missed deliveries or data updates. The search results on this screen can be exported to Excel. Customer information, product information, quantities, unit prices, projected sales dates, sales dates, etc., can be output, allowing for analysis from various angles using Excel pivot tables. Various search conditions are available, including the ability to search only for outstanding orders and to search by customer order number (PO No). If the desired search condition is not available, it can also be added.

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  ◆Tax Compliance In Thailand, the taxation points for VAT (Value Added Tax) differ between goods sales and service provision, and we standardly comply with such tax regulations. The invoice format is automatically switched based on whether the order is for goods or services. Goods Sales: A Tax Invoice is issued (the shipping = billing point is used as the taxation point for tax documentation) Service Provision: An Invoice is issued (the payment receipt from the customer is used as the taxation point, and a Non Tax Invoice is issued at the shipping point)

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  ◆Response to Advance Payment Requests For companies engaged in high-value transactions with long lead times, such as machinery, equipment, and molds, it is common to request advance payments in the form of deposits or down payments before delivery. swifT standardly accommodates such advance payment requests. Since advance payment requests (receipts) can be linked and managed with each order, it becomes easy to invoice the correct net amount without mistakes at the time of shipment of the main product.

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  ◆Accounts Receivable / Accounts Payable Management By issuing invoices and registering purchase invoices in swifT, you can easily manage accounts receivable and accounts payable. You can output accounts receivable and accounts payable reports for a specified date (such as the current day or end of the month) to Excel with just one click. For each counterpart, you can check which invoice has an outstanding balance and when the payment due date for that invoice is, making it useful for cash flow management. Additionally, overdue items are automatically highlighted in the output, allowing you to quickly notice any missed collections on accounts receivable.

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  ◆End-of-Month Total Invoice / Standard support for the creation and issuance of Billing Notes. For users with frequent shipments and invoice issuance throughout the month, there may be cases where invoices issued in the current month and those expected to be paid this month are listed at the end of the month and submitted as a Billing Note. With swifT, you can easily create and issue Billing Notes by searching for unpaid invoices from the Billing Note registration screen and checking the invoices to be printed.

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  ◆Stock Card (FIFO - First In, First Out) You can output a stock transaction report in Excel by warehouse and product. You can check when and how many items were received with which purchase invoice, how many items were shipped with which billing invoice, and how many items (and their value) remain at the end of the month. The inventory value (unit price) can be output not only based on the unit price listed on the purchase invoice but also including allocated import costs. Additionally, the month-end inventory balance report can aggregate and output: - Inventory value by warehouse - Inventory quantity by warehouse/product, monthly receipts, monthly shipments, end-of-month quantity, and value ◆Others Please feel free to contact us if you would like more detailed information.