Sales management software
InfoPiek Sales

,,Standard” version – version of the Infopiek Sales software with Infopiek Production. Version dedicated to 3 operating stations.

It has:

• Orders
• Documents
• Finances
• Warehouses
• Directories
• Analyses
• Listings
• Transport

,,Pro” version – a version of the Infopiek Sales software that has Infopiek Production. Version dedicated to up to 5 operating stations.

It has:

• Orders
• Documents
• Finances
• Warehouses
• Directories
• Analyses
• Listings
• Transport
• Own Stores

“Mini-Max” version – version of the software without a workstation limit, includes InfoPiek Production.

It has:

• • Orders
  • Documents
  • Finances
  • Warehouses
  • Directories
  • Analyses
  • Listings
  • Transport
  • Own Stores

and modules:

• Info Bil (production software for measuring, based on recipes, the weight of raw materials needed to produce a set production)
• Touch Moon (software for weighing products (ordered in quantities such as metal sheets or packages), which allows the modification of documents (delivery notes))
• InfoKosz (a system for recording baskets)
• Returns Panel (recording returns)
• Second Company module
• Connector with FK

Version “Max” – version of the software without a job limit, includes InfoPiek Production.

It has:

• • Orders
  • Documents
  • Finances
  • Warehouses
  • Directories
  • Analyses
  • Listings
  • Transport
  • Own Stores

and modules:

• • Info Bil (production software for measuring, based on recipes, the weight of raw materials needed to produce a set production)
  • Touch Moon (software for weighing products (ordered in quantities such as metal sheets or packages), which allows the modification of documents (delivery notes))
  • InfoKosz (a system for recording baskets)
  • Returns Panel (recording returns)
  • Second Company module
  • Connector with FK
  • Online shop B2B, B2C

Additionally, in the Mini-Max package, the user is given the possibility to make 5 modifications (programming changes) and 10 custom reports.

• delivery notes
• proofs of return
• returns for direct invoices
• adjustments to direct invoices
• direct invoices
• summary invoices
• correction invoices
• clearance of own shops

DELIVERY NOTES

In the INFOPIEK system, they are the basic form of document for the delivery of products to the recipient. Delivery notes can be entered for any day and for a specific Daily Delivery. DDs can be corrected and changed until a bill is issued. Once the summary bill has been issued, the DDs remain in the datasets and can still be viewed and printed. Delivery notes can also be created from purchase orders.

REFUNDS

• returns to delivery notes
• returns to direct invoices

TWO SETS OF SUMMARY INVOICES

I. DIFFERENCE INVOICE – THIS IS THE DIFFERENCE DN – DR

II. INVOICES ARE MADEOUT OF DD AND CORRECT INVOICES OUT OF RETURNS.

As a result of the differential billing mode of invoices negative items on invoices may arise. INFOPIEK systemallows 4 cases of handling such situations:

• negative quantities are printed on the invoice
• from negative quantities an automatic proof of return to the next billing period is created

• When doing summary invoices, an adjustment invoice is generated for the current summary invoice

However, there may be situations where there are no adjusted items on the Original Invoice

• The most advanced billing option . INFOPIEK system automatically finds in the past periods (max one year back) sales invoices on which there were corrected items and creates an automatic MULTIKOREKTA to them.

The condition for the creation of an automatic MULTICORRECT is to find all negative items in one accounting month.
However, you should be aware that this type of action results in a Vat adjustment .

DIRECT INVOICES – (without DN) are issued for recipients on the list of recipients with direct documents

COLLECTED INVOICES are created from Proofs of Delivery and proofs of returns. Settlement can be done in 2 ways: Settle according to the settlement periods entered for the individual recipients and settle by the settlement date. Summary invoices can be modified.

CORRECTION INVOICES
in the system it is possible to issue a correction to an invoice issued in the system, to a non- registered document and to correct only the quantity on the correction to a single invoice or to multiple invoices.

In the software, the possibility of accounting for own stores has been created

• cash register
• bank
• financial files
• settlements
• driver’s settlements with DD
• statements from settlements with DD
• clearing driver from invoices
• unpaid invoices

Finances in the INFOPIEK system are used for settlements with recipients and for cash and bank operations. Settlements are related to documents issued to recipients but can also include other documents. CASH is used to conduct cash operations in conjunction with sales documents. BANK is used for bank operations (transfers) in conjunction with sales documents. The basic board allows deposits, withdrawals, editing, deletion, statements, settlements, Settlements with recipients Settlement of amounts to be paid for Direct Invoices as well as for Proofs of Delivery / Proofs of Return Possibility of conducting settlements on the basis of payments for Proofs of Delivery and Proofs of Returns. Settlements are maintained on a multi-year basis. Issuing KP together with the Invoice When issuing Invoices for recipients with payment form CASH and with ZERO payment term – it is possible to print KP at the same time

• products
• recipients
• price lists
• discounts
• transport
• drivers
• other records

PRODUCTS

When entering a product, you need to use three auxiliary directories:

• files of product groups
• file of units of measurement
• cartography of VAT rates

These directories can be changed during the entry.

RECEIVERS

• Under recipients, lists of recipients are created and edited. Assignment to one of the following groups determines the type of documents created, the method of printing.
• Recipients with direct documents are recipients for whom an invoice or a transfer note is created directly (without issuing a DD).
• Recipients with collective documents are recipients for whom DD is written out. These receipts are billed periodically and invoices or transfer notes are created from them. DDs of several recipients can be counted together to the invoice of a joint payer

PRICE LISTS

• Unlimited number of price lists numbered from C1 to Cnnnn.
• Viewing and changing prices of a single product in all price lists.
• The possibility to change all prices of a selected pricelist by a preset percentage.
• For the list of prices of the selected product – information about the price: minimum, maximum and average.

DISCOUNTS

• Summary of discounts (daily) is performed for the selected day according to the following criteria:
• By groups of recipients
• For all recipients
• For a selected group of recipients
• For recipients by discounts granted
• For all recipients (with zero discounts)
• Only with discounts (non-zero discounts)

TRANSPORT

• Transportation calculations are based on ROUTES.
• The number of routes created is arbitrary.
• A ROUTE consists of the RECEIPT POINTS including the DELIVERY number.
• The route is created for the selected DAYS of the WEEK e.g. Mon – Sat , another route for Sunday (only).
• A driver is assigned to each ROUTE.
• Drivers can collect cash for delivered goods or for previous deliveries.
• The software performs statements:

• • products per ROUTE / Recipient
  • containers per consignee (delivery, return)
  • containers by TRAS
  • containers by drivers
  • cash by recipients
  • cash by drivers

It is possible to make lists of products by PRODUCT GROUPS.

OTHER FILES

In these directories there are tables and settings which are used indirectly to complete the basic items in the directories, e.g. Recipients – setting up groups, or Products – units of measure. All tables displayed here have the ability to Add, Edit and Delete items in these tables.
This file is divided into the following subgroups:

• Recipient groups
• Product groups
• Weight units of products
• VAT rates
• Packaging

• orders to delivery notes
• orders to invoices
• statements of quantities of products
• order template

INFOPIEK system allows you to enter orders to delivery notes and invoices.

ORDERS can be entered for any selected day with the intention of changing it later to DELIVERY INVOICES or DIRECT INVOICES and to a specific daily DELIVERY for a selected recipient.

Orders can be created in bulk from order templates for the selected day of the week. Order numbering is automatic which allows you to quickly identify the order, for example, when checking the quantity of products in orders.
The system includes a summary of product quantities, which is a daily summary of both orders for delivery notes and invoices.

ORDER MODELS are used to create a set of orders in one move. The patterns are created for a specific day of the week and take into account the possibility of multiple DELIVERIES for a selected customer.

• daily (summary for selected route, summary by route, containers for routes, acquisition)
• periodic (periodic summary of transportation, periodic billing of drivers, summary invoices for the route (analytically), direct invoices for the route (analytically), invoices for the route (synthetically), only adjustments for the route, analytical summary for the selected route)
• transportation allocation per day (for delivery notes, for return notes, for direct invoices)
• containers (allocation – return of containers, statement from settlement of containers).

Transportation in the Sales software is used to:

• obtain quantity statements of products to load the car for the selected route / delivery
• printing statements of quantity and value for drivers for the release of goods at subsequent customers
• settlement of drivers from money and possibly from transport containers
• obtaining quantity statements of deliveries and returns on individual routes or for individual drivers.

Transport calculations are based on ROUTES.
The number of created routes is arbitrary.
A ROUTE consists of the RECEIPT POINTS including the DELIVERY number.
The route is created for the selected DAYS of the WEEK e.g Mon – Sat , another route for Sunday (only).
A driver is assigned to each ROUTE.
Drivers can collect cash for delivered goods or for previous deliveries.

The software performs statements:

• products per ROUTE / Recipient
• containers per consignee (delivery, return)
• containers by TRAS
• containers by drivers
• cash by recipients
• cash by drivers

It is possible to make lists of products by PRODUCT GROUPS.

Packaging

• Settlement of returnable packaging with recipients should be used only for recipients who require such settlements These include some hypermarket chains. Invoices then contain additional settlements of packaging amounts and these are included in FINANCIAL BALANCES.
  These settlements do not result in balancing the turnover of returnable packaging in the bakery.
• Settlement of packages with recipients consists in entering the amount of packages delivered / returned by the recipient. If it is a bulk recipient then the above entry is made in its Delivery Receipts. By creating a Bulk Invoice, an additional settlement of the quantity and amount of returnable packages on the basis of the settled Proofs of Delivery is automatically obtained.
• Packaging settlements with drivers are internal settlements in the bakery. In order to fully balance packaging, it should be carried out for all drivers and for each issuance and return of packaging.
• Settlement of parcels with recipients and settlement of parcels with drivers – they are independent and performance of one does not affect the other.

Daily entries It is possible to directly enter the quantities of retrieved and returned packages. These quantities are entered by the driver for each ROUTE performed. They are therefore daily entries.
Periodic statements are associated with the selected driver.

• analysis by base price
• analysis of sales of goods
• monthly analysis
• recalculation of day by price list
• analysis of sales profitability
• product price structure
• sales percentage structure
• percentage structure of returns

ACCORDING TO BASE PRICES

Profitability analysis of production according to base prices shows the profit achieved on individual products related to the cost of ownership. The first step should be to fill in the base price list, which determines the cost of ownership. This price list is dated – so it is possible to take into account changes in the prices of raw materials, energy, etc. as a function of time. After filling in the price list, you can create statements based on actual sales made in the selected time period. The software calculates for individual assortments:

• sales value
• own cost
• profit in PLN and in %

• sales register
• quantity summaries
  • daily products report
  • product quantity summaries
  • quantities for production (daily)
  • return quantity summary
  • summary of returns (analytically)
• sales by recipients
• sales by groups of recipients
• operators
• daily value turnover
• summary of discounts (daily)
• documents for counterparty

SALES REGISTER The sales register is made on the basis of the final documents for the established period (from day – to day) For all recipients or for a selected recipient For selected types of documents (Invoices, transfer receipts, adjustments) QUANTITATIVE SUMMARY of products is made on the basis of all issued documents: – for an established period (from day to day), – for all consignees or for a selected consignee, – enables quick evaluation of returns in particular assortments DAY PRODUCT REPORT is made for a selected day on the basis of issued delivery notes, direct invoices transfer receipts, internal invoices SALES BY CONSUMERS Sales by consignees are made on the basis of issued Proofs of Delivery, Proofs of Returns and Invoices and Transfer Receipts Sales by recipients are tabulated over the selected time period. Presented are:

• net or gross values of sales
• net or gross values of returns
• percentage share of the recipient’s sales value in total sales
• percentage share of the value of the recipient’s returns to sales of the same recipient

Returns are counted on the basis of Proofs of Returns and Adjustment Invoices with a negative amount. SALES BY RECEIVER GROUPS Sales by customer groups are made on the basis of issued Delivery / Return Receipts and Invoices and Transfer Receipts. Sales by consignee groups are tabulated for the selected time period. Presented are: Presented are:

• net or gross values of sales
• net or gross values of returns
• percentage share of the recipient’s sales value in total sales
• percentage share of the value of the recipient’s returns to sales of the same recipient

Returns are counted on the basis of Proofs of Returns and Adjustment Invoices with a negative amount. DAILY VALUE TURNS Daily value turnovers are performed for the selected period (from day – to day ) Value summaries of sales and returns are made for each day of the selected period. The summary can be made:

• for all recipients
• for a selected recipient.

DISCOUNTS SUMMARY (DAILY) The summary of discounts (daily) is performed for the selected day according to the following criteria:

• by groups of recipients
• for all groups of recipients
• for a selected group of recipients
• for recipients according to discounts granted
• for all recipients (with zero discounts)
• only with discounts (non-zero discounts)