Touring
WinTrade
The
Main Menu
The
Order
Connections
between Order and Other Data Tables
Double-clicking
ECOM (Supplier's code) opens the appropriate Supplier's record.
Double-clicking
Item code opens the appropriate Item's record.
Clicking
arrow on the right of any data field displays list of appropriate data records.
Business
Partners
Each transaction
includes up to 6 business partners: 2 main and 4 secondary.
The headings
of business partners are defined in Parameters.
The records
of business partners are managed in Master Files.
The location
of business partners on the screen:
Supplier
and Customer – on the top-left corner, Contacts and Notified parties - icon
"2".
Customization
of the order lines
a)
Planning partial shipments
b) Paper
industry
c) Raw
materials
Monitoring
"Ordered-Supplied-Balance" per each ordered product
Bids
a) Create
separate Quotation records for potential Suppliers. After receiving offers, insert
in each quotation: price, delivery terms, payment terms, and Customer's
Reference.
b)
Compare quotations by filtering on Customer Reference (Bid No).
Reminders
Attaching
reminders and follow up dates.
Attaching
Files
WinTrade
automatically opens folders for managing files (documents, reports, pictures,
e-mails) per
Customer, Supplier, Item, Order, Quote, Delivery.
Printing
Reports
Filtering
data before printing: status 99 (cancelled) is out of range.
Note: (ii = items included)
ABC
Performance Analysis
Examples
of Documents
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