Purchases & sales process

Full range of documents

In order to cover the entire sales process, Comarch ALTUM provides you with the most important documents you use in this part of your business:

• Quotations
• Order documents
• Invoices
• Receipts
• Commission Invoices
• Credit and Debit Memos
• Correction documents for receipts and invoices

Document statuses

Each document has different statuses that allow for the definition of exact rules and responsibilities in the editing and confirmation of those documents during the document flow – starting from the initiation and ending with the final confirmation of a document.

Business process automation

With the automatic generation of documents functionality, based on a sales offer, Comarch ALTUM can create with just one mouse click a sales order, and from out of that an SOR or SI document. At the time of creation documents are filled in with the correct data regarding the contractor, the goods being sold as well as their prices and values. The system also enables automatic creation of sales invoices out of warehouse documents, as well as full automation of purchase document circulation.
The order for the automatic creation of documents in Comarch ALTUM is fully adaptable - so you can keep your best practices and even make them better.
Comarch ALTUM allows you to create sales offers on one hand, and register purchase offers from suppliers on the other. Both processes can be linked together in the following way: you can create a sales offer out of a purchase offer (for one or multiple customers), with the selling price calculated on the basis of the source document’s purchase price.

Editing information in one place

Thanks to the edit-in-place functionality, the system enables easily editing documents in the exact place where the given information is displayed. For example, on an open order document there is a quick way to change the price, value and quantity of the articles sold, as well as the discount granted or the payment terms. All these changes can be made on a single tab without switching between the tabs where the information was initially entered.

Sales below inventory levels

In the customer service process a situation may arise when a client wants to buy goods for which no POR document has yet been created. Comarch ALTUM allows for the reservation and sale of such articles, and so does not deprive the store owner of potential revenues. Furthermore, in case of a lack of inventory, the system can automatically create a purchase order (in accordance with previously defined optimal or minimum warehouse stock levels) and submit it for approval to the person in charge.

Commerce

Price management

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Save Time

Every day your employees spend many hours working on their computers. Comarch ALTUM helps them make use of this time more efficiently by delivering functionalities such as one-click generation of all documents for a business transaction based on a single source document.  As a result, there won’t be any redundant input of information and your employees can already handle the next transaction instead of typing in the same information for the third time. Another feature of Comarch ALTUM that helps you save time is Quick Sales – this is as easy as selecting each article that a customer requires from a list and with one click, generating an invoice or receipt for these articles. In addition, small features such as filters or edit-in-place are available wherever you need them in order to help you use your time more efficiently.
Servicing of a customer directly at a POS is a situation where time becomes very crucial. Our retail network solution, Comarch Retail, therefore comes with a specially designed interface that allows you to deliver the best and quickest service possible in all your shops. To learn more about the benefits you can gain from using Comarch Retail, please click here.

Avoid Mistakes

As you no doubt know, mistakes not only cost time, but can also lead to significant financial loss and even damage to the company’s reputation – even the smallest mistake can have great consequences. This is why Comarch ALTUM has been designed in a way that eliminates many possible sources for mistakes. We added small functionalities such as margin control or discount limitations as well as bigger ones like different document statuses, the regulations of editing and confirmation responsibilities, and workflows.  These allow you to use best practices in business in order to avoid mistakes by enforcing error-eliminating work standards throughout your company.

Commerce

Price management

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