Sales report to the principal

Sales report to the principal

The report to the principal on sales is carried out by the commission agent based on the fact of sale of goods to buyers. Reports for the principal and the commission agent are identical, reflecting the actual indicators of the total profit based on the sold products and services rendered. When generating reports, filling in sales data, it is also worth considering the cost of goods, services, taking into account the storage periods in commission shops and warehouses, summing up also the percentage for mediation between the principal and the buyer. The commission agent also needs an additional report reflecting the actual data on the acceptance, purchase, storage and sale of inventory items. The ideal option for implementing management control, analytics and accounting is specialized software from the developer company "Universal Accounting System".

The software is designed for a comprehensive approach to automate business processes of any area, individually adapting to consumer needs and not only management, but also employees. Today, the market is in a variety of developments that have different pricing policies, functionality, suitable for a particular area of business. The USU software differs from all programs with wide functionality with a variety of modules, individually selected tools, affordable cost, to optimize cash costs, there is also no subscription fee. When setting up the application, it will not take much time, given the publicly available parameters with flexible settings, the presence of a short video review, expert advice, the presence of electronic reference books. At the same time, even an inexperienced user will be able to quickly start the work process, using an account provided for personal use.

Sale of goods from principals

The sale of goods of the principals is carried out on the basis of an agreement with the commission agent. The use of software is quite easy in the formation of contracts between the commission agent and the principal, indicating the storage periods and conditions for the sale of goods, the rights of the parties and obligations, using electronic templates. When creating contracts, the system will automatically indicate the date and time, reflecting the data in the register. The application allows you to automate the process of monitoring the validity periods of contracts between countries, informing the responsible employees about this for prolongation or termination of cooperation at appropriate times. All data and contracts, reports will be classified for high-quality use and storage. All files, information data will be stored in a centralized repository, with access provided to users based on certain access levels corresponding to their job position. Given the delegated access levels for users, it is possible to ensure high-quality storage of confidential data. When working with documentation, it is worth noting additional advantages in filling. That is, when using software, there is no need for manual entry of information data when filling out reports and documentation, using existing information for subsequent import. The application uses various file formats, ensuring high-quality and seamless acceptance and creation of materials.

Report of the commission agent to the principal

The commission agent's report to the principal is performed automatically, based on the general indicators of sales of goods and services. As a rule, the report is generated within a month. In the program, it is enough to conduct an analysis of the sold products and services provided, reflecting the information in graphs. In the absence of the introduction of analytical reports, during sales, the system will automatically read the data and attach information about the sold products to the owner. Subsequently, when generating reports, invoices, and acts of mutual settlements, the amount of payment will be calculated taking into account the cost of goods provided by the principal to the commission agent, including storage periods and the percentage rate for intermediary services.

It is worth noting the convenience of automatically generated calculations performed by an electronic calculator taking into account the price list used, as well as manually entered algorithms (percentage, discounts, markdowns, surcharges, VAT). All calculations will be correct, quickly completed, without errors and typos. When compiling reports, acts and invoices, it is possible to immediately print or save for subsequent analysis, sending by e-mail. The application can integrate with different printer models for printing labels, stickers, checks, price tags, documentation. Reports will be generated for all product names, taking into account the possibility of quickly performing returns based on the detection of defects or illiquidity. Information data stored in the cloud space will be used by users as work processes, using an electronic search engine for instant output of materials.

Report to the principal on sales of goods

The report to the principal on the sales of goods will be automatically generated based on the actual indicators of the sold products, taking into account the maintenance of individual journals. The application will record all sales, reflecting data on buyers, product names, total quantity and amount of payments. The application will use electronic journals, graphs, tables, diagrams, with the ability to highlight windows in different colors, separating them from the rest of the visual distinction of users. Each employee registering in the system will be provided with a water record, which, with a secure login and password, guarantees the confidentiality of the safety of materials. When entering the application, users will be able to customize the configuration rules, language panel, select tools, templates at their own discretion.

It also provides for the arrangement of the work area, choosing from fifty different themes suitable, systematically changing at will. Also for the convenience of users, synchronization of the work device is also provided, to increase the level of relationships, transmitting information data via the internal network or the Internet. Also, the manager of the consignment shop will be able to remotely monitor the activities of subordinates, with reflected windows under the desktops of users, with the recording of general indicators of completed work, files provided, time worked, etc. An additional convenience is the unification of all consignment shops, warehouses, for high-quality control and management. The management will also be able to control work processes remotely, providing for the use of video surveillance, to reflect actual indicators in real time. To analyze the attendance of consignment shops, it is also proposed to read images of counterparties, recording the date and time of entry and exit in electronic journals.

Formation of a report to the principal

The formation of the report to the principal will be accompanied by accounting, warehouse and tax accounting. All movements of inventory and financial resources will be recorded in the application, with accompanying documentation. Thus, the movement of goods between consignment shops and warehouses will be taken into account, recorded in reports. All goods from the moment of receipt in the store or warehouse will be entered into the database, then displayed in the nomenclature with the name, barcode or article, total quantity, cost including VAT, description. For the convenience of users and differentiation of goods, it is also envisaged to attach pictures that will be displayed when reading codes. When selling, moving, accounting of goods, manual entry of the article or scanning of the barcode with special equipment is provided.

With the help of specialized equipment for reading barcodes and a data collection terminal, it is proposed to perform inventory, displaying detailed information on the total quantity and condition of inventory. The possibility of continuous activity is taken into account. With high technology software, it is assumed to integrate with various services, trading platforms, providing an increase in the interest of potential buyers in consignment goods, as well as the use of modern marketing solutions with minimal time and money. At the same time, using social networks, trading platforms, sites, it is possible to develop a consignment store at a rapid pace with the expansion of the Klinskaya base and the delivery of goods around the world. At the same time, delivery will be carried out quickly and efficiently, tracking the location of the vehicle from the delivery service or couriers on large-scale maps, indicating the exact addresses of buyers. For independent tracking of the delivery status, buyers are provided with messages with an attached link.

Program for filling out a report to the principal

The program for filling out a report to the principal is equipped with the necessary functionality, quickly performs the tasks. The task planner helps in implementation, indicating the deadlines for completing various tasks according to the data, receiving the final results with a report on the work done. When goods arrive at the consignment store, the system will automatically generate an invoice taking into account the data on the supplier, general positions and quantity of products, cost with a link to the contract. The commission agent can, upon receipt of goods, buy out the entire range or selected items, entering data into electronic cards without specifying the shelf life. Thus, when making settlements with the principal, only the cost of the goods will be indicated. Mutual settlements are made by the application in a form convenient for the parties, offering not only cash payments, but also a contactless payment scheme, interaction with banking services, terminals, QR codes, transfers, etc.

Users can also use the mobile version of the application, which is quite convenient with the attachment of a payment and bonus card. When making settlements, the amount will be automatically calculated with the accrual of bonuses, which buyers can use in subsequent settlements when placing orders. Registration can be done not only through consignment shop sellers, but also on the website, independently choosing the items you like and placing orders. When placing orders, the electronic cards will automatically indicate the number, date and time, delivery or pick-up address, product name, choosing from the nomenclature, data on buyers from the CRM database with automatic calculation. The information will be automatically displayed in the accounting department, and then integrated with 1C, efficiently carrying out accounting. In the application, the consignment shop manager will be able to analyze data on the general demand of consumers, compare sales, making informed decisions for rational business management.

CRM for reporting to principals

The automated CRM application for generating reports for principals allows using the information available in the database for automatic generation and filling of documents. In the application, the existing CRM database with the maintenance of general data on the principal and the buyer will display contact information, addresses, transactions, mutual settlements, discounts, reviews, etc. It is also possible to attach photos for subsequent reading at the entrance to the consignment store. It is also possible to link scanned documents. The software allows you to control the status of all customer requests, using the loyalty bonus system to accrue points and issue discounts for regular customers. The program can use an unlimited number of price lists, individually generated for regular customers.

For communication with buyers, principals, the system provides for automatic selective or general messaging. Messages can be referred not only for information support, holiday greetings, but also for receiving ratings and reviews for the service and work of the consignment shop. It is also assumed to use IP telephony, in which the contact information of counterparties will be automatically calculated, with the display of general averages on the monitor screen of consignment shop employees with subsequent response and appeal by name, quickly consulting on important issues. Multifunctional software is an integral part of doing business, so do not put off until tomorrow the installation of an electronic assistant, which will serve you faithfully for many years. For additional questions, you should contact the consultants at USU.kz, where they are happy to advise on various issues.