Sales & Asset Management

Asset management module encapsulates everything that relates with products, assets, stocks. However, it also supports product description – analysis and documentation

• The sales management
• The Asset management
• Principal object model
• Why is Sales and Asset management in a single module
• Module dependencies and extensions
  • Task management module
  • CRM – Customer-relationship module
  • Finance
• User rights

The sales management

Principal sales management objects and relates business functionality supported by module are:

• Sales offer including AI for offer generation from email
• Sales order
• Price lists

The Asset management

The module supports evidences and processes related with

• Asset production, stocking and sales
• Trading /sales,
• Acquisition
• Procurement
• Stock management including management of the stock shelf positions and labelling positions and products with 2D / 1D barcodes

Module user documentation is here.

Asset management module is the optional module of the AyMINE Business Edition.

Principal object model

The following schema presents principal business objects:

Why is Sales and Asset management in a single module

Functionality of the sales management looks rather far from the asset management. Nevertheless, sales management is oriented trade-oriented and the trading companies have offer tightly related with traded products. Offer generation uses product catalogue and generates stock operations for order processing. All theses functions are tightly integrated in a single bundle of cooperating objects. Sales modules could not be used without the product catalogue.

Nevertheless, asset management is completely independent on the sales support and could be fully used without the sales support. Although the system rights are separated for both areas.

Module dependencies and extensions

Task management module

Module depends on the task management modules in many ways:

• Assets, product and categories relates to the business area and the area access-right-management is reused for assets products consistently with the task-management objects.
• Tasks are used for management of operations related with the assets.

CRM – Customer-relationship module

CRM modules provides address books and contact management. This functionality is used in the Asset Management module:

• Suppliers are companies / subjects from the CRM address book
• Supplier evaluation and supplier evidence is made in the CRM views and reuse the CRM functionality. (Company can have different address book for suppliers and the evidence could be totally separated from the sales and other contacts.)

Finance

Finance module manages information about all currency flows. Although assets internally store price data (actual and purchase cost) objects liked with financial flows are managed by the financial module

• Invoice
• Advance invoice
• Payment
• Payment return

Finance business objects are included in the data models although they are from different module.

User rights

System user rights are described here