Sales & Purchase Ledgers

Customer, Contact and Supplier Database

Focus on Publishing (FOP) makes the administration of your sales, leads and campaigns to both prospects and customers very easy. The FOP system holds prospect, customer and supplier records in a single database, thereby eliminating unnecessary duplication of records. This means that a prospect coexists with actual customers, and suppliers. A prospect does not appear in your customer listing. A prospect can be upgraded to a customer and a supplier, by change of status.

The FOP Sales Ledger presents you with the most extensive range of features, which enable you to track customer interests, keep check on customer credit limits, post payments, track invoices and age them by their due dates, and manage customer records.

The FOP Purchase Ledger also presents you with the most extensive range of features to track supplier invoices by their due dates, write checks electronically, post payments.

Subject Interests: You can attach unlimited subject interests to a prospects and customers account. The FOP Marketing module integrates the subjects interests stored against customers with customers buying history to generate a list of potential customers for you promotion.

Single Database: Prospect, customer, supplier and author records are held in a single database, that is, an author has a single record in the database, which can be accessed from sales and purchase ledgers.

Contra Entries: Accounts declared as contra can be accessed from sales and purchase ledgers. FOP system allows transfer of payments between sales and purchase ledger transactions e.g. books sold to an author may be offset against outstanding royalties.

Customer Classification: FOP system classifies customers under user-defined names (such as Local trade, export trade, mail order, schools, subscribers, etc.), which are in turn grouped under 'Trade' and 'Non-Trade' headings. This helps identify customers when running reports and searches.

Powerful Search: You can search for a contact you want to work with by company/bookshop name, postcode, SAN number, Shop Number or head office code. Also offers an individual or advanced search for which the user sets own criteria.

Web Orders: FOP system automates the creation of Internet customer accounts and sales order, and where the website has on-line payment system, these payment details can be imported into the sales ledger to form part of daily reporting.

Three-way invoice addressing: FOP system stores customers shipping address (if applicable) so that the shipping address is automatically shown on their invoices, along side the invoice and delivery addresses.

Head Office Accounts: Supports branch and head office relationship. This ensures that sales you make to branches in a bookshop chain can be allocated via the head office account.

Credit terms: Each account can have its own special credit term, but accounts paid for by a head office will automatically inherit the head offices' credit term.

Multi-currency: Trade with a customer in customer's own currency and Price band - and an account can be allocated any one of seven price bands.

Discount matrix: FOP system can hold default discounts for each account, this is the discount that will be applied if no other forms of discount exist for the account in the system. FOP system can also store price or discount per stock item or stock group per customer. Where a price /discount matrix is set on a head office account, it will automatically be applied on its branches. FOP system also offers an option to override the head office inherited discount where you might have allowed a larger discount to a bookshop in a chain.

Instant turnover information: FOP system can quickly display the turnover for 12 periods per account and can drill down to reveal the transactions making up the turnover balances.

On-Stop Accounts: FOP system will not allow invoicing to customers put on stop, but will accept others from such accounts.

Allocation History: FOP system allows you to view how a payment was allocated to other transactions (such as invoices, credit notes and payment adjustment)

Management Reports: Overnight and ad hoc management reports can be produced such Profit and Loss per title, Aged Analysis of Debtor and Creditors, Publishers Management Accounts - comparing budgets versus accruals, at the series and nominal ledger levels.