Direct Sales & Operations ERP Modules

1.1 Master Data

Core configuration that defines customers, items, pricing rules, and operational settings for direct sales.

1.1.1 Core Direct Sales Setup

• Clients: Customer master data, classifications, credit limits, and contact details.
• Doctors: Doctors database linked to prescriptions and customer references.
• Shifts: Define sales shifts and cashier working hours.
• Direct Sales Settings: Invoice formats, taxes, printers, discounts, and sales behavior.

1.1.2 Items & Products Structure

• Items Groups: Logical categorization of items and services.
• Items Barcode: Barcode definitions and scanning rules.
• Size Items Groups: Size-based item grouping and variants.
• Blanks Types: Base item types used in sales and customization.
• Blanks Additions: Add-ons and optional item enhancements.

1.1.3 Offers & Discounts

• Offers: Promotional sales offers and campaigns.
• Packages Offers: Bundled products and services.
• Qty Discount Offers: Quantity-based discount rules.
• Offers CashBack: Cashback incentives linked to sales.

1.1.4 Support & Reference Data

• Return Reasons: Standardized reasons for sales returns.
• Trucks Numbers: Delivery trucks reference.
• Trailers Numbers: Trailers and logistics identifiers.

1.2 Transactions

Daily sales operations covering invoicing, payments, returns, reservations, and financial adjustments.

1.2.1 Direct Sales Operations

• Direct Sales: Standard direct sales workflow.
• Direct Sales 2 / 3 / 4 / 5: Alternative and advanced sales scenarios.
• Blanks Invoices: Invoicing for blank and base items.
• Invoices Returns By Invoice: Returns linked to original invoices.
• Invoices Returns: General invoice returns and corrections.

1.2.2 Shift & User Control

• Shifts Details: Shift opening and closing with totals.
• Shifts Details Users: User-level cash and sales reconciliation.

1.2.3 Payments & Revenues

• Visa Types Payments: Card payment processing.
• Visa Types Returns: Card refunds and reversals.
• Revenues: Core sales revenues.
• Other Revenues: Additional non-core income.
• Expenses: Operating expenses related to sales.
• Direct Sales Expenses: Expenses specific to direct sales operations.

1.2.4 Client Financials & Reservations

• Client Credit Note: Credit notes issued to customers.
• Reservations: Customer reservations and pre-sales.
• Reservation Payment: Payments received for reservations.
• Reservation Payments Returns: Reservation refunds.
• Text Message: Automated SMS notifications.

1.3 Reports & Analytics

Advanced reporting tools providing full visibility into sales performance, profitability, and customer activity.

1.3.1 Sales Performance

• Sales: Overall sales transactions and totals.
• Sales With Price: Sales analysis including selling prices.
• Sales With Cost: Profitability analysis versus cost.
• Branches Sales Monthly: Monthly sales by branch.
• Sales Analysis: Trend and performance analysis.

1.3.2 Clients & Invoices

• Client Invoices: Invoices issued per client.
• Group Invoices: Invoices grouped by category.
• Shift Invoices: Invoices per shift.
• Client Invoices With Cost: Client profitability analysis.

1.3.3 Inventory Impact

• Item Balance: Current item balances.
• Item Balance With Price: Inventory valuation.
• Item Expected Sales: Sales forecasting.
• Item Stock Levels XY: Stock classification analysis.
• Item BarCode XY: Barcode-based stock analysis.

1.3.4 Follow-Up & Dashboards

• Sales FollowUp: Track pending and completed sales.
• SalesMen FollowUp: Sales performance per salesperson.
• Lines FollowUp: Line-level sales tracking.
• Dashboard: Real-time KPIs for direct sales.

2.1 Master Data

Restaurant configuration data defining halls, staff roles, offers, and operational settings.

2.1.1 Core POS Setup

• Shifts: Define cashier and operational shifts.
• POS Settings: Configure receipts, taxes, printers, and POS behavior.

2.1.2 Restaurant Structure

• Rooms: Define dining halls, floors, and service areas.
• Update Room Items: Control item availability per room.
• Kitchen Screens: Configure kitchen display screens.

2.1.3 Staff & Operations Roles

• Captain Order: Manage captains and order responsibility.
• Delivery Man: Define delivery staff and assignments.

2.1.4 Customers & Promotions

• Clients: Customer profiles and contact data.
• Offers: Promotional offers and deals.
• Offers Qty Discount: Quantity-based discounts.
• Comment: Notes and special instructions.

2.2 Transactions

Daily restaurant operations including order processing, delivery handling, payments, and adjustments.

2.2.1 Shift & Cash Control

• Shifts Details: Shift opening and closing.
• Shifts Details Users: User-level cash closing.

2.2.2 Sales Channels

• Dine In Halls: In-house dining orders.
• Take Away: Take-away orders.
• Delivery: Home delivery orders.
• Delivery Man Close Checks: Close delivery orders.

2.2.3 Checks Management

• Checks Transfer: Transfer checks between tables or staff.
• Update Checks: Modify open checks.
• Update Closed Checks: Adjust closed checks.
• Grouped Checks: Combine multiple checks.

2.2.4 Returns & Adjustments

• Delivery Checks Returns: Delivery returns.
• Take Away Checks Returns: Take-away returns.
• Visa Types Returns: Card payment refunds.
• Client Cash Return: Cash refunds to customers.

2.2.5 Financial Transactions

• Visa Types Payments: Card payments.
• Revenues: Restaurant revenues.
• Other Revenues: Additional income.
• Expenses: Operating expenses.
• POS Expenses: POS-related expenses.
• Client Credit Note: Customer credit notes.
• Text Message: Customer notifications.

2.2.6 Special Orders

• Special Orders: Custom and special customer orders.
• Special Orders Returns: Returns of special orders.

2.3 Reports & Analytics

Operational and analytical reports providing insight into sales, shifts, kitchen costs, and customer activity.

2.3.1 Sales Reports

• POS Sales: Detailed POS sales analysis.
• Item Sales: Sales performance per item.
• Sales Follow Up: Monitoring completed and pending sales.

2.3.2 Shift & Staff Journals

• Shift Detail POS Journal: Detailed shift journal.
• Journal Captain Order: Captain order activity journal.
• Journal Delivery Man: Delivery staff journal.
• Captain Order Sales: Sales per captain.

2.3.3 Customers & Pricing

• Client Statement: Customer account statement.
• Client Statement POS: POS-specific statement.
• Room Price List: Pricing per dining hall.
• Client Discounts: Discounts per customer.

2.3.4 Kitchen & Cost Control

• Recipes Cost: Actual recipe cost.
• Recipes Cost Estimated: Standard recipe cost.
• Items Offers: Items included in offers.

2.3.5 Activity & Monitoring

• Clients Data: Customer analytics.
• Clients Checks: Customer checks.
• Grouped Checks: Consolidated checks.

3.1 Master Data

Core optical and medical configuration defining labs, pricing agreements, and insurance rules.

3.1.1 Core Operations Setup

• Shifts: Define optical lab working shifts.
• POS Settings: Configure invoices, payments, and lab operation rules.

3.1.2 Labs & Pricing Agreements

• Labs: Define internal and external optical laboratories.
• Labs Branches Price Types: Pricing agreements per lab branch and service category.

3.1.3 Medical & Insurance Data

• Doctors: Doctors linked to optical prescriptions.
• Insurance Contracts: Insurance providers, coverage rules, and claim policies.

3.1.4 Optical Specifications

• Lenses Diameters: Supported lens diameters and specifications.

3.1.5 Customers

• Clients: Optical customers and billing accounts.

3.2 Transactions

Daily optical lab operations covering lab orders, payments, returns, and financial adjustments.

3.2.1 Shift & Cash Control

• Shifts Details: Opening and closing lab shifts.
• Shifts Details Users: User-level cash reconciliation.

3.2.2 Lab Orders Processing

• Lab Orders: Create optical lab invoices.
• Lab Orders 2 / 3: Alternative lab order workflows.
• Lab Orders Return: Handle returned or cancelled lab invoices.

3.2.3 Payments & Financial Transactions

• Lab Orders Payments: Customer payments for lab orders.
• Visa Types Returns: Refund card payments.
• Client Credit Note: Issue credit notes to customers.

3.2.4 Revenues & Expenses

• Other Revenues: Additional lab-related income.
• Expenses: Operational lab expenses.
• POS Expenses: Cash adjustments and refunds.

3.3 Reports & Analytics

Comprehensive reports providing visibility into lab sales, costs, insurance claims, and inventory impact.

3.3.1 Sales & Performance

• Shift Detail Journal: Daily lab sales journal.
• Lab Orders Journal: Complete log of lab invoices.
• Lab Orders Sales: Sales follow-up and analysis.
• Lab Orders Sales With Cost: Profitability analysis including cost.
• Lab Orders Sales By Price Type: Sales by pricing category.

3.3.2 Clients, Labs & Services

• Client Statement: Customer financial statements.
• Clients Returns: Returned lab orders analysis.
• Labs FollowUp: Track lab performance and pending orders.
• Services Sales FollowUp: Monitor service-based sales.

3.3.3 Lenses & Inventory

• Lab Lenses Sales: Lenses sales performance.
• Lab Lenses Balance: Lenses stock balances.
• Item Card: Detailed item movement history.
• Item Expected Sales: Forecast expected lenses sales.

3.3.4 Insurance & Purchasing

• Insurance Financial Requests: Insurance claims and approvals.
• Requested For Purchase: Items required for procurement.
• Lab Orders Inquiry: Advanced lab order search.

3.4 Approvals & Workflow

Controlled approval lifecycle ensuring traceability, accountability, and quality control.

• Send Lab Orders: Submit orders to the lab.
• Receive Lab Orders: Receive completed orders from labs.
• Finish Lab Orders: Confirm full manufacturing completion.
• Partial Finish Lab Orders: Handle partially completed orders.
• Delivered To Clients: Deliver finished lenses to customers.
• Partial Delivered For Client: Partial delivery handling.
• Cancel Sending To Lab: Cancel lab submission.
• Unapproving Send Lab Orders: Reverse lab submission approvals.