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    • Price Markup
    • Job Estimate Update & What Ifs
    • Product Suggested Reorders
    • Stock Reorders and Container MGT
    • Intercompany Transactions
    • General Ledger Consolidation
    • Cash Flow Budgetting
    • Debt Collection Management
    • Back to Back Ordering
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    • TimeSheet Entry & Edit
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Price Markup
The price markup utility allows Sybiz Vision users to set and retain specific percentage markups for each inventory group and price and to selectively update prices on file.

Job Estimate Update & What Ifs
The estimate update will be used to perform 'what-if' functions on an estimate by altering markup percentages and costs to determine the effect to the overall estimate based on changes that may occur in the market.  There is also the function to syncronise current inventory average costs to the estimate prior to the job being costed. Purchase Orders can be created and emailed directly from Job Estimate as well. A report on the changes or proposed changes is also included.

Stock Reorders and Container Management
This module is designed to create orders to fill shipping containers.  It reads inventory details from the Vision database and creates suggested purchase orders container by container based on sales history plus stock on hand and existing purchase orders.  Each suggested order has the option to use a selected date range for average sales as well as an expected sales growth percentage.

Product Suggested Reorders
This module allows purchase orders to be created for specific product groups and suppliers with user intervention/overrides to ensure fast accurate ordering. Proforma orders can be created and fine tuned prior to being created in the Vision database. The system remembers previous selections to allow fast processing and to allow proforma orders to be reviewed.

General Ledger Consolidation
This utility consolidates the general ledger accounts from multiple selected Vision companies into a separate consolidation company and prints a Profit/Loss and Balance sheet for the period being consolidated.

Cash Flow Budgetting
This module has been designed to forecast the cash usage based on the Vision database and some external parameters.  Items that are used to calculate this are as follows:

1.  Bank Balance at a specified point in time.
2.  Debtors outstanding invoices due based on Customer Trading Terms.
3.  Suppliers outstanding invoices due, based on Supplier trading terms.
4.  Suppliers pro-forma orders and the payment terms associated with the order.
5.  GST payable/receivable based on items 2,3.
6.  Cash Budget figures stored in the Vision General Ledger cash budget (eg Wages proportioned according to the date for
     calculations).
7.  External parameter e.g Fund transfers in or out of the Cash Flow.

A trade refinance option is also available where outstanding suppliers may be handed over to a refinance facility.

Debt Collection and Management
The debt recovery module is a step by step process that moves customers with outstanding balances through several stages until they are eventually placed in the hands of a collection house.  This module has preset stages that include the creation of collection reports as well as mail merge files for use with your Word Processor.  When a customer gets to a sufficeintly high stage their account is put on credit hold.

Back to Back Ordering
The Back to Back ordering uses customer sales orders processed in Vision to create supplier purchase orders.  This is triggered for customers that have the Back to Back option set to Yes on the customer file.  You cannot create an order for a sales order that already has a purchase order.

There are 2 ways to use this program:
1.  When a sales order is processed you will be asked "Process a back to back order?". If you answer Yes then the Sales order
     selection screen will be opened and the saved order will be displayed.
2.  Go to the top utilities menu and select Back to back orders. This will open the sales order selection screen and all sales orders that
     do not have a back to back order will be displayed.

Intercompany Transactions
This program allows 2 types of transactions that will be processed between companies. These are Supplier Invoices and Customer Invoices.

Once a transaction has been entered in the first company and processed for an intercompany supplier or customer, a question will be asked "Send invoice to Associated Company". If the operator answers Yes then the transaction will automatically be created in the associated company.