Saturday, April 19, 2014

QAD Product Change Control

The Product Change Control (PCC) module is a flexible information storage tool that enables you to control and monitor product changes from inception through implementation. With PCC, you can modify item engineering data, product structures, routings, formulas, processes, and item specifications without affecting the records that control production activity. You can define an approval cycle for product changes. After approval, changes can be incorporated into the database tables that manage product definition.



#QAD Vietnam #BSD ERP, #QAD ERP

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Saturday, April 12, 2014

QAD - Master Scheduling Workbench

The Master and Production Scheduling Workbenches provide a role-based, decision-supporting productivity tool set that improves your company's efficiency and effectiveness in the master and production scheduling areas.

The workbenches assimilate all contributing information that is critical for planning and scheduling  decision making and they provide capabilities for rapid manipulation of the plan/production schedule in discrete, repetitive, and mixed mode environments. As a result, your planner and scheduler can interact with the plan and schedule interactively during the day having all the required decision factors at their finger tips.




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Wednesday, April 9, 2014

Thiết lập lot-for-lot

Đối với một số doanh nghiệp sản xuất ra các sản phẩm có giá trị cao, họ sẽ không sản xuất hàng loạt tồn kho rồi đợi bán được, mà họ sẽ dùng phương thức sản xuất theo đơn đặt hàng. Các nhà sản xuất động cơ, các nhà sản xuất thân xe...
Hiểu một cách nôn na của việc sản xuất theo đơn hàng cho đơn giản, thông qua hình minh họa bên dưới.
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Monday, March 31, 2014

Phantom item

Trong doanh nghiệp của bạn việc sản xuất ra các semi-product để làm trung gian cho một sản phẩm ở công đoạn cuối là điều rất cần thiết. Tuy nhiên, làm thế nào để quản lý các semi này mà không ảnh hưởng với việc tính toán nhu cầu nguyên vật liệu.
Vì sản phẩm này là do tự doanh nghiệp sản xuất nên không tạo ra nhu cầu nguyên vật liệu nữa, mà cái semi này sẽ tạo ra các nhu cầu nguyên vật liệu tạo ra chính nó.

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Tuesday, March 4, 2014

Safety stock - tồn kho an toàn

Ở một môi trường kinh doanh đầy cạnh tranh thì đẩy các nhà quản trị phải tính toán các con số một cách chính xác. Mức tồn kho an toàn là một thiết lập rất quan trọng cho doanh nghiệp, sự ảnh hưởng từ

- Sự thay đổi liên tục từ nhu cầu của khách hàng
- Mức độ tin cậy của nhà cung cấp
- Khả năng cung ứng vận chuyển của hệ thống




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Tuesday, February 25, 2014

ATP - available to promise

"Lời hứa chẳng mất tiền mua, lựa ngày mà hứa cho vừa lòng nhau."

ATP - Available to promise: nghĩa nôn na bình dân học vụ, là một tính năng quản trị của việc quản trị kho sản xuất. Tính năng này dùng để tính toán ngày chính xác lượng hàng trong kho để có thể hứa với khách hàng là tôi có thể giao hàng vào đúng ngày tôi đã hứa.



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Sunday, February 23, 2014

Item - ABC Class analysis

ABC Class một hoạt động phân tích mức độ ảnh hưởng của sản phẩm đến tình hình kinh doanh trong doanh nghiệp. Xem xét sản phẩm nào có mức độ ảnh hưởng lớn đến doanh thu/ lợi nhuận (tùy theo góc nhìn phân tích của nhà quản trị)





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Wednesday, February 12, 2014

Add-on Modules - QAD Configurator

(Source: www.bsdinsight.com)
QAD Configurator provides tools for users to easily configure complex products during order entry, without the need for technical knowledge of the product or the system; for organizations that manufacture and/or sell products that are uniquely configured to customers' needs.
  • Streamline the order entry process by asking the customer to select from a set of predefined options
  • Apply predefined rules with constraints to correctly configure the particular end product
  • Automatically generate the variant product with appropriate Bill of Material (BOM), routing, pricing, available inventory, and a promise date based on preconceived rules and calculations
  • Reduce reliance on engineering expertise to configure sales orders
  • Reduce scrap, rework and returns by minimizing configured order entry errors


For more information, please go to 

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Add-on Modules - QAD Advanced Pricing Management, Medical

(Source: www.bsdinsight.com)
QAD Advanced Pricing Management, Medical (QAD APM Medical) provides life science suppliers the functionality to manage contract, pricing and promotion activities — from planning through execution, administration and evaluation.
  • Sales channels can be easily defined to improve structure and control of pricing
  • A wide variety of promotions can be managed, easing contract management and reporting
  • Managers can easily compare planned to actual trade spending against a preset budget, to quickly discover excessive spending
  • Dynamic ability to structure and maintain GPO or IDN memberships reduces upkeep times and ensures appropriate pricing



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Add-on Modules - QAD Trade Management

(Source: www.bsdinsight.com)
QAD Trade Management allows manufacturers and distributors to more effectively plan, manage and track trade (promotional) spending activities. QAD Trade Management provides the information to analyze and monitor promotional programs, track revenue and costs, compare them to budget and prior year, track sales by customers and products, plus process and track claims and rebates.
  • Effective planning and analysis can reduce trade spending without compromising returns
  • Reduce payments to customers for invalid deduction claims
  • Reduction in time required by Accounts Payable and Accounts Receivable personnel
  • More accurate resolution of claims and deductions



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Add-on Modules - QAD Demand Planning

(Source: www.bsdinsight.com)
QAD Demand Planning enables the creation of more reliable logistic, sales, and budgetary forecasts. It comes with a wide range of simple to extremely complex algorithms that help to create a statistical forecast. Collaborative capabilities, provide the ability to receive input to forecast calculation from other functional contributors such as sales, marketing, and finance.
  • Analyze historical data for suspect values and reliability
  • Consider a wide range of forecast influences such as:
    • Seasonality, external factors, trend
  • Utilize a broad range of statistical techniques including:
    • Holt-Winter, Exponential Smoothing, Crostons, Box-Jenkins
    • Auto-Selection
  • Create weekly or monthly forecasts
  • Build multi-level, top down and bottom up forecasts
  • Manage marketing events
  • Factor in product life cycle from birth to retirement
  • Calculate appropriate safety stock levels from required service levels



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Add-on Modules - QAD Customer Self Service

(Source: www.bsdinsight.com)
QAD Customer Self-Service is a complete Web storefront and self-service portal that can be tailored to integrate directly into a company Web site, supporting 7x24 order management and customer self service (tracking order status, availability, etc). QAD Customer Self-Service offers a personalized, secure order management system, with browser-based order entry and visibility.
  • Increases revenue opportunities through an expanded sales channel
  • Reduces costs through reduced reliance on call center resources
  • Increases customer satisfaction through more efficient buyer/seller communication channels
  • Available with an optional Credit Card component



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Core Modules - Pricing

(Source: www.bsdinsight.com)
Pricing capabilities support automatic pricing during key order transactions. Two basic pricing models are used:
  • Best pricing for sales quotes and sales orders
  • List/discount pricing for scheduled orders



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Core Modules - Sales Analysis

(Source: www.bsdinsight.com)
Sales Analysis monitors salesperson productivity and effectiveness as well as giving greater visibility on sales by product line or item:
  • Provides ranking of items by sales, margin, or quantity
  • Integrates with Sales Orders and Invoicing



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Core Modules - Sales Orders

(Source: www.bsdinsight.com)
Sales Orders and Invoicing provide a variety of methods for order creation, credit verification, confirming orders, inventory allocation, picking and shipping products, processing invoices and handling returns.
  • Sales Orders can be created from Sales Quotes, received electronically using EDI or entered manually
  • Integrates with Pricing to accommodate a wide range of pricing situations, allowing for best pricing
  • Automatically transfers posted invoices to Accounts Receivable for aging, payment maintenance, and integration with General Ledger
  • Correction Invoices; create a correction sales invoice for an original invoice, keep track of the relationship between original and correction invoices, and print correction invoices that show original amounts, corrected amounts, and the difference



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Core Modules - Sales Quotations

(Source: www.bsdinsight.com)
Sales Quotations supports the generation of multi-line sales quotations utilizing advanced pricing capabilities (promotional pricing, temporary price reductions, customer price lists etc) and supporting complex and high volume environments.
  • Allows the user to create responses to customer requests for quotes (RFQs), and maintain historical information on sales quotations to customers
  • Create sales orders by releasing Sales Quotes to Sales Orders/Invoices
  • Item up-sell, cross-sell and item replacement: identify similar or replacement items for discontinued items, items that are not available and additional complementary items
  • Enables win/loss analysis



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Core Modules - Customer Relationship Management

(Source: www.bsdinsight.com)
Customer Relationship Management (CRM) provides a 360-degree view of your customer, integrating customer information at every touch point.
  • Lower costs while attracting and retaining customers
  • Generate greater customer loyalty
  • Increase cross-sell and up-sell successes
  • Improve sales forecasting
  • Improve customer responsiveness with access to relevant and timely data



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Customer Issue Management

(Source: www.bsdinsight.com)
  • Log customer issues
  • Assign issues to customer service staff for follow up along with activities to advance the issue
  • Associate issues with a profile, a service contract and/or an item of installed base equipment
  • Integrates with activity management to offer calendar views and escalation capabilities
  • Full audit trail of issues through the customer lifecycle



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Key Features of Customer Relationship Management

(Source: www.bsdinsight.com)
  • Customer console – Complete access to customer information - quotes, orders invoices, Accounts Receivable, Sales History Installed Products and Service calls in a single screen
  • Sales dashboard - Four predefined sales key performance indicators (KPIs) offer the salesperson a graphical view of their sales performance, sales funnel and past-due sales activities
  • Maintain prospect and customer profiles - maintain list of contacts (decision makers, influencers), business characteristics, locations, financial information, past sales history, existing opportunities, installed base equipment owned by the company
  • Manage opportunities – Develop leads, build pipelines
  • Manage sales activities - Manage activities related to the sales cycle
    • Meetings, phone calls, e-mail messages, product demonstrations and more
    • Manage both profile related activities and non profile activities such as internal sales meetings
    • Create alerts for follow up tasks, calls and meetings
    • All activities are kept in history for possible referral at a later date
    • View in standard Calendar format either daily weekly or monthly
    • Synchronize activities with Microsoft Outlook® calendars for PDA visibility
  • Campaign management - monitor campaign costs, stages and activities, develop target audience, media options
  • Analyze campaign performance - view history of activities associated with campaigns that have been completed
  • Manage business opportunities - filter records and generate various reports




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The Value of Customer Relationship Management

(Source: www.bsdinsight.com)
  • Lower costs while attracting and retaining customers
  • Generate greater customer loyalty
  • Increase cross-sell and up-sell successes
  • Improve sales forecasting
  • Improve customer responsiveness with access to relevant and timely data


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Customer Relationship Management

(Source: www.bsdinsight.com)
In competitive and volatile markets, maintaining strong customer relations is tantamount to continued success. Challenged to both sustain and expand the customer base, businesses need industry strength tools to acquire service and support their most important asset.
Increasing profits by improving customer acquisition and retention, Customer Relationship Management (CRM) provides a 360-degree view of your customer, integrating customer information at every touch point. A sound CRM strategy enables your business to be efficient, productive and responsive to the demands of your customers



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Key Features of Sales Quotations


(Source: www.bsdinsight.com)
  • Supports two types of sales quotes:
    • One-time quote for a single sale: once a customer agrees to terms, you can release the quote to an order
    • Recurring quotes for repeat business: if a customer orders on a regular cycle, such as weekly or monthly, you can enter a cycle code, so that groups of quotes can be released together
  • Respond to a customer’s request for a quote
  • Monitor a quote’s status
  • Easily release a quote to an order, copying relevant data
  • Provide visibility on potential gross margin contribution
  • Provide quote history by item number or customer
  • Generate reports on expired quotes that did not result in customer orders
  • Easily re-price quotes with automatic best pricing, and perform credit limit checks when required
  • Delete and archive quotes on schedule as desired
  • Available in QAD Enterprise Edition 2008 and above: Cross-sell, Upsell and Item Replacement enable you to quote alternate items, complementary items and items with added features or higher price, meaning higher revenue with minimal effort



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The Value of Sales Quotations


(Source: www.bsdinsight.com)
  • Allows the user to create responses to customer request for quotes (RFQs), and maintain historical information on sales quotations to customers
  • Provides visibility on potential gross margin contribution
  • Provides quote history by item number or customer
  • Generates reports on expired quotes that did not result in customer orders
  • Creates sales orders by releasing Sales Quotes to Sales Orders/Invoices
  • Enables win/loss analysis



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Sales Quotations

(Source: www.bsdinsight.com)
The sales quote is the first step in acquiring necessary customer data and ensuring that a customer has the most up-to-date pricing information, with all possible discounts and promotions factored in. In addition, an effective quote system keeps a historical record of quotes and enables reporting on quote activity to reveal trends, such as conversions to orders.
Sales Quotations functionality supports the generation of multi-line sales quotations utilizing advanced pricing capabilities (promotional pricing, temporary price reductions, customer price lists etc) and supports complex and high-volume environments.



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Key Features of Sales Orders and Invoicing


  • (Source: www.bsdinsight.com)

    • Create sales orders and confirm orders
    • Determine available to promise (ATP) quantities by due date, allocate inventory as needed
    • Process freight charges
    • Calculate freight charges automatically and perform freight accounting at sales order shipment
    • Review and change all information used to calculate freight for line items on sales quotes, orders, shipments, and pending invoices
    • Re-price sales orders as needed
    • Print sales orders, picklists and ship
    • Manage containers and shippers
    • Process invoices and returns
    • Post invoices to appropriate accounts
    • Make invoice corrections and invoice for multiple shipments
    • Issue credit invoices for returns
    • Generate reports on sales orders, fulfillment activities
    • Cross-sell, Upsell and Item Replacement enable you to sell alternate items, complementary items and items with added features or higher price, meaning higher revenue with minimal effort




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The Value of Sales Orders and Invoicing


(Source: www.bsdinsight.com)
  • Create sales orders with ease: Sales Orders can be created from Sales Quotes, received electronically using EDI or entered manually
  • Save time and prevent errors: Accommodate a wide range of pricing situations, allowing for best pricing
  • Verify credit and handle returns
  • Ensure consistency with Financials: automatically transfer posted invoices to Accounts Receivable for aging, payment maintenance, and integration with General Ledger


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Sales Orders and Invoicing

(Source: www.bsdinsight.com)


Sales order management is critical to tracking orders, verifying credit and setting aside inventory for customers, as well as proper invoicing. Advanced capabilities enable companies to capture additional sales through cross-sell and upsell, and/or replacement of out-of-stock items.
Sales Orders and Invoicing functionality provides a variety of methods for order creation, credit verification, confirming orders, inventory allocation, picking and shipping products, processing invoices and handling returns. Sales Orders and Invoicing also links you to a variety of optional features such as Container and Line Charges, Enterprise Material Transfer and QAD Service and Support Management.



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QAD - Sales Analysis

(Source: www.bsdinsight.com)
Having intelligent metrics on sales activity is crucial to awareness and making better decisions, such as measuring the cost of sales, determining the most profitable customers, or changing salesperson quotas. As a subset of Sales Orders and Invoicing, Sales Analysis monitors salesperson productivity and effectiveness as well as giving greater visibility on sales by customer, site, product line or item.

The Value of Sales Analysis

  • Monitor salesperson productivity and company effectiveness in maintaining margins
  • Report sales by product, item, site or customer
  • Provides ranking of items by sales, margin, or quantity
  • Integrates with Sales Orders and Invoicing

Key Features of Sales Analysis

  • Generate critical reports and graphs and export to Microsoft Excel with one click
  • Measure Salesperson performance and generate tabular and graphical reports
  • View Salesperson quotas, margins, sales team rankings
  • View and measure sales to your customers, to see where you have the greatest traction, and generate useful tabular and graphical reports
  • Report on which sites are selling the most
  • Filter by site, product line, item or specify a range of these
  • See how well product lines and individual products are performing from a sales standpoint
  • View sales by item, product line, product group, or specify a range of these




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Key Features of Pricing

(Source: www.bsdinsight.com)

  • Create as many price lists as you need to satisfy your pricing requirements, and create new pricing lists based on existing ones
  • Use price lists based on the best pricing model for sales orders, sales quotes, and Service/Support Management (SSM) RMAs
  • Multiple discounts are considered and applicable discounts combined to determine the best possible net price for a line item
  • Use price lists based on the list/discount table model for automatic pricing of purchase orders, customer scheduled orders, supplier scheduled orders, and SSM returns to suppliers (RTS) and RMA receipt lines
  • Price break categories let you assign volume price breaks for multiple items
  • Discounts can be calculated based on the quantity or amount ordered on multiple lines of a sales order or quote
  • Easily re-price Sales Orders
  • Reprint sales orders, perform credit checks, update the order’s credit action status based on the newly calculated prices and combine sales order quantities for discounting
  • Calculate cost and price of configured products
  • Create what-if reports to review pricing scenarios
Available add-on modules provide extensive pricing support:
  • Manage contract, pricing and promotional spend: QAD Trade Management
  • Manage contract, pricing and promotional spending for medical products: QAD Advanced Pricing, Medical





For more information, please go to 

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Tuesday, February 11, 2014

QAD - The Value of Pricing


(Source: www.bsdinsight.com)
  • Create pricing lists and adjust your pricing models to suit the requirements of your customers, as well as for maximum profitability
  • Best pricing, or sales order pricing, enables you to create price lists that accommodate a wide range of pricing situations
  • Instead of matching price lists strictly through items or product lines, the system can determine best prices using flexible categories of items and customers
  • List/discount pricing enables further automation, valuable for streamlining recurring orders and returns



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QAD - Pricing

(Source: www.bsdinsight.com)

The Pricing functionality within QAD Enterprise Applications supports automatic pricing during key order transactions such as in creating sales quotations, releasing quotes to orders, and re-pricing items or orders as required.
For flexibility, QAD Enterprise Applications offers two pricing models: best pricing and list/discount table pricing. The best pricing model supports sales orders, sales quotes, and issue lines on QAD Service and Support Management return material authorizations. The list/discount table model supports automatic pricing related to purchase orders, customer scheduled orders, supplier scheduled orders, and SSM returns to suppliers and RMA receipt lines.



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QAD CONFIGURATOR - KEY FEATURES

(Source: www.bsdinsight.com)
• Reduces cost and improves customer service by making it easy for sales administrators to enter orders for complex configured products. 

• Utilizes an intuitive questionnaire to guide customers and record specific customer product needs. 

• Eliminates costly configured order entry errors and offers one stop for order-to-design, with fewer people involved and less time required.

• Speeds up the process of configuring complex products and getting customer approval by getting pricing built and agreed upon quickly.

• Automatically generates configuration details using variables, features and rules, providing the best solution via real-time access to engineering knowledge base.

 • Reduces cost and improves customer service by making it easy for sales administrators to enter orders for complex configured products. 

 • Utilizes an intuitive questionnaire to guide customers and record specific customer product needs. 

 • Eliminates costly configured order entry errors and offers one stop for order-to-design, with fewer people involved and less time required.

 • Speeds up the process of configuring complex products and getting customer approval by getting pricing built and agreed upon quickly.

 • Automatically generates configuration details using variables, features and rules, providing the best solution via real-time access to engineering knowledge base.

 • Increases revenue and market share through outstanding customer service and product personalization, matching product to market demand and quickly introducing new features.


For more information, please go to 


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