Making the Impossible, Possible

Swift Trade

Swift Trade Intellectual Property of TVKS Group 2

Swift Trade

A comprehensive solution built for organizations who are into trading business

An affordable license based solution for Small and Medium sized enterprises.

Based on affordable Microsoft Technology A solution based on Novellsys’ experience in catering to different types of

trading organizations.

Swift Trade

Features and Capabilities

Intellectual Property of TVKS Group 3

Swift Trade1. CRM2. Order Processing (Sales and Purchase)3. Inventory Control4. Financials (General Ledger and Fixed Assets)5. Indian Localization6. Reporting

Swift Trade

Features and Capabilities

Intellectual Property of TVKS Group 4

1. CRM Ability to monitor daily sales/service activity branch wise, sales/service person

wise

Work Flow mechanism to intimate respective sales managers/service managers

on leads/lead activities/service requests/service request activities not acted

upon.

Ability to monitor performance of Sales/Service personnel

Ability to control and monitor product pricing, quotes.

Structured approval mechanism

Ability to register, assign, track and monitor Customer complaints to closure

Ability to manage Warranty of products

Ability for Sales Managers to have real time inventory status

Swift Trade

Features and Capabilities

Intellectual Property of TVKS Group 5

2. Order Processing (Sales and Purchase) End to End automation of Sales and Purchasing process

Fully integrated to General Ledger and Inventory, which helps in posting and

printing Customer/Vendor Orders, Invoices and Credit Memos

Ability to setup Set up standard sales/purchase document lines for a

customer/vendor to minimize the data entry

Ability to have instant access customer details (Sales history, Available Credit

etc)

Ability to setup any number of invoice discount terms

Swift Trade

Features and Capabilities

Intellectual Property of TVKS Group 6

3. Inventory Control Ability to store items in the unit of

measure you want to and the way the

customer wants to

Ability to do get valuation for

inventory items

Facility to allocate miscellaneous

charges on Inventory Cost

Ability to create a sales return order

to compensate your customers for

incorrect or damaged items

Multiple Costing methods and

Standard Cost Pricing

Ability to create a purchase return

order to ensure that your company

is compensated for incorrect or

damaged items.

Ability to track inventory at various

locations/stages

Inventory at the Warehouse

In transit

Bonded Warehouse

Swift Trade

Features and Capabilities

Intellectual Property of TVKS Group 7

4. Financials (General Ledger and Fixed Assets)

Flow fields and look up buttons

Dimensions

Flexible Accounting Periods

Traceability

General Journals

Account Schedules

Multi Currency Functionality

Flexible Definition and Grouping of

Assets

Unlimited number of

Depreciation books

Choice of Standard or Custom

Depreciation Methods

Statistics for each Depreciation

Book

Fixed Assets - Allocations

Fixed Assets – Reclassifications

Swift Trade

Features and Capabilities

Intellectual Property of TVKS Group 8

5. Indian Localization Value Added Tax /Central Sales Tax

Service Tax

Excise

Tax Deducted at Source (TDS)

Tax Collected at Source (TCS)

TDS Certificate Receivable from

Customer

Depreciation as per Company Act

and Income Tax Act

Fringe Benefit Tax (FBT)

Ability to maintain rates of taxes

with an effective date

Availability of a flexible, user-

defined and parameterized tool,

Structure, for defining taxes

applicable for transactions

Swift Trade

Features and Capabilities

Intellectual Property of TVKS Group 9

6. Reporting

Provides Business Intelligence

Reports

Sales Funnel Reports

Branch wise

Product Category wise

Sales Person wise

Customer Category wise

Campaign Source wise

Daily Sales Report

Service Reports

Complaint Register

Service Request History

Open Service Requests

Service Request Aging

Service Request Criticality

wise

Daily Service Report

Swift Trade

Features and Capabilities

Intellectual Property of TVKS Group 10

6. Reporting Reports for legal process

Reports to show how book value and depreciation develops in time

Customer and Vendor Aging report

Trial Balance report

Inventory Status report

The list of reports is exhaustive, but some of the important of reports are

highlighted above.

Sales Sales AutomationAutomation

ServiceService AutomationAutomation

OrderOrderProcessingProcessing

InventoryInventoryControlControl

FinancialFinancialManagementManagement

& Indian & Indian LocalizationLocalization

BusinessBusinessIntelligenceIntelligence

ReportsReports

Financial Financial ManagersManagers

Business Business OwnersOwners

Sales & Sales & Service Service Manager(s)Manager(s)

Operations Operations Manager(s)Manager(s)

Built Using a Familiar Technology Platform

Swift TradeSwift Trade

Swift CRMSwift CRM