Trading & Inventory

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The Integrated Trading Business System (ITBS)

Overall

  • The Integrated Trading Business System(ITBS) is fully developed by CISD for trading companies to support their daily business operation in a seamless flow.
  • ITBS consists of 9 modules, User Admin, Master, Credit Control, Inventory, Sales Forecast, Sales Quotation, Contract, Logistics and Reporting.
  • ITBS also can be integrated with a cooperate Accounting System through Accounting interface, and can be flexibly customized to exchange data with a customer/supplier ERP system through Business Connector.
  • The number of customers which adopted ITBS to make their operation more efficient is increasing.

System Features

Modules Main Features
[User Admin]
  • To maintain the user login ID  with authorization according to organization structure and user roles assignments
[Master]
  • To maintain the master data like the customer and supplier  master, material master, currency, unit, etc.
[Credit Control]
  • To maintain the customer/supplier credit limit master
  • To provide the Credit Limit checking in Order and/or shipment  level, and notify user with email notification
[Inventory]
  • To support stock management in material sub item levels
  • Supporting price or quantity adjustment , warehouse transfer, lot transfer operation
  • Support the inventory and commodity balance output
[Sales Forecast]
  • To record the monthly sales forecast for the delivery planning
[Sales Quotation]
  • To record the sales quotation and print out the quotation to Customer
[Contract]
  • To record the contract data and issue contract documents like Sales Contract, Purchase Contract or Contract Memo.
  • Supporting different type of business transactions including Stock Sales, Back to Back, Processing, Agency.
[Logistics]
  • To record Shipment and Delivery data for issuing the Shipping document like DO, Invoice, Packing List, etc.
  • Supporting partial shipment, combine Contract shipment, combine invoice
  • Supporting the Price Adjustment, Sales/Purchase Claim,  Sales/Purchase Return, Sales/Purchase operation, and the issuing of debit/credit memo
  • Supporting shipment with dual payment terms
[Reporting]
  • Providing different contract management output like Contract Balance, Sales Budgeting, etc.
  • Providing different Delivery management output like Shipment Update, Commission List, Profit & Loss Analysis, etc.
  • Providing Delivery planning output based on the Forecast and Order balance data
[A/C Interface]
  • Supporting the data interface of master data like customer/Vendor master or material master, etc. to Accounting system
  • Supporting the data interface of sales and delivery data, and the inventory data to the Accounting system
[Business Connector]
  • Supporting the customization of the EDI interface with supplier/customer ERP system (i.e. Business data Connection)

System Flow (Sample: Stock Business)

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