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First and Foremost

In the IT world, support is often difficult to find. Most help desks are missing the help and answer to their check list. Who brings it all together? CDATA tries to fill in the gaps. CDATA has strengths in many areas and with years of experience are confident it can resolve your operational issues.

Service Overview

+ Debtors
Debtor Class Validation

The Debtor Class Validation tool assists you with classifying your debtors to improve you market intelligence. By grouping your debtors together into industry common groups, you can use one debtor's data to help identify opportunities with others. Step one is to classify your debtors and this tool makes the job a breeze. CDATA can provide you with preliminary classes which are presented in a drop down list next to each of your debtors.

This report is online and needs little Excel skill

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Debtor Contracts

Debtor contracts need to reviewed for duplicates or pricing changes. Our systems allow us to work on the price updates during the month whilst not affecting the contracts. Contracts can be reviewed with a single click. From here you can identify

  • Duplicate contracts across the page
  • Contract pricing affected by a price change
  • Head office and generic contracts
  • Delete unwanted contract lines
  • Update contract pricing
  • Low margin or sales pricing

This report is complex and support services are recommended. It is available online.

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Price List

A price list can be produced in a single click for a specific customer in excel. The price list not only comprehensive but also breaks down the full price list and adds the items x category onto separate tabs. The price list considers all Special prices, matrixes, and debtor contracts by category or by item and all online pricing within the Micronet area.

This report will be online and needs little excel skill.

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Sales x debtor category x debtor x item

Sales x debtor category x debtor x item can be established to identify many things.

  • Key items sold or not sold to debtors in that class
  • All items sold to all debtors in that class
  • Items sold or not sold from a selected list
  • Hits and quantities of items sold or not sold to that debtor or debtor class.
  • Associated items to establish all items within that category, to identify the possibility of items not listed as staple items, being replaced by a similar product with the product range.

This requires classes to be established and core item quotes to be done in Micronet. This report will be available online.

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Debtor invoice line review and contract updates
Debtor invoice line review and contract updates

With this report with 1 click you can review sales by invoice line and identify requests for debtors to have a price locked in, stock levels adjusted, sell pricing reviews and any comments staff may wish to contribute. A Sales Managers dream, this report has all you need to make decisions. Decisions such as

  • Sufficient GM
  • Items below allowable gross margin by item or category
  • If there is an existing debtor contract, its structure and sequence number
  • If the item has been sold using a net price rather than using the list price less a discount. Netted prices will need to be treated different to debtor contracts where the price is based on a list price less a discount.
  • If the debtor is part of a group of companies
  • Key and target account sales
  • The ability to identify the best way to lock the contract in. The contracts can be locked in by:
    • By item only for that Debtor
    • By item category only for that Debtor
    • By item only for that Debtor class
    • By category only for that debtor class
  • Build the import for the contract update whether the contract is existing or new, by item or by category.
  • Promotional item sales
  • Stock and stock level requests by staff
    • The report rebuilds the grades and suggests levels from the changes made ready for import into an established Micronet template.

This will require some established structure around contract set up, is suited to people with intermediate excel skills or better. Report support can be prepared the report for review. This report will be available online.

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Vendor Management
Vendor Management

Customer's regular requirements can be service by multiple methods. This not only allows vendors management but reduces errors in many areas. A single list which holds the item numbers, levels and sell prices reports are produced in the following forms

  • A list is emailed to the customer on a regularity specified by the customer direct to the customer. Possibly the customer prefers alternative methods like fax or Dropbox arrangement which is no problem. This list has been successful in avoiding interpretation errors between the customer, the representative or the sales office.
  • A Micronet generated list is updated for the representative via a Dropbox folder daily. This can either be printed or used on a smart phone, tablet of laptop. The list is formatted to email directly back into the Micronet system saving time and keying errors. Refer to dropbox
  • Online the customer's lists will appear in their favourites section within their personalised and secure trading portal. The customer portal pricing will be as per the Micronet system pricing.

Unlike other methods the pricing, levels and item numbers are current and are updated as changes are made throughout the company via the single list. So if a part number or price is changed, the vendor management is updated.

Reports are constructed to review with a single click items and stock levels that are on the vendor management to maximise stock and fill rates. These include

  • Sales by item by debtor by representative, class, etc. This establishes items sold or not sold from the customers list

This process requires some basic structure. Reports will be available online or locally and will be updated when updated in Micronet.

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+ Inventory and Purchasing
Best buy

With a single click you can establish the best 3 prices for any item and place it across the page. The report also considers

  • Supplier bulk quantities
  • If the current supplier is the cheapest
  • The cheapest Synergy supplier
  • If there are multiple supplier item costs
  • Supplier items that price match
  • Optimum or bulk buy opportunities
  • Zero costs

This report can be ordered online and requires little excel skills. Report support is probable with this though to get your data in shape.

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Regrading
Regrading

With a single click the item grading can be performed. This report will

  • Identify by the number of hits the grading x branch and by company. This can work for single or multiple companies.
  • By the items class it will automatically recalculate and suggest the stock levels. The classes include
    • Customer specific
    • SOS (Vendor managed items)
    • Display stock and core ranging
    • Mathematically calculated
  • Stock value changes due to the changes made during the regrading process
  • Stock turns

This data is for each branch or by company.

This report requires report support in most cases to ensure grading alignment but can easily be performed by a person having intermediate excel skills. The report will be available online

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Bulk buying
Bulk buying

The bulk buyer is a report that allows the purchasing team to consider bulk buying opportunities. Unlike "raising to max" or traditional Micronet processes, the report works on average sales multiplied by the desired number of weeks to forecast orders. Overstocks, grades and other key inventory indicators are all available for review in the report.

The bulk buyer requires average data integrity but should be done after a regrade. It is a report that requires intermediate excel skills but not for the faint hearted. The report is available online.

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Order value filler
Order value filler

This report will identify by supplier items descending by grade that can be purchased. The report will suggest top sellers before lesser sellers and will not suggest a quantity that will take your stock levels above the maximum. This allows purchasing officers quick and calculated decisions to keep inventory optimised.

This report requires basic grading and requires little excel skills. This report is available online.

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Inter-branch / Inter-company overstock transfers
Inter-branch / Inter-company overstock transfers

This is a report that users a tool bar of macros to systematically suggest overstock / dead stock items to transfer between stores or companies. With each step it reconsiders the actions of the previous step / transfer to ensure items are considered once a destination to destination transfer has been completed. It works branch to branch, company to company. Transfers can be imported quickly to avoid keying.

This report is available online and requires strong excel skills. It is a large report and best performed by report support

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Overstock Items
Overstock Items

Overstock Items created that day that have moved to overstocked can be identified by exception overnight to identify how and when unnecessary items are purchased or transferred.

This report requires the overstock triggers to be set, but little excel skill. It can be emailed on a regular basis or ordered online

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The Validata
The Validata

The Grand Daddy of reports. This report took years to build and not only uses complex reporting systems but years of industry knowledge. By way of multiple identification methods, items are catalogued allowing the user to identify items with common or dissimilar item numbers, categories and classes making it somewhat unique to the Construction, Industrial, Engineering and Fastener industry. From here the user can

  • Identify and rationalise, then consolidate stock by item, category or class
  • Build web site paths
  • Identify key selling items between companies, branches categories, suppliers, importers
  • Support sales reporting and operational reporting
  • Ideal for acquisitions, mergers, group reporting etc.

This data is for each branch or by company.

This is a reporting service that is only available from report support.

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Dead, slow moving and obsolete stock
Liquidata

CDATA is committed to finding new and innovative purchasing methods to utilise their databases to capture opportunities not available to others.

Dead, slow moving and obsolete stock can be looked at from 2 angles, the supplier's motivation to move the stock and the customers motivation to move theirs. CDATA has produced reports and methods to do both.

Suppliers

With the correct parameters in place, opportunities can be capitalised that are put on offer by the suppliers. Forthcoming promotions can be reviewed, buy breaks utilised, slow, dead and overstocks reviewed and purchased passing on massive savings to the customer.

Members

With the correct parameters in place by the member, established reports can be run to capitalise on these opportunities. Reports that compare branch to branch, company to company, consider current stock levels and overstocks and much more.

This is a service performed by CDATA and items of interest need to be entered online. It incorporates like business, supplier overstocks, supplier specials and start of the month ordering to obtain discounted pricing. Item reference needs to be in place so report support maybe needed.

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Discrepancy reporting
Discrepancy reporting

Discrepancy reporting allows the user to review items purchased where the supplier invoice doesn't equal purchase order line value. This report is in excel and allows the user to deal with multiple issues with the same item by stacking these errors. The purchase order, supplier invoice, current costs, last cost updates are and all criteria is on this report allowing the user to make the obvious decision to approve for payment or updated the system. Should the system need to be updated; the report is built and can be imported using a standard Micronet import.

This report is an advanced report and requires most costs to be accurate at time of purchase order. The excel skills are intermediate and the report is available online. Report support is recommended

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Inventory cost variances
Variance report

Are difficult to manage and measure. With price increases and changes, thousands of dollars can be lost in margin if prompt timelines are not followed. This report identifies the cost variance by amount and percentage from the suppliers file and the information within the Micronet system. Margin and sell prices are measured both before and after the changes, if there is a cheaper supplier available or duplicated supplier codes.

Item product categories or web categories can be changed at this time and margins recalculate.

From this report the imports are built ready to import via a template in Micronet making updating pricing quick, calculated and easy. Imports can be built in preparation for the increase dates.

This report needs to be produced by report support. It requires intermediate excel skills and not available online.

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The Averager
The Averager

The average allows you to produce a list price based on the average of all suppliers costs rather than average cost. It recalculates automatically, shows new and old variances and prepares the import for Micronet. Ideal for the fasteners list prices.

  • Identify and rationalise, then consolidate stock by item, category or class
  • Build web site paths
  • Identify key selling items between companies, branches categories, suppliers, importers
  • Support sales reporting and operational reporting
  • Ideal for acquisitions, mergers, group reporting etc.

This report requires your supplier costs and average cost item triggers to be behind your generic item and accurate. It requires little excel skill and can be ordered online.

  • Sales by item by debtor by representative, class, etc. This establishes items sold or not sold from the customers list

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List price review
List price review

Use your report to conduct a full review of you pricing. It allows you to review categories and matrix implementation. Make changes and review the margin results. A must for companies using discount matrixes.

This report requires intermediate skills and is available online.

  • Sales by item by debtor by representative, class, etc. This establishes items sold or not sold from the customers list

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+ Ecommerce
Web sites
Web sites

E Commerce is a big part of a business future and is a must in the Google world. CDATA allows you to pull together all the pieces and produce a multitude of options. CDATA produces sites from the basic information service to full business to business or retail sites. We write our own scripts catering for most specific requests.

  • Business to business (MOO) is optimised by using the extra components provided by CDATA. Content generated from the vendor management, image collation, product categories to produce the file paths and all the hard work we have put into collating all our data. Customers order directly from their personalised secure site and the orders print directly from Micronet printers and send a confirmation email to ensure the order is not missed.
  • Customers can view most content required by your customer base.
  • View backorders
  • Make payments
  • View payment allocations
  • Purchase from the site or favourites
  • Allows you customer to take more control of their own transactions and inquiries.

This process will require a scope of works and a maintenance plan.

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CDATA's phone apps
CDATA's phone apps

Make sure all your customers have your contact details at their fingertips on their smart device (phone) for sales representatives and locations, no matter what site they are working on. Sales email addresses, accounts contacts, events, social media, promotions are all available from the apps. The apps are available for both IOM and Android platforms.

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+ Micronet Reports
Screen layouts
Screen layouts

See more as you trade. Request assistance, allocate accountability, and get the most out of your data.

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Automated reports
Automated reports

Batches of automated reports are distributed at set times these include the reports below, but 700 more standard reports are available. Below are only some of the key reports available.

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Daily sales by representative
Daily sales by representative

With this the representatives can review the allocation of sales.

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Daily promo items sold
Daily promo items sold

Daily promotional or focus items are emailed daily. By exception by a batched report the sales and management staff receive a report detailing the focus items sold that day. Should a promo item allocation be wrong, we can revert back to the sales report and make the necessary adjustments.

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Daily backorders by salesman
Daily backorders by salesman

Backorder reports x salesman allows the representative to review what orders are on hand and the status of the customer order. This report plots the due date and on hand status of the inward good so the representative can manage the customer and product substitution.

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Overdue transfer report
Overdue transfer report

By exception the overdue transfer report notifies the operational staff of a transfer greater than a specified period

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Items purchased with zero costs
Items purchased with zero costs

Items ordered with a zero cost are damaging to your reporting tools and average costs. By exception each morning, a report of any items purchased without a cost is sent to the specified recipients. This allows the purchaser to adjust the item prior to receipting has taken place avoiding the costing error.

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Debtor default pricing
Debtor default pricing

By exception a report is sent for any debtor set up with an incorrect default matrix or default pricing allocation avoiding customer pricing discrepancies.

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Overstock purchases
Overstock purchases

Overstock is not good for cash flow, warehouse space, perishable goods or warehouse activities and identifying the cause of this is sometimes difficult. With this report the previous days stock is captured and compared to the current days overstock. Rogue purchases and processes are easily identified and stopped

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Debtor removed from credit hold
Debtor removed from credit hold

Debtors removed from credit hold is a common problem for accounts receivables, this report identifies when a debtor who has been on hold and have had the on hold status removed to process an invoice and then placed back on hold.

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Debtor order status report
Debtor order status report

Enhanced Debtor reports can have different appearances and purposes. These examples are tailored to the customers' requirements.

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+ Data Consolidation
Business intelligence
Business intelligence

With all this data it is important we have a method to use it. CDATA has a proprietary reporting tool to consolidate data for groups, multi company organisations or single entities. CDATA has the method and is working through important lists of KPI's to quickly report and USE this information. Remember, all statistics are by company, companies, group, product category, class, territory, state or country and many more options. Analysis and comparative reports are the most common options, but 'What if' scenarios are also popular. Dashboards can be tailored to suit staff, events or reporting criteria which will make all forms of reporting available at the Qlik of a button.

  • Top sellers
  • Top customers
  • Purchasing and inventory movement information
    • Most purchased item
    • Most transferred item
    • Number of purchases by supplier
    • Average purchase order by supplier, branch etc
    • Suppliers freight charges
  • Sales, stock or purchases
    • By class
    • Item
    • By category
    • By Synergy warehouse item
  • AND VIRTUALLY ANYTHING ELSE YOU WANT

This is a note with red font ...

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Support and networking
Support and networking

In the IT world, support is often difficult to find. Most help desks are missing the help and only help you to the point of their check list. Who brings it all together? CDATA tries to fill in the gaps. CDATA has strengths in many areas and with years of experience are confident it can resolve your operational issues.

Tick the check box and click here to inquire about this service

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