UBS Inventory & Billing
UBS Inventory & Billing System makes inventory management easy and efficient. The system puts the control back to you. You have the flexibility to handle all types of inventory transactions and have instant update and inventory status at your fingertips.
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Find out more about our Add-On modules which is available in latest version:
• UBS eCredit Controller
• UBS ePayMaster
• UBS eWebMaster
• ACT! by Sage for UBS
• UBS Mobile
Product Overview:
UBS Inventory & Billing is a real time system that updates your stock immediately after entry. It also performs as an invoicing system whereby you can print invoice and delivery order. Extensive R&D over the years has improved the effectiveness of the system. A simple yet powerful Bill of Material module has been included to enhance the system.
Four methods of stock valuation are provided in the system, namely:
- Fixed Cost,
- First In First Out (FIFO),
- Monthly Moving Average, and
- Moving Average.
Different levels of security for data access are available. The system also provides two types unit of measurement with location, category and item group control. If required, a picture of the stock item can also be inserted.
Features:
Basic Features Include : -
- A software to control and track all the movement of inventory in an organization
- Able to handle multiple company transactions
- Provide different levels of data access security
- Real-time update of stock with each receipt, issue of item
- Credit limit control on invoicing
- Maintain foreign currency, auto conversion on foreign exchange
- Numerous unit of measurement/discount methods
- Tracking stock via unique serial code
- Four method of stock valuation (Fixed Cost, Monthly Average, Moving Average, FIFO)
- Historical records facility
- Integration utility with Accounting software
- Multi location entry
- Multiple payment mode
- Item graded entry
NEW FEATURES:
- Wizard Setup
Available during initial setup.
- Serves as a quick start to new users in getting started with the system.
- Provides a step-by-step guide to set up necessary data in the system.
- Reduces the steps required to go through different menu paths in order to get all the required set up in place.
- The step-by-step wizard includes the following business process:-
| Business Process |
Inventory & Billing System |
| Maintain company profile |
⁄ |
| Setting up accounting year |
⁄ |
| Linking to UBS Accounting system |
⁄ |
| Assign GL account |
⁄ |
| Set document reference number |
⁄ |
| Set costing method |
⁄ |
- User Interface
- Quick access to process flow.
- Task flows are displayed on the new dashboard.
- You can choose to execute tasks by clicking on the process flow button to access the entry screen directly.
- Quick access helps to speed up access.
- Useful for new users who are not familiar with the system.
- Quick access process flows are grouped by the following sections:-
| Quick Access Process Flows |
Inventory & Billing System |
| Maintenance |
⁄ |
| Transactions |
⁄ |
| Print Bills |
⁄ |
| Enquiry |
⁄ |
| Reports |
⁄ |
- Enhanced Features
- Excel® Add-On
- This feature has been enhanced to work directly from Excel® itself. No setting or configuration required – it is as simple as a clicking on the "Add-Ins" menu in Excel®. You can start your analysis with the following data:
- Customer Profile
- Supplier Profile
- Item
- Location
- SMS
- This feature is enhanced to provide more flexibility
- Search on Debtors, Creditors and Phone Numbers for easy selection of recipients.
- Message Content text field box available for user to create own message for sending out.
- More choices available in Content Type:
- SMS created by user
- Top 3 Product Sales Value By Current Month
- Top 3 Sales By Customer By Current Month
- Top 3 Sales Categories By Current Month
- Top 3 Items Purchased By Current Month
- Top 3 Purchases Categories By Current Month
- Top 3 Purchases By Supplier By Current Month
- Option to alert customer immediately when these documents are prepared
- Licensing
- Alternative method provided to enhance user experience and eliminate waiting time. Users with internet facility can now directly login to perform:
- ONLINE License Reissuance
- ONLINE Updates – to download latest fixes and/or versions released
Benefits:
- Comprehensive inventory reports
- Facilitates ship and track inventory parts
- Facilitates inventory valuation and adjustments
- Links to service management
- Encompasses sales order processing and purchasing
- Fully integrates with UBS Accounting
Reports:
- Print Delivery Order / Invoice / Cash Sale
- Print Sales Order / Purchase Order / Debit Note / Credit Note
- Re-order / Stock replenishment recommendation
- Stock Cards
- Month to Date stock status reports
- Stock aging reports
Multi-sorted sales analysis report by :-
- Customer/Salesman/area/product/invoice
Gross profit analysis reports by :-
- Customer/product/bill/agent/area
- Yearly sales & purchase report
- Top 25 product sales by quantity and sales value
- Item graded reports
- Serial number reports