Kailing integrated management solution, unlocking a new dimension of sales management (contract/invoice/payment/physical goods/finance/archives)

In today's business environment, enterprises face many pain points in sales-related business. Information asymmetry often exists among sales management departments, sales departments, finance departments, and administrative departments, which prevents contracts, sales orders, prices, payment collection data, and invoicing information from being synchronized, thereby causing business conflicts. In addition, tracking paper invoices, contracts, and courier information consumes a great deal of time, manpower, and money. At the same time, CRM, customer service systems, invoicing systems, financial systems, etc. are independent of one another, making data flow and business collaboration impossible, and branches and subsidiaries use different business systems, lacking a unified internal management information data output platform.

KailingIntegrated management of sales contracts/invoices/payment collection/physical goods/finance/archivesSolutions

1. Overall process planning

Includes stages such as tax invoicing management, sales internal control management, physical circulation, financial bookkeeping, and accounting archive management, realizing integrated management of sales contracts, invoices, payments received, physical goods, finance, and archives.

2. Salesperson usage scenarios

Salespeople can create customer profiles, initiate contract processes, upload electronic contract versions, and initiate invoicing and express delivery requests. Before invoicing, they can preview the invoice effect, receive various notifications, and promptly check logistics status and invoice payment collection status, etc.

Feature Highlights and Value:

Online contract ledger: the sales team can form an online sales contract management ledger, and sales staff can query and download contract scans at any time when needed;

Efficient workflow: establish a unified, standardized, well-planned, and efficient online sales contract/invoicing/delivery/payment collection process, improving sales information flow efficiency;

Preview before invoice issuance allows sales staff to confirm the final invoice result with the customer in advance, avoiding the risk of the customer requesting an invoice change after issuance;

"Multiple process nodes" and "multi-channel real-time notifications (SMS/email/WeCom/DingTalk)" messages are sent to sales staff, reducing internal communication inefficiency, reducing internal competition, and improving internal operational efficiency, collection efficiency, and employee/customer satisfaction.

3. Financial invoicing / cashier usage scenarios

Financial invoicing staff can review invoicing information, issue invoices automatically, print paper invoices, or push electronic invoices. Cashiers can export bank payment collection information and import it into the sales payment collection module to update invoice payment collection status, and the system can automatically generate vouchers.

Feature Highlights and Value:

Financial invoicing: whether manually issuing a single invoice, only printing paper invoices is needed, and reports can be exported at month-end, greatly reducing workload and improving work efficiency.

Financial invoicing: if business needs it, no matter how much invoice scan information must be searched again, paper invoices are automatically imaged and saved, and sales staff can automatically query and download them.

Financial cashier: query payment collection status on a scheduled basis every day and update it in the system, reducing frequent offline communication with business staff, lowering communication costs, and reducing internal friction.

4. Scenario of automatically generating vouchers after invoicing

Invoice data from the output VAT invoice system can be automatically converted into accounts receivable vouchers, enabling data sharing, reducing manual duplicate entry and human error, and improving work efficiency.

5. Use case for finance using "bank receipts" for bookkeeping

Financial cashiers can log in to the bank system to export bank receipt PDFs, daily payment collection tables, etc., with operations such as manual PDF export, automatic bank receipt recognition, and automatic matching. Financial accountants can log in to the financial system to generate and archive accounting vouchers and handle original voucher attachments.

Feature Highlights and Value:

Financial cashier: no need to print bank receipts offline; simply export a PDF from the bank system and upload it with one click to the payment collection module to automatically match it to output VAT invoices.

Financial accounting: no need for offline manual voucher binding; vouchers automatically generate electronic data and are automatically archived to the electronic accounting archives system.

KailingIntroduction to business process scenarios related to tax output invoicing

1. Centralized batch import table invoicing mode:

For situations where enterprises issue invoices intensively within a fixed period and the list details are relatively large, finance can batch import invoicing information according to a template, generate preview sample invoices, and after confirmation, issue invoices in batches with one click. (For example: regular invoicing by education and training institutions, centralized invoicing after property management companies collect fees, large-volume commodity invoicing by pharmaceutical enterprises, multi-order invoicing in retail and wholesale, and centralized issuance of transport fee invoices by freight fleets)

2. Interface-based Invoicing Mode

Interface integration is carried out for enterprises' internal proprietary apps, official accounts, mini-programs, and other platforms to achieve rapid order invoicing and information push, enabling rapid circulation and invocation of information within the enterprise。

Applicable to: e-commerce industry, enterprises similar to Didi, JD.com, or self-built e-commerce malls。

Kailing Technology sales contract/invoicing/receipt/express/finance/archiveIntegrated scenario solutions，Aimed at improving the efficiency and management level of enterprise sales business, solving information asymmetry and business collaboration problems among departments, and providing strong support for enterprise development.

Kailing Technology provides enterprise business-finance-tax digital product lines according to enterprise needs:

Solutions for businesses including sales contract management system, procurement contract management system, fully digitalized Leqi interface project, output automatic invoicing system, employee expense control and reimbursement system, input VAT invoice management system, supply chain collaborative reconciliation system, image OCR recognition system, automatic financial bookkeeping system, and electronic accounting archives system, professionally and efficiently supporting the transformation and upgrading of enterprise business-finance-tax digital management.

If you have any business-finance-tax digital transformation needs, welcome to contact us. Beijing Kailing Technology will serve you wholeheartedly.