TreeSoft Trading System

Transcription

1 TreeSoft Trading System 易利達貿易系統 外國總公司 Foreign HQ 香港辦事處 HK Office 深圳辦事處 SZ Office 上海辦事處 SH Office 老闆移動裝置 Boss Mobile 出口 內銷 線上 線下整合方案 Develop Your O2O Trading Business 可選擇傳統購買或雲端月付計劃 Perpetual base or Monthly cloud subscription 適合中港企業 外資企業及中小企業 Designed for SME, Foreign Company and CN Branch Office 同時支援英文 繁體及簡體 Support English, Simplify Chinese and Traditional Chinese

2 系統流程 SYSTEM FLOW 網上商店 Online Store 貨品 Product QUOT 網購平台 eshop Platform 報價單 Quotation 客戶 Customer 供應商 Vendor 貿易作業 Trading Operation EDI Excel SO PO 第三方接口 3rd Party Interface 銷售訂單 Sales Order 採購訂單 Purchase Order INV 訂單跟綜報表 Order Tracking Report P. Inv. 郵寄系統 Post Office System 裝箱單 Packing List 銷售發票 Sales Invoice 採購發票 Purchase Invoice S.Rtn. P.Rtn. 銷售分析報表 Sales Analysis Report 銷售退回 Sales Return 倉庫報表 Inventory Report 採購退回 Purchase Return 庫存作業 Inventory Operation BARCODE 庫存設備 Inventory Device 盤點調整 Stock-take 組裝 Assemble 轉倉 Warehouse Transfer 寄賣 Consign 選項配套 Optional Add-on 主要模塊 Core Module 系統簡介 TreeSoft 貿易系統是針對出口貿易及批發商而設計, 在香港有 18 年歷史, 用戶超過 1000 人, 簡單易用的使用介面, 可輕易轉換不同單據的資料, 對客戶訂單及庫存作緊密跟綜 亦可連結最新的網購平台及網上商店, 進行數據互換及 O2O 整合運作 現配合最新雲端科技, 客戶可選擇購買或月租的方式使用 令中港或外資企業可以低成本連繫不同地點的人員同時協作 INTRODUCTION TreeSoft Trading system is designed for the exporter, wholesaler or cross-broader e-commerce trader. 18 years experience in trading system with over thousands of success users. User can easily to convert and generate the requirement trading document with the user-friendly user interface. Also user can track the order and inventory management at a glare. It is connectable with the most popular ecommerce platform and open source online shop platform for O2O integration. Adopting the latest cloud technology, client is selectable for monthly subscription base or perpetual base. It makes the enterprise can work together with a single system, even if have many branch all over the world.

3 客戶個案 CUSTOMER CASE 中港企業 兩地同事緊密協作 保雅電子有限公司是一間香港企業, 主要從事電子零件出口及批發業務, 員工超過 50 人, 在深圳福田設有辦事處, 及深圳保稅區設有倉庫 保雅自 2002 年開始使用 TreeSoft 貿易系統企業版, 處理香港收單及國內出貨的營運模式, 透過 TreeSoft 的雲端數據中, 以低成本即時聯繫深港多個地點, 為每一位前線銷售人員及後勤倉管人員, 提供即時訂單及庫存的資訊 CN-HK Enterprise Tight Collaborate with colleagues in HK-CN Pro-An Electronic Co Ltd. is based in Hong Kong major distributing electronic parts to China and oversea. With more than 50 staffs and branch in Shenzhen Futian and warehouse in Shenzhen tax protected area. In 2002, Pro-An adopt Treesoft trading system for receiving order in Hong Kong and manage warehouse in China by using the Treesoft cloud data centre technology. It minimize the operation cost by connecting SZ and HK, it could provide immediate placing of order and warehouse information for every sales frontline staff and also the staff in back office warehouse. 香港公司整合網上網下營運 Grand Universe Trading Co. Ltd. 是一間香港企業, 從事廚具出口業務已 20 年, 自 年開始使用 TreeSoft 貿易及會計系統, 為配合互聯網業務發展, GU 採用 TreeSoft 的網店整合功能, 把內部貿易系統的貨品同步到企業的網站, 大大減低管理兩個系統的時間, 亦同時讓網上的訂單聯繫到內部系統作綜合分析 實現內外一體化, 提高營運效率 Local Hong Kong Company Integrating O2O Business Operation Grand Universe Trading Co. Ltd. is a Hong Kong enterprise major in kitchenware export over 20 years. GU adopt Treesoft Trading and Accounting system in To cater for internet business development, the company use Treesoft online shop integrated feature, to synchronize internal product data to enterprise website. It is extensively reduce time to manage two systems, online order connect to internal system for integrated analysis and enhance operation effectiveness. 外資企業 遙距管理跨境業務 Blue Print Collections (Asia) Ltd. 總公司設於英國, 香港分公司主要負責採購中心的角色, 在國內尋找可靠的供應商, 採購及生產授權的卡通禮品出口到歐美市場 BluePrint 於 2003 年開始, 使用 TreeSoft 貿易及會計系統, 伺服器設於香港辦事處, 讓英國總公司可透過互聯絡直接查看及處理會計賬目 方便外資企業藍察離岸業務 Foreign Enterprise Manage your oversea business! Remotely! Easily! Blue Print Collections (Asia) Ltd. is foreign company in UK, and have a branch office I Hong Kong as a buying office, for manage the vendor in China. Their product included licensed cartoon giftware which export to Europe and USA markets. In year 2003, Blue Print adopt Treesoft trading and accounting system. Server had been set up in Hong Kong office, so that the UK HQ could view the management report easily through Internet. It helps the foreign company to management the offshore business conveniently. 跨境電商 多點時間陪伴家人 United Leader 的老闆 Micheal Leung 是一間一人公司, 辦公室設於自己家裡, 為照顧小朋友, 他在家裡從事網商多年, 在國內淘寶尋找在歐美有市場的產品, 透過 Amazon 及 ebay 賣到歐美國家, 當有訂單時, 親自包裝及拿到香港政局寄貨, 於 2014 年開始, 使用 TreeSoft 的庫存版本, 處理庫存的出入外, 亦成功連繫 Amazon, ebay 及香港郵政的 ecship 系統, 直接把 Amazon, ebay 的銷售紀錄, 匯入到庫存系統及產生香港郵政的 ecship 郵寄標纖, 減省大量資料輸入及製作標纖的時間, 爭取更多時間跟家人相處 Cross-broader ecommerce Trader Free more time! Enjoy with family! Micheal Leung is a experience cross-border e-commerce trader in Hong Kong. He setup his business at home for sourcing the potential product at taobao.com and sell the product at Amazon and ebay platform. Micheal adopt TreeSoft Trading to handle the inventory and accounting process. He imports the sales records to TreeSoft by exporting the sales order transactions from ebay and Amazon, also the imported sales order can generate the mailing label which is fit for the ecship of Hong Kong post office. He save a lot of time to input and analysis the order, also prevent to produce the hundreds of mailing label everyone when prepare the shipment. As a result he have many time to get along with his family members.

4 助您高效執行核心業務 Help you run your core business smooth 系統特點 FEATURES 1. 全面跟綜出口訂單狀況貿易版為出口貿易及外資企業的採購中心而設計, 提供客戶訂單 採購訂單 發票及包裝單之間的快速及靈活的單據轉換及跟綜功能, 用戶除了可查詢客戶的分批走貨情況 廠家供貨情況及有否訂漏貨等, 亦可透過訂單跟綜功能, 同一版面了解整個訂單的供貨及配貨狀況 訂單跟綜 Order Tracking 1. Consolidated Order Tracking The trading system is designed for export trade firm and foreign buying office provided that the system can process customer order, purchasing order, invoice, packing list, and has rapid and flexible converted function. With the easy order tracking feature, not only can search shipment status, but also the vendor supply status, and any buyer order is forgot to placing factory order. From the order tracking feature, you can fully understand the entire order status in a user-friendly consolidated user interface. 2. Handling Various Inventory Operations The inventory module is designed for wholesaler and distributor. It offers complete and diversify inventory management situations, include sales, purchase, goods return, warehouse transfer, consignment, stock take adjuatment, and simple product assemble, etc. that can be easy affect in the inventory report. The inventory cost support both average and FIFO. 倉庫報表 Inventory Report 2. 靈活處理多種庫存運作庫存版本為批發及分銷業務而設計, 除了一般進貨及出貨外, 提供全面及多樣化的庫存管理功能, 包括銷售 探購 退貨 轉倉 寄賣 盤點 組裝等功能, 庫存報表可相互參照, 庫存成本計算支援平均法及先入先出法 3. 跟最流行網購上商店整合可連結最流行的開源購物網站如 Magento, Opencart 等, 令產品資料可傳送到網上商店, 即時進行網上銷售, 亦可把網上的訂單下載到系統作綜合銷售分析, 省卻大量人手管理兩套系統兩套貨品及製作綜合分析報表 3. Integrated with Popular Online Shop The system can link up with popular open source online shop like Magento, Opencart, etc. The product in TreeSoft system can be synchronize to online shop for web order. Also, the order at online shop will also be transferred to the TreeSoft system for integrated sales analysis that can minimize the management effort to handling two systems. 4. Analysis Sales in Multiple Perspective All versions offer user friendly quotation and invoice functions. Customer is easy to follow the sales lead and analysis the sales performance in various perspective, such as sales analysis report with 12-month comparison, analysis by product, product category, customer, department and salesman, etc. We can also custom your document with your letterhead for enhance your corporate image. 銷售分析 Sales Analysis 4. 多角度分析銷售狀況服務業版本提供簡單易用的報價及發票功能, 可替客戶訂製專業及個性化的單據文件, 提高企業形像, 另提供多項銷售分析報表及 12 個月比較表, 包括貨品及服務 貨品類別 客戶 部門 銷售員等, 令您時刻掌握業務狀況, 運籌唯握 5. 整合網購平台及郵局系統可連結 TreeSoft Accounting System 會計系統, 直接把應收賬 應付賬匯入到會計系統, 匯入的會計賬可包含詳細的分析編號如工程項目 地區 部門 貨品種類等, 產生跟會計賬目夾數的詳細成本及毛利分析報表 5. Integrated with Popular ecommerce Platform The system can link with Amazon, ebay. Import the online order to the TreeSoft system for further sales analysis and inventory management. It also linkage the ecship system by Hong Kong Post Office, so that mailing label can be generated. For connecting to the foreign trade partner tightly. The system support the sales order import by MS Excel or EDI standard. 6. Precise GP by Linking with Accounting System The system is linkable to Treesoft Accounting System. All sales and purchase records will be generated to account receivable and account payable directly with the analysis codes like project, district, department and product, so that the detail costing and gross profit analysis will be generated automatically. 6. 連結會計系統, 精細毛利分析可連結 amazon, ebay 等網購平台, 把網上訂單匯入到系統, 亦同連結香港郵政的 投寄易 ecship 系統, 直接匯出郵寄 label, 免卻逐一輸入的時間及錯漏 亦可連結國外的貿易伙伴, 透過 Excel 或 EDI 匯入訂單, 與您的貿易伙伴緊密聯繫 7. 條形碼及物聯網科技提昇效率可配合 Barcode 及 RFID 等設備, 進行盤點及轉倉等操作, 提高效率及準確性, 支援多倉庫管理, 可透過互聯網, 查詢不同地點的庫存狀況 BARCODE 7. Optimize Efficient by Barcode and RFID Technology To work with Barcode and RFID device, stock take and warehouse transfer operation can be worked more efficiency and accuracy. User can search the stock level of each warehouse through Internet.

5 專業的事交托給專業的軟件開發商 Professional issue! Delegate to professional software developer! 技術優勢 TECHNICAL ADVANTAGE 1.18 年香港軟件開發商 TreeSoft 系列自 1998 年開始在香港研發, 是一間香港科技園成功培育的科技企業及成熟的軟件品牌, 曾獲多本權威 IT 雜誌選為最佳會計及 ERP 系統, 亦獲經濟一週報導及資本雜誌頒發市場營銷大獎, 深受業界及客戶認用 由本地開發商直接服務客戶, 能快速解決客戶業務上遇到的問題, 令系統更貼近用戶的商業模式, 發揮效益 2. All round support service at both China and HK We support your China business development. The full series of TreeSoft system offer telephone, and remote helpdesk support service. It can assist your both China and Hong Kong colleagues to solve any technical issue. 1. Your best choice for local developer since 1998 TreeSoft system is developed in Hong Kong since Sponsored by Hong Kong Science Park, It is a mature software product with several generation enhancement. Awarded by many IT magazine as the best Accounting & ERP system, and also the customer case study in Economic Digest Magazine. At recent year, accredited by Capital Magazine with Sales & Marketing Award. It is the best choice for choosing a experience local software vendor, since it can solved the business problem quickly, and make the business work more efficiently. 2. 全面中港支援服務為您的國內業務發展, 提供強而有力的支援後盾 TreeSoft 全線系列的產品, 一律提供即時電話支援 電郵及遠端診斷服務, 可緊密協助您的香港及國內同事, 解決一切技術問題 3. 中港及國際專線連接全球 TreeSoft 的雲端數據中心及伺服器, 採用國際級的 IBM SoftLayer 數據中心, 提供高速 安全及穩定的服務, 多重專線連接全球, 包括香港 深圳 上海 台灣 美國 英國 澳洲 新加波 日本等, 令全球多個辦事處的外資企業及中港企業, 高速在同一個系統協作 3. Dedicate connection to CN-HK and international Leveraging on the IBM SoftLayer data centre, we can offer high-speed and stable bandwidth among Hong Kong, Shenzhen, Shanghai, Taiwan, US, UK, Australia, Singapore and Japan. The CN-HK and foreign company can operate the same system in different countries. 5. Operate global business with multi-language TreeSoft offer English, Traditional Chinese and Simplify Chinese user interface, user can change the language with one click. We can also provide other language, such as Japanese, Deutsch, French upon customer request. The system adopt Unicode to store the input content. So, Hong Kong colleagues can input the traditional Chinese, at the same time, China colleagues can input the simplify Chinese without any conflict. It would be fit for your international business. English 繁简 4. 多語言配合全球業務運作標準用戶介面同時支援英文 中文繁體 中文簡體, 一按即時轉換 另可按客戶的需求, 提供日文 德文 法文等介面 輸入系統的內容採用國際碼 Unicode, 香港同事可輸入繁體字, 國內同事可輸入簡體字, 沒有衝突, 方便您處理中港及國際業務 5. 資訊保安符合國際標準可設定多種不同用戶組別, 授與不同的存取功能, 例如經理可查看毛利報表, 兼職的文員只可輸入單據, 限制其找尋及修改權限 我們採用的雲端數據中心符合國際的信息安全管理標準 ISO/IEC27001, 確保用戶資料安全得到保障 6. Compliance with information security standard Administrator can setup various security group level, and assign the access right, i.e. Manager can view the Gross Profit reports, however the part-time clerk can only input the records, and also restrict the right of searching and modification. To ensure the client data security, we adopt the data center which compliance with the internal security standard ISO/IEC Optimize performance with enterprise database TreeSoft adopt the latest version of MS SQL Server 64bit as database. It supports in-memory technology, and offers 10 times performance improvement comparing with traditional database. Customer can choose to use the free version of SQL Server express, or purchasing a Standard or Enterprise edition for their business growth if need. 7. 採用最新企業級數據庫 TreeSoft 採用最新版本的 MSSQL Server 64bit, 支援 in-memory 技術令數據運算及存取速度比傳統數據庫快 10 倍 客戶可選擇使用免費版本 SQL Server Express, 或當業務發展需要時 E 選購企業級的 Standard 或 Enterprise 版本 8. 全高清介面, 簡易操作介面採用全高清設計, 資料一覽無漏, 輸入紀錄及找尋資料可在同一版面顯示, 大大提昇工作效率, 避免經常跳出及關閉版面的傳統操作模式 See more do fast 8. Easy to operate with user friendly Full-HD interface The user interface is designed with Full-HD monitor. It is easy to view more data at a glare. User can search and input the records at the same screen. Eliminating the traditional popup design, it increase the operation efficient substantially.

6 服務計劃收費表 PRICE LIST 2015Q3 功能包括 價目表 PRICE LIST Service Inventory Trading Enterprise FUNCTION INCLUDED TF1 多語言 ( 英文 繁體 簡体 ) Multi-language (EN / SC / TC) TF2 用戶保安設定 User Security Function Control TF3 貨品管理 Product TF4 客戶及供應商 Client, Vendor TF5 銷售報價單 Sales Quotation TF6 銷售訂單 Sales Order TF7 採購訂單 Purchase Order TF8 銷售發票 Sales Invoice TF9 裝箱單 Packing List TF10 訂單跟綜表 Order Tracking Report TF11 銷售分析表 Sales Analysis Report TF12 客戶結單 Client Outstanding Statement TF13 採購分析表 Purchase Analysis Report TF14 銷售退貨單 Sales Return TF15 採購發票 Purchase Invoice TF16 採購退貨單 Purchase Return TF17 盤點及調整 Stock-take & Adjustment TF18 寄賣 Consignment TF19 轉倉紀娗 Warehouse Transfer TF20 貨品組裝 Stock Assemble TF21 庫存報表 Inventory Reports 服務包括 SERVICE INCLUDED S1 電話 / 遠端支援 ( 月 ) Tel / Remote Helpdesk (month) S2 使用者培訓 User Training hour) S3 個性化單據 Coperate Style SO, PO, Invoice, Packing (set) S4 遠端安裝及數據庫設定 Remote Installation & DB Setup S5 舊資料轉換 Data Migration (Client, Vendor, Product) 價格 ( 港幣 ) PLAN ( HKD ) P1 單用戶使用授權 Perpetual License for standalone version $6,000 $18,000 $18,000 $28,000 P2 網絡 2 用戶使用授權 Perpetual License for network version 2 PC $12,000 $28,000 $28,000 $38,000 P3 來年續保服務 Next Year Helpdesk Service for Prepetual License $1,000 15% 15% $1,000 P4 系統租用設立費用 System Rental Plan Setup Fee (% of Project Sum) 5% 5% 5% 5% P5 系統租用服務 ( 每月 ) System Rental monthly Fee (% of Project Sum) 5% 5% 5% 5% 附加服務 ADDITIONAL SERVICE A1 一架電腦或設備使用授權 One PC / Device License $3,000 $3,000 $3,000 $3,000 A2 個別培訓服務 ( 3 小時 ) Training Service /3 hours $2,500 $2,500 $2,500 $2,500 A3 舊資料轉換 ( 詳細交易 ) Data Migration (transaction) $10,000 $10,000 $10,000 $10,000 A4 訂製報表 ( 每份 ) Custom-made Report/Printout $5,000 $5,000 $5,000 $5,000 A5 程式修改服務 ( 每日 ) System Customization /day $5,000 $5,000 $5,000 $5,000 A6 中港雲端伺服器租用 ( 每月 ) CN-HK Cloud Server Rental /month $1,800 $1,800 $1,800 $1,800 A7 互聯網伺服器支援 Support Internet Cloud Server $8,000 $8,000 $8,000 $8,000 A8 銷售員保安權限 Invoice Security by Salesman $10,000 $10,000 $10,000 $10,000 A9 會計系統整合 TreeSoft Accounting Integration $5,000 $10,000 $10,000 $10,000 A10 條碼及 RFID 設備整合 Barcode & RFID Device Integration $10,000 $10,000 $10,000 $10,000 A11 整合 EDI 或 Excel 匯入紀錄 Sales Record import by EDI or Excel $10,000 $10,000 $10,000 $10,000 A12 網上商店整合 Online Store Integration, e.g. Magento or OpenCart $12,000 $12,000 $12,000 $12,000 A13 網購平台整合 Online Platform Integration, e.g. Amazon or ebay $12,000 $12,000 $12,000 $12,000 A14 香港郵政系統整合 HK Post Office ecship Integration $12,000 $12,000 $12,000 $12,000