Reztec - Training Centre Management System


Reztec

Financial Management

  • Manage contracts, sales orders, sales invoices and purchase orders
  • Configure predetermined products and price lists
  • Manage proposals and quotations
  • Add your own defined data fields to collect additional information
  • Manage multiple currencies
  • Integrate with your accounting systems

Reztec keeps track of all your sales orders and invoices to ensure you get paid on time. All the financial details you need are stored in a single location. The search and selection of this data gives you vast reporting and financial information at the click of a button. If required, Reztec can also be integrated with your existing accounting system.

Reztec not only covers the creation of contracts, sales orders, sales invoices and purchase orders, but will also manage your cancellation and transfer processes allowing you to apply any associated charges automatically.



A contract provides the link between the customer and the sales orders. It allows you to specify a default price list, a sales target and displays all the sales orders linked to the contract with a running total. This means you have immediate visibility of target to actual performance.



A sales order provides the link between the customer and the event. You can record the delegate details and charging information in a single step. The sales order can be configured to calculate the deposit due date, the total amount and when the remaining balance is due. You can record payment receipts and allocate the payment to different categories for financial analysis.

A sales invoice is generated from one or more sales orders for a customer. At invoice level, any tax indicated will be applied. You can configure your own invoice statuses and set up automatic invoice numbering. If required, the invoice information can be exported to your accounting package, marking the invoice within Reztec as exported.



A purchase order allows you to record any expense incurred by you in relation to an event, such as renting equipment or hiring additional staff. Each element of the purchase order can have the appropriate ledger and cost codes recorded against it.


Financial Management