Processes to Drive Business
Business Accuracy and Compliance

Business Accuracy and Compliance

General: Promotional Office is built for the UK and EU, which means it drives compliance and facilitates default functionality to deal with the pan European and UK trading region. There are notable differences even within regions of Europe that expect procedures to be adhered to, let alone the import processes required from the Far East and EU to the UK.

Promotional Office utilises standard windows-based user principles for accurate calculations and data management. Inherently the programme complies with UK and European wide best business practice standards to ensure that processes and documentation are compliant with your client expectations, accountancy processes and business law.

Sales Flexibilty: Driving the sales process within set company parameters requires a system with good overviews, controls and detailed functionality that does not restrict sales decisions at the point of enquiry. Promotional Office provides the tools for full margin control per product line with summaries to show blended margin summaries. If fixed margins apply to a chosen product range or a specific client collection, then that functionality can be applied as required.

Throughout Promotional Office the linked data processes produce accurate numbers providing powerful business metrics from which to steer sales and business decisions.

Document Compliance

In accordance with ISO business standards, every document needs a unique audit traceable number (even a version of a changed document should be re-numbered). Relevant documents are linked to the master Sales Order and might include multiple purchase orders, delivery notes, despatch advises and subsequent Invoices, all of which need their own traceable numbering system. A quotation may have evolved through a series of changes, these changes (history) are also linked for audit visibility and for any user referencing earlier versions of a quote (or those related to an order).



Linked Documentation

Any changes made within the system that has consequences to the former or subsequent (linked) documents will be flagged/warned and resultant actions are generated. (The system is not a document generator! It drives compliance and visibility of ‘who did what by when’ and the result of those actions by linking the processes). i.e. Edits to a Purchase order are not possible without sending the new (revised) document to the supplier: it will be flagged as red/unsent to show a change requiring a further action in the system (Again, an established Best Practice requirement.)

Multi-Currency and Exchange rate Control

Promotional Office has built in default functionality allowing an example combination of ‘buying in $, report in £ and sell in €’. This is supported by a central Exchange Rate controller to manage the company specific buying and selling formulae.

Note: Within Promotional Office, combination currency and margin % calculations are not auto rounded (up or down) and figures remain accurate and true within the system.

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