The document describes a sales and stock control database system designed for marine dealerships. It allows users to (1) create quotes and offers to purchase with integrated pricing and profit calculations, (2) manage stock inventory including accessories and floorplan charges, and (3) track sales, profits, and floorplan liability and payments through comprehensive reporting. The system aims to help marine dealers efficiently manage the entire sales process from initial quotes to finalized sales.

1. Sales & Stock Control Database System Try this scenario:
For Marine Dealerships
You are setting up a quote for an interested customer
and the item is not in stock. Simply click on the item in
the price list rather than from your stock list and add
An Intelligent System to Grow Your Business the item to the quote. Click on any options, click on
any standard charges or standard clauses to very
quickly make up the quote. Manually add/edit any
wording if required. View the profit margin and adjust
Take control of your sales any single price or the total price to fine tune the sale.
Print out a very neat looking quote to hand to the
customer.
• Know
Remember that all ‘attached costs’ follow the stock
the bottom line on a daily basis item and will not be forgotten in the pricing. Any
who’s making the profits floorplan interest is calculated daily and follows the
the dollars invested in stock stock item. Options fitted to the stock item have
what’s on order in dollar terms already been defined when entering stock record and
floorplan liability at any time are automatically loaded onto the quote.
GST made simple in everyday trading When the customer wants to go ahead with the deal,
Pre-empt cash flow problems click the ‘Make OTP’ button to turn the quote into an
Control the sales process including quotations Offer to Purchase. When the customer leaves a
Cross reference all stock movements deposit, click the ‘Receipts’ button to store that amount
against the OTP. When a trade in is involved, click the
‘Make Stock Item’ button to quickly bring the trade into
stock. When the trade is over-valued, click the ‘Apply
A tool giving small business a OV’ button and the system will automatically make the
simple road to success necessary adjustments to this sale and also the traded
item.
For those items quoted from the price book, click the
‘Make Stock Item’ button to create a stock item record
that can be flagged as ‘In Build’ or ‘In Transit’. Click the
‘Order Item’ button to print out an order sheet that can
be faxed to the supplier.
Marine Sales Database System A set of sales reports will list sales and profits and may
Overview also be used for commissions.
A Bit More on Floorplan:
The following pages will give you a sample of the main
areas of Marine Sales, yet the system has many more The system stores all floorplan details for any stock
‘extras’ than can be shown here or even during a item. A single floorplan trust can have multiple items.
demo. Interest free periods are included if applicable. Marine
Sales automatically calculates the floorplan interest
Because the system has been designed by a marine
daily so that floorplan costs are always up to date.
dealer for marine dealers,
all the normal processes that are required have been Come the end of the month, the dreaded monthly
built in. interest billing arrives. Simply open the ‘Reconcille
Floorplan’ screen and compare their charges against
what Marine Sales has calculated. If a discrepancy is
found, click one button to display the floorplan record
1800 446 992 info@marinesales.net.au www.marinesales.net.au

2. to enable you to resolve the issue. Floorplan also Marine Sales Database System
includes payments, payouts and any ‘other’ charges.
The Offer to Purchase (OTP) screen
A set of Floorplan reports will list floorplan liability and
monthly charges etc.
We could keep going…
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Marine Sales Database System
Complete pricing and profit margin control.
Easy point and click to add Stock or Price List
items.
Record all monies received and print Receipts.
Handle Trade-Ins and over-valuations with ease.
Can ‘Package’ multiple items into a single price.
Quickly make new Stock Items.
Search customer previous purchases.
Search on any field
Restrict display by Status (eg current OTP’s)
Main Menu
Marine Sales - the most comprehensive and flexible sales
tool on the market.
Specifically designed for the marine industry in
conjunction with one of Australia’s leading dealers.
Essential Controls for your business
Offer to Purchase (OTP) & Quote Management
Stock Control
Price Lists in one place Floorplan Control
Comprehensive Reporting
1800 446 992 info@marinesales.net.au www.marinesales.net.au

3. Sample OTP Printout Keep track of all Stock Item details including
accessories.
Record attached costs plus any Floorplan
charges.
Easily change markup in % or $ terms or
change RRP.
Track stock in build, in transit or stock
received.
Quickly view the availability status of any item
and any OTP details.
Print hard copy for filing.
Print Order form.
Search on any field
Restrict display by Status
The Price List Screen
Marine Sales Database System
The Stock Item screen
Marine Sales Database System
All supplier price lists in one readily accessible
place.
Unlimited supplier price lists and subcategory
groups.
Easy to update prices (eg copy/paste from
Excel).
Price list supports Quotes/OTP’s.
1800 446 992 info@marinesales.net.au www.marinesales.net.au

4. Marine Sales Database System
The Floorplan Screen
Automatic daily interest calculation.
Record interest, payments, payouts and other
costs.
Multiple items on one Trust Receipt.
Reconcile interest charges against monthly
billing.
Automatic update of Stock Item costs.
Manages interest free period.
Search on any field
Restrict display by Status (eg current
Floorplan)
1800 446 992 info@marinesales.net.au www.marinesales.net.au

5. Marine Sales Database System
Sample of Reporting
1800 446 992 info@marinesales.net.au www.marinesales.net.au