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K Servico

The document outlines a proposal to develop an automated credit monitoring and sales system for a motorcycle company. Key objectives include automating sales procedures, producing reports on accounts, sales, collections, and receipts, monitoring customer credit and payments, and generating master lists of customers, motorcycles, employees, charges, prices, and taxes. The scope is limited to credit monitoring and sales for one of the company's branches. Limitations include not covering inventory, expenses, credit investigation/scheduling, or credit card payments. The system aims to address current inefficiencies like manual computations and unorganized records.

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Paola Aquino
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50% found this document useful (2 votes)
2K views32 pages

K Servico

The document outlines a proposal to develop an automated credit monitoring and sales system for a motorcycle company. Key objectives include automating sales procedures, producing reports on accounts, sales, collections, and receipts, monitoring customer credit and payments, and generating master lists of customers, motorcycles, employees, charges, prices, and taxes. The scope is limited to credit monitoring and sales for one of the company's branches. Limitations include not covering inventory, expenses, credit investigation/scheduling, or credit card payments. The system aims to address current inefficiencies like manual computations and unorganized records.

Uploaded by

Paola Aquino
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Project Definition

Objectives of the Proposal


General: Develop a Credit Monitoring and Sales Automated Systems. Specific: Automate the Sales procedure of the company. Produce the following reports. Aging of Accounts Sales Report Collection Report Produce the following receipts. Redemption Receipt Official Receipt Voluntary Deposit Slip Monitor the customers credit and record payments. The system includes capability to create back-up copies of the files and records. The system is capable to control the rebate or penalty of the customer. The system is able to produce master list for the following information: Customer List Motorcycle Units Employee List Charge List Price List Tax List

Scope and Limitation


Scopes:
The proposed System is limited to sales and credit monitoring of the K Servico

company. The Sales System includes the purchasing and ordering of the customer. The System is projected to generate Receipts and produce Reports. The System will record the collected payments of the customer. Limitations:
The System will not cover the Inventory of the motorcycle units of the company. The System will not include the record of the expenses of the company. The System will not cover the credit investigation as well as its scheduling. The System has no credit card feature as a form of payment. The System is limited to motorcycles as the companys product.

Project Overview
History
K Servico was founded on April 13, 1971, and started as a specialty store of Kawasaki

motorcycles and National Panasonic products. With its continuous growth of opening new stores, K Servico has become a multi-brand company and is the biggest retail store network in Luzon. The company is part of the larger JVR Group of Companies which includes EMCOR Incorporated K Servico, Caloocan branch is one of the companys outlets that specialize in selling motorcycles.

Problems
Overlooking of existing customers credit Time consuming in computing of Manual computation of customers credit

Customers ledger are not secured


Unorganized records Records not updated Inefficient employee

outstanding balance Difficulties in detecting rebates and penalties Inaccurate input of data Manual computation of sales Lack of ideal storage for record keeping

Organizational Chart
STORE MANAGER

ACCOUNTING DEPARTMENT

MARKETING AND SALES DEPARTMENT

CASHIER

FINANCE SALES REPRESENTATIVE

CREDIT OFFICER

SALES CLERK

Context Diagram

Entity Relationship Diagram

DETAILED USE CASE DIAGRAMS

SYSTEM FLOW

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