Presenting a typical scenario of a SME process and how SimplicityCoy fits and help SMEs in improving their productivity.

1. Simplicity Coy
System Walkthrough

2. Leads Opportunities Sales Invoice Delivery Purchase
Leads
Leads
• First contact with
potential customer
• Business Card
• Email
• Create leads in system
for tracking.
Business Card
Email
Sales Team

3. Leads Opportunities Sales Invoice Delivery Purchase
Leads
• Review the lead and if
qualify for potential
business, then Convert to
Opportunity.

4. Leads Opportunities Sales Invoice Delivery Purchase
Opportunities
• All opportunities can be
tracked easily from the
Kanban View

5. Leads Opportunities Sales Invoice Delivery Purchase
Opportunities
• Arrange for the first
meeting.
• When customer show
great interest and need
for your products, the
opportunity move to
Qualification stage.
Qualification
Call In
Email
Meeting
Qualification

6. Leads Opportunities Sales Invoice Delivery Purchase
Opportunities
• Moving the opportunity
to the next stage simply
by drag and drop.
• Calendar shows all
meetings and reminder
could be set.
Qualification

7. Leads Opportunities Sales Invoice Delivery Purchase
Opportunities
• Convert Opportunity to
Quotation with 1-Click.
• Email quotation directly
or print it out.
Quotation

8. Leads Opportunities Sales Invoice Delivery Purchase
Sales
• After successful
negotiation, quotation
can be converted to Sale
Order directly.

9. Leads Opportunities Sales Invoice Delivery Purchase
Sales
• Keep track of all your
sales order and know
their status.

10. Leads Opportunities Sales Invoice Delivery Purchase
Sales
• From Sales Order,
creating a invoice is just a
click away.
• At the same time,
Delivery Order is also
created by the system.

11. Leads Opportunities Sales Invoice Delivery Purchase
Invoice
• Manage all your invoices
in a glance.

12. Leads Opportunities Sales Invoice Delivery Purchase
Invoice
• Once money is collected
from the customer,
Register payment to the
invoice directly.

13. Leads Opportunities Sales Invoice Delivery Purchase
Delivery
• Check Availability of
stock in inventory before
delivery is allowed.

14. Leads Opportunities Sales Invoice Delivery Purchase
Delivery
• Once the stock is
available, the delivery can
be fulfilled.

15. Leads Opportunities Sales Invoice Delivery Purchase
Delivery
• Set Reordering Rules to
auto trigger RFQ when
inventory hit a set
minimum.

16. Leads Opportunities Sales Invoice Delivery Purchase
Purchase
• Manage Call For Bid and
compare different RFQ
among different
suppliers.

17. Leads Opportunities Sales Invoice Delivery Purchase
Purchase
• Close bid and Confirm
PO with supplier.
• Once products arrive to
your location, Receive
Products to update the
inventory

18. Leads Opportunities Sales Invoice Delivery Purchase
Purchase
• Register Payment made
to your supplier from the
PO.

19. Payroll Expense Leave
Human Resource
• Generate Pay slips for
your employee with CPF
calculation
• Generate CPF Text File
for submission to IRAS

20. Payroll Expense Leave
Human Resource
• Employee can submit
claim directly for
approval

21. Payroll Expense Leave
Human Resource
• Employee apply leave
easily from the calendar
view
• Leave will require the
Manager for approval

22. Join Simplicity Coy
Simplifying your business. Simple is genius.
Visit us at www.simplicitycoy.com