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Noyax Documentation

website·Indexed 32 days ago

https://docs.noyax.com

User guides for Noyax, a financial and business management system. Documentation covers core modules including Sales (offers, orders, and delivery notes), Product & Stock management (product cards, variants, warehouse tracking, and lot/serial number monitoring), and general system configurations.

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What's inside Noyax

  1. Overview of Noyax Outbound Delivery Note (Çıkış İrsaliyesi) Workflow

    Noyax manages outbound delivery notes (Çıkış İrsaliyeleri) through an integrated system that connects quotes, orders, and sales invoicing. Key functional capabilities include:

    • Order Integration: Orders can be converted into delivery notes either partially or in bulk.
    • Inventory Management: Every outbound delivery note acts as a stock exit movement, automatically deducting shipped products from inventory in real-time.
    • Traceability: For tracked products, the system requires the selection of lot and serial numbers to record exactly which items were shipped.
    • Compliance: To adhere to legal requirements (where delivery notes must typically be invoiced within 7 days), Noyax provides alerts when this time limit is exceeded to ensure regulatory compliance.

  2. Overview of Noyax Customer Grouping Structure

    Noyax uses a two-stage classification system to group customers (cariler) based on specific criteria. This structure enables meaningful reporting and financial comparisons (e.g., region-based balance analysis or sector-based distribution).

    1. Group Definition (Grup Tanımı): The top-level category (e.g., Region, Sector, Customer Type).
    2. Group Detail Definition (Grup Detayı Tanımı): The specific sub-categories under a group (e.g., if the Group is 'Region', the Detail might be 'Marmara').

  3. Overview of Noyax Quotation Tracking

    The Noyax sales module provides a quotation tracking feature designed to manage the end-to-end sales process. It allows users to track quotations based on their current status, quickly revise offers according to customer requests, and automatically convert successful quotations into orders or invoices without manual data entry. Additionally, the system supports customizable quotation designs incorporating company logos and corporate colors to maintain a professional brand image.

  4. Overview of the Noyax Sales Process Workflow

    The Noyax sales process follows a linear flow from Quotation to Invoice, consisting of four primary stages. This tracking allows users to monitor which quotations converted to sales, which orders were shipped, and which waybills were invoiced.

  5. Overview of Noyax Check and Promissory Note Tracking

    The Noyax Check and Promissory Note Tracking (Çek-Senet Takibi) module provides comprehensive management of valuable document traffic from entry to final collection or payment. It allows businesses to manage the entire lifecycle of receivables and payables, including:

    • Receivables Management: Tracking the entry of checks and notes into the portfolio, endorsement (ciro), and sending documents to banks for collateral or collection.
    • Risk Management: Real-time monitoring of risky scenarios such as bounced checks (insufficient funds), legal enforcement (icra), or lost documents.
    • Payables Management: Systematic tracking of the issuance, retrieval, and payment of the business's own debt checks and notes.
    • Operational Continuity: Handling of period-end carry-over (devir) processes to ensure financial data continuity.
    • Customization: Use of customized transaction codes for different operation types to ensure accuracy and speed in financial operations.

  6. Overview of Noyax Sales Order Management

    The Noyax Sales Order module manages the end-to-end process following a sales quote. It provides tools for operational control, customer communication, and logistics flexibility. Key capabilities include:

    • Status-Based Tracking: Real-time monitoring of order statuses with automated SMS and email notifications to customers upon status changes.
    • Approval Workflows: Support for serial or parallel approval mechanisms to prevent the shipment of unapproved orders and reduce operational errors.
    • Flexible Logistics: Support for partial shipments (splitting one order into multiple shipments) and bulk shipments (combining multiple orders into a single waybill or invoice).
    • Customer Satisfaction: Built-in features for post-sale satisfaction calls and data-driven reporting on service quality.
    • Custom Parameters: Ability to define business-specific order parameters for detailed strategic analysis and reporting.

  7. Overview of Noyax Business Management Platform

    Noyax is a cloud-based online application designed for businesses to record and track all commercial transactions. It provides a centralized platform for managing financial processes, including invoicing, current account tracking, stock management, and bank/cash transactions. The platform supports digital transformation through integrations with e-Invoice (e-Fatura), e-Archive (e-Arşiv), and e-Waybill (e-İrsaliye). It is scalable for small, medium, and large enterprises and is compliant with legal regulations.

  8. Overview of the Noyax Cash Module

    The Noyax Cash Module is designed to manage cash movements and financial operations centrally. It allows businesses to track daily financial processes, maintain a clear audit trail, and monitor real-time financial status through reporting and analysis tools. Key capabilities include tracking total cash balances and currency-based balance breakdowns to manage cash flow predictably.

  9. Overview of Outgoing EFT/Transfer Vouchers

    Outgoing EFT/Transfer Vouchers are used to record payments made to current accounts (cariler) via bank channels. Creating this voucher decreases the bank balance and either increases the current account's debt or decreases its credit. The transaction is reflected in both the bank statement and the current account statement.

  10. Overview of the Issued Quotations module

    The 'Verilen Teklifler' (Issued Quotations) module provides a centralized system to record and track all quotations sent to customers. It allows users to monitor the end-to-end sales process, analyze opportunities, and evaluate sales team performance. Key data managed per quotation includes the customer, the creating employee, creation date, products/services offered, pricing (unit, tax, total), and payment/delivery/validity terms.

  11. Overview of Received Check Management

    Received checks from customers are initially recorded using the 'Alacak Çek Girişi' (Received Check Entry) bordro. Once entered, these checks are managed through various bordro types depending on their status in the business process. When an 'Alacak Çek Girişi' bordro is saved, a credit entry is automatically posted to the customer's current account statement.

  12. Understand and use Debt Vouchers (Borç Dekontu)

    A Debt Voucher is used to record debts of current accounts (cariler) that arise for reasons other than sales orders or sales invoices.

    Usage Guidance:

    • Use a Debt Voucher when the accounting reason for the debt is unknown or general.
    • Use a Mahsup Fişi (Finans Karma) if the specific counter-account for the debt is known.