Accounting Management + Inventory Management + Sales Management System
Provide comprehensive business control by integrating accounting, inventory and sales operations in a unified platform. The system combines financial management, inventory tracking with RFID/barcode capabilities, and sales processing, while offering detailed reporting and POS integration
Instructions
This page helps you prepare "Solution Requirements" section in Vendor Management Portal and you will see the exact questions and flow.
🔴 Mandatory questions: Must answer "Yes" to continue
🟡 Preferred questions: Can answer either way and continue
Follow the question flow as indicated
Q1 🔴 Mandatory - Cloud and Multi-Device Accessibility
Main Question: Does your solution allow for cloud-based, mobile-based, and/or web-based usage?
🔴 Answer: ○ Yes [Next: Q2] ○ No [⚠️ Cannot Proceed]
Q2 🔴 Mandatory - Accounting Management
Main Question: Does your solution come with an Accounting Module which enables the company to perform the following functions?
Functional Requirements: a. Set up general ledger b. Create journal entries c. Allow reconciliations (e.g. to bank statements) d. Calculate sales tax e. Calculate cash flow f. Generate accounts receivable summary g. Generate accounts payable summary
🔴 Answer: ○ Yes [Next: Q3] ○ No [⚠️ Cannot Proceed]
Q3 🔴 Mandatory - Customer Groups Management
Main Question: Does your solution come with Customer Groups Module that enables the company to perform the following functions?
Functional Requirements: a. Set up and edit customer groups b. Set up and edit terms of payment c. Set up and edit modes of payment d. Set up and edit prices and discounts for different customer groups e. Set up and edit customer contracts (e.g. payment details, quantity, etc)
Note: This is applicable for both Accounting and Sales management systems.
🔴 Answer: ○ Yes [Next: Q4] ○ No [⚠️ Cannot Proceed]
Q4 🔴 Mandatory - Supplier Groups Management (Accounting)
Main Question: Does your solution come with a Supplier Groups Module that enables the company to perform the following functions?
Functional Requirements: a. Set up and edit terms of payment b. Set up and edit supplier groups c. Set up and edit modes of payment d. Set up and edit prices and discounts for different supplier groups
🔴 Answer: ○ Yes [Next: Q5] ○ No [⚠️ Cannot Proceed]
Q5 🔴 Mandatory - Dashboards and Reports (Accounting)
Main Question: Does your Accounting Management solution come with a Dashboards and Reports Module that enables the company to perform the following functions?
Functional Requirements: a. Apply filters to analyse customer groups b. Review outstanding/ageing payables c. Review outstanding/ageing receivables d. Create statement of accounts e. Create balance sheet f. Review overall budget g. Review monthly expenses and revenue h. Present an overview of company's health (e.g. operating profit, cash ratio, net cash flow from operating activities, current ratio, gross margin, return on capital, return on sale, gearing ratio, interest cover, and interest coverage ratio, etc.)
Technical Requirements: Your digital solution should have one or more dashboards that provide an at-a-glance overview of key metrics/indicators with at least 4 charts/graphs to help users analyse data through data visualisation.
Dashboard Interactive Features: The dashboard must include at least one of the following interactive features: Option 1: Interactive charts/graphs that allow users to interact with one chart and apply that interaction as a filter to other charts on the dashboard, and vice versa Option 2: At least three common filters/slicers applicable to ALL charts/graphs on the same dashboard
🔴 Answer: ○ Yes [Next: Q6] ○ No [⚠️ Cannot Proceed]
Q6 🔴 Mandatory - Budgeting Management
Main Question: Does your solution come with a Budgeting Module that enables the company to create line item budgets?
🔴 Answer: ○ Yes [Next: Q7] ○ No [⚠️ Cannot Proceed]
Q7 🔴 Mandatory - Inventory Management
Main Question: Does your solution come with an Inventory Management Module which enables the company to perform the following functions?
Functional Requirements: a. Set up and edit inventory product details for different item groups (e.g. dimensions, models, etc) b. Set up and edit various store areas for reference to inventory location (e.g. zones, aisles, etc) c. Create inventory journal logs to track movement of inventory items (e.g. date, quantity, cost, reserves, movement, location, staff log, etc) d. Create item price and discount groups e. Support barcode labelling f. Set up and edit warehouse details (e.g. branches, etc)
🔴 Answer: ○ Yes [Next: Q8] ○ No [⚠️ Cannot Proceed]
Q8 🔴 Mandatory - Supplier Group Management (Inventory)
Main Question: Does your solution come with a Supplier Group Module which allows the company to perform the following functions?
Functional Requirements: a. Set up and edit terms of payment b. Set up and edit vendor groups c. Set up and edit modes of payment d. Set up and edit prices and discounts for different vendor groups e. Set up and edit supplier contracts (e.g. payment details, quantity, etc)
🔴 Answer: ○ Yes [Next: Q9] ○ No [⚠️ Cannot Proceed]
Q9 🔴 Mandatory - Delivery Management
Main Question: Does your solution come with a Delivery Module that enables the company to perform the following functions?
Functional Requirements: a. Set up and edit delivery details (e.g. date, customer, mode of transport, shipping and receiving point, duration of journey, etc) b. Set up and edit terms of delivery c. Set up and edit carrier details d. Track goods receipt and issues
🔴 Answer: ○ Yes [Next: Q10] ○ No [⚠️ Cannot Proceed]
Q10 🔴 Mandatory - Payment Management
Main Question: Does your solution come with a Payment Module that enables the company to set up and edit purchase orders (e.g. items, quantity, etc)?
🔴 Answer: ○ Yes [Next: Q11] ○ No [⚠️ Cannot Proceed]
Q11 🔴 Mandatory - Dashboards and Reports (Inventory)
Main Question: Does your Inventory Management solution come with a Dashboard and Reports Module that enables the company to perform the following functions?
Functional Requirements: a. Track overall inventory levels in warehouse(s) b. Track delivery status by products and customers (e.g. outstanding shipments, etc) c. Generate inventory turns by finished goods, raw materials, WIP parts or product, etc. d. Generate inventory aging by days, storage location, and product type e. Generate inventory valuation by product, storage location f. Generate projected excess inventory g. Generate projected shortages by product h. Generate revenue at risk due to shortages i. Generate inventory incoming versus outgoing (by product, date, and overall)
Technical Requirements: Your digital solution should have one or more dashboards that provide an at-a-glance overview of key metrics/indicators with at least 4 charts/graphs to help users analyse data through data visualisation.
Dashboard Interactive Features: The dashboard must include at least one of the following interactive features: Option 1: Interactive charts/graphs that allow users to interact with one chart and apply that interaction as a filter to other charts on the dashboard, and vice versa Option 2: At least three common filters/slicers applicable to ALL charts/graphs on the same dashboard
🔴 Answer: ○ Yes [Next: Q12] ○ No [⚠️ Cannot Proceed]
Q12 🔴 Mandatory - Inventory Forecasting
Main Question: Does your solution come with a Forecasting Module that enables company to setup and edit forecast models (e.g. based on inventory levels, trends, and base demands, etc)?
🔴 Answer: ○ Yes [Next: Q13] ○ No [⚠️ Cannot Proceed]
Q13 🔴 Mandatory - Invoice and Quotation Management
Main Question: Does your solution come with an Invoice and Quotation Module that enables the company to configure invoice and quotation details?
🔴 Answer: ○ Yes [Next: Q14] ○ No [⚠️ Cannot Proceed]
Q14 🔴 Mandatory - Inventory Level Alerts
Main Question: Does your solution automatically trigger reminder alerts when inventory levels reach a pre-set low level?
🔴 Answer: ○ Yes [Next: Q15] ○ No [⚠️ Cannot Proceed]
Q15 🔴 Mandatory - Units of Measurement Customisation
Main Question: Does your solution allow customisation of different units of measurements (e.g. litres, weight, pallets, pieces, cartons, etc)?
🔴 Answer: ○ Yes [Next: Q16] ○ No [⚠️ Cannot Proceed]
Q16 🟡 Preferred - RFID Integration
Main Question: Does your solution allow for real-time stock-taking of inventory and assets via integration with RFID hardware (e.g. installed with RFID reader, tags, tunnel gantry, etc)?
🟡 Answer: ○ Yes [Next: Q17] ○ No [Next: Q17]
Q17 🔴 Mandatory - InvoiceNow-Ready Solution Provider Accreditation
Main Question: Is your solution listed on IMDA InvoiceNow-Ready Solution Provider (IRSP) Listing?
Compliance Requirements: [1] If you are the Product Principal of the solution, you are required to be accredited as an IRSP by IMDA. [2] If you are the reseller of the solution, your Solution Product Principal must declare to IMDA that you are an authorised reseller of their solution.
Note: For more information on InvoiceNow, refer to: Becoming an InvoiceNow-Ready Solution Provider | E-invoicing | IMDA (https://www.imda.gov.sg/how-we-can-help/nationwide-e-invoicing-framework/becoming-an-invoicenow-ready-solution-provider)
🔴 Answer: ○ Yes [Next: Q18] ○ No [⚠️ Cannot Proceed]
Q18 🔴 Mandatory - Sales and Delivery Management
Main Question: Does your solution come with a Sales and Delivery Module that enables the company to perform the following functions?
Functional Requirements: a. Set up and edit sales form (e.g. sales origin, delivery details, customer details, item list, account manager, payment details, etc) b. Setup and edit delivery order form based on delivery module details c. Set up and edit customer payment
🔴 Answer: ○ Yes [Next: Q19] ○ No [⚠️ Cannot Proceed]
Q19 🔴 Mandatory - Dashboards and Reports (Sales)
Main Question: Does your Sales Management solution come with a Dashboards and Reports Module that enables the company to perform the following functions?
Functional Requirements: a. Monitor sales transactions and forecasts b. Set up and edit sales contracts with customers based on prices and discounts of different customer groups c. Set up and edit sales returns function (e.g. warehouse, location, customer, product details, remarks, etc) d. Generate customer reports by sales e. Generate sales cycle analytics f. Conduct sales tracking (e.g. to analyse sales pipeline, by product category, etc)
Technical Requirements: Your digital solution should have one or more dashboards that provide an at-a-glance overview of key metrics/indicators with at least 4 charts/graphs to help users analyse data through data visualisation.
Dashboard Interactive Features: The dashboard must include at least one of the following interactive features: Option 1: Interactive charts/graphs that allow users to interact with one chart and apply that interaction as a filter to other charts on the dashboard, and vice versa Option 2: At least three common filters/slicers applicable to ALL charts/graphs on the same dashboard
🔴 Answer: ○ Yes [Next: Q20] ○ No [⚠️ Cannot Proceed]
Q20 🔴 Mandatory - Accounting, Inventory, and Sales Integration
Main Question: Are the Accounting Management function, Inventory Management function and Sales Management function tightly integrated? E.g. Inventory and Accounting vendor groups are the same, Forecasting (Inventory) data should be linked to Financial reports (Accounting), Inventory Management (Inventory) should be linked to Sales/Delivery order (Sales)
🔴 Answer: ○ Yes [Next: Q21] ○ No [⚠️ Cannot Proceed]
Q21 🟡 Preferred - AI Powered Inventory Management
Main Question: Does your solution come with AI Powered Inventory Management features?
🟡 Answer: ○ Yes [Next: Q22] ○ No [Next: Q23]
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Q22 🔴 Mandatory Follow-up - AI Powered Inventory Management - Elaboration
This question appears only if you answered "Yes" to Q21
Main Question: Describe your AI Powered Inventory Management features. Examples are:
Feature Examples: a. Ability to perform demand prediction for inventory management b. Ability to automate routine sales tasks (e.g. update forecasts and determine call lists) c. Ability to automate customer responses, data capture activities, and follow-ups d. Ability to analyse and predict potential conversion of pipelines e. Others, please specify
Click "Yes" to confirm you have completed the instructions.
🔴 Answer: ○ Yes [Next: Q23] ○ No [⚠️ Cannot Proceed]
Text Elaboration Required: [Text Box for Description/Details]
Q23 🔴 Mandatory - Business Data Extraction
Main Question: Can your solution enable SMEs to efficiently extract business data in various discrete formats such as CSV, XLSX, XML, and TSV?
🔴 Answer: ○ Yes [Next: Q24] ○ No [⚠️ Cannot Proceed]
Q24 🟡 Preferred - Personal Data Collection
Main Question: Does your digital solution collect, use, disclose, process or dispose personal data?
🟡 Answer: ○ Yes [Next: Q25] ○ No [Next: Q27]
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Q25 🔴 Mandatory Follow-up - Personal Data Protection
This question appears only if you answered "Yes" to Q24
Main Question: Can your solution demonstrate compliance with the following Personal Data Protection requirements?
Compliance Requirements: Digital solutions that collect, use, disclose, process or dispose personal data should incorporate features that support the obligations under the Personal Data Protection Act (2020).
To comply with this requirement, you MUST complete the Personal Data Protection Requirements form at https://go.gov.sg/pdp.
🔴 Answer: ○ Yes [Next: Q26] ○ No [⚠️ Cannot Proceed]
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Q26 🔴 Mandatory Follow-up - Vulnerability Assessment/Penetration Testing (VA/PT)
This question appears only if you answered "Yes" to Q25
Main Question: Has your solution undergone a comprehensive security vulnerability assessment/penetration testing (VA/PT) conducted by a qualified third-party within the last 12 months? The scope of the VA/PT must cover network security; application security; data protection measures and access control (if applicable); API security testing (if applicable); Cloud security configuration review (if applicable). Specifically, for web application security, the scope must cover minimally all OWASP Top 10 vulnerabilities.
Submission Requirements: Please submit the VA/PT report (dated maximum 1 year from the checklist submission date). The VA/PT Report must include Executive summary; Detailed findings and risk ratings; Remediation recommendations; Evidence of vulnerability fixes or mitigation plans; Testing methodology used; Scope of assessment; Assessor's qualifications and certifications.
If you are the reseller of the solution, please obtain the VA/PT report from your product principal. SOC 2 Type II report can be accepted if the detailed technical vulnerability assessment results are part of the SOC2 Type II scope.
Note: [1] Qualified third-party refers to: CREST-certified companies [ https://www.crest-approved.org/members/] or companies with security professional with relevant CREST certifications; Security professionals with recognised certifications such as: Offensive Security Certified Professional (OSCP); EC-Council Certified Penetration Testing Professional (CPENT); GIAC Penetration Tester (GPEN); or other equivalent industry-recognised certifications.
Click "Yes" to confirm you have completed the instructions.
🔴 Answer: ○ Yes [Next: Q27] ○ No [⚠️ Cannot Proceed]
Date of Issue Required: [Date Field]
Upload Supporting Document Required: [File Upload]
Q27 🟡 Preferred - Cybersecurity Compliance - Cyber Essentials Mark (CEM)
Main Question: Are you the Product Principal of the solution that you are submitting for pre-approval?
🟡 Answer: ○ Yes [Next: Q28] ○ No [Next: Q30]
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Q28 🟡 Preferred - CEM for Product Principal
This question appears only if you answered "Yes" to Q27
Main Question: Has your organisation achieved CSA Cyber Essentials for ICT Vendor Mark certification or equivalent recognised cybersecurity certifications (including but not limited to Cyber Trust Mark or ISO27001) that validate the implementation of appropriate security controls against common cyber threats in your organisation and the solution you are submitting for pre-approval?
Additional Requirements: Vendors are encouraged to comply at application and are required to meet this requirement by the Annual Review, where it will be assessed as mandatory.
Note: For more information on Cyber Essentials mark, please refer to https://www.csa.gov.sg/cyber-essentials/
🟡 Answer: ○ Yes [Next: Q29] ○ No [Assessment Finished]
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Q29 🔴 Mandatory Follow-up - CEM for Product Principal - Elaboration
This question appears only if you answered "Yes" to Q28
Main Question: Please specify the following information:
Submission Requirements: i. The certificate demonstrating your organisation has attained Cyber Essentials for ICT Vendors ii. The cybersecurity certification the organisation has met iii. The scope of the certification
Please also upload a copy of the Certification and indicate the Certification Issuance Date in the date field.
Click "Yes" to confirm you have completed the instructions.
🔴 Answer: ○ Yes [Assessment Finished] ○ No [⚠️ Cannot Proceed]
Text Elaboration Required: [Text Box for Description/Details]
Date of Issue Required: [Date Field]
Upload Supporting Document Required: [File Upload]
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Q30 🟡 Preferred - CEM for Resellers
This question appears only if you answered "No" to Q27
Main Question: Has your organisation achieved CSA Cyber Essentials Mark certification or equivalent recognised cybersecurity certifications (including but not limited to Cyber Trust Mark or ISO27001) that validate the implementation of appropriate security controls against common cyber threats in your organisation and the solution you are submitting for pre-approval?
Additional Requirements: Vendors are encouraged to comply at application and are required to meet this requirement by the Annual Review, where it will be assessed as mandatory.
Note: For more information on Cyber Essentials mark, please refer to https://www.csa.gov.sg/cyber-essentials/
🟡 Answer: ○ Yes [Next: Q31] ○ No [Assessment Finished]
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Q31 🔴 Mandatory Follow-up - CEM for Resellers - Elaboration
This question appears only if you answered "Yes" to Q30
Main Question: Please specify the following information:
Submission Requirements: i. The cybersecurity certification the organisation has met ii. The scope of the certification
Please also upload a copy of the Certification and indicate the Certification Issuance Date in the date field.
Click "Yes" to confirm you have completed the instructions.
🔴 Answer: ○ Yes [Assessment Finished] ○ No [⚠️ Cannot Proceed]
Text Elaboration Required: [Text Box for Description/Details]
Date of Issue Required: [Date Field]
Upload Supporting Document Required: [File Upload]
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