# Accounting Management + Sales Management System Streamline financial operations by integrating accounting processes and sales activities. The system manages general ledger, journal entries, tax calculations, cash flow tracking, and generates comprehensive financial reports alongside sales documentation and purchase orders. **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 - 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: Q8] ○ No \[⚠️ Cannot Proceed] *** ### Q8 🔴 Mandatory - Invoice and Quotation Management **Main Question:** Does your solution come with an Invoice and Quotation Module which the enables the company to configure invoice and quotation details? 🔴 **Answer:** ○ Yes \[Next: Q9] ○ No \[⚠️ Cannot Proceed] *** ### Q9 🔴 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 () 🔴 **Answer:** ○ Yes \[Next: Q10] ○ No \[⚠️ Cannot Proceed] *** ### Q10 🟡 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: Q11] ○ No \[Next: Q11] *** ### Q11 🔴 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: Q12] ○ No \[⚠️ Cannot Proceed] *** ### Q12 🔴 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: Q13] ○ No \[⚠️ Cannot Proceed] *** ### Q13 🔴 Mandatory - Accounting and Sales Integration **Main Question:** Are the Sales Management function and Accounting Management function tightly integrated? **Integration Examples:** (e.g. Sales/delivery orders (Sales) should be linked to customer groups (Accounting) and Sales management (Sales) should be linked to Accounts module (Accounting) ) 🔴 **Answer:** ○ Yes \[Next: Q14] ○ No \[⚠️ Cannot Proceed] *** ### Q14 🟡 Preferred - AI Powered Sales Automation **Main Question:** Does your solution come with AI Powered Sales Automation features? 🟡 **Answer:** ○ Yes \[Next: Q15] ○ No \[Next: Q16] \-- ### Q15 🔴 Mandatory Follow-up - AI Powered Sales Automation - Elaboration *This question appears only if you answered "Yes" to Q14* **Main Question:** Describe your Sales-Related AI features. Examples are: **Feature Examples:** a. Ability to automate routine sales tasks (e.g. update forecasts and determine call lists) b. Ability to automate customer responses, data capture activities, and follow-ups c. Ability to analyse and predict potential conversion of pipelines d. Others, please specify Click "Yes" to confirm you have completed the instructions. 🔴 **Answer:** ○ Yes \[Next: Q16] ○ No \[⚠️ Cannot Proceed] **Text Elaboration Required:** \[Text Box for Description/Details] *** ### Q16 🔴 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: Q17] ○ No \[⚠️ Cannot Proceed] *** ### Q17 🟡 Preferred - Personal Data Collection **Main Question:** Does your digital solution collect, use, disclose, process or dispose personal data? 🟡 **Answer:** ○ Yes \[Next: Q18] ○ No \[Next: Q20] \-- ### Q18 🔴 Mandatory Follow-up - Personal Data Protection *This question appears only if you answered "Yes" to Q17* **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 . 🔴 **Answer:** ○ Yes \[Next: Q19] ○ No \[⚠️ Cannot Proceed] \-- ### Q19 🔴 Mandatory Follow-up - Vulnerability Assessment/Penetration Testing (VA/PT) *This question appears only if you answered "Yes" to Q18* **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 \[ ] 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: Q20] ○ No \[⚠️ Cannot Proceed] **Date of Issue Required:** \[Date Field] **Upload Supporting Document Required:** \[File Upload] *** ### Q20 🟡 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: Q21] ○ No \[Next: Q23] \-- ### Q21 🟡 Preferred - CEM for Product Principal *This question appears only if you answered "Yes" to Q20* **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 🟡 **Answer:** ○ Yes \[Next: Q22] ○ No \[Assessment Finished] \-- ### Q22 🔴 Mandatory Follow-up - CEM for Product Principal - Elaboration *This question appears only if you answered "Yes" to Q21* **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] \-- ### Q23 🟡 Preferred - CEM for Resellers *This question appears only if you answered "No" to Q20* **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 🟡 **Answer:** ○ Yes \[Next: Q24] ○ No \[Assessment Finished] \-- ### Q24 🔴 Mandatory Follow-up - CEM for Resellers - Elaboration *This question appears only if you answered "Yes" to Q23* **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] {% hint style="info" %} **Preparing for submission?** Your submission should contain screenshots and write-ups that clearly demonstrate compliance with each mandatory requirement sub-point. [Contact us](https://form.gov.sg/68117f6fa667a54847523fd2) if you need help. {% endhint %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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