Customer Management

This module allows you to manage customer relationships (current and future). It allows you to quickly have access to all interventions for a given customer, to their statistics and their current projects.

• Sales forecasting
• Manage contacts and view communications and events that occured between your employees and the customer.
• Includes the necessary structure for sales and shipping
• Manage customer-specific rebates and preferential pricing
• Manage customer service and service calls
• Manage the customer's credit line and view their buying statistics
• Manage prospect and customer follow-ups

Customer Order Management

Accessing customer information is quick and simple. All of your employees have access to the same reliable information, and to a search engine that helps them quickly find what they're looking for.

Entering Customer Orders and Bids

• Lets you take down notes that won't be printed
• Lets you duplicate products on a bid to show quantity rebates
• Import finished products to a simple interface to quickly build a customer file
• Include expiration dates on bids
• Import prices defined in the "Evaluations" module
• Input multi-item orders, with quantities, promised delivery dates and production release date
• Each line allows you to input either an item or service charges
• Automatically transform a bid into a customer order

Follow-up on Customer Orders

• An explorer allows you to follow the progression of each open production order, for each customer order
• Many reports available to follow-up on production orders