Debtors (Customer) Module (DM)

DM Features

Description

Benefit

Customer Module

The most used module in the system to track sales and customers

Great way to report on sales to customers via reports, graphs and KPIs

Customer maintenance

A customer account can contain multiple contacts and can be linked to a head office account

The system allows customers to be aged by date of statement or date of invoice PER customer including due ageing periods

Information is more easily accessible

Company has access to information quickly

Quotes and estimates

Quotes go through an internal authorisation process before being sent to the customer

Quotes can be migrated to Sales orders, Invoices or Jobs

All quotes are recorded and cannot be deleted except to be cancelled but then a reason needs to be put on the quote

·   Valuable sales tool as the company can control a quote status and follow up on orders processed and orders lost

·   Saves time recapturing the data

·   Improves sales management

Sales Orders

Create an order from a Quote

Monitor back orders of stock to a client

Pick and manage stock in warehouse

Track all back orders

Gives message feedback to sales reps on progress of stock from order, to picking to dispatching

Pro Forma Invoices

When running stock control, we advise not to run negative stock, instead create a pro forma invoice

This ensures proper costing on sales and correct stock control as the application will not allow for stock to go into negative values

Customer Analysis

Allows the user to view all transactions related to a customer in one screen – view quotes, pro forma invoices, allocations, cashbooks and journals

Ease of use and efficient time management with central view of all customer transactions and activities

Credit Notes

Invoices needing to be credited can be directly imported into a Credit Note

·   This saves time and avoids recapturing the data

·   Reduces inaccurate data capture

Invoices

Create invoices from Quotes, Sales Orders or directly

Invoices can be customer invoices, Job percentage invoices or Job usage invoices

Reduce double capture of documents if you promote quote to invoice

See all past invoices

Customer Reports

There are many customer reports to analysis your customer and product sales.  Each report has multiple filters and outputs to choose from

Gives detailed report and KPI information for customer expansion

Full Customer Document History

View all information and documents on a customer.

A one global view of the customer

·   Quick access to customer information

·   Reduces time having to find documents

Dashboards

Create multiple dashboards for KPIs in the company

Put these on a TV in a central location to monitor progress of KPI

·   Great productivity motivator

·   Quick view of organization

·   Saves time running reports

Collection Tracking

Create a snapshot of your age analysis

Track customer payments and estimated date of payments.

Create notes and comments of customer feedback on when payments will be due

·   Allows for greater collections

·   Increases cashflow in company as collections are collected on time