| **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
|