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1
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2
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- Import Sage 50 Customer and Supplier accounts to create or update CRM
company, address or person records, including delivery addresses;
- Create Sage 50 Customer and Supplier accounts from within CRM;
- Maintain Sage 50 Customer and Supplier enquiries including transaction
drilldown and aged analysis.
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3
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- Sales and purchase order enquiries, including allocation/despatch
status, drilldown to line items (stock availability), sales delivery
notes and sales invoices;
- Sales invoice enquiries including printed/posted status and drill down
to line items (stock availability)
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4
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5
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6
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7
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8
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- Create CRM quotations and orders utilising Sage 50 stock information and
customer specific pricing and discounts including volume discounts;
- Convert CRM orders directly to Sage 50 sales orders saving time over
re-entering sales order data;
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9
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10
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11
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12
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13
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14
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15
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- Optional customer branch management component;
- Security matrix provides full control over user access;
- Completely thin client (no ActiveX controls)
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