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Customer Management |
The Customer Master System is the heart of the DBS GlobalEdge Software Solution.
From Sales Orders to Service and Construction to Manufacturing, your business centers
around your customers and therefore your software must too. The customer master
is a complete CSR product, with integrated Accounts Receivable and history tracking.
A dynamic software product, Davisware GlobalEdge Customer Master is the heart of
your software… just like your customer is the heart of your business.
- Ability to look up, on-line, all transaction detail, down to the line
of detail of invoices and quotes.
- Ability to keep unlimited history records.
- Dynamic customer look up by name (any combination of three), address,
city, contact name, equipment ID and store number
- Complete equipment files including serial, make, model, location,
installed date, warranty date, job number, etc.
- Automatic creation of equipment records from Order Entry, Service
or Installation, including serial number tracking and manufacturer warranty information.
- Ability to create history records within the equipment file to track
all history associated with one piece of equipment.
- Ability to move or copy equipment records within a customer or to
another customer record.
- Unlimited number of customers, customer types, A/R term types, territories,
salespersons, etc.
- Unlimited contact information per customer.
- Unlimited number of document images per customer. Images
related to customers can be tied to equipment records, contacts, activity, service
history, orders and invoices (sales, service, agreement or job), jobs,
service agreements, the customer main, sales resale certificates and many other
options.
- Customer Image tab allows you to see all images associated with a
customer, regardless of how they are associated. The image tab within the
function allows user to see images specific to that function.
- Ability to keep unlimited contact activity information including dates
and times of activities, as well as follow up contact information.
- Many user defined history fields and static data fields.
- Unlimited amount of customer history kept. It is never
required to purge data.
- Customer and equipment history recap reports to help generate service
agreement sales and new equipment sales statistics.
- Ability to generate statements at any time for any group of customers
or using statement codes to generate them for only customers who have not received
them in a specified period of time.
- User id tagged to each transaction and customer entered for complete
auditing of all entry and update.
- On-line detail per customer regarding orders, quotes, invoices, purchases,
paid invoices, service agreements, incomplete work orders, remaining equipment warranties,
largest balance, average days to pay, and collections comments.
- Many different management reports, all with the ability to generate
on-line or via fax, Email or printing.
- Incentive generation programs.
- Detailed customer performance analysis.
- Ability to flag customers as requiring purchase order for purchase.,
along with blanket PO entry and tracking.
- Dynamic and powerful Customer Look Up options. Any or all fields
in browse may be used independently or in combination. This includes any name
field, street number or address, city, any telephone number, store number, unit
ID number, or contact information including name or telephone.
- Default customer codes for quick set up of new customers.
All defaults can be set by user or user type.
- Generation of customer mailing labels.
- Zip + 4 validation with U.S. Postal Service of new entries, as well
as import and export compatible with existing database.
- Ability to copy customer records to create multiple sites without
having to re-type information.
- Full integration with Microsoft Map Point for validation and geo code
information of addresses. Data can be used for GPS, dispatching, scheduling
or mapping.
- Ability to set up tech class requirements per piece of equipment per
customer.
- History records include Total Sale, Labor Sale, Material Sale, Labor
Cost, and Material Cost information.
- Ability to generate customer liens, both partial and final.
- Technician History reports.
- Duplicate file checks that match names, addresses, etc... to check
for duplication within your database both before add option, as well as a review
option of the database.
- Ability to export data in Excel or Crystal Reports formats.
- Ability to track contact activity for sales, collections, or other
correspondence. Activity codes assigned to all activity to allow for sorting, reporting
and security by activity code.
- Follow Up Call tracking for collections, sales or customer satisfaction.
- Flexible & Dynamic Credit Hold features
- On-going payment trend analysis with the ability to automatically
adjust terms according to payment history.
- Late charge calculation either for display or with accounting back
up.
- Customer PO Tracking System, including ability to handle multi-release
PO’s, PO’s for a certain job or with a certain dollar limit, as well
as PO’s by expiration date.
- Resale Certificate tracking, scanning and management.
- Flexible & dynamic salesperson commission options.
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