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Davisware.
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Customer Management |
The Customer Master System is the heart of the Davisware 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 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 users 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 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. Date 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 format.
- Ability to track contact activity for sales, collections, or other correspondence. Activity codes assigned to all activities allow for sorting, reporting and security by activity code.
- Follow Up Call Tracking For collections, sales or customer satisfaction.
- On-going payment trend analysis with the ability to automatically adjust terms according to payment history.
- 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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Davisware.
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514 Market Loop, Suite 111,
West Dundee, IL 60118 |
©2013 Davisware. Contact:info@davisware.com
Best View in 1024 X 768 |
Main - 847- 426- 6000
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