Comprehensive customer records can be created in the Sales Ledger, in De Facto Sales Order Software or by converting a prospect. (Customers can be created as prospective for later approval and upgraded to Active status.) They can also be set to inactive to prevent inadvertent use.
Additionally customer records may be created directly as a result of transactions being processed by new customers on integrated B2B and B2C websites.
When manually creating customers “Wizard” functionality can be used to guide the user through the process. This can include optional use of postcode address file based lookup (requires additional licence) for both address and business or individual contact data. The wizard process allows default and choice values to be specified and validated.
Comprehensive Customer Database
The customer records are extremely comprehensive and include unlimited address and contact data. As well as the extensive standard data held to provide the functionality listed below, the system also allows unlimited user defined additional tables and columns of data to be defined for customers, addresses and contacts.
Analysis codes and market profile information such as customer category, source, status, grading and competitor activity can be created which is then used within Customer Relationship Management (CRM), for example to produce mailshots and within the De Facto® Business Intelligence (BI) cube to analyse sales activity. Sales territory, Account handlers and representatives can be linked to customer accounts for sales and commission analysis. Further analysis codes are available at a transaction level which can be combined with other product related analysis for use within the BI module for extensive reporting.
Budgets and Forecasts
Sales budgets and forecasts can be held at the account and address level. They can also be exploded down to the product level or aggregated up to the representative level with this data then being used, for example, as comparative data within the BI+ reporting. For any information that is being provided back to customers, their own product codes, descriptions and product grouping can be combined with any delivery point they require.
A history of products bought is maintained and easily accessed. The history also includes special handling notes, pricing, quantities and warranty information.
The customer can specify default sites and warehouse that each delivery point is to be supplied from. Haulier and transport route details can be linked to each address along with relevant contact details and special delivery requirements where required.
Order Processing Preferences
Comprehensive price and discount structures can be linked to the account and delivery point, additionally price and discount structures can be shared between account groups when required.
Preferences can be set to dictate how Sales Order Processing will work for the customer at a product level and to enable preferences such as units of measure and target lead days to be set. This can also include technical product requirements such as product source authorisation or shelf life requirements, both of which can be combined to allow the order processing system to select appropriate 'Lots' or 'batches' of a product.
VAT handling and SSD template information can be set at both the account and delivery point level for compliance purposes, this includes information required to ship to a delivery point as an under bond shipment.
Contact us today to discuss your business needs with our software team.