2015 USER CONFERENCE
Customer Relations ManagementPRESENTERS: Kellie Compton and Robert Whetsell
Customer Relations Management<cr>
A powerful management module where you can manage your Customer and Prospective Customer accounts, as well as Create and Maintain Prospects and Customers.
• Salesmen are able to create and/or record activities with Prospects and Customers.
• Create call back reminders, update status of new or ongoing sales, set up meetings, events, and reminders using the Calendar Event Management module <cal>.
• Using ERP-ONE’s drill down features, Sales Reps are able to view Customers’ past buying trends, helping to forecast sales.
• Quotes or Sales Orders can be easily generated from one screen.
• Accounts Receivable is able to Alert the Sales Rep of accounting issues with customers with a touch of a button.
2015 USER CONFERENCE Customer Relations ManagementPRESENTERS: Kellie Compton and Robert Whetsell
How to Maintain Records in <cr>Creating a New Prospect:
• Main Info - System will generate a P# (Prospect). This can be changed if you are using your own unique P#’s.
• Enter Basic Information.
• Name, Salesman, Tax Code and Terms Code are required fields.
• Save.
2015 USER CONFERENCE Customer Relations ManagementPRESENTERS: Kellie Compton and Robert Whetsell
How to Maintain Records in <cr>Turning Prospect into Customer:
• To Cust
• Pop Up - Add Prospect to Customer Master.
• You can use the P#, or create a new customer ID.
• Select “OK”.
• CM Box will now have a check.
• If you are not using a template setup:
• There are required fields that you will need to complete before creating a Sales Order or Quote.
• Save
2015 USER CONFERENCE Customer Relations ManagementPRESENTERS: Kellie Compton and Robert Whetsell
Customer Relations Middle Tabs & FunctionsHighlight the Customer in the above browse to review, modify, or create records.
2015 USER CONFERENCE Customer Relations ManagementPRESENTERS: Kellie Compton and Robert Whetsell
Customer Relations Middle Tabs & FunctionsActivities- Displays Activity for the Customer/Prospect• “Show Activities” Drop Down:
• All, Email Sent, In-Call, etc.
• View - View the highlighted activity in Calendar Review.
• Add - Add a new event in <cal> for the Customer/Prospect.
• Modify - Modify the highlighted activity.
• In-Call and Out-Call - Manually enter information regarding communication with your Customer/Prospect.
2015 USER CONFERENCE Customer Relations ManagementPRESENTERS: Kellie Compton and Robert Whetsell
Customer Relations Middle Tabs & FunctionsQuotes- Displays Quotes for the Customer/Prospect • Select Open, Closed, Both.
• View & Modify - Opens the Quote in <oeq>.
• Add - Opens <oeq> to create a New Quote for Customer/Prospect.
• Duplicate - Opens Order Duplication Options Pop Up:
• Select Criteria to Duplicate the Quote.
• Print - Reprint/Email/Fax the Quote.
2015 USER CONFERENCE Customer Relations ManagementPRESENTERS: Kellie Compton and Robert Whetsell
Customer Relations Middle Tabs & FunctionsOrders- Displays Orders for the Customer/Prospect • Select Open, Closed, Both.
• View & Modify - Opens the Order in <oe>.
• Add - Opens <oe> to create a new Order for Customer/Prospect.
• Duplicate - Opens Order Duplication Options Pop Up:
• Select Criteria to Duplicate the Order.
• Print - Reprint/Email/Fax the Order Acknowledgement.
2015 USER CONFERENCE Customer Relations ManagementPRESENTERS: Kellie Compton and Robert Whetsell
Customer Relations Middle Tabs & FunctionsSales- Displays Sales History for the Customer • View - Opens Invoice Inquiry <oeii>.
• Duplicate - Opens Order Duplication Options Pop Up:
• Select Criteria to Duplicate the Invoice and create a New Sales Order.
2015 USER CONFERENCE Customer Relations ManagementPRESENTERS: Kellie Compton and Robert Whetsell
Customer Relations Middle Tabs & FunctionsKey Info - Displays Key Information from the Customer/Prospect Master• Customer Information that is modified and
saved in this view will write back to the Customer Master Maintenance <cumm> record.
2015 USER CONFERENCE Customer Relations ManagementPRESENTERS: Kellie Compton and Robert Whetsell
Customer Relations Middle Tabs & FunctionsContacts - Displays Contacts for the Customer/Prospect • Add - Create a new contact.
• Modify - Modify an existing contact.
2015 USER CONFERENCE Customer Relations ManagementPRESENTERS: Kellie Compton and Robert Whetsell
Customer Relations Middle Tabs & FunctionsNotes- Displays Notes for the Customer/Prospect • Select “Ascending” or “Descending” for
your sort
• Select “Display Notes,” “Print Notes,” and/or “A/R Notes.”
• Add - Create a new note.
• Modify - Modify an existing note.
2015 USER CONFERENCE Customer Relations ManagementPRESENTERS: Kellie Compton and Robert Whetsell
Customer Relations Middle Tabs & FunctionsWrite A Letter - Displays Letters previously written for the Customer/Prospect • View - View the letter.
• Add - Opens Word to create a new letter.
• You can also print labels and envelopes. (setup required)
• Modify - Modify an existing letter.
2015 USER CONFERENCE Customer Relations ManagementPRESENTERS: Kellie Compton and Robert Whetsell
Customer Relations Middle Tabs & FunctionsAdvanced Select- Advanced Searching for Customers and Prospects • Select the Criteria you want to display
• This criteria will remain until the next time you visit this tab and make changes.
• Click on the Green GO.
• Results will appear in the upper browse.
• Reminder: right-click in the grid layout in the upper browse if you wish to export search results to Excel.
2015 USER CONFERENCE Customer Relations ManagementPRESENTERS: Kellie Compton and Robert Whetsell
Customer Relations ManagementAdministrative Setup in System Options Editor <xo> for <cr>• cu_pr_add_cust – If set to Yes, as New Customers are added to the Customer Master <cumm> they are automatically added to
the Customer/Prospect Master.
• cu_pr_auto_del – If set to Yes, as New Customers are deleted from the Customer Master <cumm> they are also deleted from the Customer/Prospect Master.
• cu_pr_copy_cust – If set to Yes, changes made to the Customer Master <cumm> are copied to like fields in the Customer/Prospect Master.
• cu_pr_copy_pro – If set to Yes, changes made to the Customer/Prospect Master are copied to like fields in the Customer Master <cumm>.
• cu_pr_default – Customer/Prospect ID to use as the Template for adding New Customer/Prospects. (Recommended)
• cu_pr_keep_del – If set to Yes, Customers/Prospects are flagged as Non-Active. If NO, Customer/Prospects are physically deleted.
• cu_pr_quote_cust – The Customer Master ID is used when creating quotes for Prospects that are not yet actual Customers.
2015 USER CONFERENCE Customer Relations ManagementPRESENTERS: Kellie Compton and Robert Whetsell