Marketing

All Business Development Data like Customer, Enquiry, Price-Lists, Packages, etc. and it’s related data in the system for easy access and analyzing market drifts.

  • Customer (Current & Prospective)
    • Branch info (like GSTIN) & addresses
    • Bank account details
    • Receivable Balance & Transactions
    • Order status
  • Price-lists
    • Multiple, various type
    • Tax & GST Consideration
  • Package (Mixed Supply)
  • Enquiry & Quotation based on:
    • Standard Price-list
    • In-house Design (BoM)
    • Completely or Partially Outsourced Vendor quotes
  • Order (Work-order)
    • Items & Deliveries
    • Terms & conditions
    • Taxes, etc.

Description

 

  • Customer
    • Organize Current & Prospective Customers’ profile separately
    • Track all Customer related details, on one dashboard:
      • Orders & Tasks, to know detailed work-status
      • Deadlines & Deliveries, for a quick-view of work-status of running Order(s)
      • Financial Transactions, to view financial details of the Customer
    • Maintain Multiple GSTINs for dispatch to various locations of the Customer
    • Assign Credit-limits based on independent Grades, to avoid over-credit risk
    • Apply Price-lists as per Distribution channels & Market division
  • Standard Price-lists
    • Maintain multiple Price-lists as per your business policy, like:  Whole-seller, Reseller, Distributor, State-wise, Zone-wise, etc
    • Set standard Discounts-policy according to Customers-grade, and automatically apply the discount on Customer invoices – according.
    • While invoicing, Select Price-type as per product-item
    • Changes in the Price-list
      • Create & save multiple drafts of Price-list, and finalize one of them, at one-click.
      • Change & update entire Price-list automatically, if the price-change is overall same: in terms of amount or percentage or formula.
    • Prepare Deals & Schemes for sales promotions, and apply Invoices to figure-out the Incentives accordingly.
  • Enquiry
    • Record Enquiries of
      • Regular or Prospective Customer
    • For Standard (Regular, from your database) or Non-standard (not existing in system database) Goods & Services
    • Launch internal workflow automatically using our WMS
    • Each enquiry-record can be imported and used as a template
  • Quotation: Prepare quotation on the basis of any or all of the following:
    • Standard Price Lists
    • Design (BoM) – Process based Estimated costs for in-house production
    • Vendor Based – Compare, select vendor quotes for outsourced production
  • Order
      • Prepare independent orders or inherit from quotation
    • Manage or Dividing the order into various customized projects, that may based on
      • Items
      • Deliveries
      • Items x Deliveries
  • Standard and Customized Reports
    • Customer-receivable Reports using Receivable Module
    • Customer-transaction Reports using Accounts Module
    • Item-wise Enquiry Report
    • Periodic Price-list Report
    • Customized Quotation Report
    • Order-status Report
  • Import & Draft
    • Every existing Customer, Enquiry, Quotation and Order can be imported and used as a template
    • Any incomplete Customer, Enquiry, Quotation and Order can be saved as Interim-draft
    • Multiple draft versions can be saved, all can be discarded and one can be Finalized later
  • Attachment & Retrieval
    • Attach unlimited Documents on each Customer, Enquiry, Quotation and Order
    • Retrieve any specific attachment, from the Customer, Enquiry, Quotation and Order or using the Central Repository of our DMS
  • Tag:
    • Any Customer, Enquiry, Quotation and Order, to be included in ‘Advanced Search’ for easy retrieval
  • Communication
    • Can be set on Enquiry, Quotation and Order
    • System Communication Types
      • Approval
      • Alert
      • Warning
      • Reminder
  • Communication
    • System or User Generated
    • Inter or Intra Company Entities
    • Single or Multi Level
    • Mandatory or Conditional
    • On event or field (absolute or relative) value
    • Launches Workflow
  • Common Standard features
    • All existing records (Like: Customer, Price-list, Invoice etc) can be imported and used as a base-template – to create a new-one – with minimal efforts.
    • Alert, Warning & Approval can be set on event on all the records.
    • Miner Customizations are possible, if required
Marketing