Text version of the page
2008
3.1.9. Additional functions Using the process history the connections between quotations, sales orders, packing slips and invoices can be traced easier. Questions such as "To which sales order belongs the packing slip item ?" or "From which quotation did the sales order item arise?" can thus be answered more quickly in the sales area. All completed sales processes are administrated in an Archive in their original form. This archive can be accessed directly at any time, i.e. you can print out a process as a form or use it as a template for a new process. Statistical evaluations can also be created from archived sales processes. Using the abas ERP function Shipping order the shipping department will get an overview of which goods are to be dispatched by a shipping agent. Several packing slips can be combined into one single shipping order from which a shipping order document can be generated. Alternatively, you can enter a shipping order in the packing slip. The shipping order will thus be attached to the packing slips. >
3.2. CRM / abas customer infosystem
This infosystem simplifies the contact with your customers. To do this, both sales processes and basic processes like projects and tasks are managed. This is done customer and employee oriented. E-mail can be sent and homepage URLs can be called using abas ERP. A selection of defined contact rows is available for this, i.e. all customers and employees who are linked to the specified customer via the master file and have a specified e-mail or Internet address in their own master file will be displayed. Another process creates new sales processes, customers or customer staff references as well as projects and tasks. When a customer is entered into the infosystem screen, it will be, if expedient, automatically entered into the related creation screen when a new object is created. >
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