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You can customise any one of the existing standard reports in ERP Software in hundreds of different ways. These reports can then be saved and viewed at any time. With an almost unlimited range of reports, using different printouts and styles that will allow a user to create a new report or modified any existing report and save as their own. Set your columns of data to not only total as a sum, but also display an average, a maximum or minimum value or any other range of totaling features. As an added bonus any piece of data that is displayed on any of these reports can be simply drilled into, this fantastic feature will give you extensive detail of what makes up the value displayed, right back to being able to open the original transaction on the report.

Instant Reporting

You don't have to wait for end of month rollovers or batch updating anymore, your reports are instant and up to date to the milli-second. As an added bonus any piece of data that is displayed on any report can be simply drilled into, this fantastic feature will give you extensive detail of what makes up the value displayed, right back to being able to open the original transaction on the report.

Mail Merge

ERP Software has the facility to send mail merge documents to prospects, leads and customers based on nearly infinite selections. With our built in email and fax engines, the sending of documents takes seconds, not hours. An extremely powerful marketing tool!

Loyality Programmes

Sale Leads Tracking

Full follow-up prompting of all prospects, leads and or customers which will automatically load, as per the user when logging onto any computer on the network.

Prospects

Complete details as required to keep an accurate lead and prospect database, which can be added to, or deleted from, depending on your requirements. This is separated from your customer database but automatically converts to the customer database when required.

Customers

Complete details as required to keep an accurate customer database, which can be added to, or deleted from, depending on your requirements. The customer database is live to all areas of ERP Software which ensures that if any transaction involving a client is processed, the correct details including credit limits, pricing levels, past history, and contact and shipping details are automatically loaded and updated. No longer do you have to have multiple software packages to run your business.

Customer Contact List

Keeps a list of all contacts associated with the customer, which can be added to, or deleted from depending on your requirements.

Customer History

An extensive and complete history of every quote, sales order, invoice, cash sale, statement, appointment etc that you have made with this customer. These can at any time be simply drilled into to open the original transaction that makes up the report. If you have the phone system connected to ERP Software this list will even include calls made to the customer.

Reports Sales Video

Customisable Fields

Add your own specific fields to categorise your customers. These fields can be text fields as well as Drop Down fields. By making them drop downs you force a certain value to be selected, thus making your database consistent with what is displayed. There is even an option that you can turn on or off, with these fields that prevents the form from being closed if one of the values has not been entered.

Auto Loading Reminders

As with the 'To Do List', when the staff are logging on to their system, a screen will pop up to remind them to complete these tasks, or prompt them that they have appointments, quotes to finish, or follow-up calls to make etc. A great tool for ensuring that even the most simplest thing that keeps getting overlooked is completed, efficiently, and on time. There is a huge range of reminders and prompts that can be turned on or off as each staff members sees fit, enabling them to customise ERP Software to suit their personal requirements.

Document Tracking

Keeps a record from within ERP Software of the exact location of every letter, fax or email sent to each and every individual customer.

Follow Ups and Service Cycles

ERP Software has fully integrated follow up prompting and service cycles so you can set the future of your sales team and ensure they are maximising potential.

Personal and Global Contact Listing

A list of any and all contacts made. These can be listed as personal contacts where no one else can see them or set as a global contact, where everyone has access.

Quote Status

Estimate sales by judging how likely obtaining the quote is, by using the status options to reflect the likelihood of making the sale.

Seamless Office Links

One button push to automatically create Spreadsheets, Letters or Emails in Microsoft Office including Word, Excel, Publisher and Outlook etc using any data from within ERP Software.

Telemarketing Database

ERP Software will track phone contacts made and also prompt follow-up calls. Give reports on any individual telemarketer, right down to the number of calls made, how many of those calls became appointments and which of those then became sales. Conversion ratios can be viewed, not only from a telemarketers viewpoint but also from the sales team. Great for getting an exact count of how many calls need to be made to produce a sale.

To-do List

Tasks can be assigned to different employees, who when logging on to their system, a screen will pop up to remind them to complete these tasks. These can be viewed and altered at any time and also reported on.

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