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Customer Relations Management
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.
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 Management
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.
Customer Relations Middle Tabs & Functions
Highlight the Customer in the
above browse to review, modify,
or create records.
2015 USER CONFERENCE
Customer Relations Management
Customer Relations Middle Tabs & Functions
Activities- 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.
Customer Relations Middle Tabs & Functions
Quotes- 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 Management
Customer Relations Middle Tabs & Functions
Orders- 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
Customer Relations Middle Tabs & Functions
Sales- 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 Management
Customer Relations Middle Tabs & Functions
Key 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.
Customer Relations Middle Tabs & Functions
Contacts - Displays Contacts for
the Customer/Prospect
• Add - Create a new contact.
• Modify - Modify an existing contact.
2015 USER CONFERENCE
Customer Relations Management
Customer Relations Middle Tabs & Functions
Notes- 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.
Customer Relations Middle Tabs & Functions
Write 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 Management
Customer Relations Middle Tabs & Functions
Advanced 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.
Customer Relations Management
Administrative 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.
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