Module: Core Business Management
Client Details
- Record centrally all client contact details, discounts structures, categories, and special notes and file attachments.
- Access all Current & Historical job information and sales data.
- Create reports using existing formats or Query and export to Word, Excel
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Reduce your data search times by storing all Client data in one central location. The "File Attach" function enables linking to unlimited files and formats plus assignable "Notes" can be created to manage follow ups, mail outs and more. Empower your Sales and production staff with the simple to use "drill down" functionality.
Supplier Details
- Record centrally all supplier contact details, purchase alerts and file attachments.
- Access directly all outstanding and historical purchases down to individual material level.
- Update price changes by percentage or import supplier data directly from this window
- Manage Quality issues using the NCR (Non Conformance Report ) function.
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Improve supplier management by giving full visibility of all purchased items for all your key staff. The price update functions will ensure that all quotes and costings are accurate and up to date at all times.
Workcenter Details
- Create unlimited activity centers with individual Charge out & Cost Rates.
- Apply daily capacity figures and set Efficiencies, Maximum allocation per day.
- Use the "Notes" function to set and assign reminders for maintenance requirements.
- Manage OH&S using authorities to operate and alerts automatically applied to job tickets
Estimating accuracy and repeatability are enhanced with unlimited work / activity centres available for use in all job and product costing. Micro manage the progress of jobs through each activity or machine operation to improve your customer delivery times.
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