Customer Overview
The Customer Module offers a comprehensive and detailed view of each customer’s account, providing essential insights into all customer-related activities. Every interaction, from contacts to invoices, purchases, and customer history, is meticulously logged and captured within the system. This also includes detailed records of costs, jobs, and deliveries, ensuring that all aspects of customer engagement are fully traceable.
When new customers are added to the system, they are automatically synchronised with Sage 50 Accounts, a process designed to ensure seamless integration. During this synchronisation, the system performs checks to prevent the creation of duplicate records, maintaining the integrity of your customer database. This automated approach reduces manual data entry, improves accuracy, and ensures that all customer information remains up-to-date across platforms.
By utilising the Customer Module, businesses can efficiently manage customer relationships, track their purchase history, and ensure that invoicing and deliveries are executed smoothly. This module also provides valuable data for analysing customer trends and making informed decisions to enhance overall customer service and satisfaction.
Key features of the Customer Module include:
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Contacts: Maintains detailed records of all contacts associated with each customer, including names, positions, phone numbers, email addresses, and any notes from interactions.
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Invoices: Tracks all invoices issued to the customer, including dates, amounts, statuses (paid, pending, overdue), and links to the corresponding orders.
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Purchases: Logs all purchases made by the customer, detailing the items bought, quantities, prices, and dates of purchase.
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Customer History: Provides a chronological history of all interactions and transactions with the customer, giving a clear picture of the customer’s engagement over time.
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Costs: Keeps a record of all costs associated with the customer, including direct costs from purchases and any additional fees or charges incurred.
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Jobs: Manages all jobs or projects associated with the customer, including job descriptions, statuses, timelines, and assigned personnel.
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Deliveries: Tracks all deliveries made to the customer, including delivery dates, shipment details, and delivery confirmations.
Additionally, when new customers are added to the system, the module automatically synchronizes with Sage 50 accounts. This synchronization process includes rigorous checks to prevent the creation of duplicate records, ensuring that the customer database remains clean and accurate. This seamless integration with Sage 50 accounts helps maintain consistency and reliability in financial records and customer information across the organization.
Overall, the Customer Module is designed to provide a holistic view of each customer’s relationship with the organization, facilitating better customer management, improved service delivery, and more informed decision-making.
