Customer Managment

The Business Partner Management application includes all the functions that are required to create and maintain information regarding entities with which the company does business. A business partner may be classified as a customer and/or a vendor. The system provides the ability to define new business partners in a hierarchical structure. Accommodates national, divisional, regional, partners, incorporating both single and multiple ship-to locations. Detailed information is maintained on each business partner.

SEMS web accessibility provides your business partners access to their accounts from the office, at home, or even on the road. Our CRM module empowers customers or vendors to maintain their accounts, review order and shipment information, check on their billing status, or review support issues online, 24 hours a day. Customers can also place quotes or orders though a Single portal screen that maximizes their online experience and keeps them coming back to your Web site. Customers who can help themselves are more satisfied.

To deliver beyond your customers' expectations and exceed your support department's performance goals, service professionals must have the most current and complete customer data readily available. Data that helps them effectively resolve service issues and cross-sell or up-sell your products. After all, customers often interact with your support team more frequently than with anyone else in your company.

Features

• Maintain unlimited number of Business Partners.
• Individual Business Partners can be identified as customers or vendors (or both), or can provide user-defined services.
• Standard contact information includes:
  • billing and shipping address,
  • market code,
  • buyer or sales representatives,
  • territory,
  • contacts,
  • banking information,
  • payment terms, standard currency,
  • tax codes and exemptions, standard units of measure,
  • General Ledger accounts for posting financial transactions.
• Customer and vendor product names can be mapped to internal product names.
• Business Partners can be organized hierarchically according to their corporate structure.
• Hierarchal structures allows for national accounts, multiple Ship-to destinations and multiple Bill-to locations for any customer.
• Customers can be categorized for advanced analysis.
• Customers or customer categories can be assigned specific price schedules for handling contract or tiered pricing structures.
• Standardized customer parts can be created for any customer to simplify the entry of repetitive orders.
• Analyze and report on customer sales results using advanced Business Intelligence Tools.
• Analyze and report on vendor performance using advanced Business Intelligence Tools.
• Customer preferred carrier and freight methods.
• The inside and outside sales persons responsible for that customer.
• The market the customer is in.
• The customer’s classification.
• The Account Receivable accounts that apply to the customer for posting the customer’s invoices.
• Credit limit, applicable taxes, payment terms, currency.
• The system includes a capability for creating and maintaining customer and Vendor items.