Under the Customers heading in the Sales module, you will find procedures that are related to customer sales data. There are also procedures used to obtain different customer information such as statistics etc.
Below you will find a brief description of all the procedures that can be found under the Customers menu in the Sales module of a complete MONITOR system. Please note that the Rename Customer procedure is a supplement that must be purchased separately.
Update Customer
This is where you register, modify and delete customers. However, you cannot delete a customer that is being used in the accounts receivable ledger or customer order register.
Customer List
You can print lists from the customer register in this procedure. You create, modify and delete customers in the Update Customer procedure.
Customer Info
The Customer Info procedure contains all the information registered on a customer as well as different logs.
Print Customer Label
Here you can print address labels for letters and also send e-mails and text-messages (SMS) to one or more customers at a time.
Rename Customer
Here you can rename an existing customer and give it a new customer code and a new customer name.
Customer Activity List
In this procedure you can print all planned customer activities, as well as view statistics over finished activities. You can print all customer activities regardless of the activity status and responsible user.
Activity Reporting - Sales
Here you can report activities regarding customers, quotes, customer orders, blanket orders (Sales) or service orders in a list. Here you can report/update status, comments, who performed the reporting and reporting date.
Exact Match Search - Sales
Here you can make exact match searches in notifications made in the Update Customer, Register Quote, Register Customer Order and Register Blanket Order procedures. The procedure can be useful if you want to search for customers that have a certain notification.
Sales Statistics – Customers
Here you can print sales statistics for each customer. This represents total sales statistics including the row types 1 (Part), 2 (Addl. order row) and 3 (Services). If you only want to see sales statistics for parts, you should use the Sales Statistics - Parts procedure instead.
Delivery Reliability
Here you can check how your own deliveries to your customers have been managed, with regard to keeping promised delivery times etc. You can create a comparison between the current delivery period (which is registered on the order row in the Register Customer Order procedure), and the actual delivery period (which is registered in the Delivery Reporting procedure). You can also compare the initial delivery period and the actual delivery period.
Register Agreement - Sales
Here you can register agreements electronically and search for agreements in the system. You cannot create invoice basis for invoicing of the agreement. You must instead link a customer order to the agreement. This procedure is used to see information about agreements that the company has towards customers.
Agreement List
You can print lists from the agreement register from this procedure. The agreements are registered in the Register Agreement - Sales procedure.
Agreement Activity List
In this procedure you can print all planned agreement activities, as well as view statistics over finished agreement activities. You can print all agreement activities regardless of activity status and responsible user.