CRM module

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CRM Module in ERP. (Customer relationship management) and pre-sales module.

 1.1.  Masters

1.1.1.    Marketing Master – Commercial terms.

1.2.  Transactions

1.2.1.    Sales Enquiry.

1.2.2.    Sales Quotation (as per ISO format).

1.2.3.    Internal Order Acceptance (Internal ORI).

1.2.4.    Order Acceptance or OA or Sales Order, (Customer Purchase Order link).  Order Receipt Information (ORI). [With Sales Schedule -Optional]

1.2.5.    Proforma invoice (optional).

1.3.  Outputs

1.3.1.    Enquiry Register.  Automatic report of enquiries for which quotation not given.

1.3.2.    Quotation Register.  Automatic report of quotation for which order not received.

1.3.2.1.        Automatic Pending Quotations Report (Quotation given but order not received).

1.3.3.    Order Acceptance (Sales Order) Register.  ORI register.

1.3.3.1.        Automatic Pending Orders Report (order received but not dispatched).

1.3.4.    Proforma invoice Register.

1.4.  Features

1.4.1.1.        State wise ‘Road permit’ info. (master).

1.4.2.    Sales Officer wise Order booking.

1.4.3.    Multiple contact names for one customer can be stored with their individual email id and cell number.  This helps in follow-up with the right person.

1.4.4.    Sales schedule linking (optional).

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