Customer Portal

Features: • Activity/Metrics Dashboard • Quote Lookup/History • Order Lookup/History • Invoice Lookup/History • Quick Orders • Remote Order • Item Lookup • Order Detail • Invoice Detail • Aging • Item Detail • Shipments/Proof of Delivery • Purchase History • Unlimited Customer User Accounts • Customer Admin can set up other customer user accounts

Remote Ordering/VMI

Features: • Remote Order Management • Create Quotes / Quote Management • Quick Orders • Remote Orders • Create Orders from Order History • Create Orders from Contracts • Create Orders from Bar Code Scans • Create Orders from spreadsheets/text files • Item Lookup • Order Detail • Item Detail • Shipments/Proof of Delivery • Purchase History […]

CRM

Features: • Activity Summary • Invoice Summary • Invoice Detail • Order Summary • Alerts • Order Detail • Announcements • Document Sharing • Quote Summary • Quote Detail • Item Lookup • Item Detail • Item Price Inquiry • Dashboards • Sales Rep Overview • Sales Rep Activity • Quota Management/Summary • Customer Lookup/Listing • Ship-To […]