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Tuesday, August 22, 2006

Interprise Suite Day 1 - System Manager, CRM & Customer

Day 1 - System Manager, CRM & Customer
After looking at this product more than a year back and seeing it now in action as Gary demonstrates the product videos and explaination feature by feature it is more and more appealing to end users. In a year's time they have wrapped up the product with tons of features literally tons for small and medium business....

Some of the features which I found interesting compared to other ERP/Enterprise software...
  • Country
    Searchable postal code
    Auto add postal code (AJAX in storefront)
    European Union – SSD Analysis required
    Longitude and Latitude – Store locator / Customer finder
  • Payment terms
    Set discount at payment terms for eg: Net 30 if they pay within 7 days give 2%
    E-Commerce options for B2C and B2B
  • Shipping Method
    Define the rule for Order value, by weight, flat charge how abt UPS/Fed? Nope
    Multi Currency
  • Document type
    Document manager associate to customers, vendors etc
  • Relationship
    Establish relationship between different entities such as customers, vendor, sales rep etc
  • Company Wizard
    Company, Accounting, Banking are required
    Audit trail for all activities does it cover for external utilities
    Segmented Account structure
    Account code analysis split by warehouse

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