WinMAGI's Customer Management tool consists of the customer master file, the order entry function and a number of user-defined tables used to control the pricing, shipping method, freight terms, payment terms, sales commissions and other elements of the customer order.
Customer-specific Settings
Order acknowledgement required or not
Assess finance charges or not
Assess late payment charges or not
Backorders allowed or not
Multiple shipping locations with separate transit leadtimes
Invoice the shipping location or other
Invoice format
User-defined Pricing Options
List price
Discounts based on dollars
Discounts based on quantity
Discounts based on date range
Discounts based on product class
Discounts based on customer or customer class
Order Entry Capabilities
Multi-currency capable
Create quotes
Changes quotes to orders with push of a button
Special capability for one time orders
Blanket orders
Configurator allows customer to specify features and options
Auto acknowledgements via e-mail, EDI or printed document
Auto warning of customer credit hold or late payment
Customer specific notes auto added to order
Manual notes added to order
Manual discount capability
Auto allocate available inventory
Ship date auto calculated from customer delivery date
Optional invoicing during order entry
Commissions paid on selling price or profit margin
Customer Contact Management Module A separate Customer Service module provides a customer contact management capability. Record who contacted you and how, who did they talk to and why, any commitment made to them, nature of the commitment and the due date, who is responsible for satisfying the commitment, etc. Establish your own follow-up standards and sort the data however you desire.
Additionally, the Customer Service module provides a return merchandise authorization (RMA) capability that does not require you to start over when returned merchandise differs from what you were told.
