1. Customer Management

• (1) Customer Information Form: Records the current list of customers. Click "Customer Information Form" -> New and fill in the details. Note: "Company Name" is mandatory. "First/Last Contact Time" is automatically extracted from the "Contact Record".
• (2) Contact Information: Records the contact persons of the associated company. "Company Name" and "Contact Name" are mandatory.
• (3) Contact Record: Reflects customer tracking status. "Contact Time", "Company Name", and "Contact Name" are mandatory. After selecting a company name, a dropdown will list all registered contacts for selection.

2. Service Management

This module includes customer complaint forms and service forms. The workflow is as follows:

• (1) Complaint Form: Customer service staff log complaints/needs received via phone or email. "Customer Name" and "Complaint Details" must be recorded.
• (2) Forwarding: Upon saving, the complaint is routed to the relevant manager.
• (3) Assignment: If unresolved, the manager assigns technical/service staff to handle the issue.
• (4) Completion: The assigned staff processes the pending service ticket, updating the "Service Staff" and "Completion Level" fields.

3. Product Management

The "Product Information" report logs existing products and supplier details.

• Click "Product Information" -> New. "Product Name" and "Supplier" are mandatory.
• "Product Code" is auto-generated.
• "Barcode", "Product Category", and "Sub-category" can be selected from dropdown lists.
• Images can be uploaded to the "Product Image" tab, and price changes are logged in the "Price Change Record".

4. Sales and Purchase Management

 

(1) Filling out "Purchase Order":

• Workflow: Buyer fills form -> Purchasing Manager reviews -> Finance Manager executes payment via "Payment Order".
• Operation: Login -> "Purchase Order" -> New. Select customer, document number is auto-generated. Product info and payable amount are calculated automatically. Default discount is 1 (enter 0.85 for a 15% discount).
• Note: Items must be pre-registered in "Item Information" before a PO can be issued.

(2) Filling out "Sales Order":

• Workflow: Salesperson fills form -> Sales Manager reviews -> Finance collects payment.
• "Customer" is selected from the menu. If it's a new customer, manual entry is allowed, and the system automatically generates a new profile in the "Customer Information Form".

5. Decision Analysis

Provides in-depth statistical reports to help management make strategic decisions based on real-time data.

6. Contract and Document Management

Supports the storage, categorization, and rapid retrieval of all documents and contracts signed between the enterprise and its customers.