Interprise Suite’s Customer Module allows you to manage your customer related activities more effectively. Now features and information that are otherwise located in other areas and modules of the application are accessible within a customer file. By bringing and integrating all customer related data together in one place, Interprise Suite simplifies the process and allows you to have a better understanding of your customers and their needs.

The Interprise Suite Customer Module is fully integrated with the entire application giving your organization a level of sophistication and simplicity that is not possible with various disparate systems. Whether emailing, faxing or simply scheduling a customer callback all customer related activities are accessible within the customer forms, providing a complete, company wide view of customer history.

• The Power And Flexibility You Need To Manage Your Customers
• Fully Integrated Credit Management
• Advanced Sales Quote / Order Processing
• Manage Sales Representatives / Web Affiliates
• Easily Apply Customer Payments
• Return Merchandise Authorization
• Customer Class Templates And Other Setup Tools

NEW FEATURES :

• PCI Compliant Credit Card Processing
• Merchant Services Benefits
• Simplified Payment

Interprise Suite's customer screens serve as a central place for all customer-related data. Customer information that is usually separated among different modules (accounts receivable / sales order / etc) or completely different applications (eCommerce / email clients / fax applications / CRM systems / etc) are all brought together in one logical location. Separated into Customer Billing and Customer Shipping screens, you can keep track of customer information both on a per location, as well as a, per billing basis. This helps to better understand customers, identify emerging trends and forge long term business relationships.

New customers are added to the system via an intuitive New Customer Wizard that uses predefined customer class templates that assist you to significantly reduce and expedite this process. The New Customer Wizard will also check existing customers and prospects, eliminating duplicate data.

Customer based pricing, item descriptions, currencies, printed forms and more are just a few of the customer specific options that are available on the customer screen, giving your business the flexibility and versatility it needs.

• Supports Unlimited Number Of Customers, Customer Shipping Locations And Customer Contacts
• Support For International Customers, Address, Phone Numbers And Tax Rules
• Quickly And Easily Add Custom Fields To The Customer Screens
• Displays The Most Recent Transactions For The Customer With Hyperlinks To Directly Open The Transactions
• Access All Contact Management And CRM Features Directly Inside Customer Screen Including Notes, Activities, Email, History And More
• Document Management Features Allow You To Attach Documents Directly To A Customer Or Contact Record
• Analysis Tool Helps To Identify Customer Trends And Suggest Additional Products And Services
• Support For Customer Specific Currency
• Support For Customer Specific Pricing / Discounts And "Negotiated Prices"
• Support For Customer Specific Inventory Item Descriptions And Item Numbers
• Support For Customer Specific Commissions

Extending credit to customers may be a risk to companies but a common practice in today’s business world. The sales cycle is not complete until payment is received. With the average company paying beyond the terms date, effective credit control has never been more sensitive and important. To more effectively manage credit and collections, Interprise Suite takes a comprehensive approach to credit management. The result is better cash flow and reduced bad debt expense.

• See Account Details And Transactions While Chasing Debts
• View History Of Previous Attempts To Collect Current Outstanding Balances
• Mark Transactions For Payment And Record Excuses And Comments While On The Telephone
• Automatically Record The Amount Of Money Promised
• Note Queries Against Invoices, Record Details And Print detailed memos of the problem
• Automatically Create Diary Entries To Ensure The Debt Collection Is Followed Through
• Within Seconds Of Speaking Have A Fax Or Email On Your Customer's Desk Giving Details Of The Conversation And Promised Payments
• Chase History And Monthly Statistics Will Show Debtor Trends
• Spot Customers Turning Bad And Prevent Uncollected Debts
• See How Much One Bad Debt Costs
• Instant Reports Of Payments Promised Before A Certain Date - Summary Or Detail
• Find Out How Much Time Each Customer Takes On Credit Control: Are They Worth Having?

The Interprise Suite sales order processing functions (Quote / Orders / Invoices) are perhaps the most comprehensive ever created. Powerful, yet easy to use, the sales order process screens are 100% optimized for fast order entry allowing your staff to keep up with a fast paced ordering environment. The intuitive multi-tab design logically groups all related information and extensive hyper-linking allows you to drill down to the details of every data file giving your order entry staff the information they need to respond to customer related inquiries and make quick, informed decisions.

The Interprise Suite sales order screen features a number of keyboard shortcuts that can speed data entry and reduce order entry time.

• Customer Default Information Such As Terms, Pricing, Taxes And More Are Automatically Entered Into The Sales Order.
• The Credit Management Control Ensures That Orders Are Not Shipped To Customers That Are On Hold Or Have Exceeded Their Credit Limits
• Inventory Items Can Be Searched By Any Number Of Fields (Including Custom Fields)
• The System Automatically Displays The Stock Availability For All Warehouses.
• Advanced Item Types Such As Size/Color Matrix's And Inventory Kits Are Easily Handled Within The Application As Are Non-Stock Items.
• View Substitute, Accessory, Up-Sell Items, Cross-Sell (Customers Who Bought Item Also Bought That)
• Printed Sales Order Forms Can Easily Be Customized Via Interprise
• Reports And You Can Assign Custom Reports Per Customer.
• Payments Can Be Entered Directly Into The Sales Order Screens
• Payments Can Be Split An Unlimited Number Of Times Across Different Payment Methods For Additional Flexibility.
• Sales Order Forms Can Be Emailed Or Faxed, New Sales Opportunities Can Be Created And Tasks Can Be Generated And Assigned Without Leaving The Sales Order Screen.

Combine multiple orders into one invoice and invoice per warehouse for multi-warehouse orders with the Interprise Suite Invoicing process. The Interprise Suite sales quote screen is fully integrated with Interprise CRM for a complete solution. Sales quotes can be linked to CRM opportunities dynamically updating the sales pipeline and allowing management to get better sales projections and revenue forecasts. Quotes can be created for prospects ensuring that your customer file contains customers only. Additionally, Interprise Suite will automatically convert the prospect to a customer when a sales quote is converted to a sales order. Brilliant and complete integration.

• Tabbed Screen Format Brings Everything Together
• Display Item Availability During Order entry
• Supports Multiple Warehouses And Multiple Units Of Measure
• Support For Non-Stock Items
• Support For Foreign Currencies
• Quotes Work With CRM Opportunities To Forecast Sales Projections
• Allows For Split Commissions
• Apply Payments Directly In The Order
• Drop-Ship Items
• Assign Different Sales Reps Per Order
• Allows Back-Order
• Customer Credit Hold/Credit Limit Management
• Make Substitute Orders In Case Item Is Unavailable
• Track Profit Can Be On A "Per Line Item" Basis
• Attach Documents And Sales Literature To Quotes/Orders/Invoices
• Automatically Calculate Shipping Charges
• Automatically Calculate Sales Tax
• Track Non-Taxable Sales
• Support For Recurring Orders
• Generate Order Picking Tickets And Order Packing List
• Import Or Convert Sales Quote To A Sales Order And Sales Order To A Sales Invoice In Just One Click
• Write Letters On A Quote, Order Or Invoice And Send Via E-mail Or Fax

Sales representatives are key factors in all businesses. Interprise Suite takes a comprehensive approach in assisting you to manage your sales reps more effectively and efficiently. In Interprise Suite, set up an unlimited number of sales rep groups and an unlimited number of sales reps within that group. Sales rep groups can be set up to be paid based on a percentage of the total sale or on a percentage of profit for each invoice. Additionally, commissions can be setup to be paid when the order is shipped to the customer or when the invoice is paid in full. In the invoice screen, commission amounts can be split among multiple sales rep groups and can also be manually overwritten.

The sales representative screen brings all sales rep specific information into one place in addition to a number of advanced setup options for each sales rep group. View all CRM related activities for a specific sales rep (activities, to do's, phone calls, notes, faxes, emails, etc.) and all of the sales rep group's customer related history as well. Increase sales and profitability by having a 360 degree view of your sales representatives activities giving you a complete, up to the second picture of how effectively your sales team is performing.

• Supports Unlimited Number Of Sales Representative Groups And Sales Representatives
• Supports A Wide Range of Commission Options Including :
  o Sales Representative Based Commissions
  o Special Commissions Per Item
  o Special Commissions Per Customer
  o Special Commissions Per Customer Ship To
  o Split Commissions and more
  
• Wizard-Based Sales Representative Setup
• Integrated CRM Functions
• Track Sales Opportunities
• History Of Sales Transactions For Each Sales Representative's Customers

Web Affiliate Support

Through Interprise Suite's Web Affiliate Support, you have the ability to increase the traffic to your website, along with sales, while rewarding your affiliates for their participation and business.

Similar to sales representatives, web affiliates are those whom market and sell online, as opposed to physically, as sales representatives do. Interprise Suite not only manages sales representative processes, but it also provides full support for the web affiliate process.

Simply provide your web affiliates with their ID (affiliateid=partner id), or special link to your site. The web affiliate will display the special link on their website, or blog. Through the web affiliate ID, or special link, the web affiliate receives credit and commission for any sales transactions that came through the ID, or special link.

With the ability to reward your affiliates for sending traffic your way, you receive increased and repeated business, while keeping great relationships with your web affiliates.

The customer payment functions are designed to allow quick and easy recording of customer payments. Customer payments can be recorded in the sales order and invoice screens as well as the customer payment screens. Open credits and balances can easily be applied and payments can be split among multiple payment methods.

• Quickly And Easily Apply Payments
• Support For Undeposited Payments
• Support For Partial And Split Payments
• Payments Can Be Automatically Applied
• Apply Credit Memos And Open Payments On The Fly
• Print And Issue Receipts
• Issue Return Receipts For NSF Cases

Interprise Suite includes Return Merchandise Authorization (RMA) capabilities directly within the Customer Module to help manage and process customer returns efficiently. Additionally, Interprise Suite provides an option for processing returns based on previous orders or items typed in on the fly.

For receiving returned goods, the Customer Module can quickly convert RMAs to credit memos on the fly. Returned items can be put back in stock or disposed of directly from the returned goods screen.

• Select Previous Order RMA Option Ensured Customers Do Not Return Items They Never Ordered
• Returned Items Can Be Returned To Inventory Or Disposed
• Receive RMAs In Just One Step
• Options To Issue Credit, Apply Credit And Return Check When Posting Returns

Interprise Suite uses a class template approach allowing you to setup multiple country specific templates each with default data that can be applied during customer, prospect, and sales rep creation. For example, when setting up a new customer, just select the appropriate class template (such as wholesale or retail) and Interprise Suite will automatically populate the selected fields. For U.S. based customers that collect sales tax in different states, default customer class templates can be setup at the postal code level ensuring accurate tax calculations.

• Create An Unlimited Number Of Class Templates For Customers, Prospects And Sales Reps
• Faster, More Accurate Data Entry
• Defaults Can Be Setup Per Country Or Postal Code

Eliminate the need to redundantly enter your customers' credit card information during payment processing. Interprise Suite 6.0 now saves your customers' credit card information safely, in our PCI compliant environment, which can be retrieved through Interprise Suite when payment needs to be processed. Your customers' credit card information remains safe, as Interprise Suite creates an I.D. for the credit card information that is designed to work together with the Interprise Gateway. Upon processing payment via saved credit card ID, you will find that your customers' credit card number does not display completely. This new feature enforces complete security and allows you to quickly process payments without the hassles of PCI compliance.

• Only Gateway Designed To Integrate Directly Into An ERP/eCommerce/Point Of Sale Solution
• Unique Features, Like Credit Card ID's Can Be Added, That Other Similar Solutions Cannot

Interprise Suite 6.0 has enhanced its simplified payment process. Your customers' payments and credits can be allocated fully or partially to their existing and/or outstanding balances. In version 6.0, the allocation details tab has been removed and replaced with a new form called Apply Credits, which is located under the Debits Section of the Receipt Form.

You can now conveniently track available or unallocated amounts and allocate those amounts later to future outstanding balances. Balances from the Debits Section of the receipt form can be allocated against the outstanding ones listed in the Credits tab of the Apply Credit form. This enhancement greatly simplifies the customer credit process and will increase the efficiency of how payments are applied in your system.