For our other satisfied customer - a distribution company - we implemented and application software:
CRM
CRM application software is used to manage data about customers (contact data), about meetings with customers, about tasks related to users - merchants, about planned or completed events with the participation of representatives of both parties.
When the application starts, the user is notified of the upcoming date of the scheduled meeting of the event or the date of completion of the task. The user interface of the application is easily localized so that it can be deployed in a multilingual environment. The application works with a centralized repository with the ability to specify users in the headquarters who have access to all information and users in branches who only have access to information taken at that branch. Users can be assigned geographic areas for which those users will then manage data on customers within that area.
The application is implemented as a graphical client and distributed using Java WebStart technology.
A secure encrypted channel is used for communication with the central data storage, an electronic certificate (PKI X509) is required and it is verified by the storage. For each application user, his personal electronic certificate is issued for this purpose. User authentication is implemented using the user identifier and his password. A list of authorized user identifiers and a list of electronic certificate revocations (CRLs) are maintained on the data store side.
Part of the application is an automated process of bonusing customers based on their turnovers, taking place periodically (for example, once a quarter) at a centralized data storage location.
BIZ
BIZ application software is designed to support business processes, starting with the creation of orders for goods for suppliers, receipt of goods from suppliers to the warehouse, to the creation of quotations for customers, creation of orders from quotations, creation of invoices, deposit slips, delivery slips, receipts of advance payment, if applicable credit notes and return documents.
All information is stored in a central data store that is partially shared with the application CRM.
Application users are categorized according to authorization (administrator, salesperson, clerk, storekeeper, accountant) and location (center, branch). When creating an offer or order, the user works with the catalog of goods and customer data, which were obtained either through the BIZ application or through the CRM application.
The BIZ application automatically maintains the value of the stock price of the traded item of goods, including its development in the past since the beginning of trading with this item.
To calculate the selling price of goods, a set of parameters is used, which are supplier rebates, customs rates according to customs nomenclatures, exchange rates of purchase currencies against sales currencies, purchase and sale coefficients determined on the basis of tax codes. Special prices can be specified for selected goods.
The data about the goods in the catalog is managed by the administrator. The administrator (executive) can also set commissions for the seller's users in the form of a percentage of the sales made by the seller.
When creating an offer or order, a discount can be set for a specific customer, e.g. according to their creditworthiness, which is automatically determined periodically based on the customer's realized turnover for the monitored period.
Documents (offers, orders, invoices, deposit slips, delivery slips, etc.) can be printed or sent electronically according to the customer's contact information using an e-mail message in the form of a PDF file that can be electronically signed. At the same time, the created PDF document is stored in the DMS system storage, from which it can be retrieved through the BIZ application user interface or searched and retrieved through the DMS system user interface. The DMS system is also used for storing electronic documents from the customer.
The BIZ application also includes a relatively rich reporting system available through the user interface, which allows you to create reports regarding user activity, goods shipments, invoicing, credit memos, deposit slips, contracts (with suppliers and customers), the status of orders, non-payers, movements of goods on in stock, merchandise receipts and sales, transfers between warehouses, inventory and sales commissions.There are also reports that are created automatically and sent electronically to specified e-mail addresses.These are, for example, INTRASTAT statistics, reports on sales at branches and headquarters, reports on goods in warehouses that have not been sold for a long time, etc.
The BIZ application has a web-based user interface, localized to meet the language requirements of branches and head office. The web client communicates with the web server through a secure, encrypted channel that requires an electronic certificate (PKI X509) to create.When establishing communication, certificates are mutually verified by the client and the server.Users are authenticated with a user ID and password.
„At the end let our endeavour always leaves a satisfied customer...“