The product is tailored to the specialized processes of a manufacturing enterprise.
Below are the ready-made processes that CRM supports for the construction company
Customers
• Name • Surname • Birthday • Phone • Delivery address • Email • Order history • Discount card
Suppliers
• Company • Phone • Website • Requisites • Order history
Orders
(if synchronization with the site is possible, then they come from the site with all the attributes, or are entered manually in the store) ▪ Order Information - Client - Partner - Order date - Description ▪ Financial information - Order price - Payment - A discount - balance ▪ Delivery - Delivery (yes / no) - Departure date - TTN - Delivery address - Number of products - Amount upon
Accounts
• Location • Client • Phone • Products - Vendor code - The code - Model - Model category • Payment • Payment category • Amount • To pay • Paid • Balance • Invoice Date • A discount? (well no) • A discount % • Discount amount * Quick account creation form • Goods • Catalog price • Amount • Client • To pay
Products
• Category • Name • Vendor code • Valid from • Valid until • Characteristics (material, size, ...) • Description • Price • Status
Order lines
• Vendor code • Products • Available • Unit price • A discount • Amount • Order • Client • Type of - Ransom - Under implementation
Delivery
• Date of creation • Delivery date • Status (new, in operation, sent) • Order • Client • Address • TTN • Departure date
Payment
• Type of • Date of creation • The code • View • Payment method • Payment category • Map • Comments • Score • Client • Amount • Currency
Cashbox
• Name • Input balance • Income • Consumption • Balance of the day • Input balance • Cash Income • Collection • Cash expense • Payment - Paid bills - Perfect payment
Inventory
• Product Scan Form • Vendor code • Product • Availability in the system by location • Inventory Lines - Status - Vendor code - Name - Qty in the system - Qty upon - difference - Cost for 1 item • Amount of goods in stock • Total number of items in stock