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Back Order Review Process

What are you going to do when, alone in the office at 5.30pm, you answer a call from a stroppy customer –why are they always like that - wanting to know the status of an order”?  Where will you start, how many screens will you go to, what are you going to say while listing to the increasingly heavy breathing on the end of the line?

This is where BORP comes in: Back Order review Procedure.

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Calendars

 Outlook-style calendars are available for individuals but it is the corporate/group/activity integration that opens up event management and selective communication.

In addition calendar-entry generation is available not only by direct entry but as a bi-product of a noting/email procedure without having to open a calendar. An example is NCR (non-conformance report) management which can be used with or without a calendar but not, effectively, without noting; calendar-entry-create is a check-box select from Post note or email message in relation to an NCR.

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Customer/Supplier communications – maintaining a service level

Minder Notes: – a pivotal feature in maintaining service levels – document contact, events and activities.  They are automatic from email activity or manual related to employee activity. Notes attach to customers/suppliers, contacts, activities, NCRs(non-conformance reports) and transactions (quotes, sales orders, purchase orders, work orders etc). They can be diarised by the recorder for follow-up by the employee responsible.

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Credit Management

Xsis uses an interactive browse screen to manage Accounts Receivable. In most companies this is normally done by writing up notes on a printed DB Trial Balance, the drawback to this approach is that this information gathered is not available to other members of the business. By using the interactive browse, and updating the notes directly into the system, those notes are available to all that need them.

 

Link documents

Link electronic documents / files to sales orders, quotes, purchase orders, factory work orders, import and export containers, drawings, Kit/Routes and customer accounts. This provides users seamless access to relevant data. Typical documents and files are: PDF; Word; Excel; and pictures/images.

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