Customers

This deals with options in the customers group of the sales admin menu.

1 Contacts
2 CRM Contacts
- 2.1 Adding Notes
- 2.2 Order History
- 2.3 Edit Customer
3 SO Templates

Contacts

There are no plans to use this currently.

CRM Contacts

Formerly called Customer Contact Maintenance this form has evolved into a more basic CRM and is now integrated into the Vision INSIGHT android application.

It is designed to provide you with an overview of your customer and their trading patterns as well as links to key information about the customer, the ability to edit, and also the ability to keep customer notes.

You can use this to

record notes for your customers or a specific contact
find customers needing a callback
review customers trading history
edit customer and contact information
schedule follow up calls with your customer
links to placing an order.

We envisaged that this would be used as a contact management tool for calling customers up, follow-ups, and upselling to them whilst speaking with them.

When you open the form you can search using any of the fields on the top of the form, however most of the time the ACCOUNT MANAGER is generally used to return the customers managed by a single person.

Once you see the list of the customers on the page you simply SELECT one customer record and their information will be displayed throughout the remaining empty field.

Most fields in this are self-explanatory but for those needing more information (and where we have been asked by customers in the past)

Field	Explanation

Field	Explanation
Return Anonymous customers	When a customer is anonymous (through GDPR) do you want to include them in the search results, this is generally not done.
Marketing Group	This is set at customer contact level, define the marketing groups and add a contact to them.
Customer Statistics	The dates used in these are dynamic, this quarter applies to the last 90 days, and prior quarter to the 90 prior to then, Value of Order is rounded to the nearest whole number
Call From and To	Uses the next call field to display the customers to call

You can modify the layout of the forms, remember to press the SAVE Layout should you choose to do so.

Email templates and marketing are no longer used and WILL be removed from the form soon.

Adding Notes

The idea of this is to record customer notes and discussions so that you have a record and that record can be shared with the team.

You can also use the android INSIGHT application designed for salemen to see and enter notes when you are with the customer.

When you enter a note we generally expect you to be talking with one of the contacts, if this is not the case or its a general conversation you can record without associating with a contact, however, you will be asked if this is correct should you try to add a new note without specifying a contact.

If you forget then enter YES to the question and return to the main screen and select the contact.

The screen provides you with three fields

Notes
Outcome - where you can pick from a predetermined list of outcomes
Next Call - Set a next call date

You can simply save and exit at this point but should the outcome be to create a sales order there is a quick link to create one from the bottom of this form.

Order History

This will open the same form that you can see through the customer maintenance screen, it provides you with a more in-depth view of the customer from the summarised view at the top of the page.

We will not show delisted products by default but you can change that option on the page and it will refresh.

This page is sole to provide you with some information.

Edit Customer

We have provided a cut-down version of customer maintenance to allow you to edit key information for the customer, such as their contact details including address, and their analysis codes, and also to add and maintain the contacts on the account.

When you select the option the form will open and you can then modify what you need and save it at the end of the process

SO Templates

These are designed to allow you to have an ordering template for your customer, this is generally used when

Your customer has a wine list
Your customer uses a fixed list for ordering
When you provide your customer with a wine list

You simply add products and then list those products in the sort order you wish them to be in.

When the form is opened you will be displayed with a list of all customers who are using Order templates

You can add a new template by pressing the add new button for existing templates should you want to edit them then click the VIEW button located on the line for the customer you wish to edit.

You will see on this form the last time that customer ordered.

If you then view the template itself it will list the product as so

To add additional lines simply type in the Product Code box, you can re-arrange into any specific order and you can delete lines by simply selecting the line and hitting delete.

There is also a facility to email this list to an email address of your choice.