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Reqs Management Minimize

Simplified Requirement Management helps track customers requirements from beginning to end. Complete Contact CRM features an advanced interface seamlessly integrated into a modern look and feel with intuitive navigation and ease of operation. All of which decreases the learning time and increases initial user productivity. Automatic history tracking assures the availability of all interactions with the customer. Developed from a network perspective, Complete Contact CRM effectively integrates contact management, network scheduling, email, and sales automation, allowing for a common link between messages and activities to one source -- the Contact.

Req to Order Minimize

Complete Contact CRM is a Complete Contact Management, Sales Force Automation, Order Tracking, Requirements Tracking and Sourcing package that runs your Broker Distributor Business. The system is the most powerful CRM system for Broker Distributors of Electronic Components.

Complete Contact CRM Interfaces seamlessly with QuickBooks so you don't have to retype over and over the same information ever again.

Complete Contact CRM is available catering for a single user through to an enterprise with thousands of users, with data storage on Microsoft SQL Server.

 SupportHow To: Work With RMA's   
How To: Work With RMA's Minimize

 Creating Customer and Vendor RMA Requests:

Creating a Customer RMA Request:
     You can create a Customer RMA Request from the Invoice Screen by right-clicking on the invoice line item and choosing Create RMA Request. You will be presented with a Dialog where you can make the changes necessary for the Request and save them.

Accept/Reject a RMA Request:
     Go to the RMA Requests screen under Warehouse – RMA Dashboard – RMA Requests. Find your request and right-click on the request. From there you can Accept, Reject, and/or create a Vendor RMA Request.

     Go to the Customer RMA screen and highlight the RMA. Click on the print preview button on the toolbar, revise and click Print to print the packing slip you will send to your customer.

     When you receive the parts you will receive them the same way as usual but on the RMA Receiving screen instead of the Receive PO screen.

Creating a Vendor RMA Request:
     You can create a Vendor RMA Request in several ways.

  1. From the Customer RMA Request.
  2. From the Purchase Order Screen by going to the Receipts tab, highlighting the line number on the left grid and then right-clicking on the received batch, and choosing the Create Vendor RMA Request for On Hand Qty option.
  3. You can also create a Vendor RMA by choosing Discrepancy at the time that you receive the PO. After that you go to the Discrepancies screens and you reject the parts and that process creates a RMA Request.

     You accept and reject the Vendor RMAs the same way that you do the Customer RMAs.

     When you are ready to ship the parts to the vendor go to the Vendor RMA request, double-click on the RMA that you want to ship, and click on the Ship button to print the packing slip and ship the parts to your vendor.

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Proud ERAI Member Since 2006   

Update! Minimize
FREE Express Edition - Wednesday, October 28, 2009

Try the FREE Complete Contact CRM Express Edition today! Go to the CCCRM Express page for more details

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Features Overview Presentation - Wednesday, October 28, 2009

Complete Contact CRM's features are designed to make you more productive and therefore more profitable... see an overview of them on this power point presentation.

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Features Minimize

·  Innovative Features
Automatic Vendor Ratings enables you to make better decisions. We are always striving to bring you the latest technology and a faster, easier way to do your job.
Increase efficiency and sales!

· Online Services Integration
Integrates with search engines, data sheet sites and other search sites to facilitate sourcing.
No more switching between multiple programs. Increased accuracy and faster sourcing!

· Requirement Management
Requirements are tracked through each step from entry (or importing) to the final sale.
Helps organize and streamline requirement handling making you a more productive sales machine!

· Fax and Email
Fax or Email directly from the application! Quotes, RFQs, etc. and also Broadcasting
Efficient and Fast Communications so you can spend your time doing REAL work!

· Contact Management
The most complete Contact Management System in the industry. All relevant information is just a click away.
Create better relationships!

·  Sales Dashboards
All of you most important work is summarized on one screen to keep you informed.
With the right information you can make better decisions and focus on the most important issues.

· Easy to learn and use
It is designed as a true Windows Application making it easier to learn and use.
You get Up and Running faster! Makes you and your new your employees more productive and effective faster!

· Accounting Integration
Integrates with QuickBooks and Peach Tree. Other accounting software can be integrated.
No more double entry!

· Security
Multi-layer security allows you to assign  permissions and logging capabilities to any or all screens.
Secure information access! Recover important data from changed records!

· And a Lot More …
Multi-Location, Multi-Currency, Multi-Warehouse, and lots of more features...
We keep adding features regularly, keep checking!

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