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Master
Link Web Portal
Built on over 10 years of experience gained developing many popular off the shelf solutions for Enterprise, we are developing a hosted web portal, to give you and your employees unrivalled access to company accounting functionality. [Submit Question or Suggestion] The
Web Portal can be used in either/both of the following modes: Stand
alone Web Portal
Customers
will be able to log on to their own account to place orders quickly, or enter
orders based on previous order history. This could be integrated
into your own web site easily. Remote
workers to login to view/add/edit their own Sales Orders (for customers they are
responsible for), Purchase orders (including Picking), Timesheets and Expenses. All off these
transaction will optionally go through 3 levels of authorisation, with e-mail
and SMS alerts to the authoriser. CRM
Web Portal
Any
CRM/Bespoke application capable of showing a web page related to and account
will be easily enabled, to display Enterprise account/transaction
information, take orders, with telesales option. This
will display key accounting information, for the current account displayed in
CRM/Bespoke application. The user will then be able to drill down to view
current Invoices, Credit Notes, Sales Orders, Quotes held in Enterprise.
If the current contact does not exist in Enterprise, then an option will
allow the user to create a new customer/supplier in Enterprise. Depending
on user settings and modules enabled the user will be able to enter Invoices,
Credit Notes, Sales Orders, Quotes. An optional OrderPad will display all
items previously bought, for quick and easy order entry. This
can easily be added to Bespoke Applications, Microsoft CRM, Goldmine and ACT and
virtually any other CRM package. How
will it work?
A
simple interface program will be loaded at your Enterprise installation,
which will provide the functionality to publish the accounting information to
our secure web server. This program will allow the importation of
Transactions live (Sales Orders, Purchase Orders, Timesheets, Expenses, etc.),
or when activated. Our
webs servers will then provide the above functionality to your users anywhere in
the world, using the latest .NET and AJAX technology. More
detail
Transactions
Authorisation:
All transactions will optionally go through 3 levels of authorisation, with
e-mail and SMS alerts to the authoriser. The authoriser will either login
to see all transactions to authorise or simply reply to request from e-mail or
SMS message (also showing transaction to authorise) Enterprise Business Rules: The system will obey the normal cost centre and
department rules as defined in Enterprise. Discount
Matrix: A majority of Enterprise discount matrix will be supported
similar to our popular MiniSell interface. Locations:
The system will display the free stock level of a single or multiple stock
locations. Expense:
Expense Types will be created to define how and where each expense will be
posted in Enterprise Timesheet:
Each user will be able to enter/edit/view the hours against a job for a whole
week in one go, against designed Time Rates held in Enterprise. Users:
The system will be very flexible, thus users could be: ·
Enterprise User ·
Enterprise Job Costing Employee ·
Enterprise Customer ·
Any other user added (CRM/Bespoke application) Managing
user settings will be simplified by allowing you to setup user groups, and apply
group settings to each user. Users will be managed in a Microsoft Excel
Spreadsheet, uploaded using a free cut down version of PostTrans. |