Master Plan CRM

Modules

•  Company
•  Warehouse
•  Economy
•  Employee
•  Private
•  Language
•  About

In the Company section you can:

•  Company Contacts:
  Here the company can keep all their information about external contacts. For each contact you can store information about the company's contact information (phone no., fax no., mail address, postal information, web information, delivery information, contact persons (unlimited numbers), notes (fx. from the mail system), documents (letters, pictures, video's.
•  Schedules:
  In this screen all users have access to the same information about internal meetings, holidays (optional) as well as birthdays (optional). The individual user can add/change his/hers own schedules.
•  Mail:
  This is a mail system either in connection with MS Outlook or a direct SMTP-system. Send mail directly to your contacts from this system.
•  Equipment:
  This Equipment system is designed for the company to have a database with information about their inventory status. Equipment technical information as well as economical figures. All spare parts can be registered with information of storage location. You can register all downtime figures as well as repair cost and scheduled service. All Equipment documentation (instruction books, training video's etc) can be stored in the database as well.
•  Chemicals:
  This is a section where the company can store all information about the chemicals in use, as part of an HES (Health - Environment - Safety) system.
•  Documents:
  In this Document section the company can store all external information (pictures, letters, worksheets, video's etc., as well as information about the company's insurance and contracts.
•  Projects:
  Here the company can keep all information about internal/external projects; Project information's, Project Cost, Project Hours, Project Quotes as well as Project documentations.
•  Exhibitions:
  The company can here register all information's about future exhibitions of interest. Some defined time before exhibition start, an email is send to those who are registered as possible exhibition participants.
•  Visitors:
  The company can use this part of the program as their admission administration. Keep track of the visitors coming and going - you will always know who is visiting who and when.
•  Database extensions:
  Internet Links;                     keep all the company Internet links at one place for sharing by all employee's.
  Notification Persons;         Define who should be notified in case of new courses or exhibitions.
  Christmas Cards;                Card File of all contacts the company wish to send Christmas Cards to.
  Company Holidays;            Define company and national holidays.
  Phone Book;                        Shows the internal as well as external phone numbers and Email addresses.
  Transfer from Outlook:    Transfer contact information from MS Outlook.
  Mail System:
                                                  - Send HTML mass mail
                                                  - Email subscribers
                                                  - Mail Transfers
  Equipment Groups;           
  
   

In the Warehouse section you can:

•  Invoice:
  Invoice customers, Send Invoice, transfer information to economy system
•  Purchase:
  Send purchase order to supplier, transfer purchase information to economy system
•  Quotations / Inquiry:
  Send quotation to customer or inquiry to supplier. Use the feed-back information in
•  Items:
  This screen are used to store all information about the items your company either are selling or buying. This information is used all around in this program, just input the information once and all co-workers have access.
•  Bill Of Materials:
  Here you can define the Bill Of Material structure, and as such always now what a product consist of.
•  Stock:
  Se what the stock situation is, numbers and economics. Plays together with the Purchase- and Invoice system.
•  Quality Test:
  Define your own item quality test procedures, as well as the actual test.
•  Containers:
  Store all information about  purchased goods onboard shipment containers. Container arrival time, container contents, time in dock etc.
•  Database extensions:
  Sales Agents;                    Define sales agents and Agent fee
  Sales Statistics;                Show sales statistics for a defined period
  Transfer Invoices;            List Invoices not delivered, payment overdue etc.
  Purchases not arrived;    List purchases not delivered.
  Purchase Statistics;        Show purchase statistic for a defined period.
  Item Groups;                       Define Item Groups and -sub groups.
  Custom Codes;                    Define the various custom codes.
  Warehouse Register;        Define all warehouses as well as locations.
  Stock;                                    Show Stock quantity as well as Stock transactions.
  
  

In the Economy section you can:

•  Ledger:
•  Temporary Ledger:
•  Agents:
•  Rent Notes:
•  Payments:
  
  

In the Employee section you can:

•  Employee Information's:
  All employee information is password protected, all sensitive information is only available to users with highest security level (0).
  In this screen you can store information about Personal Details such as address, next of kind, education, job history, course/training history, medical history, tax- and union information as well as company information about Grievances, Benefits, wages and other company related information's.
•  Show work weeks for a defined department:
  Se at a glance who are at work at a defined Department/week, who are on sick leave and who are on holiday.
•  Register /Show employee holidays
•  Register / Show employee absentee
•  Register / Show planned and actual work hours.
•  Courses:
  Here you can define all courses which are relevant for your company. You can also define the employee's who are going to attend. A week before course start, an email notification is send participants.
•  Birthdays:
  This screen informs of birthdays this year. Each day it automatically searches for birthdays and shows a screen message if it finds someone.
•  Job Applicants:
  Define applicants for advertised jobs in your company
•  Vacancies:
  Define new vacancies in your company and connect this information with possible applicants. Send letters to all applicants who are not acceptable, send letters to all applicants their application are received and we will get back.
  
  

In the Private section you can:

•  Private Contacts:
•  Private Schedules:
•  Travels:
•  Alarm:
•  Internet Links:
•  Hotels:
•  Cars:
•  Anniversaries:
  
  

In the Language section you can:

•  Change Language:
•  Change all screen texts:
•  Program update:
  
  

In the About section you can:

•  About:
•  Write to me:
•  Register:
•  Check for updates: