BatchMaster Business Portal

Whether you are out visiting a customer or a vendor, working remotely, or just need to be out of the office, BatchMaster’s Business Portal allows secure access via your web browser to many of the functions normally only able to be performed back in the office.

 

Create or Correct

·    Customer records (direct update to BatchMaster ERP).

·    Customer Shipping Addresses.

·    Forecasts (Customer or Branch)

 

Enter / Post Transactions

·    Create Quotations

·    Transfer Quotes to Sales Orders.

·    Create Sales Orders & Returns.

·    Request Inventory.

·    Receive Inventory.

·    Receipts.

·    Pre-payments.

·    Maintain Shipments.

·    Generate Invoices.

 

Access & Manage

·    All dashboards.

·    CRM Sales Opportunities.

·    CRM Service Requests.

 

Approve

·    Formula changes.

·    Sales Quotations

·    Samples / Project management changes.

·    Purchase requisitions.

·    Purchase Indents.

·    …. and email the next Approver

 

View All Dashboards

·    Sales

·    Purchasing

·    Inventory

·    Production

·    Quality Control

 

Access CRM

·    Sales Opportunities.

·    Service Calls.