Customer Requests

Compiere supports automated processing of customer requests such as:

• Information — unstructured requests from web or email sources
• Service — requests to perform a service at a given time and place
• Charge — requests to reimburse costs
• Account — requests concerning a particular customer or vendor order, shipment, invoice or payment
• Warranty — requests concerning a product or service issue
• Help — unstructured customer service requests
  Depending on the type of request, it can be automatically converted into a target document (e.g. a quote, order, or invoice). A confirmation email with tracking number can be sent manually or automatically. Optionally assign requests to specific system users for action or follow-up.

By utilizing the tracking number, the Request creator can update information in the Request. Request Management capabilities within CRM ensure timely response, escalation in accordance with a defined process, timescale, and closure.

Requests can also be generated based on the account status (e.g. date of last sale, overdue payment, etc.) for customer service or sales to follow up.