Product Details

Infor CloudSuite Industrial (Syteline)

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Customer Relationship Management for Infor CloudSuite Industrial (Syteline)

Customer Service / Order Entry/CRM Module

  • Real time Promise Date calculation (CTP/ATP) based on material, labor, machines needed
  • Ability to determine why late and bottlenecks 
  • Centralized and decentralized order entry
  • Regular/Blanket Orders
  • Credit management
  • Intelligent pricing by volume, customer/item, contract and matrix
  • Hard reservation to customer order
  • Customer Return Material Authorizations (RMA)
  • Progressive billing
  • Sales and booking analysis
  • 3 Tier Customers (Corp – Bill To(s) – Ship To(s))
  • Drop Shipping by order/line/release
  • Split commissions by order/line
  • Ship Early/Partial processing
  • Link to Job, Inventory, PO and Transfer Order
  • CRM includes Prospects, Opportunity, Task, Sales Contacts, and Lead Management

Field Service Management Module

  • Field Service
  • Depot Service
  • Service and Repair orders
  • Incident management
  • Service contracts
  • Warranty contracts
  • Knowledgebase
  • Resource scheduling
  • Skill/certification/location matching
  • Unit Configuration: as built, as-repaired
  • SRO (Service Repair Orders)
  • Manage exchanges, loaners, rentals, 
  • Track Warranty claims
  • Preventative maintenance order support
  • RMA support
  • Time and expense tracking
  • Equipment meter
  • Service history
  • Mobile Data collection support
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