Customer Relationship Management for Plex ERP

Centralized Sales Module

Make it easy for your customers to work with your enterprise for centralized, streamlined, and efficient sales order management execution and escalations handling.

Customer Order Management Module

Manage all of your comprehensive customer master data in one central location. Take control of your customer master data and maintain detailed information about their financial ratings, contacts, communication logs, part or item numbers, and more. Enter, track, and fulfill spot buys or blanket customer orders and releases using standard or custom pricing.

Customer Portal Module

Let customers communicate directly with your business from one centralized platform, securely and proactively. Open a new channel of collaboration for proactive bi-directional communication through the Plex Manufacturing Cloud Customer Portal.

Electronic Data Interchange (EDI) Module 

Manage your EDI trading partners, mailboxes, and documents for an instant and flexible exchange of transactions. Electronically connect your customers’ business with your own using native integrated EDI in the Plex Manufacturing Cloud ERP software solution.

Plex Systems EDI interprets and imports customers’ EDI releases to your customer order system and then automatically sends Advanced Shipping Notices (ASNs) and/or invoices when the product is shipped.

Quoting and Estimating Module

Automate your pricing and quotations, and be more responsive. Build detailed cost estimates and keep track of important quote information to keep a close tap on the profitability of your sales decisions.

Release Accounting Module

Track and manage your customer order and release information with ease. Track, manage, and store customer orders and corresponding release information, including accumulated shipment quantities, for repetitive release-driven trading partner relationships.

Sales Management Module

Drive towards higher sales and revenue with easier access to information and higher visibility. Manage and retain all of your sales-related data, including opportunities, quotes, customer orders, and more, in one centralized location.

Manage flexible commission payment structure and commission-owed records that are generated automatically by customer shipments and other defined activities. Manage relationships by keeping a close eye on customer satisfaction, sales forecasts, and competitive intelligence data.

Service and Warranty Module

Have all of your field and warranty details up-to-date all the time with Plex ERP software. Track warranty claims and field service calls, including spare parts consumption.

Vendor Managed Inventory Module

Exceed your customer expectations with automatic replenishment of vendor-managed inventory and timely invoicing. Meet and exceed your customers’ vendor-managed inventory (VMI) expectations with automatic replenishment, invoicing, and smart inventory retirement algorithms.