Sage CRM for Realitex200
Sage CRM for Realitex200 delivers recording and management of sales, service, and marketing, as well as other non-transactional tasks, to ensure you are capturing and managing important information to make the most of your customer relationships, delivering the best service, and maximise sales opportunities. Fully integrated to Realitex200 it also delivers a range of sampling/merchandising tracking and management facilities.
Direct Debit Module
Record Direct Debit details on the customer record with options to produce and allocate receipts, and roll-up of cost centre information based on transaction type; optionally use a Sage query code to select transactions for an uploadable CSV for posting to the bank with facilities for manual entries; import transaction from an external invoicing system and produce CSV files to post to the bank.
Realitex200 Paperless Warehouse Management
Realitex200 Warehouse Management is a much more efficient alternative to traditional paper based picking options. Streamlining all aspects of warehouse operations, the module enables intelligent paperless picking using RF hand-held or FLT mounted scanner terminals. Realitex200 Warehouse Management delivers complete flexibility from goods in to picking, cutting and relocating for pieces and batches.
Realitex200 Cutting Table Integration
Send cut information directly from Realitex200 to a range of cutting tables, including HEL, ETF, Merryfield, and Accu-Cut, and receive back actual cut and check measure results to update stock and orders real-time, print labels, and integrate to cut, wrap, print facilities (depending on the table facilities). Saving time, increasing efficiency, reducing costly mistakes, and increasing stock accuracy.
Realitex200 Transport Management
Plan van loading and schedule deliveries based on a combination of date required and vehicle capacity. Vehicle capacities are set based on weight and customers are assigned to delivery routes so that deliveries to a customer can be made on the days of the week that are valid to their route. Saving time, increasing efficiency, and enhancing customer service with accurate delivery dates available at the point of order.
Allowing associated limited companies to access a single stock source to streamline warehousing and distribution with all associated accounting functionality.
Spindle Document Management
Delivering high quality business documents such as sales order acknowledgements, sales invoices, delivery notes, purchase orders and statements by e-mail or print. Automatically archives all outgoing documents to eliminate manual filing and provide instant recall.
Panintelligence Business Intelligence Dashboard
Real-time web based business intelligence for sales, stock, purchases, accounts and CRM presented in charts, tables or maps to analyse KPI’s, trends and patterns. A complete top-down view of your business data for deeper insight.
Delivering secure 24×7 business-to-business (B2B) trading with customers with optional plug-ins for order entry, order enquiry, stock enquiry, account enquiry etc. Giving customers flexibility to trade with you at anytime, and reducing the demands on your internal resources.
Realitex200 Application Interface (API)
A flexible engine for internal application use where you can create your own fronts ends for operational use within the business or integrate other third-party systems. With options for Order Entry, Order Enquiry, Stock Enquiry, and Account Enquiry facilities.
Realitex200 Order Upload/Import
Create sales orders from various file formats or files submitted via e-commerce/a secure customer web page. Includes file mapping facilities to allow flexible file formats to meet your customer needs.
Realitex200 Process Control Module
Apply additional processes such as FR treatments and/or printing to convert from one product code to another. Manages processing costs, materials use, purchase orders and sub-contractor involvement.
Realitex200 Stock Taking
Allows you to significantly streamline your stock taking process, automating much of the work, removing time consuming tasks, reducing the timescales of stock takes, increasing the accuracy of your stock for efficient picking, accurate order allocation, and accurate stock information as a basis for re-ordering. Once check the stock take can be committed to the live data, with audits and reporting available.
Realitex200 Promotions and Alternatives
Offer clients related products and services whilst orders are being placed, prompting sales staff with a list of relevant items, including alternatives if stock of the requested item is not available.
Realitex200 Service Management
Track and manage complaints through a user defined process, pulling in original invoice details, values, dates etc., recording activity, and processing actions like inspection visits, collections, and credits. Integrates to Sage CRM.
Realitex200 Carpet Manufacturing Module
Flexible manufacturing facilities allowing all aspects of the processes and costs to be managed. Provides visibility of available products to the sales office and advanced allocation where available, with automatic updating to finished stock.
Define rules and criteria to trigger, schedule and monitor actions/tasks – delivering database query results via scheduled or instant notifications in text or e-mail formats. For example, low stock alerts or up to date sales figures on demand.
Contract/Project Analysis Module
Full integration to Sage 200’s Project Accounting module delivers a single view of all your projects, allocation and collation of costs & overheads, and tracks financial progress.
Global data verification and geocoding solution which provides an easy way to verify and enrich Sage 200, Sage CRM, and Realitex200 data, giving improved data quality and enhancing customer experience.
Head Office Central Account
Redirect multiple branch account transactions into one central “head office” account for single payment processing, central statements, and single account enquiry.
Snapshot Critical Moving Data
Grab the current position of data that’s constantly moving, for example at the end of each month, to create vital Key Performance Indicators (KPIs) for reporting in solutions like Panintelligence. Data like On Order Balance, Debtors, Stock Valuations, Number of Open Service Cases, Value of Open Sales Opportunities, Bank Balance, etc etc, give you ideal indicators to the business trends and performance. Flexibility to generate single figure data or a history of values for projections.