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NSD ERP SYSTEM
CRM User Manual
Table of Contents
Introduction .................................................................5 MANAGER’S DESKTOP ............................................5 CUSTOMER RELATIONSHIP MANAGEMENT .........9 A - Customer Hierarchy .......................................................................................................................... 9 Creating a Customer ........................................................................................................................... 9 Deleting a Customer from the Hierarchy ............................................................................................ 9 CUSTOMER MASTER DATA ...................................10 A – Customer Action ............................................................................................................................ 10 Add a Customer ................................................................................................................................ 10 Block Customer Account .................................................................................................................. 12 B – Maintain Customer Data ................................................................................................................ 12 C – Customer File ................................................................................................................................. 14 UTILITIES .................................................................15 A – Customer Creation ......................................................................................................................... 15 B – Change Customer Status ................................................................................................................ 15 C – Customer Management .................................................................................................................. 16 Creating s Search criteria: ................................................................................................................. 17 Updating (changing) a Search Criteria: ............................................................................................ 17 Deleting Search Criteria:................................................................................................................... 17 Maintaining Customer Data: ............................................................................................................. 18 Displaying Customer Data: ............................................................................................................... 18 Creating a Template for Quotation ...........................18 A- Creating the Template variant ..................................................................................................... 18 B - Creating the Template ................................................................................................................. 20 C - Creating a report header with a LOGO ....................................................................................... 22 EMPLOYEES ............................................................24 Hire New Employee .......................................................................................................................... 24 Organization Assignment.................................................................................................................. 25 Maintain Employee Data .................................................................................................................. 26 Display Employee Data .................................................................................................................... 27 Employee Management .................................................................................................................... 27 Employee Reports ............................................................................................................................. 28 A - Employee List ............................................................................................................................. 28 B – Employee Comments ................................................................................................................. 29 NSD ERP SYSTEM / Customer Relationship Management (CRM)
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