Application Module Selection

This screen shows you the modules available to a user with full rights. These available modules can be reduced by altering security privillages.

Setting Up The Customer

This screen shows you a customer view within the CRM module where you can record details about the customer and manage all opportunities, activities, sales, contracts, invoicing requirements etc.

You also have the ability to create your own data capture fields.

Defining The Catalogue And Pricing

Within the Product Manager you can setup your catalogue, your customer specific catalogue, pricing, and any yield products.

Setting Up An Inbound Sales Order

An inbound sales order is setup either manually or by a contract to allow for materials being booked in for a gate price to be registered.

As materials are booked in through the recycler the products will be automatically be added to the sales order for price checking and invoicing.

Inventory

Within the Inventory manager you can maintain your inventory of finished goods.

Creating An Outbound Sales Order

Once you have your finished processed goods you can now create an outbound sales order to sell your goods.

This may involve the traffic manager of the Logistics module to schedule a pickup, or may involve the Recycle module if you need to create duty-of-care documents.

Invoicing

Within the Invoice manager you can process your invoices from printing through to exporting and then closure.

Application Control

Use the control manager to manage your users, your security, and your data fields for your organisation.