reporting & alerting

overview | features & benefits | optional modules

Optional Modules

Taskcentre Alerting

Alerting and Automation makes your system pro-active.  By setting up simple tasks you can get your system to take the hassle out of repetitive jobs, or warn when a potential issue is arising.  Below are some examples:

• Automate Business processes for example:
  • Send e-mail confirmation of sale
  • Print letter for new customer account
  • Remind customers/reps of promotions
  • Automatically follow up quotes
• Alert on Business situations for example:
  • Warn of low stock items before stock runs out
  • Warn Sales Reps of change in customer credit status
  • Advise of low sales results
  • Know immediately of low margin sales
  • Identify dormant customers
  • Advise of goods receipt to satisfy outstanding orders
• Keep your Website/Intranet/Extranet up to date:
  • Product Stocks
  • Product Prices
  • Customer Account information
  • Rep sales Results
  • Upcoming price changes