Plexus Online provides a full suite of tools for managing the sales process, from powerful Quote Tracking and Order Entry modules, to Release Accounting and Shipment Tracking, to Revenue Reporting and CRM.
By drawing upon is various modules, Plexus provides Customer Relationship Management systems used by corporations to establish strategies, manage day-to-day communication, and organize the sales/service effort. The Plexus Sales and CRM system can take many forms, depending on the specific requirements.
Release Accounting Plexus Online includes a comprehensive Release Accounting solution that fulfills all the requirements for dealing with Automotive and other release-driven industries. Release Accounting provides a fully-integrated system that includes Blanket Orders, Releases, Cumulative Tracking, EDI, Bar Code Labeling, Finished Goods Inventory, and Shipping. Plexus Online incorporates all AIAG standards, plus the specialized and highly detailed requirements of Honda, GM, Ford, Chrysler, Toyota, and the other OEMs.
Customer Module This module establishes a master list of Customers, including various Ship To and Bill To addresses, and maintains all customer-related data. A basic requirement for most systems.
Opportunity Tracking The Opportunity Tracking Module is an essential tool for a Sales Department to manage and track their sales opportunities. Each Opportunity is identified with a Customer, Description, Salesperson, $ Amount, Expected Close, and so on.
This is the primary module a sales department uses to organize its day to day leads.
Contract Tracking This module provides a central place to store and track contracts with outside third parties, such as equipment providers, software maintenance, and so on. Automatic notification and reports when contracts expire and/or require renewal.
Communication Log A historical log of communication with contacts, customers and suppliers.
Quote Tracking This module provides a mechanism for creating, printing, and tracking RFQ’s and Quotes. It also disables some other "automatic" emails used by non-workflow customers.
Estimating Expanding on the Quote Traking system, the Estimating Module provides the ability to build up a detailed cost estimate for producing a quoted part. Also includes price markup and commission calculations.
Weight Calculator Calculates mass and weight of various shapes and material types. Especially useful for generating quotes.
Quick Quoter A quick and easy way to determine a new price based on the type, weight and price of all the existing prices in the database. Instead of using cost to drive the price, it uses the current market as represented in the current parts/prices.
Part Configurator Pricing System The Pricing System, a sub-module of the Part Configurator, provides a mechanism for setting up and using highly-sophisticated, customized pricing structures for Order Entry and Estimating.
Order Entry & Tracking The Order Tracking module is used to enter, track, and fulfill customer orders. Key data is stored for each order, such as Customer, Due Date, Part Numbers and Quantities. Also provides links to Job Tracking and Inventory in order to monitor the detailed status of an order.
Customer Orders & Releases The Customer Order module is used to enter, track, and fulfill customer orders. Key data is stored for each order, such as Customer, Due Date, Part Numbers and Quantities. Also provides links to Job Tracking and Inventory in order to monitor the detailed status of an order.
Spot Buy Order Entry This is a screen for quick entry of spot buy customer orders. This screen will create Order, Order Line, Price, Approved Ship to, and Release records.
Standard Price Module Provides the ability to setup standard, cross-customer pricing based on quantity break levels and other parameters.
Revenue Reporting Provides various reports for analyzing and tracking revenue.
Customer Sales Forecast Allows forecast data to be stored by period, and comparisons made between snapshot versions of the forecast. Maintains Initial Sales and Manufacturing versions of the forecast and displays data by sales dollars or manufacturing quantity respetively.
OEM Automotive Production Data The OEM Automotive Production Data Softwre module contains a database of vehicle production for North American auto makers, broken down by OEM, Division, Platform and Vehicle. It contains a four year history and a four year future projection. Ideal for integrating with the part list for long term forecasting purposes.
Customer Satisfaction Overview This module provides an overview of Customer Satisfaction. Each Customer is dipslayed with a color-coded Customer Satisfaction Level, Status Note, Account Manager Name, and so on. This module will be augmented with the Customer Satisfaction Survey system (in development).
Online Order Inquiry This module allows customers to login to the system and view the real-time status of orders.
Customer Assignment Assign employees to customer responsibility.
Field Service This module is used to track Field Service calls to customer locations. Service records inlcude
Service Date, Technician, Machine Serial No, Problem/Complaint Description, Resolution and all other pertinent Data. Also tracks Spare Parts used and warranty status.
Commissions Tracking The Commission Tracking system provides a framework for setting up a Commission structure for sales people. The system automatically looks up, calculates and records commision when part shipments are made.
Reports show the amount of commissions owed based on payment status of the associated customer invoice.
Commissions owed can be selected and used to generate accounts payable records, from which pay checks can then be cut via standard accounting module functionality.
Competitor Database This is a database of competitor intelligence, including a list of competitors, markets, personnel, capacity, strengths/weaknesses, and other marketing facts.
Mail List Manager A system designed to manage a promotional literature for a Direct Mail campaign.
Sales Literature Request The Sales Literature Request Module is used to Manage Customer Requests for Samples, Literature, etc.
Special Price Request A module, integrated into the CRM system, for tracking customer requests for special pricing.
Sales Force Coordination This module provides the ability to track and coordinate the activities of a sales force.
