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Category: Products

Software products available from PDI Spirit

PDi CRM – Tags

PDi CRM – Tags can be thought of as creating multiple customer categories and assigning them to customers. Sage Pastel Accounting allows only one customer category to be assigned, with PDi CRM Tags unlimited tags can be defined, tags can be assigned manually to individual customers, prospects and suppliers. They can also be assigned based on sales figures by date or products purchased.

As an example, we could list all customers that purchased a certain or range of products within a given period, tag them with a new category and then send a targeted email to those customers using that new tag informing them of a new special event or product being launched. This being just one of many uses that PDi CRM tags can be used for to manage and extract information from your customers, prospects or suppliers.

View the following screen cast to get more information on the PDI CRM Tag function


Sales Order procurement documents

PDi CRM Open Sales Order module, gives access to a list of sales orders within Sage Pastel Accounting. Apart from just viewing the sales orders, this screen also gives the ability to generate Request for Quotes (RFQ) and purchase orders for either a single or multiple suppliers.

Request for quotes can be generated against multiple suppliers, giving the option to print, view or email the request to the select supplier. If purchase orders are created from the sales, then these are created directly within the Sage Pastel Accounting company data so that they can be used for receiving or linking to a supplier invoice.

View the screen cast below for more information and a quick-walk through of the module


Generate Procurement Documents

PDi CRM has the ability to generate Request for Quote (RFQ) and Purchase Order documents directly from a sales opportunity.

This function is ideal if you are using a back-to-back ordering method, the RFQ’s can be generated against multiple suppliers and then generate the purchase order for the single supplier or multiple suppliers that the items for this sale will be purchased from, once the sales opportunity is at that stage. As with all PDi CRM functionality the purchase order documents are created directly within Sage Pastel Accounting, so that they can be GRN’d and/or supplier invoices raised when the goods are received.

As well as creating RFQ’s and purchase orders within PDi CRM Sales Opportunity module, there is also a function to generate the documents against open Sales orders that are already captured within Sage Pastel Accounting.

View the screen cast below for more information on the process.

PDi CRM – Data View

Extracting data needs to be responsive. As part of your sales data, you may always want to see quantity of items sold, total costs, total sales values, gross profit and gross profit percentage. But, how you display that information can change, or more likely you need to see different views.

You may need to view just the sales of products by customer, or by sales person code and customer. Or you may need to view figures by customer category and inventory category. Normally, this could result in multiple reports, or different exports and multiple pivot tables. With the PDi CRM standard feature, you can create a single data extract, and then move columns around to get the data views that you require.

Watch the screen cast below, to see how easy PDi CRM allows the creation of multiple data views from a single raw data extract.