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PDi CRM – Information Desktop

PDi CRM Business Information gives a graphical view of some basic customer, supplier, inventory, and general ledger information.

The customer panel includes the ability to view top x, bottom x pie charts, Sales for the current year by sales code, Monthly sales, customer age analysis, and customer category information.

The supplier panel includes the ability to view top x, bottom x pie charts, Purchases by supplier category, and supplier monthly purchases.

The inventory panel includes the ability to view top x, bottom x pie charts, Inventory monthly sales, sales by inventory category, sales by inventory group, and ageing of inventory by monetary quantity.

The General Ledger panel includes financial data by category and standard financial ratios.

View the screencast below for more information on the PDi CRM Business Information Desktops

 

 

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