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Sales-Documents and Pricing

• Easy and intuitive: documents can be altered at all times, items can be renumbered, inserted or moved

• Wide variety of document-types to choose from: purchase- and sales contracts, order-calls and orders, partial and collective deliveries, sample-deliveries (free-of-charge), credit-notes, proforma-invoices, etc.

• Flexible Pricing: customer/supplier-related prices, list-prices in different currencies, quantity-related prices, variable additional price-components and -surcharges (i.e. setup-cost-surcharge, minimum quantity surchgarges, etc.) on a percentage-, per piece- or per kg-basis, flexible rebate-system

• Price Alterations: automated price-alterations with round-option; option for subsequent price-and weight-alterations in existing orders

• Accounts of proceeds: invoiced turnover can optionally be split variably onto different accounts (i.e. foundry, machining, external manufacturing, etc.)

Customer Relationship Management (CRM)

• Integrated CRM-cycle: Order-calculation, quotations, call- and contact-management, follow-up - all business processes are fully integrated

• Customer- and prospect-management: multiple-addresses, multiple contacts per customer; extensive management of communications-data (fax- and phone-numbers, mail-addresses, etc.) per contact

• Activity-management: Management of calls and contacts, workflow-support for follow-ups of calls and quotations, prospect-management

• Integrated communications:

  • integrated mail-client and mail-archive: send your mails directly from TimeLine-ERP

  • Integrated PDF-Generation of all sales- and purchase-documents for direct-email-transmission or archiving-purposes

  • Mail-archive per customer, supplier and prospect

  • serial-emails, email-campaigns

• Integration into MS-Office:

  • Generation of quotations and other documents into MS-Word-documents via customizable templates

  • Excel export-option for all reports

  • Access TimeLine-data from Access or any other ODBC-database, OLAP- or reporting-tool. TimeLine's open-repository-database is freely accessible for any user with sufficent rights.

• Computer-aided-telephony (CAT, TAPI):

  • incoming calls: TimeLine pops up the customer-info-screen automatically on any identified incoming phone-call

  • outgoing calls: call your business contacts by simply clicking on the phone-number in the customer-info.

• Customer-Information-Module - comprehensive information at a glance: correspondence, outgoing email, contacts, notes, follow-ups, internal and external documents, adresses, pricing, historical data and statistics, accounts receivable, order-backlog, turnover and more...

Document Management (DMS)

assign any file to almost any object in the ERP-system:

• supported file-formats: Excel, Word, Access, fotos (tif, jpg, etc.), drawings - any file-type that is supported by the software installed on your system can be linked to an object in the ERP-system.

• supported objects in TimeLine: customer, supplier, prospect, item, tool/mould, sales- and purchase-documents (quotation, inquiry, order-confirmation, ...), production-documents, etc.