In the sales order process within Exact Globe, users can define different customers for ‘Ordered by’, ‘Delivery to’ and ‘Invoice to’.
Now think about the following scenario: you’re a supplier and regularly selling to a customer, where this customer has a lot of branches. The customer orders the goods centrally and requires:
- the delivery to be done to one of their branches
- the order confirmation be sent to the email address of the contactperson at the branche.
- Receive the invoice electronically via an email to purchasing department at the headoffice, not to the branche
- As a supplier, you do want to keep your own CRM system tidy, define as little customers and contacts as possible, but still be able to define exactly what addresses are relevant for this customer
The video shows how Exact Globe can support this scenario. It’s a step-by-step demo, without sound. For better readibility, please click the icon at the right-bottom corner of the video, to maximize the screen. Note that this is current functionality, I used product update 393 for the demo.
Photo credit: Trevor Gibbs (John)