Help desk tracking and inquiries can be a big mess without the right system to manage your issues. Tracking and managing thru a virtual help desk is tantamount to a professional organization. Communicate, track and organize the issues that matter the most your customers.
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Account management:
Add new account, add locations and contacts to the account
Update account information, add / update / delete locations and contacts
Import / export account information, locations and contacts, synchronize account information with other applications
Review quotes, orders, invoices and payments by account
Review account balance
Print labels, send mass e-mail
Account ordering activity report
Delete account
Quote management:
Create new quote
Print out quote and fax or mail it to the customer
E-mail quote to the customer
Review previous quotes by customer, dates, products
Review details of each quote, update quote
Delete quote
Convert quote to order
Import / export quotes, synchronize with other applications
Order management:
Create new order
Review orders by customer, dates, items
Track items on backorder, items that are not shipped, returned items
Review order details, update order, print order
Delete order
Convert order to invoice (allows several invoices on one order)
Create order reports
Import / export orders, synchronize with other applications
Invoices / Payments:
Create new invoice
Print out invoice and fax / mail it to the customer
E-mail invoice to the customer
Review invoices by customer, dates, products
Track overdue invoices
Review invoice details, update invoice
Track payments and refunds
Delete invoice
Import / export invoices, synchronize with other applications
Customer Self-Service:
Review order history, search orders by various parameters
Check order status
Review invoices
Pay invoices online

 
Orders and Invoices


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