Encerrado

Custom CRM

This is the order of steps for their current process:

1st- sales –use Zoho to take sales order (RMA). They use this to enter and keep customer info.

2nd QuickBooks 2014 – same info and pricing entered and same order number as entered separately in Zoho, then they print our order. They use QB for entering the sales order and invoicing.

3 – Access DB (currently Access 2007 I think) – Manager enters work order management info in access, prints order and gives to lab. They use this to keep work order management info.

4 – Lab processes order, gives order manager.

5 – Shipping enters in world ship (UPS).

6 – Accounting closes order in QuickBooks.

So in current method, they enter the same information for each order in three separate programs: Zoho, QuickBooks, and an Access DB. Then, they have to manually enter the shipping and RMA info into UPS Worldship.

Habilidades: CRM

Veja mais: qb management, method crm, accounting world, crm custom report sample, crm custom reporting, crm custom reports, free shipping world zone problem cre loaded, crm custom, crm custom report example, free shipping world zone rates cre loaded, crm custom report, crm custom excel report, sugar crm custom dashlet

Acerca do Empregador:
( 0 comentários ) United States

ID do Projeto: #8125635

13 freelancers estão ofertando em média $6790 para esse trabalho

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fixfin

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tomydeveloper

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scalesystem

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neoglobal

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clickcubes

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WorkXpressPaaS

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superior5

A proposal has not yet been provided

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