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  • OPTIONS Customer Services incorporates all activities for managing and supporting customers and enquirers to promote the development of profitable long-term customer relationships.

  • Details of all customer contacts are held as customer history, which is used for directing customer services and as a data source for future marketing campaigns.

  • Customer Services features include:
  • Adding new orders, updating existing orders, cancelling orders, progressing previously held orders
  • Exchange and replace orders
  • Customer correspondence, emails and text messaging driven by order statuses and ad-hoc customer services requirements
  • Adding and updating customer master data
  • Management and scheduling of customer services tasks through internal emailing and setting reminders
  • Financial analysis of customers’ accounts at the transaction level
  • Raising miscellaneous debits and credits
  • Cash posting to invoiced accounts
  • View stock availability and expected delivery dates for out of stock products, allocating/de-allocating stock by order line




Click image for an example of a Customer Header









Click image for an example of a customer's private preferences









Click image for an example of user defined fields for a customer; used for management analysis and targeting marketing campaigns







Click image for an example of the Customer History display