• 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