"With the complete overview of orders and delivery status, open customer entries and historical invo...
This presentation is the property of its rightful owner.
Sponsored Links
1 / 31

Reporting SuperOffice CRM <- Your ERP System All versions of SuperOffice and Visma Business PowerPoint PPT Presentation


  • 55 Views
  • Uploaded on
  • Presentation posted in: General

"With the complete overview of orders and delivery status, open customer entries and historical invoices, you can increase the level of service and your customer relationships." "Project overview from project accounts to journal level creates complete control in the project"

Download Presentation

Reporting SuperOffice CRM <- Your ERP System All versions of SuperOffice and Visma Business

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


Reporting superoffice crm your erp system all versions of superoffice and visma business

"With the complete overview of orders and delivery status, open customer entries and historical invoices, you can increase the level of service and your customer relationships."

"Project overview from project accounts to journal level creates complete control in the project"

"The opportunity to open a copy of all electronic vouchers / invoices

will streamline your business"

  • Reporting

  • SuperOffice CRM <- Your ERP System

  • All versionsof SuperOffice and

  • Visma Business

  • Microsoft Dynamics NAV

  • Microsoft Dynamics AX

  • Unimicro


Open customer entries

Open customer entries


Reporting superoffice crm your erp system all versions of superoffice and visma business

Open records.Open and overdue items.Sorted by oldest overdue entries.Overdue items are REDOpen records are BLUEAll amounts are inclusive VAT


Reporting superoffice crm your erp system all versions of superoffice and visma business

We want to look into one of the open records in Visma and then press the Invoice Number


Reporting superoffice crm your erp system all versions of superoffice and visma business

If there is a electronic copy of incoming or outgoing invoices, or a documentation center is used, there will be an invoice copy (tif/pdf) here.

Details from the invoice.


Reporting superoffice crm your erp system all versions of superoffice and visma business

We want to look at the information in SuperOffice and press the sales number.


Reporting superoffice crm your erp system all versions of superoffice and visma business

In SuperOffice the following information is recorded on sales/invoices.


Reporting superoffice crm your erp system all versions of superoffice and visma business

Menu.

If overdue entries is selected, only overdue entries will show.


Reporting superoffice crm your erp system all versions of superoffice and visma business

Shows only overdue entries


Reporting superoffice crm your erp system all versions of superoffice and visma business

Shows the not-overdue entries


Reporting superoffice crm your erp system all versions of superoffice and visma business

For your choice of period.

View the statement of account from the client ledger.


Reporting superoffice crm your erp system all versions of superoffice and visma business

Shows Budgeted and Actual numbers divided up by period / year.


Reporting superoffice crm your erp system all versions of superoffice and visma business

Optional period.Choose from:- All historical data- This period- Last 3 months- Last year- Two years ago


Offers orders

Offers / Orders


Reporting superoffice crm your erp system all versions of superoffice and visma business

Offers/Orders.

This column shows the orders and offers that are registered in Visma.


Reporting superoffice crm your erp system all versions of superoffice and visma business

We open an order to see what is delivered and what is remaining


Reporting superoffice crm your erp system all versions of superoffice and visma business

Menu

We can choose between

Orders / Offers

Only Orders

Only Offers

Orders divided by product or by requisition number


Reporting superoffice crm your erp system all versions of superoffice and visma business

Orders divided by product.

We choose one of the products by clicking on a product number.


Reporting superoffice crm your erp system all versions of superoffice and visma business

This product is found in several orders.


Invoice history

Invoice history


Reporting superoffice crm your erp system all versions of superoffice and visma business

  • Billed.

  • Menu that shows

  • Invoice history

  • Only invoice

  • Only credit note

  • Divided by product

  • Divided by seller

  • Requisition number


Reporting superoffice crm your erp system all versions of superoffice and visma business

Details from the invoice.


Reporting superoffice crm your erp system all versions of superoffice and visma business

Invoice divided by product.


Reporting superoffice crm your erp system all versions of superoffice and visma business

Invoice divided by seller.


Project reporting

Project reporting


Reporting superoffice crm your erp system all versions of superoffice and visma business

Project reporting.

Similar functionality for customer and supplier status.


Reporting superoffice crm your erp system all versions of superoffice and visma business

In addition we have project accountings.


Reporting superoffice crm your erp system all versions of superoffice and visma business

Project accountings with drilldown.


Reporting superoffice crm your erp system all versions of superoffice and visma business

The following account is included.We look more closely at account 4300.


Reporting superoffice crm your erp system all versions of superoffice and visma business

The following transactions / vouchers are recorded in the account 4300.


  • Login