Download
1 / 166
1.66k likes | 1.66k Views
BCS Software Developed by M.E.E.M. Mgnt. Inc. BCS: The User Friendly Management Tool Overview Review. www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca. Main Menu.
E N D
BCS Software Developed by M.E.E.M. Mgnt. Inc. BCS: The UserFriendly Management ToolOverview Review www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca
Main Menu Phone List provides detailed listings on customers and suppliers Estimates are linked to jobs Quotes are linked to invoicing Jobs track, report, cost, and invoice Purchase Orders are linked to jobs Time Sheets are linked to jobs Sales Calls track client relationships and activity Administration customizes the application i.e. tables and security Reports – predefined reports www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca
Phone List – General Tab Is the company a customer or a supplier? Which sales rep deals with the company? Who are the company’s contacts? Where is the company located? Do you currently deal with the company? Is there a summary report of customer information? www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca
Phone List – Details Tab Where are invoices sent? (eg Head Office, different branch?) Does customer require a PO? How much is customer charged? Is customer exempt from PST? Has customer had a credit check? What are the supplier’s terms?
Phone List – Contacts Tab What is the name of the company contact? Are there additional contact names and phone numbers? Are there personal details that need to be recorded about the contact? Can contact be reached via e-mail? Do you want to include this contact into a group for “group mailings?”
Phone List – Products Tab What items require servicing? Are there any dock or door numbers? What is the description of each item? Where is each item located? How many items are there? What is the size of each item? What is the serial number of each item?
Phone List – Mailers Tab What type of mailer was sent to the customer? When was the mailer sent out? Which sales rep sent the mailer? Who was the mailer sent to? What comments need to be recorded about the mailer? Can you create your own mailer list?
Phone List – Sales Tab In what area is the company located? How is the company rated? How often is preventative maintenance required? Who is the existing competitor? What is the date the plant was last surveyed?
Phone List – Comments Tab What are the customer’s needs? What is the customer’s relationship with you? Should a special marketing plan be made for this company to obtain their business? What information needs to be recorded through logs for processing/future references?
Phone List – Log Tab What information needs to be recorded through logs for processing/future references?
Phone List – Activity Tab What estimates are in the system? What quotes are in the system? What jobs are in the system? What purchase orders are in the system? What sales calls are in the system? Are they active? What is the description of each?
Phone List – Associated Tab Who is the associated customer or supplier? What is the associated customer or supplier’s address? What comments need to be recorded? Who is the associated customer or supplier’s contact? What is contact’s phone number?
Phone List – Accounting Tab Does customer require a purchase order? What are customer’s labour rates? Is customer PST or GST exempt? Has customer had a credit check? What is your supplier discount?
Phone List – Reports Tab Active Customers – prints a list all active customers for individual sales reps Contacts Not to Receive Mailers – prints a listing of contacts that are flagged as ‘do not send’ out mailers Customer Accounting Details - prints accounting information per customer Customer Product Lists - prints a history of jobs, products installed Information Sheets - prints info about individual companies or a list of companies Label – prints customer’s name and address for mailing Mailer Details - prints a listing of mailers sent out to customers Profit By Customer - prints profit dollars and percentages by customer Total Dollars By Customer - prints total sales dollars vs. quoted dollars by customer www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca
Estimates What is the estimate number? Which customer is requesting the estimate? Who is the sales rep for this customer? What type of job is this? Is there a quote linked to this estimate? Is there a job linked to this estimate? Is this estimate active? What are the pre-approved values for estimate for this customer? www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca
Estimates – Material to Order Tab What material needs to be ordered from supplier? What is the description, quantity and price of the material to be ordered? What is the inventory number of the material? Does supplier provide a discount? Is there a standard adjustment required for this estimate?
Estimates – Material on Hand Tab What material is required from stock? What is the description, quantity and price of the material? What is the inventory number of the material? Is there a standard adjustment required for this estimate?
Estimates – Labour – Internal Tab What type of labour is required? What is the description of labour being performed? How many hours will it take to complete the job? Is there a standard adjustment required for this estimate?
Estimates – Labour External Tab What type of outside labour is required? What is the description of labour that needs to be performed? What is the price of the work that needs to be performed? Is there a standard adjustment required for this estimate?
Estimates – Summary Tab What is your cost? What is your administration charge? Are there any markup adjustments? What is the customer’s price? What are your gross and net profits? What is sales rep’s commission?
Estimates – Estimate Log Tab What date was estimate log entered? Who entered the estimate log? What information needs to be recorded in the estimate log entry?
Estimates – Management Tab Does estimate need to be pre-approved by management? What is the price of estimate? What is the profit of estimate? Does estimate need final approval by management?
Estimates – Report Tab Estimate Sheets – Details - prints details that make up an estimate for a specific customer (detailed format) Estimate Sheets – Summary - prints details that make up an estimate for a specific customer (summary format) Estimates vs. Actuals - prints jobs during a specified time period by sales rep and job type Management Summary - prints jobs during a specified time period using estimate date, invoice date or job date by sales rep Master Estimate Sheet – Summary - prints a report showing cost, price, net profit dollars/percentage and commissions www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca
Quotes What is the quote number? Is estimate linked to this quote? Which customer is the quote for? What is being quoted? How long is the quote valid? Who is the sales rep for this quote? Is there a job linked to this quote? What are the total dollars of this quote? Is the quote active? www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca
Quotes – Line Items Tab What items are being quoted? Should the item appear on the quote, as an option or a note? What is the total of each line item? What is the total of all line items?
Quotes – details Tab Who is the customer? Where is the customer located? Is the project address different from the company address? Who is the site contact? What is the site’s phone number? Is there a master quote? What is competitor’s price vs. your price?
Quotes – Misc Tab What is the follow up date of the quote? Does the quote need to be followed up?
Quotes – Comments Tab What should the opening remark of the quote be? What should the closing remark of the quote be? What are the terms of the quote?
Quotes – Estimate Details Tab What is the cost of material? What is the cost of labour? Are there any adjustments on the quote? What is the total cost of the quote? What is the profit of the quote?
Quotes – Job Requirements Tab Is a sub-contractor required to do the job? Is there a questionnaire to be filled out? What are the answers to the questionnaire?
Quotes – Job Requirements Tab What date was quote log entered? Who entered the quote log? What information needs to be recorded in the quote log entry?
Quotes – Report Tab Active by Inventory Number/Rep – prints total active quotes for each sales rep by inventory number Information Sheet – prints all info pertaining to a quote Job Requirements – prints all questions/answers in a questionnaire attached to a quote Label – prints company name/address/sales rep/quote number for filing purposes List of Quotes by Rep – prints active quotes sorted by reps Master Quote – prints a collection of several quotes Quote – prints all info a customer requires about a product Total Dollars/Rep/Month – prints a list of total dollars quoted for each sales rep over a specific time frame Total Number of Quotes by Inventory Number – prints quotes matching a specified inventory type Total Number of Quotes/Rep/Month – prints total number of quotes obtained by each rep over the last fiscal year www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca
Jobs What is the PO number? Are the items for a job? Who is ordering the items? Who is supplying the items? Is the PO active? Is the PO on hold? Where are the items going to be shipped? Are there any special instructions? www.meem.on.ca M.E.E.M. Mgnt. Inc. 2013 sales@meem.on.ca
