What is the best customer management management software for small and medium-sized trading companies?

When it comes to customer management management software, everyone is both familiar and unfamiliar; both love and hate. The understanding of customer management management software is also a matter of opinion, with various misunderstandings and misinterpretations. Through the introduction of the customer management management software cloud platform, the company organically connects the data from sales to design, production to financial accounting, so that the entire process of the company is implemented and solidified into the information system, and the standardization of R&D and materials is truly realized. , production design integration, financial accounting standardization management demands. The increase in working capital and the reduction in inventory costs are the most directly visible changes; the establishment of high-efficiency and low-cost warehouse management capabilities is the biggest management evolution. The improvement of these conditions directly affects the reduction of various costs, which is profit growth for the company. A product with multiple attributes and multiple units. Customer management management software software supports the management of different attributes and different units of the same product, and realizes multi-unit conversion, avoiding repeated input of product information. Customer management management software itself is an extremely complicated and professional project. Today's sharing is to help you have an in-depth and transparent understanding of the common difficulties in the implementation of customer management management software, and also provide some personal solutions and suggestions.

The planning system in customer management management software mainly includes: master production planning, material requirement planning, capacity planning, purchasing planning, sales execution planning, financial budget and human resource planning, etc., and these planning functions and value control functions have been fully integrated into the entire in the supply chain system.

LongRiverTech customer management management software provides a full set of project consulting, product customization development, project deployment and implementation, and online cloud platform customization and operation of technical services to meet the industry needs of .

LongRiverTech trade management includes: domestic and foreign trade, invoicing, import and export, logistics, and can meet the special industry needs of .

Group commodity sales plan: used to formulate sales plans for each brand of the group by category, such as annual and quarterly plans for suits and trousers. The supply chain management system is fully connected with OA. OA can set the process according to resource management, conduct process approval, read resource management data, and write data back into resource management. The credit limit control and accounts receivable management system provides rigorous credit limit management, and the credit limit judgment completely covers the customer's transaction process, including order, shipment, checkout, invoice payment, and cashing. After the shipment is settled, the system can provide accounts receivable (corresponding ot shipment details) and payment details according to the customer or salesperson at any time to facilitate account reconciliation. Aging analysis can be provided at any time, or the system's early warning function can automatically give a warning to the overdue time. In the new era of "Internet +", with the help of the customer management management software cloud platform, it helps enterprises establish a centralized management and control platform for the entire value chain from headquarters, regions, stores to final consumers, and realizes the improvement of corporate brand influence. Combined with the management process combination of different business models, combined with the B2B supplier platform, O2O operation platform and interconnection middle platform, it creates a unified data management platform for enterprises. The basic characteristics of resource management are: arrange material supply and production planning according to demand and forecast, and propose what is needed, the time and quantity needed. The management object of the resource management method is mainly the materials with relevant needs in the manufacturing industry, so the basic content that should be included in the product database is the item master file (Item) and the product structure list (BOM). According to the master production plan and BOM, the gross demand for materials at all levels can be calculated, and the dynamic net demand for materials can be calculated by considering the existing inventory and production volume, which generates the materials required by the production schedule Demand Planning - MRP (Material Requirement Planning). Warehouse management, full-process barcode tracking, through handheld PDA, realize full-process tracking from barcode generation, printing, warehousing, delivery, retail, return and exchange, etc., to improve data accuracy and warehousing and logistics operation efficiency. Manufacturing companies lack universal unified codes, especially in global group companies. If the basic data information is not well maintained, it is impossible to manage it through computers. The unity and completeness of sorting out data has become a "fine work" to improve enterprise management. The actual product production line is in charge of the relevant processes in the process flow. Before formally configuring the system and going online, it is necessary to carefully check the basic information such as materials, bills of materials, and business partners in the system with the actual data information, and manage the material master data with barcodes.

LongRiverTech customer management management software assembly and disassembly list supports multi-level BOM, based on processing cost list, and reverse tracking BOM. LongRiverTech's basic data functions include: subjects, employees, products, commodities, accounts, warehouses, inventory in transit, and batches of accounting items. Through the data configuration of LongRiverTech customer management management software, the subject limit configuration and subject account relationship setting can be performed.

In the field of workshop operation, customized production and manufacturing management software, production scheduling management software, warehousing and logistics management software, and R&D design management software can be implemented. Customer management management software The cloud platform integrates the business characteristics and process management of various traditional application software, such as: resource management enterprise management system, invoicing management software, project management software, advertising company management software, clothing invoicing software, clothing Cash register software, car beauty management software, auto repair software, crm system, enterprise cloud disk, resource management management system, CRM customer relationship management, HR human resource management, OA office system, production management, invoicing management and financial management, etc. The e-commerce enterprise cloud service platform covers the entire business process of e-commerce, processing millions of orders, and integrated management of online and offline financial services. Industry characteristics such as color separation and code separation. Color separation and code separation, document operation is accurate to each SKU, multi-dimensional query and operation, and solve industry characteristics such as complex price system, various styles, short life cycle, etc. Provide a complete set of guarantee system to support the largest sales with the smallest inventory. MES is a kind of monitoring and feedback on resource management plans. MES is actually the refinement of resource management business management at the production site. Resource management is a business management-level system, while MES is a field operation-level system. Therefore, many MES management software will be connected with industrial equipment to collect real-time data through industrial control technology, and then upload it to the resource management system for business status change and business instruction processing. Resource Management System is an acronym for Enterprise Resource Planning. It is based on information technology, combines information technology with advanced management ideas, and provides employees and decision makers with a management platform with decision-making means of system management ideas. Develop a new generation of integrated management information system from MRP (Material Requirements Planning), which expands the functions of MRP, and its core idea is supply chain management. With the continuous improvement of its functions, enterprises use it more and more widely. According to the market share, technology, function, operation and other aspects of the products, the main brands with a leading position in the domestic resource management market are Qinsi, Guanjiapo, BPM, UFIDA, Chanjet, Kingdee Community, UFIDA t3, Kingdee K3, Suda, etc., among which free resource management includes housekeeper free version, UFIDA free version and so on. For example, construction engineering management system software generally includes: road and bridge engineering planning management software system, network communication engineering quota diagram software, construction site cost contract management software, construction enterprise collaborative management software system, enterprise management and project management software, road and bridge project management Information system, enterprise project management software for road and bridge engineering industry, site safety contract management software for construction enterprises in construction industry, construction log management software for owner engineering projects. In the process of going online, it is necessary to establish a middle-level and grass-roots management team that understands information systems. As a project, informatization construction is phased, but long-term operation must rely on such a team.

LongRiverTech customer management management software account management includes: our account and counterparty account. LongRiverTech customer management management software material management includes: product information, commodity information, object management, material management. You can use customer management management software to query purchasing management statistical reports, such as: purchase statistics, purchase details, and inventory daily. Customer management management software statistic functions of inventory management include: warehouse inventory, inventory details, statistics of incoming and outgoing warehouses, and details of incoming and outgoing warehouses. For most small and medium-sized enterprises, customer management management software focuses on the unified management of logistics, capital flow and information flow in the process of purchase, sales and production. Usually, small and medium-sized enterprises, as a node in the industrial chain, only pay attention to the material and capital transactions of upstream and downstream suppliers and customers directly related to themselves, as well as their own production, processing and assembly flow.

The OA office collaboration functions of the resource management system include: target management, task management, work log, memo, schedule, corporate culture, public communication, process management, expense management, and personal address book. Customer management management software financial management usually includes: basic financial information, opening balance input, receivable and payable business, voucher entry synchronization, financial entry, financial statements, etc. The business is a kind of international trade business sold in overseas bonded warehouses. Placing international trade products in overseas bonded warehouses can respond to the needs of foreign customers more quickly-if this process is clearly fixed, the supply chain will be greatly extended. Standardized the overall process of import and domestic sales business and accelerated the response speed of the enterprise: from the signing of the import procurement contract, to the import customs clearance of goods, import product storage management, financial payment for imported products, signing of domestic sales contracts, product delivery, and issuing invoices , The whole process of financial collection is reflected in the system, which makes the relatively complicated process simple and clear, and speeds up the response. Multi-directional information solutions and products cover brand and retail channel-based enterprise resource management systems, marketing APPs, WMS warehouse management systems, new retail O2O, member malls, human resources, financial systems, etc. The use of OA system process includes: personal signature, process initiation, process authority, process monitoring, process details, process statistics, process entrustment, process handover, completed process, and seal management.

If you still don’t understand the above content, you may wish to consult LongRiverTech Software, which focuses on the customized development of enterprise digital software, providing customized software development from erp system, invoicing software, mes system, order management system, project management system, etc. And provide long-term landing, update and upgrade services.