FUNCTIONALITIES VORTEX PM INDICATIVE CM FUNCTIONALITIES
ACCOUNTS
- Customer transaction printouts
- Supplier transaction printouts
- Branch management
- Customer financial information monitoring
- Supplier financial information monitoring
- Multiple shipping addresses
- Customers - suppliers balance sheets
- Export files to Pdf and Excel
- Pricelists
- Payment methods
- Special agreements
- Bulk Email & SMS
INVENTORY
- Inventory Tracking
- Online branch management
- Products / Services tab
- Multiple pricelist
- Warehouse management
- Sales and purchases per product
- Prosuct combos
- Minimum stock limit
- Product pictures
- Serial Number
- Lot Numbers
- Alternative codes
- Barcode generator
- Profit per product
- Bulk price changes
- Stock taking
- Statistics - Reports
SALES
- Electronic invoicing
- Barcode invoicing
- Handling of charges
- Tax calculation
- Invoice delivery by email
- Transformation of pending documents
- Multiple percentage and currency discounts
- Mass documents printout
PURCHASES
- Purchase documents data entry
- Handling of charges
- Tax calculation
- Multiple percentage and currency discounts
- Transformation of pending documents
- Mass documents printout
ORDERS
- Customer orders processing using barcode
- Supplier orders processing using barcode
- Handling pending quantities per order
- Order printing – delivery by email
- Complete or partial order processing
- Order transformation to invoice
- Mass documents printout
COLLECTIONS / PAYMENTS
- Customer collections
- Supplier payments
- Credit cards / POS
- Average payment time per customer
- Costs and expenses Monitoring
CHECKS
- Checks management (receivable/payable)
- Checks transaction monitoring
- Bulk or selective checks payoff
- Checks reminders
SALES PERSONS
- Salesperson management
- Salesperson financial data
- Sales per salesperson
- Sales person commission per salesperson ανά πωλητή on turnover/collections
- Statistics and reports per salesperson
STATISTICS - REPORTS
- Automated statistics - Pivot Reporting
- Corporate turnover and profit graphs
- Cashier transaction reports
- Supplier transaction reports
- Warehouse statistics
- Salesperson statistics
- Transaction statistics
ECOMMERCE
- Two-way communication
From the commercial management to the e-shop:
-Products and categories update
-SKU and descriptions update
-Pricelist update
-Multiple images update
-Inventory update
-Notes update
From the e-shop to the commercial management:
-Orders update
-Customer update - Compatible eshop platforms:
-Magento
-Virtuemart
-CS-Cart
-OpenCart
-PrestaShop
-NopCommerce
INTEGRATION
- Integration with:
-Accounting Software
-Payroll - Embedded functionalities with modules:
-Vortex FSM
-Vortex CRM
-Vortex PM
REMOTE INVOICING
- Customer tab
- Warehouse tab
- Order taking and live updating the Back Office
- Invoicing and live updating the Back Office
- Financial data and detailed transactions per customer
- Inventory stock monitoring with pricelist screen, pictures, categorys and subcategories
- Cash and banknotes collection
- Stock taking
Customer Reviews
VORTEX is a powerful tool that facilitates with the most effective way our company's day-to-day operations and enables the provision of high-quality services to our customers.
Monitoring the daily and periodic tasks of our frontline staff is immediate and efficient.
Vortex serves as the operations centre for the day-to-day running of our Back Office. It has enabled us to increase the performance of our Technical Department and to gain time on communications which are now carried out automatically
We are very satisfied with our collaboration with DataConsulting. These professionals are right behind us at every step of the way.
VORTEX has allowed us to significantly enhance our image with customers by enabling the automatic and electronic delivery of the Technician Visit Form which includes all the actions taken, the pictures of the machines, the services delivered as well as a signature indicating that the job has been completed successfully.
Thanks to VORTEX we have gained new customers and enhanced our image with existing ones. It gives us a clear picture of our communication with each and every client, it allows us to keep track of every project and quote, as well as to identify new opportunities both for us and for our customers
We have been working with DataConsulting for several years now and we are completely satisfied. I highly recommend it for any business that wishes to achieve organisational coherence and ensure the computerisation of processes.
We installed VORTEX in September 2018 and since then we have strengthened our image in the eyes of our customers while increasing the performance of our Back Office exponentially.
By using VORTEX Commercial Management, the accounting department has made considerable gains in operation and productivity since a series of processes, from ordering to invoicing and warehousing, are now done automatically and flawlessly
VORTEX has allowed us to significantly enhance our image with customers by enabling the automatic and electronic delivery of the Technician Visit Form which includes all the actions taken, the pictures of the machines, the services delivered as well as a signature indicating that the job has been completed successfully.
