Notes Alert is an incredibly simple yet very effective integrated visual notification tool for Sage 300 ERP. Notes Alert will conveniently remind your staff about vital customer, vendor and item specific notes. Automatically populating Sage 300 ERP Order Entry and Purchase Order Entry screens, Notes Alert allows you to share this fundamental information with your trading partners. Additionally, Notes Alert will eliminate the occurrence of forgetting specific customer, vendor and item comments or instructions. Notes Alert will provide your staff with critical reminders in an effective and neat manner.
With Notes Alert you will:
- Increase Sales – Notes Alert will suitably remind your sales team of special promotional offers, offering a date of expiration for seasonal promotions. As well, Notes Alert will remind your staff of appropriate add-on and up-sell opportunities by popping up notes in an order entry when specific inventory are added to an order. Accommodating customers has never been so easy, and your staff’s sales knowledge and efficiency will ensure customer retention and referral.
- Enhance Customer Experience – With Notes Alert, you can add customer specific notes to your Accounts Receivable customer record including notes related to special purchase, shipping and billing instructions, customer payment preferences, personal information and much more. These will pop up with the customer record to alert you and your staff about the customer’s preferences and requests. You and your team will deliver improved customer satisfaction and will increase your customer return rate.
- Save Time and Increase Efficiency – Impress your customers with your sales efficiency! With Notes Alert you will avoid tedious re-entry of common customer, vendor and item specific comments and instructions. Notes Alert offers an unlimited number of notes to be entered at an unlimited length. Notes Alert allows you to automatically insert one or all notes into a sale or purchase order as a comment or instruction. These notes can be edited at any point in time.
Increasing sales, customer service, and efficiency has never been so easy. Contact us to schedule a demonstration or download a trial version.
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