Services
OmniAdministrator is designed to help your company operate with paperless data handling and multifunctional storage structure. Many areas of the web-based system can be customized with the help or our dedicated representative and your administrator. The list below highlights just a few of the major available services for most users.
CRM (Customer Relationship Management):
• Full featured note system for each customer or contact point.
• Calendar for each user to help organize time.
• Sales opportunity component for building sales pipeline and forecasting.
• Dashboards to help improve performance and focus on important tasks.
• Order handling integration (see order handling later).
• All post-sales support is tracked and made available to all users enabling better service support in less time.
• Generate sales Letters and faxes which will automatically create a note under the contact point.
• All email communication is done through the software and is automatically saved under the contact point.
Procurement:
• Fully integrated with inventory system (pricing and components needed for each item).
• Helps keep track of purchases and encourages users to update purchase costs.
• Updated purchase costs help to continually update profit margins.
Inventory:
• Detailed description of each item in inventory.
• Inventory items can be made publicly available in a web-store.
• Detailed list of material and labor cost for each item.
• Cost and profit calculations for each item (extended to orders).
• Inventory can handle multiple locations.
Order handling:
• Orders are handled online and can use items from inventory and non-standard item lines.
• All documents made with a few simple "point and clicks".
quote/confirmation page
packing list
bills of lading
customs invoice
invoice (in full or increments)
• Fully integrated payment system (registering invoices and payments)
• Shipping information to help track orders.
• Sales opportunities are easily converted into orders.
• Production stages can be used to help keep everyone informed.
• Production tasks can be assigned to insure tasks are completed timely and production schedules are met.
Financial:
• Full accounting system includes:
financials
receivables
payables
payroll
all the standard reports.
• Integrated financials with orders and procurement provides one entry of data.
• Our extreme mobility gives CPAs the same access to the data all the time.
• Financials designed to help make the CPA interaction more effective.
Human resources:
• Make multiple locations available for satellite offices and more.
• Location calendar for all users to see their status: office, traveling, vacation, etc.
• Users payroll information and payroll statements.
• Expense reports.
Thw extensive Administrative feature allow you to tune the web service to all your needs and desires, alowing easy use and handling of all company data.