Featurette: Customer Page

In this featurette we are going to take a look at a customer page which provides a 360-degree view of the customer.  Customer pages are automatically generated by OMS+ using your SAP® data.  OMS+ aggregates this data into one centralized location.

At the top of the screen, you will notice the quick launch buttons, allowing us to quickly open and create a new order for the customer.

Below this we will see the customer’s master data.

Moving down the page we have our customer details section, populated with data panels. These data panels aggregate information about your customer, bringing it into a centralized location, allowing your sales representatives to leverage it.

Not only do these data panels aggregate data for you, they allow you to interact with them to quickly obtain the information you need. Here we can see I have selected Ship-To’s and Bill-To’s on the Partners data panel to quickly sort the table to only show Ship-To’s and Bill-To’s.

Next, let’s look at the Orders data panel.  Here we can see all of our orders pertaining to this customer.

Just like the Partners data panel, you can interact with the Orders data panel to quickly find information you need.  For example, if you needed to see all of your open orders, simply click on completed so that it will no longer show completed orders.

Now that’s look at some graphical data panels. Here we can see the Account Details Chart and the Credit Summary for this customer.  We can quickly see that while they are heavily in arrear, they still have plenty of their credit available.

Next up, let’s look at our Account Details data panel.  The Account Details data panel allows you to take a payment towards the customer’s account directly from the customer page.

While using the Account Details data panel, you can select which lines you would like to pay, seeing the running total in the bottom right.

You may also pay a lump sum and allow accounts receivable to apply the balance to the oldest orders first.

Now let’s look at the Recent Activity and Recent Materials data panels. The Recent Activity data panel shows a running list of the customer’s activities.  The Recent Materials data panel shows us all of the recent materials a customer has purchased, as well as the order number it was purchased within.

Something to note, is all of the tables on this page can be searched and sorted through type ahead functionality.  For example, if a customer were to call saying that a few weeks ago they purchased a seed spreader and they love it so much they want to buy another, simply go to their recent materials, type “spreader” and hit enter – you will immediately have the material number available, you can launch straight into an order from the quick launch buttons, and you can quickly and efficiently sell them another seed spreader.

Now let’s look at the Interactions data panel. The Interactions data panel automatically tracks inbound and outbound calls and email communications.

You can also create tasks such as, “Follow up on last order” and put a description such as “Customer asked we reach out after they receive their new order”.  You can even set a due date and severity as well as assign it to other users.

Lastly, let’s look at the Purchase Orders data panel.  The Purchase Orders data panel shows you every order, and material number, for materials waiting for a purchase order.

As with all things OMS+, this page is entirely customizable.  Data panels can be turned on or off, moved, and resized.  We can also create custom data panels tailored to meet your needs.  Regardless of your use case, the customer page within OMS+ provides powerful data aggregation through sortable tables and easy to read graphs. Empower your sales representatives to improve customer experience through intuitive process design today.