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Vision360 Features
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Companies and Contacts
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Anti Duplication Tools to ensure data integrity
Customisable Groupings for both Company and Contact levels
Advanced searching and quick find navigation
Multiple Addresses
Inter Company relationship connections
User definable fields
Company Performance Reports
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Order Processing
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Central Sales and Purchase Order management
Advanced sorting, filtering, searching tools
Auto fill function for raising new orders
Stock and non-stock order item features
At a glance stock level visibility at time of order
360'
accounts payable and cash flow reports
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Job Bag
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Mirrors production agency Job Bag model for multiple component project construction.
Breaks project into cost components c/w cost/profit projection and analysis
Automated multiple supplier RFP process via customisable RFP Letter builder
Supplier performance tracking
Automated client estimate form and Invoicing
Overall Job (project) cost/profit analysis
Links to Task Manager
360' performance and job pipeline reports
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Subscriptions
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Manages recurring service charges with automated invoice production
Multiple cost item builder for complex subscriptions
Cost and Profit analysis
Draws cost from task and site visit expenses
Sales Orders History
360' performance/revenue reports
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Task Management
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To-Do task management module covering letters, calls, meetings and Incidents.
Definable alerts
Advanced sorting, filtering, searching
Task delegation
Attaches to Site Visit and/or Subscription for management information
Pre-defined My Tasks views
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Site Visits
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Covers all aspects of Technicians on site activity, Hours parts etc
Individual works items can be attached to Equipment items for history management information.
Items can be set to invoice, internal only, or hidden.
Automated invoice production
Supplied items added directly to Site Equipment Inventory
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Equipment Management
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Customisable Equipment template allows accurate management of diverse nature of items (PCs/Servers, Vending Machines, Refrigeration, Vehicles)
Records attributes, specifications, configurations and additional equipment settings
Detailed links to Maintenance or pre-pay Subscription.
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Stock Control
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Multi-supplier management
Parts explosion
User definable multiple price bands my client type (Retail, Re-seller etc) or by required margin.
Full stock movements log c/w sales order tracking.
Supplier held Stock/ Call-off functionality.
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Management
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User security and privileges
User Activity and Trace Log
Query Tool
Extensive list of pre-defined management reports.
Stock performance, Client breakdown, Daily/Weekly sales etc.
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Pre-Paid Client Assets
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Manages Pre-Paid blocks of units, hours, goods and services
Detailed top-up and consumption history
Minimum balance level alert
Tasks can be escalated to reduce Pre-Paid item.
Site Visit works items link to reduce Pre-Paid items.
Top-ups automatically generate invoices.
Facility for manual adjustments
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Getting Started
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Quick Links
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Vision360 Community
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Philosophy
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