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Features of RPlus AMC Management
When we talk about feature of RPlus AMC Management first of all we should know the special features of RPlus AMC Management. There are some features unique and very useful features which are not available in the market. RPlus AMC has special features like
- Work on multiple tabs
- Autocomplete instead of dropdown
- Quick Add instead of using master
- Customize any module
- Plugins like Internal chat, Activites
Click here if you would like to know more information about special features of RPlus AMC Management.
Following are the features available in RPlus AMC Management
Client
You can manage customer information in Client module. Go to Client and click on Add Client to create a customer. Search option available for Client name, Landline number, Designation, Email Id, Mobile Number, Contact Person, City, Area. We can add multiple contacts for each client in contact module. If you have customer or friends contact list in gmail, you can import those contacts by one click. To do that go to Import contact > click on gmail icon > enter login user id and password of your gmail account. After click on import it will import all the contacts from gmail and add it to contact list.
Quotation
When you convert Enquiry to Opportunity, if the enquiry is from a new customer then new client and contact will be created automatically. You do not need to add the client or contact information manually. When the enquiry is at Opportunity stage some one wants to know the status of the Enquiry then they can directly search in Enquiry page, no need to search in any other page. In opportunity page there is an option to maintain action or task done against the particular opportunity. Using this your superior will come to know that these all are the action taken against the opportunity. Also you can send multiple quotations against an opportunity. When you create Quotation you can add multiple product detail and you can take print out or save the enquiry pdf or email the quotation after saving it. When you create the revised quotation you don't need to create a new quotation again, just click on create quotation which will automatically gets the quotation information from the previous one and creates a new one with different quotation number. You just have to modify as you want. You can do internal chatting with you team to discuss about the particular enquiry.
Contacts
You can manage customer additional information under Contacts. Go to Contacts and click on Add Contacts to create a customer additional information. Search option available for Client name, Landline number, Campaign, Sales Person, Reference, Designation, Email Id, Mobile Number, Contact Person, City, Area. We can add multiple contacts for each client in this contact module. If you have customer or friends contact list in gmail, you can import those contacts by one click. To do that go to Import contact > click on gmail icon > enter login user id and password of your gmail account. After click on import it will import all the contacts from gmail and add it to contact list.
Sales
Once the quotation is approved by the customer in opportunity stage you can convert the opportunity to sales. You do not need to do the sales entry again, it will be automatically created when you convert. A new invoice pdf will be created and you can take print out of that invoice or you can email that to the customer or you can save as pdf. You can customize the fields like terms and conditions of invoice, company information and water mark in settings page. You can also create new invoice without creating quotation.
Invoice
Under this invoice menu we can add the invoice for the sales and for what the invoice is prepared entire details could be maintained in this invoice. And the paymnet option helps to convert the invoice to payment mode which reduce the work by filling the details again into the payment page. If the Invoice is under installment payment mode, when the payment is made against to the same invoice then there is no need to fill all the details again just have to click thr retrive button which automatically retrive all the previous payment details also. A invoice pdf created and you can take print out of that invoice or you can email that to the customer or you can save as pdf. You can customize the fields like terms and conditions of invoice, company information and water mark in settings page. You can also create new invoice without creating quotation.
AMC
The Annual Maintenance Contract is the legal agreement normally conducted between two parties wherein the later agrees to render the maintenance service annually to the former at an exchange of the nominal amount.
AMC REMINDER FACILITIES: Reminder is to keep you alert and make you to understand the importance of tracking these customers so they can be renewed in a timely fashion. Reminder which provide a alert to you about your AMC Renewal , AMC service , Pending Services, Open AMC services, Open services by which you can get clear idea about your current day services, give to our customer. A Reminder process will enable to trigger you about all the tasks , Services to be considered at first instance itself. It helps to maintain a good relationship with your customer by keeping up the time. With Annual Maintenance, you will receive an annual reminder, approximately one month prior to the expiration of the Maintenance Contract, indicating that it is time to purchase a new Contract, if desired.
Task
In this Task you can add your own task details and could provide a reminder facility which help us to remind about the task. Task like your appointment, meeting, call, followup, etc.
Email and Templates
RPlus AMC has a built in email option available in which you can send send email. Bcc is also available in email compose. There are two mail formats available, one is HTML(Default) and another one is Plain Text. In Email templates, you can setup mail format with attachment. This setup should be done only once. When you send email just select the template name which will populate the mail subject, body and attachment from the template. You do not need to enter those detail again, you can use this feature for sending company profile or product catalogs etc. In RPlus AMC Management you can also setup email signature for each mail in html and plain text format.
Document and Knowledge Sharing
To improve the team work it is important that the employees should be well trained and should have good knowledge. It is not required that everyone should be on same level in knowledge. But to do a team work with good knowledge and experience RPlus AMC provides an option that is Knowledge sharing through which you can share you knowledge or documents with your team. This will help you to reduce the training time to your team. Instead of explaining to the team, you can post the document in knowledge sharing and ask your team to go through that. Also you can post detail like problems and solutions, office rules and regulations, common documents, common photos etc.
Utilities
RPlus AMC Management helps to change the password of your login and the settings. In the RPlus AMC Management reminder is automatically provided regarding the service, AMC etc and message or a mail is automatically sent by the RPlus AMC software but what all content should be sent under which format is all maintained in the setting module of Utilities. IT will completely reduce the work by creating the format for each mail/message again and again. In RPlus AMC once the content is set, this content is automatically retrived and sent to the receiver by reducing the work load.
Reports and Cutomization
RPlus AMC Management is providing a flexible facility for reporting. RPlus AMC have some reports like
- Invoice Report
- Outstanding Report
- Complaint By Client
- AMC Service Report
- AMC Service by status
- Quotation by date
You found that your expected report is not available with the software after delivery? You can customize from customize reporting tool. For that go to Config > Reports > Enter the Report Name > Select the filters which you want to apply. You can add search column controls as dropdown or auto complete or date range or textbox. If you select any control then that will comes in the report and ask the user to enter the search fields. In the below example, we have selected campaign id in the filter criteria and control type as auto complete. So this will display an auto complete box in the front end where you can enter the campaign name and take the report. In search you can apply operators like Equal to, NOT Equoal To,Greater Than,Less Than,LIKE,Between,etc.
Page Level Customization
RPlus AMC Management also provides a facility where you can customize field in any module. Suppose you want to add or remove some fields in Enquiry page after software delivery. You may have to contact technical people who has developed RPlus AMC Management and ask them to do this. This is a time consuming process as it involves understanding, program level changes, testing and then delivery. To avoid these many steps, RPlus AMC come up with a solution that is Page Level Customization where you can add or remove fields just by drag and drop. Here we have controls like Text Box, Email Id, Phone No, Amount, Number, Date, Multi Line, Dropdown and Checkbox. You can use these controls to customize your page.
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