Core - Customer Contacts

EPICOR ADVANCED QUALITY POWERED BY IQS
Customer Management
Manage existing and
potential customers and
the contacts you do
business with.

Customers and Contacts
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Main Menu Customers
Communication

Customer

Customers
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Customer Customer Tab

Is the customer active?

Where are they
located?

How can we get in
contact with them?

Do they have a web
page?
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Customer Misc Tab

Does the customer have
a different shipping
address?

What is their billing
address?

What is their level in the
organization?

Who does this customer
report to?

Unlimited text available
for customer overview
and travel / driving
directions.
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Customer Reference Tab

What type of customer
are they?

Who is their main contact
at our facility?

How did we hear of
them?

User Defined table fields
and Reference text fields
are provided to
customize your tracking
process!

Prompts on all User
Defined fields and
Reference fields are re-
definable.
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Customer Primary Contact Tab

Who is our primary
contact at the customer?

What is their job title?

How can we get a hold of
them?

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Customer Comments Tab

Unlimited text field for
documenting any
comments about the
customer.
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Customer Account Team

Who are the employees
that manage the
account?
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Customer Products

What products of ours
has the customer
purchased?

Who sold it?

Do they have a different
identification system
than us?

Are they at the same
revision as us?
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Customer Ratings

Do we have a system to
track what our
customers think of us?

When surveying
customers how do they
rate us?

Have their evaluations
of us changed over
time?

Ratings can be entered
manually or posted from
a Survey Result.
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Customer Devices

track the measuring
devices we use to
accept or reject product
for a customer?
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Customer Equipment

track the machines we
use to manufacture
product for a customer?
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Main Menu Contacts
Communication

Customer

Contacts
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Contact Contact Tab

Is the contact active?

What is their title?

How are they categorized
in the function and job
field for queries?

Are they the primary
contact within their
department?

What is their contact
information?

Do they have an
assistant?

Who is their boss?
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Contact Home Tab
Keep track of personal
information you acquire
regarding the contact.

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Contact Family

Manage contact family
members.
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Contact Products

From the Products
purchased by the
customer, which ones
are specifically
managed by this
contact?
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What are Jumps?
From this screen can
we display all corrective
action requests for this
Customer ID?

Jumps are on-line
queries that allow users
to launch other areas of
the system.

These other areas are
then automatically
filtered to only display
records in the system
entered against the ID
of the maintenance
record.

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What are Links?
The ability to link a
quality database record
to external files, e.g.,
images, spreadsheets,
word processing, is
available with every
solution in Epicor
Advanced Quality.

Tell the system the
application that created
the file, the path to
locate the file, and it can
be launched from your
quality system.

And if your organization
prefers, files can also be
embedded in the
database.

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What are Quality Costs?
The ability to track costs
that are traditionally not
entered into Accounting /
ERP / MRP Systems is
available for every
solution in Epicor
Advanced Quality.

These costs can then be
automatically posted to
the Quality Cost Ledger
so decisions can be
made to address areas of
the system that need
improvement.
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What are Entity IDs?

Entity tables are
designed for deploying
Epicor Advanced Quality
in multiple facilities in
the same database.

It tells the system what
users, from what plants,
are allowed to view
records in the system.

The Entity ID field is a
re-definable prompt to
suit your needs: Plant,
Facility, etc.

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What are Work Instruction Templates?
How do we use this screen?

What fields do we fill in and
why?

Work Instruction templates are
provided for every solution in
Epicor Advanced Quality.

With the help of your Epicor
Implementation Specialist
these word files are then
customized for your
organization defining day to
day business processes.

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Contact EPICOR
For more information on how
Epicor Advanced Quality Powered by IQS
can improve your processes and reduce costs,
visit our website at
www.epicor.com

Core - Customer Contacts

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Core - Customer Contacts

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EPICOR ADVANCED QUALITY POWERED BY IQS

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