caniasERP | Sales | Collaborator (CLB) Module

With the caniasERP Collaborator (CLB), electronic data interchange is assured within and outside the company.

Communication with caniasERP
Personal or general deadlines and all tasks can be managed. The graph below shows the wide capabilities offered in relation to the Collaborator module on the same network.

Integrated E-Mail-Client

With the integrated e-mail client, e-mails can be sent and received. Also, it is possible to manage more than one e-mail account concurrently. All contact information created in the address book can be easily accessed. Communication may be established with these people through e-mail exchange, telephone or fax integration.

Corporate Schedule
The corporate schedule can be displayedas a view specific to the user or as an overview for the company in general. The periodto be viewed can be selected individually. Using various viewing filters such as sources(company tools, rooms, etc.) or employee groups (departments, teams, etc.), any searchcan be carried out within the interactive schedule and the schedule can be viewed asdesired. Creation of new activities may take place manually or automatically with integral processes.


Task and Activity Manager
The task and activity manager in the caniasERP Collaborator module provides comprehensive functions for the creation and management of tasks. User-definable task and activity types can be used (e.g. meeting at customer’s premises, internal activity). Here, different statuses may be assigned to tasks or activities and these assignments are communicated to the user via an e-mail notification.

Console for Collaborator Functions
All company specific important lists and figures, obtained from the caniasERP system, can be viewed on the console. In addition, jobs, pending tasks and desired indicators (including external sources) may be combined as a summary view specific to the user.


Connection with ERP Procesess
In the caniasERP Collaborator module, certain processes related to e-mails can be started using user-defined codes. Therefore, the process of creating sales orders, purchase orders or production orders can be initiated directly over the Collaborator module. These processes that have been integrated to the caniasERPCollaborator module can be defined parametrically.

Integration
The caniasERP Collaborator module is an interactive collaborator offering numerous capabilities for personalized operation. Due to its structure fully integrated to the caniasERP system, several processes can be started and individual connections can be established as
desired.


MODUL GROUP

Service Management - SRV

SERVICE MANAGEMENT - SRV

Sales - SAL

SALES - SAL

Retail Management - RTM

RETAIL MANAGEMENT - RTM

Customer Relationship - CRM

CUSTOMER RELATIONSHIP - CRM

MODULES WITH INTERACTION

Project Management - PRJ
PROJECT MANAGEMENT - PRJ
Service Management - SRV
SERVICE MANAGEMENT - SRV
Financial Accounting - FIN
FINANCIAL ACCOUNTING - FIN
Purchase - PUR
PURCHASE - PUR
Basic Core Data - BAS
BASIC CORE DATA - BAS
Sales - SAL
SALES - SAL
Electronic Data Interchange - EDI
ELECTRONIC DATA INTERCHANGE - EDI
Document Management - DOC
DOCUMENT MANAGEMENT - DOC
Customer Relationship - CRM
CUSTOMER RELATIONSHIP - CRM
Collaborator - CLB
COLLABORATOR - CLB


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