-Bridges

POMeSYS supports links to customer relationship management (CRM) software. TwinPeaks currently links with Zoho CRM. If you use another CRM, please let our team know and we will work with you to build a link.

CRM seeks to attain the following objectives:

1. Sales division automation: CRM is used to facilitate and streamline the sales process. The core of the operation is contact for tracking and recording every stage in the sales process for each prospective client, from initial contact to final disposition. Applications also include insights into opportunities, territories, sales forecasts and workflow automation.
2. Marketing: CRM is used for initiating, tracking, and measuring the success of marketing campaigns over multiple channels, such as: email, search, social media, telephone, and direct mail.
3. Customer service and support: CRM is used to create, assign and manage requests made by customers in order to direct customers to agents. The CRM system can also identify and reward loyal customers.
4. Appointments: CRM provides suitable appointment times to customers via e-mail or the web.

EDI is the electronic interchange of business information using a standardized format. In other words, EDI is a process which allows one company to send information to another company electronically rather than on paper or via email. Companies that conduct business electronically are called trading partners. The exchange of data is usually facilitated by an intermediary company, a ‘clearing’ house that ‘hosts’ the exchange and charges one or both trading partners certain fees to make the process possible.

Many business documents can be exchanged using electronic data interchange. But, the three most common ones are purchase orders, confirmations of received orders and invoices. At a minimum, EDI replaces the manual preparation and handling associated with traditional business communication. However, the real power of EDI is that it standardizes information communicated in business documents. That makes “paperless” exchange possible.

Most bakeries that use POMeSYS create invoices, print paper copies of those invoices, and mail them to their customers. Upon receipt, those customers re-enter them into their own computer systems for payment and/or inventory management. The entire process is nothing more than the transfer of information from the seller’s computer to the customer’s computer. EDI makes it possible to minimize or even eliminate the manual steps involved in this transfer.

A typical sequence of events would be as follows: A POMeSYS and EDI add-on user accesses the PO module and simply clicks on a menu item. That gets a process in motion. POMeSYS contacts the intermediary company seeking new Purchase Orders. If new orders are found, POMeSYS imports them and automatically enters them into the system. A confirmation is automatically sent to the customer. Finally, when the goods are shipped or delivered, POMeSYS creates the invoice and transfers to the customer without the need to print and then mail any document.

If you have any questions about the mechanics of using this enhancement and/or wish to speak to a customer who actually uses this functionality, please contact TwinPeaks Software staff. We will be glad to refer you to one.

TwinPeaks Software provided its customers Accounts Payable and General Ledger modules to accompany its Order Entry, Inventory Control, Costing and Production modules in order to have an integrated suite. However, some customers have preferences and set ideas for what accounting software package must be used. At times, their needs are so unique that only few packages are considered. All through the years, engineers at Twin Peaks have created bridges to other accounting software such as QuickBooks, ACCPAC, Peachtree, Solomon, MAS90, and few others. Posting to such packages often involves debiting and crediting to accounts or exporting summary invoice information or even detailed invoices, depending on the requirements of the customer.

Use of this feature requires a Twillio account. User can mark certain customers as “Must Text” if the order has not been received by a certain time each day. The program will send an automated message informing all marked customers with no orders that their order has not been placed for the day.