Information Processing Has Never Been So Easy

Data Management

Streamline data entry and reduce errors by importing and/or exporting customer, equipment or sales inventory for quick and easy updating

Streamlined Data Communication 

 

The Data Management suite enables you to import and export customer, equipment, or sales item data by specific fields. Data from third-party CRM systems or vendors and manufacturers can be easily imported, reducing labor costs and errors.

  • Exporting to a spreadsheet requires a spreadsheet application (e.g., Excel)
  • Sales Item Import/Export blocks import changes to quantity-on-hand. This preserves security, purchasing/costing data integrity.
  • Import files from third-party software must be in a spreadsheet format.

Summary of Benefits:

  • Reduce labor costs by reducing staff time devoted to data entry and searching through old, incorrect customer, equipment, and sales data.
  • Improve profits on parts, merchandise and equipment sales through improved pricing and product accuracy
  • Reduce carrying costs by efficiently managing sales items by manufacturer, location, or sales item category