Inventory Management Module from CustomerFirst

Customer Relationship Management (CRM) software from RTI

Helping software companies meet their future needs

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Inventory Management
   •Overview
   •Equipment Information
   •Equipment Replacement
   •Contract (Warranty)
     Status
   •Equipment History
   •Ad-hoc Queries

CustomerFirst^® Inventory Management Module

CustomerFirst's Inventory Management module is a component of RTI's CRM product. It assists companies in tracking and analyzing information in four primary areas: Equipment Information, Equipment Replacement, Contract (Warranty) Status, and Equipment History. This information is critically important to your Customer Support, Engineering, Repair, and MIS departments. It enables you to track equipment performance by vendor or by manufacturer and equipment repair by service provider. You can use this information to improve your engineering process or to purchase equipment from the most reliable manufacturers. This allows you to place your service contracts with the vendors who provide the best service and/or quickest turnaround.

Equipment Information

Inventory Management tracks information about each piece of equipment used internally or externally by customer, department, or user. It maintains complete information by equipment type, model, and serial number by tracking issue, shipment, and repair of equipment. User definable status codes for equipment show location and condition. The equipment information facilitates improved knowledge of equipment utilization for customers and lets you analyze repair frequency.

Contract Status

Inventory Management tracks licenses, maintenance, and warranty information with your customers as well as with your supplying and repairing vendors.

Equipment History

A complete event history is maintained for each piece of equipment over its entire life. This provides accurate information on your inventory including the status of each piece of equipment, repair frequency, RMA numbers, and estimated repair completion date.

Replacement of Equipment

If your policy is to swap equipment while a customer or user is waiting for equipment to be repaired, the Replace Equipment panel allows you to see all equipment of the same equipment type and model that is available in inventory to be swapped with the defective piece of equipment. This panel also allows you to track the piece of equipment being returned to you for repair and the new equipment being shipped to the customer.

Queries

n addition, CustomerFirst's Inventory Management module permits ad-hoc queries by any combination of fields relating to equipment to assist in preparation of reports for purchasing equipment, for budgeting, and for needs analysis.

Repository Technologies, Inc.
1001 Warrenville Road, Suite 403
Lisle, Illinois 60532
Phone: 630-515-0780
Fax: 630-515-0788
E-mail: info@custfirst.com

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