With customers waiting for an immediate response to queries, efficient access to information is essential. Greentree provides an on-screen order inquiry facility that allows the team to find the status of orders by customer number, sales order number or the customer’s purchase order reference. Orders, packing slips and invoices can then be easily ‘drilled down’ for viewing the complete details and status of each line.
The Greentree Workflow module then provides a dynamic desktop view, with information updated to all relevant desktops across the organisation as soon as it is entered. Debtor information can be included in financial desktop objects, making debtor management even easier and more efficient.
Customer account reconciliations were lengthy and had to be re-keyed…now there is a more user-friendly system, saving administration time.
Commenting on the quicker month-end processing, Paul explains, “Being date driven, Greentree is delightful! We have actually saved one day a month. It has taken a lot of pressure off.”