Services: Softrader 7

Client / Supplier Management

Relationship oversight

Client and supplier management has always been one of the most important factors in the success of our industrial trading clients over the years. Softrader systems have been developed over the years to provide oversight of these relationships for our clients. Customer access to certification and other data can be achieved effectively through our online platforms and your internal Softrader system will provide your staff with easy access to all the data they need.

  • Address Book / Customer & Supplier AccountsThe Softrader 7 address book provides as much information as possible on your customers and supplier. They can be stored with a customer or supplier code or indeed with both as is often required in industrial trading partnerships. Extensive information can be stored against these records including multiples addresses and so oo, all made as easy to access as possible for your staff.
  • Approved Vendor List (AVL)Vendor management and control is often a top priority for industrial consumers. Controlling the products they purchase is key to ensuring their ethical and quality policies are adhered to.

    The Softrader Approved Vendor List (AVL) functions simplify handling these obligations. A manufacturer field held against material be it from stock or from trading partners allows your users to select appropriate products for your client and prevents mistakes using warning messages and hold points. End users specific AVLs can be made up and applied to multiple clients and then modified as required.
  • Past Sales & Purchase HistoryIn the Softrader 7 address book there is a sales and purchase tab for every record. You can view every transaction made with that entity in a table listed by order reference. At the click of a button your staff can view this data and access all associated documentation and certification.

    As much or as little of this information can also be made available to your suppliers and customers. Managed access to an online account enables your customers to access their documentation without input from your staff saving time and money.
  • Client AccessUsing our online platforms our clients can provide theirs with access to data from their system. From historic order data to managed stock lists and certification, significant man hours can be saved for staff on both sides streamlining your business partnerships.
  • Certificate / Document DownloadsCustomers can login and download copies of certificates or other documents. They can search for these by a variety of different criteria (cert number, heat/cast number, Delivery Note number, Job Number, etc). Giving your customer access to every certificate for every item they have bought from you gives them confidence in your QA processes, and saves your staff time.
  • Checking Stock Availability, Online OrderingYou may choose to give a few of your customers access to an online catalogue. This can show or restrict any fields you like from your stock list, and even give them the opportunity to place orders straight through the web interface. See Ecommerce section in Order Management fro more information.
  • Credit LimitsFor industrial trading its important to have an overview of the financial risks they take. Managing customers credit limits is be a difficult task but Softrader 7 can give you piece of mind knowing that credit limits will be adhered to and that your managers will be informed at the earliest possible moment if a credit limit is reached. Credit limits stored against customers will ensure that material on orders for that client will not leave your warehouse without full approval from the finance department.