How does RemoteDesk handle customers differently from my sales reps when entering orders?
RemoteDesk provides unique options that allow individual set up and customization for the entry process, and allows access to order information based on different types of remote users. In a customer scenario, only 1 customer record is sent to the remote PC and the order screen always displays the customers’ master record. The RemoteDesk administrator can also predefine many order fields and prohibit entry of them to keep the ordering process simple – just include the items they need. They can then print a copy of the sales order before it is E-mailed off. A company sales person can have many customer records on their PC as well as being able to create new customers and ship-to’s. They can also have individual options set for their needs, and order entry defaults for new sales orders. • Can my remote sales staff see customers credit or AR information? Answer: RemoteDesk keeps customer AR information such as “Outstanding Balance” and “Last payment date”. This information is refreshed ea
