Customer Sales and Service

M3 Sales Management

Infor M3 Sales Management serves as the hub for customer and pricing information. It helps to maximize sales with satisfied customers and sales organization through highly sophisticated sales order management support.

It brings a common view to your commercial and logistical activities by connecting your planning, pricing, discounts, promotions, retrospective trade agreements, statistics, and follow up to your fulfillment processes.

Customer Order Processing is highly scalable to manage EDI orders as well as intense order volumes in telesales environments. Standing order templates, buying patterns, assortment control, and advanced global capable-to-promise ensures rapid and faultless order entry. FEFO and attribute based allocation rules, strict rotation, and the definition of customer unique shelf-life requirements ensures the shipment of exactly what the customer is expecting.

The Proof-of-Delivery process enables you to capture confirmation that the customer has received the goods before releasing for invoicing.

The advanced pricing module supports multiple parallel discounts with or without bracketing levels on item, group, order, or invoice totals. Promotions can be defined and followed up. Retrospective Trade Agreements allow for post-invoice rebates, bonuses, allowances, slotting fees, trade promotions, and commissions to customers, salespersons, and agents.

These modules are included:

  • Customer Order Processing

  • Pricing & Conditions

  • Sales Quotations

  • Bonus & Commissions

  • Trade Agreements
  • Sales Statistics & Performance

  • Bulk Orders

  • Cash Desk Sales

  • Point of Sales Integration

  • Customer Delivery Schedules

  • Customer Service Desk

  • Core Entitlement

M3 Maintenance Order Management

Infor M3 Maintenance Order Management application is specifically designed for Original Equipment Manufacturers, distributors, rental companies, and third-party maintenance providers who require a flexible system capable of managing different customers’ after sales service needs.

It provides the flexibility needed to support the additional dimension of owner and an extensive use of maintenance agreements to help build up a quick and effective sales process. Agreements can be created for general use or specifically for each customer. Different charging methods can be defined as, for example, based on a customer’s operations (meter based). By using agreements for quotations, orders and invoicing, two fundamental requirements are satisfied: Efficiency and quality.

These modules are included:

  • Maintenance Agreements

  • Maintenance Quotations

  • Maintenance Customer Order Processing

  • Warranty Claim Management

Warranty Claim Management

Infor M3 Warranty Claim Management provides a range of options to manage your customers warranty claims against you, and those of your suppliers. From receiving the initial claim, updating the claim, through to claim agreement and final closure, our system has you covered.

Warranty Management

Warranty management is a solution that allows you to set up the basic data that is used within the warranty and claim flows. Each warranty record can contains details on how long the warranty is valid for (calendar and meters), details of goodwill periods and if charges apply. You can then connected to each warranty the details of what types of transactions are covered by the warranty and can include labor, materials, subcontract charges and expenses.

The solution supports both standard and extended warranty types together with specialized warranty types that can be automatically built by the system after completing a service job (so that the warranty only covers the work that has been carried out.)

M3 Rental Management

Automate critical rental management transactions, including rental orders, packages and kits, consumable sales, and equipment sales, as well as rent-to-buy, up-rent, and re-rent.

These modules are included:

  • Long-term rental agreements
  • Short-term rental agreements
  • Rental Equipment Planning Board
  • Rental Logistics Toolbox
  • M3 Rental Counter

M3 Project Management

Infor M3 Project Management is a comprehensive project management application with functionality specifically designed to solve the challenges faced by today’s project-oriented companies in various industries.

The processes of entering and maintaining projects have been streamlined, providing continuously updated project information, project status, schedules and cost control. Project Management offers highly configurable functionality suitable for small as well as large projects.

These modules are included:

  • Project Processing
  • Project Quotations
  • Project Control Board
  • Project Portal

M3 Project Portal

Infor M3 Project Portal provides a single entry point to access detailed project information either by project number or by projects associated with customers. The project portal displays general project information, project quotations, the project breakdown structure, financial information and invoices.