"Fast onscreen access to invoice copies direct from System21 ledgers enables me to be a more effective Financial Director"
commerce.connect from Infor Extensity
commerce.connect is a series of applications that extend the use of System21 to the customers,
suppliers and mobile workers of the companies using the System21 product.
The series includes a range of "front office" customer service and supplier management applications
with process management, transaction management and security services being provided by
commerce.platform.
AutoFORM PDM allows document images to be associated with these process, so that can be quickly
viewed onscreen from the appropriate System21 process screen. Images can be captured through scanning,
dragged and dropped into the archive using Windows Explorer or automatically copied to the archive as
they are sent to print from System21. Below are some examples of how linking document images to
commerce.connect can help to further streamline and automate your document driven processes.
Direct sales with sales.connect
sales.connect helps sales teams and sales managers to manage prospects, track leads and maintain
relationships with existing customers. sales.connect is integrated with System21 to give a complete
view of all customer information from a single application.
AutoFORM PDM enables PC documents, such as Word Processor Quotations and Letters, scanned
correspondence, and emails and faxes to be linked and viewed from the sales.connect file, so that a
complete contact history can be viewed from a single screen. Sales staff simply drop the documents
into the linked archive via Windows Explorer.
Manufacturing and Research & Development
Infor offer a number of ERP and manufacturing control solutions that integrate with the
commerce.connect platform. AutoFORM PDM: Word, Excel Spreadsheets, CAD diagrams, digital photographs & video, digital
recordings, emails and faxes, can all be archived either in a project folder or associated with other
archived records. For example customer-supplier technical specifications or quality certificates can
be associated with orders, invoice and stock records. Project or job folders can also be created for
all document associated with a particular transaction, supplier or customer.
Efficient Ordering with call.connect
call.connect is a front-office customer service application specifically designed to manage
telephone-based orders and enquiries.
AutoFORM PDM allows for quick access to copy document records such as invoices, proof of
deliveries and customer correspondence. Documents can be emailed and faxed to the customer whilst
they are still on the phone, helping to resolve customer queries quickly and efficiently.
Proof of Delivery and Customer service with customer.connect
customer.connect is a customer self-service application that allows a company to view all information
concerning their relationship with the System21 customer's business.
Product consumption, buying patterns, account history, inventory and manufacturing data can all be made
available to authorised users.
AutoFORM PDM: Proof of Deliveries, Invoice records and quotations can also be associated with
the account history, providing a single window to all customer records. Email or Workflow alerts can
be arranged to immediately inform accounts or customer services of any vital missing documents, such as
proof of deliveries, before their absence becomes a business risk issue.
After-sales service with service.connect
service.connect combines a customer self-service application with mobile-device support for a team of
engineers to streamline the process of recording equipment faults, allocating an engineer and fixing
the problem.
service.connect includes a web-based problem reporting application that interfaces with System21
Service for problem management and engineer allocation. Mobile-device support allows an engineer
to view and update call information using a wireless device.
AutoFORM PDM: Scanned time sheets, mileage and vehicle records, inspection reports, expense
reports, and purchase order images can be linked to each individual transaction record, and the
customer account, so that there is a complete document audit trail for every invoice.
Purchasing with buy.connect
buy.connect is an e-procurement system that contains a sophisticated catalogue coupled with quotation
management, user management and requisition authorisation tools.
buy.connect fully manages the procurement of indirect goods and links with inventory and planning to
support the procurement of direct goods.
AutoFORM PDM can link associated transaction document record images to each transaction: making
duplicate or ‘creative’ purchase orders and invoices easier to identify, thereby improving financial
control and ease of audit traceability.
