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Merit Sales and Service Portal M3UG 2012 Preben Lauesen/Bernt Sylte.

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Presentation on theme: "Merit Sales and Service Portal M3UG 2012 Preben Lauesen/Bernt Sylte."— Presentation transcript:

1 Merit Sales and Service Portal M3UG 2012 Preben Lauesen/Bernt Sylte

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3 Merit AppSuite Logistics Center Project Center Budget Center Security Center Finance Integrator Smart Office Scripts Merit Integrator Merit Intelligence Finance Sales Manufacturing Procurement Logistics Service Customer Portal Customer Claim Management Supplier Portal Mobile Sales Supply Chain Execution Manufacturing Reporting Mobile Service

4 Merit AppSuite SALES & SERVICE Portal solutions for handling product catalog & order processes Mobile Sales and Service for order handling on mobile devices Role based – information and available functionality based on access level Product catalogs with pictures, documents and links (M3 & CMS data) Use bar codes for efficient order entry Real time interface with M3 Fast implementation

5 Roles, menus, and configuration parameters Merit Portal Portlet repository M3 API (& WHI) M3 database M3 database Daa JDBC Business rules settings Merit AppSuite SALES & SERVICE Configurable and dynamic Configured business logic in M3 controls process flow in Merit AppSuite Dynamic workflow and user interface based on parameter settings Seamless integration No data replication or double data storage Interactive integration with M3 All M3 input controls performed on-line

6 Merit AppSuite CUSTOMER PORTAL - Give your customers access to an efficient B2B portal for product catalog information and order entry & inquiry CUSTOMER SUPPORT - Customer support portal for your own internal customer support. Easy access to product data, simplified order entry & inquiry MOBILE SALES - Use mobile devices (PDA, tablets, smartphone) when your are visiting your customers to enter order, do order inquiry or looking at product data MOBILE SERVICE - Enter service orders, report service assignments, handle spare parts or perform other service related tasks using PCs or mobile devices

7 Merit AppSuite CUSTOMER PORTAL Role based, intuitive and user friendly Configurable and dynamic Real time integration with M3 Dynamic workflow and user interface based on parameter settings Integrated with M3 Product configurator in real time Product catalog based on assortment available for customer Pictures, documents, links etc. for additional product information Configurable information based on user role and access level Menu and available functionality based on defined role and access Place order directly in order basket from product catalog

8 Merit AppSuite CUSTOMER PORTAL Detailed product information Order basket Order inquiry

9 Merit AppSuite CUSTOMER PORTAL Total integration Product Catalog Order basket Temporary orders Item & Warehouse information Item & Warehouse information Customer order Order inquiry & history Order templates Order templates Price & Discounts Customer, sales & responsible Access control M3

10 Merit AppSuite MOBILE SALES Product Catalog, order entry & inquiry available on Mobile platforms Full Customer Portal in online mode or apps/clients *) Role based, intuitive and user friendly Configurable and dynamic Real time integration with M3 Dynamic workflow and user interface based on parameter settings *) Merit Portal 3.0 standard client available on Windows Mobile / apps/clients for other platforms available on demand

11 Merit AppSuite

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