Skip to content
Call us : +44 800 0337642
  • Customer Login
Manu Online Logo
  • Products
    • Product Overview
    • Mini Enterprise Edition
    • Enterprise Edition
    • Multi Company Edition
  • About us
    • Manu Online
    • Partners
  • Pricing
  • Resources
    • Documentation
    • About ERP
    • Getting Started
    • Features & Business Processes
    • Integrations & API
    • Customer Stories
    • Blog
    • News
  • Contact Us
Free trial!

Getting Started

  • 1. Manu Online documentation
  • 2. Chart of accounts and tax codes
  • 3. Start up wizard
  • 4. Importing data

Logging in and basic use

  • 1. Logging in for the first time
  • 2. The main menu
  • 3. Reports

Partners and items

  • 1. Partner card
  • 2. Items
  • 3. Item card for materials
  • 4. Item card – Work time
  • 5. Item Card – Machine time
  • 6. Item card – Subcontract jobs
  • 7. Item card – Other cost items

Purchase

  • 1. Purchase home
  • 2. Purchase orders
  • 3 .Automated purchase order generation
  • 4. Supplier Quotations

Sales

  • 1. Sales home
  • 2. Sales orders
  • 3. Sales quotations
  • 4. Projects
  • 5. Sales forecasts
  • 6. Agreements
  • 7. Product tracking
  • 8. PRM
  • 9. Sales – Other operations

Warehouse

  • 1. Warehouse home
  • 2. Dispatch orders (Shipping)
  • 3. Receive purchases
  • 4. Customer returns
  • 5. Direct sales
  • 6. Material transfer
  • 7. Serial numbers & Lot tracking
  • 8. Stock change

Production

  • 1. Production home
  • 2. Production work orders
  • 3. Create multiple work orders
  • 4. Service work orders
  • 5. Work hours
  • 6. Work cells
  • 7. Scheduling
  • 8. Production Planner
  • 9. Factory setup
  • 9.1 Time clock

Invoicing

  • 1. Invoicing home
  • 2. Sales invoices
  • 3. Purchase invoices
  • 4. Sage Business Cloud Accounting
  • 5. Bookkeeping connection for Xero

Admin

  • 1. System settings
  • 2. Licensing
  • 3. Report log
  • 4. Start up wizard
  • 5. User Information

Integrations

  • 1. Private apps
  • 2. Web hooks

Multi Company

  • 1. Multi Company – Concepts
  • 2. Setting up Multi Company in Manu Online
  • 3. Multi Company – Orders and Invoices
  • 4. Multi Company – Internal Orders
  • 5. Multi company – defaults for tax codes and accounts
  • 6. Multi Company – Dispatching a drop ship order across companies

How to... Articles

  • 1. How to – Manufacturing in Manu Online
  • 2. Working with barcodes
  • 3. Barcodes in production
  • 4. Direct printing
  • 5. How to – Allow customers to track their orders
  • 6. How to change a product’s manufacture template

Troubleshooting

  • 1. Sales Invoice Activation
  • Home
  • Docs
  • Sales
  • 8. PRM

8. PRM

Table of Contents
  • PRM
    • Activities
      • Creating a new activity
      • Activity data
      •  
      • Buttons in an activity’s window
      •  
      • Follow up
    • Contact groups
      •  
      • Groups
    • Contact group management screen

PRM #

The PRM facilities are an extended CRM (Customer Relationship Management) system. The advantage of PRM (compared to an external CRM system) is that it is integrated into the basic order and manufacturing processes and includes all types of partners such as suppliers and subcontractors.

 

There are two main components of the PRM system:

  • ‘Activities’ that are recorded against partners or partner personnel

  • ‘Contact groups’ that are used for grouping partners into ad-hoc groups (note the difference between these groups and general partner grouping)

 

There is also a contact group management screen that can be used for contacting selected contact group members and recording the resulting activities.

 

Activities #

Activities are ad-hoc contacts with the specific company and can be, for example, telephone or e-mail contacts, meetings, documents etc. Activities are of a certain type, the types being defined in your ‘Company settings’. The different kinds of activity type are worthy of consideration when setting up the system. Typical values may be ‘Customer called’, ‘Visit to customer’, ‘Design change’ or ‘Installation problem’.

 

Activities are always linked to a certain partner, but may additionally be linked to a certain document of that partner such as a sales order, purchase order etc.

 

Activities can be viewed from the partner card regardless of to what else the activity is linked.

 

 

Creating a new activity #

 

There are many places through the system where activities can be created. Nearly all screens have an Activity tab. On this click ‘Create new activity’. A new window will open for the activity data.

 

The Partner card can be opened from any place the partner short name is seen by clicking that link. All activities for a partner can be seen there and new ones created.

 

Activities can also be created from the Contact Group Management screen in the Partner Relationship dashboard.

 

Activity data #

 

Title

A short description.

Status

‘Open’ or ‘Closed’.

Date

Created date

Company

The company was defined when the activity was created.

Contact person

Contact person can be selected from the list of partner contact persons.

Type

Selected from a menu. The options in the menu are defined in ‘Company’ settings.

Follow-up date

If future action is needed, then this is the target date.

Responsible person

Your company person that will take care of the next contact concerning this activity.

Order details

Pressing the action button will open the order summary page if this activity is connected to an order.

Comments (Hyperlink)

Enter web address where there is more information on the activity (for example, new prospect’s homepage, or a link to a document concerning the issue). When you press the action button, the page will be opened in another window.

Only visible to

Limits access to this item to the roles specified

Comments

The main text of the activity. Sufficient space is for about one and a half pages of text.

  #

Buttons in an activity’s window #

 

Save and close

The data you entered is saved and activity’s window is closed. Note: This does not change the activity’s status.

Cancel

Activity’s window will be closed without saving the data.

New

Press to create a new activity. Contact company will be the same as in the previous activity.

Previous and Next

These buttons are for moving from one activity to another (contact company stays the same).

Report

Emails you a report of this activity. The report is suitable for forwarding to the partner as a record of the activity.

Delete

Deletes the activity you are editing.

  #

Follow up #

If an activity is open, has a follow up date and a responsible person, the activity will be displayed on the home page of the system when that user logs in. This will only be shown if the Start up wizard is not shown (there is a check box on the Start up wizard itself if it is to be shown).

 

 

Contact groups #

In this feature companies – and their contact persons – can be placed into ad-hoc groups.

These groups can be such as, ‘Mailing List’, ‘Prospect, Visit’ or ‘Do Not Contact’. This grouping is not related to partner families. Grouping options are created in ‘Company’ data.

You can use this company grouping when working through a telephone contact list or viewing previous activities.

  #

Groups #

Available Contact groups are created in ‘Add remove contact groups’ screen accessed from the Partner Relationship dashboard in the Sales menu.

 

Partners may be members of multiple groups.

 

There are two ways to add and remove a partner from a group:

 

  • Partner card – Grouping tab – PRM section (See the Partners chapter)

  • Contact group management screen (See the following section)

 

Contact group management screen #

The contact group management screen is for handling partners in bulk and for seeing who is in which groups. It is also used for moving partners from group to group, so it supports a pipeline concept for new customers and prospects.

 

 

It is possible to filter multiple groups on an ‘include’ or ‘exclude’, for instance find all persons who attended a trade show but have not been called back by the salesman.

 

The screen shows the telephone number, so can be used for telemarketing. Following a successful contact, an activity can be created and a company moved from one group to another.

 

Contact groups can be added and removed from the main menu on the dashboard.

 

What are your Feelings
Share This Article :
  • Facebook
  • Twitter
  • LinkedIn
Updated on June 7, 2022
7. Product tracking9. Sales – Other operations
Table of Contents
  • PRM
    • Activities
      • Creating a new activity
      • Activity data
      •  
      • Buttons in an activity’s window
      •  
      • Follow up
    • Contact groups
      •  
      • Groups
    • Contact group management screen
Our MRP System
  • Our Product
  • Tech Specs
  • Prices
About Us
  • About
  • Partners
  • Privacy
Contact us
  • Contact Us
Call us

UK +44 800 0337642

FIN +358 9-5655 180

support@manuonline.com

Alternative login 1
Alternative login 2

© All Rights Reserved 2010-2022 – Manu Online.

Page load link
  • English
  • Finnish