Orax SDI Cloud Reference

 
  1. Introduction
  2. Self-Management tools
  3. Communication and Content management
  4. Sales and Customer Engagement
  5. Service Desk
  6. Project Management
  7. Automation & Wide-Area-Monitoring
  8. Job Cards
  9. Education & B-2-B online training
  10. Billing and customer statements
  11. Inventory & Asset management
  12. Production management
  13. Human Resources and Payroll
  14. Procurement and Supply chain
  15. Ledgers & Accounting
  16. Reporting and Analytics
  17. Administration & configuration
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Locations (customer and internal)

In Orax SDI, most records are linked to a location. A location is a physical site or logical area or delivery address of a customer or your own company. Locations can be related to a contract or an internal department. Therefore, a location can be a warehouse, office, customer premises, contact or department.

Locations introduction

Duration: 53 seconds     Streaming size: 2.2MB


If a locations is linked to a customer record, it becomes an external location. Customers may have multiple locations. If you have 2 different contracts with a customer, you will probably create a location for each contract because reports also link to locations. Each location has it's own separate reports. A location also determines the time allowed for reactive work (Service Calls) on the location. Incidents, financial documents and events are also linked to locations.

In CRM and Sales modules the location is used to link meetings, notes and issues to customers. Locations are also the delivery addresses for customers on the online shop.

 

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