Orax SDI Cloud Reference

  1. Introduction
  2. Self-Management tools
  3. Communication and Content management
  4. Sales and Customer Relationship Management
  5. Services & Service level management
  6. Billing and customer statements
  7. Inventory & Asset management
  8. Production management
  9. Human Resources and Payroll
  10. Procurement and Supply chain
  11. Ledgers & Accounting
  12. Reporting and Analytics
  13. Administration & configuration
    Up    Previous    Next

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.


    Up    Previous    Next