SYSPRO

Contact Management

Tue, 25 Nov 2025 13:18:08 GMT

This demo video provides an in-depth overview of the Contact Management module in Syspro, showcasing how it enables businesses to manage organizations, accounts, and contacts effectively. It highlights how the module supports detailed interaction tracking, activity management, and integration with mobile applications, ensuring seamless customer engagement and complaint handling.

Topics

Defining Organizations and Accounts: How to manage existing debtors, creditors, and prospective accounts within Syspro.
Detailed Contact Management: Creating and maintaining multiple contacts per account, including interaction history.
Activity Tracking and Management: Viewing, prioritizing, and following up on activities such as emails, calls, and meetings.
Customer Workbench & Mobile Access: Using the Espresso mobile app to access contacts, activities, and financial information on the go.

Insights

The module allows granular visibility into interactions with individual contacts and organizations, improving relationship management.
Integration with Office 365 Exchange enables seamless email tracking within the system.
Mobile access via Espresso empowers field reps to stay informed and manage customer interactions in real time.
The complaints ticketing system provides structured workflows, enabling efficient resolution and accountability.

Return to Supplier

Thu, 30 Oct 2025 15:49:58 GMT

The Return to Supplier module provides a streamlined process to manage and action the return of stock deemed unfit or unnecessary directly back to suppliers, integrating seamlessly with inventory management and quality assurance protocols.

The demonstration begins with an overview of the Return to Supplier module's capabilities, highlighting its essential role in facilitating the return process of stock identified as unfit upon receipt or later deemed unnecessary. It integrates closely with the inventory management system, allowing users to initiate returns directly from inventory records. The module also interfaces with the Quality Management and Returns Merchandise Authorization (RMA) processes, ensuring comprehensive coverage across different scenarios where stock returns are required.

Topics

Identifying and Processing Returns: The module enables users to mark stock for return directly within the inventory management interface, triggering the Return to Supplier information window for further action.
Handling Charges and Return Process: Users can specify details such as the offending purchase order, default or alternative suppliers, and any associated freight or handling charges, streamlining the returns process.
Review and Oversight: The Return to Supplier Review program offers an oversight mechanism to review all pending returns, allowing users to update order details, suppliers, and additional charges before finalizing the return.

Insights

Process Integration: The module's deep integration with inventory and RMA processes underscores its value in streamlining returns, enhancing quality management, and reducing losses from unfit stock.
Operational Efficiency: By enabling direct action from within inventory records, the module significantly reduces administrative overhead, ensuring that return processing is both timely and accurate.
Enhanced Oversight: The review feature provides essential oversight, allowing adjustments and ensuring that all return details align with company policies and supplier agreements.

Landed Cost Tracking

Wed, 24 Apr 2024 09:22:11 GMT

This demo video provides a comprehensive overview of how Syspro's Landed Cost Tracking Module operates within the Purchase Order Module, detailing its integration with the Inventory Master to streamline cost management for stock items. Showcasing its capabilities in handling merchandise costs, integrating with shipments, and allocating actual costs across shipment items. The video emphasizes the module's role in enhancing logistical and financial operations by offering a detailed view into the management of landed costs.

Topics

Integration of the Landed Cost Module: Explains how the Landed Cost Module is connected with the Inventory Master and the Purchase Order module within SYSPRO.
Cost Tracking and Management: Demonstrates how merchandise and non-merchandise costs are converted, tracked, and managed throughout the shipping process.
Shipment Integration and Consolidation: Highlights the process of adding stock items to shipments, consolidating multiple purchase orders, and managing cost expectations and apportionments.
Actual Cost Allocation: Details the procedure for allocating actual costs, such as insurance invoices, to shipment items, showcasing the module's capability to ensure accurate cost management.

Insights

The Landed Cost Module is integral to Syspro's supply chain management ecosystem, offering detailed insights into cost tracking and allocation for stock items across varying routes.
Its seamless integration with the Inventory Master and Purchase Order Module facilitates a cohesive workflow for managing both merchandise and non-merchandise costs.
The module enhances operational efficiency by allowing businesses to accurately apportion actual costs, such as insurance values, across items within a shipment.
By providing the capability to manage and monitor both expected and actual costs, the Landed Cost Module empowers businesses to achieve precise landed cost calculations, contributing to more informed financial planning and analysis.