Workcube Account Management

Workcube has developed Account Management module for allowing the companies to control their relations with all individuals and companies (excluding the employees) easily and centrally. You can use Workcube Account Management as an information bank specific to all individual and corporate customers and suppliers. Any company or individual with relation is entered to the system in Workcube first as a member account and the category (customer, supplier, business partner or subscriber etc.) of this member is defined later. A company may be our customer, as well as our supplier. In such a case, the account management allows to define this company both as a customer and a supplier over the entry, instead of performing two separate entries. In Workcube Account Management, it is possible to carry out the relation in different levels by creating unlimited amount of member account categories Account management basically allows two different categories of member management: Individual Members and Corporate Members. All members, which a relation is not established in terms of current account, can be entered as potential member. Any kind of relation and activity with the potential members, except the sales and purchase, can be carried out from the account  management. In this way, the account management module acts as a very powerful address databank. Corporate Account Management Workcube account management module allows you to carry out a relation with the required flexibility even with multinational companies with subsidiaries, geographical sections, different offices and departments. It allows establishing a multilevel and multilayer relation with the corporate accounts. You can organize different contact details for each layer and level. For example, while you may want to access details such as industry type, sales volume and general headquarters address of your partner or customer in company level, you may want to display the duty of the user, mobile phone number and e-mail address in personal level. Or, while you may ensure that a director directly places an order to you, you may ensure that the order placed by another employee of the same company is submitted to you after being automatically submitted to and approved by the director. Workcube corporate account management supports all kinds of hierarchical organization structure. It allows defining unlimited amount of location for every corporate account. It allows controlling the access and authorizations of every user in accessing your Partner Portal (B2B Site) one by one. It allows you to display and view all information related to the corporate member including the branches, employees, orders, proposals, quotas, contracts, accounting and finance information, analyses, bank accounts, credit cards and projects as a whole and also facilitates for you to provide and receive a better service. In the corporate account management, you can create a team within your company responsible from the corporate account.  Individual Accounts (Customer) Management Workcube individual account management offers a perfect solution to control the individiual customers. You can display and control all personal details such as contact, business, education informations and all other operational informations suc as proposals, orders, credit card, bank account and account abstract etc. related to your customers. You can define the relatives related to the customer and define additional card holders in customer card applications.  Workcube Account Management Functions Corporate Accounts Management Customers, Suppliers, Sales Channel  (Dealers, Service Points, Wholesalers etc.)  Active / Potential corporate account management Defining unlimited amount of account category Defining unlimited amount of sector Recording and monitoring all general, communication and official details related to the account Creating additional information screen parametrically related to the accounts Adding unlimited amount of branch to the account Entering independent contact details and branch manager to every branch and assigning representative specific to the branch. Displaying the employees of the branch Creating a target specific to the branch Recording note specific to the branch Adding unlimited amount of employees Entering separate contact, branch and department details for each employee Defining a special system (partner portal) access authorization to each employee Creating an additional information screen parametrically related to the employees of the account Language preference setting specific to the employee and access to the system with the selected language Recording note specific to the employee Creating a team within the company responsible from the account Monitoring real-time account turnover and account balance Allowing the account details accessible for all group companies. Displaying and monitoring all projects related to the account Displaying and monitoring all opportunities related to the account Displaying and monitoring all proposals received from the account Displaying and monitoring all purchase orders submitted to the account Displaying all purchase proposals submitted to the account Displaying all orders received from the account Obtaining account abstract of the account (opportunity to display, print, convert to PDF and document, and send by e-mail) Defining and controlling all credit details of the account Displaying all contracts made with the account, adding new contracts and updating Recording and updating all bank accounts of the account Recording and updating all credit card details of the account Recording and monitoring all notes related to the account Recording and monitoring all documents and papers related to the account Analyzing the customer from different aspects with the analysis forms (financial competency analysis, infrastructure analysis etc.) prepared parametrically Individual Accounts (Customer) Management Recording and monitoring all general, contact and personal details of the individual customer Creating an additional information screen parametrically for the individual customers Assigning representative within the company responsible from the individual customer Real-time turnover, account balance and credit detail follow up Displaying and monitoring all projects about the customer Displaying and monitoring all opportunities of the customer Displaying and monitoring all sales proposals submitted to the customer Displaying and monitoring all sales orders received from the customer Obtaining account abstract of the customer (opportunity to display, print, convert to PDF and send as e-mail) Opportunity to define and control all credit details (open account limit, default interest etc.) of the customer Recording and updating all bank accounts of the customer Recording and updating all credit card details of the customer Making it possible to access the customer details and carry out independent relation with customer, for all group companies.  Recording and monitoring all notes related to the customer Recording and monitoring all documents and papers related to the customer Analyzing the customer from different aspects with the analysis forms prepared parametrically Defining the other individual customers, which the individual customer is in relation, with their relationship degrees Granting access to the individual customer for the encrypted areas in the website Creating customer loyalty card Defining additional card users for the customer card