The customer profile software is the theoretical entry point for a customer in to the automated trucking system world. The customer profile setup helps to capture the details of a prospective customer who contacts the trucking company to get his business done. The customer profile setup module has been carefully designed for the processing of customer details, which would be required at every step of the on going business process.
When a new customer contacts the company, the customer profile setup for trucking management company allows the operator on the desk to enter information regarding a new customer, such as his contact information (including physical, billing, name, fax#, and email address), personal profile, business details, send POD with invoice, rate selection (dropdown populated from “Rate Module”) for loose and container rate, whether documents (invoice, freight bill, statement) to be delivered via mail (Print), email, or fax. The customer profile software for truckers also allows editing the information of an existing customer. The entered information will be stored in the database, which can be used at different stages of the business process involving the respective customer.
The customer profile program has facilities for report generation. A report is provided to list customers, which can be viewed and sorted by clicking on the provided links. The profile and status of each and every recorded customer can be retrieved, if one wishes to do so. On completing the deal, one would be able to remove the respective customer from the business deal.
During its functioning, the customer profile set up for trucking companies need to interact with other functional units to collect critical information and numerical data. That is, the customer profile software interacts with the accounts receivable module, rate module scanning and document management, and billing module at various stages of the business process. This testifies its module compatibility and dynamism of operation, as conceived while laying out the design diagram of the software.
The customer profile software has been built confirming to all quality standards and is tested at various levels for performance before putting it for sale. Therefore it offers a faultless performance and would help taking the business a long way, for a longer term.
