Business Partners at a Glance
Can't Remember Names, Don't Worry Axon
Can!
Every day, we interact with many different
people. We rely on rolodex and address books to keep an up-to-date
list of all our contacts, but that isn't always adequate. We need a
complete record of all our interactions with a company -- from
payment requests to insurance arrangements to fuel surcharge rates.
Axon's Business Partners screen allows you to
record a wide variety of information about all the companies that
you do business with, including customers, suppliers, owner
operators, and customs brokers. You can record so much more than
simply addresses and phone numbers.
Axon's Business Partners screen also incorporates:
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Maximum credit limits for individual
customers
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Individualized freight surcharge rates,
freight rates, and taxes for each business
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Contacts by your staff with a business (e.g.
collection calls, calls to order supplies)
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Direct deposit
information
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Scanned copies of documents and photographs
related to a particular business partner
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Default rates for picks and drops, and other
charges
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Ticket locations
In addition, the information is linked to all the other parts of
Axon's trucking and accounting software:
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Default pay rates will fill in automatically
when you go to pay a driver, carrier or owner operator
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Default fuel surcharge percentage rates for a
particular customer will be applied on all their orders
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Insurance policy information serves as the
basis for expiry reminders
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One business partner can be set up for
multiple roles (e.g. customer and supplier)
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You can review a statistical snapshot of all
your transactions with a business partner during your company's
past fiscal year
Axon stores all the relevant information about each of your business
contacts in one place. This saves you time and eliminates the
chance of errors. And it provides you with a complete record of all
the pertinent information for each of your business contacts.
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Randy Veinotte
of Harland Veinotte Ltd. talks about using Business Partners
"The best part of this program from my perspective is
the Business Partners component. I was using ACT before, and
it was good. But this Business Partner feature is awesome!
In terms of saving time and being organized, the Business
Partners system itself has helped us immensely." |
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