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Buying and switching

Can you bring across existing customers and price lists from Excel?

Yes. Customers, contacts, products, price books and open orders import from spreadsheets, and this is the moment to clean duplicates rather than carry them across. Importing a messy sheet gives you a messy system.

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In short

Yes. Customers, contacts, products, price books and open orders import from spreadsheets, and this is the moment to clean duplicates rather than carry them across. Importing a messy sheet gives you a messy system.

Most plants have three or four overlapping customer lists. The import is the opportunity to merge them into one, with a single owner per account.

Price books usually need the most attention, because the sheet in use often lacks slab and delivery basis. Adding those two columns is what makes automatic pricing possible later.

Open orders come across with their committed dates so nothing in flight is lost on the switch.

Moving off spreadsheets

Related questions

How much does sales software cost for a manufacturing plant?

SysOMS is priced per plant plus per named user in Indian Rupees, with GST extra and a written quotation before any payment. There is no public price card because plant count, product families and user mix change the figure.

How long does it take to get a plant running on SysOMS?

Typically three to seven days for a single plant: users and roles, product families, price books and specification templates. The longest part is usually agreeing your own price book, not the configuration.

What happens if the software does not suit your plant?

Your first purchase carries a 7-day no-questions-asked refund. Write within seven days of payment and it is refunded in full, no reason required, and your data can be exported.

Do you need internet access across the shop floor to use it?

You need connectivity where records are created: the sales officer's phone, the sales admin desk, the works manager and the dispatch point. A phone on mobile data is enough for field work.

System of Marketing & Sales

Put enquiry to dispatch on one governed line.

Tell us how your plant sells today. We'll show you where the line breaks and what it takes to close it.

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