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ERM-IO360 Administration (general setup)

ERM IO360 Administration module (General Setup) is customer-configurable to meet their business needs. For example, a company can have multiple addresses e.g. Corporate and Regions and multiple AR Remit To's; it can upload its logo and set up the fiscal year start date for Sales Forecasting.
IO360's Administration Module is the focal point for creating a powerful and cohesive ERM application that conforms to best practices and tailored to your specific processes. In addition to your employees, it enables you to provide a web-based portal for your customers, partners, and vendors, allowing creation, modification, and deletion of user accounts, role-specific views, task designation and responsibility, as well as pertinent company information.

The configurable components, include the following and more..

  • Basic Company Information
  • Fiscal Year and Quarters
  • Standard Remit To addresses
  • Various T&
  • Logo upload
  • Employees
  • Business Units/Subsidiaries/Divisions
  • Management. Approvals/Configuration Approvals (for non-standard deals)
  • Customers
  • SFA customization
  • Lead sourcing
  • Partners
  • Approved Manufacturers
  • Products
  • Payment Terms
  • Service Actions

Each Module has it own Administration section as well where you can set the general setup required for each module such as setting up Tax districts, default warehouse, default currency etc.