M1 by B&G - ERP Software The ERP Solution for the Growing Manufacturer The ERP Solution for the Growing Manufacturer
M1 by B&G - ERP Software
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Contact Management Order Management Job Management Inventory Management Purchasing Management Shipping Management Labor Management Scheduling Quality/Warranty Management System Security Free Unlimited View Only Users Estimating & Quoting M1 Calculators Call Management Lead Management Point Of Sale (POS) for Manufacturers Product Configurator WebGear Customer Web Interface for M1 Advanced Bill of Materials (ABOM) Purchasing Request for Quote (RFQ) Advanced Inventory Management (AIM) Accounts Receivable Accounts Payable General Ledger (including Fixed Assets Register) Multi-Currency Management Payroll Unlimited Shop Floor Entry (Data Collection) Document Management Project Management

M1 by B&G is becoming ECi M1™

Contact Management

M1 by B&G™ M1 provides a total solution to your contact management requirements.

M1 Contact Management organises your customer and supplier details, including locations, contacts, tasks, appointments and memos. Use M1's mail merge utility to improve communications with your contacts.


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Organizations
Document specific contact details for all customers and suppliers, including email and internet addresses. An organization can be a customer as well as a supplier. Record all default settings here to improve data entry efficiency throughout M1. Up-to-date aging information may be viewed on a number of screens in M1.

Locations & Contacts
Each organization may have multiple related locations and contacts. Locations are used for quoting and shipping. Each contact contains individual details. Create contact groups to improve marketing opportunities.

Follow Ups
Create tasks and appointments by contact and assign to the most appropriate user. Control the progress, status and priority for each follow up. Access to all follow ups for yourself are available on the Start Page.

Organization Explorer
Use the Explorer to access all records and transactions relating to an Organization. Numerous searches provide immediate information in grid format. Open the source documents directly from the grid.

Price and Availability
View by customer, the quantity on hand, quantity in production and quantity on order for a selected part. This utility will also advise you of the price options available for that customer, and from the same screen, create a quote or an order.

Finance Companies & Resellers
M1 gives you the ability to link finance companies and/or resellers to a customer and the ability to link finance companies and resellers to multiple customers.

Integration with IP Phones
M1 integrates with a company's TAPI compliant IP Phone System. One click and you can dial from within M1 and when you receive a call if the callers number is within M1, Phone Manager will automatically take you to the contact listing.

Mail Merge
By using the Mail Merge facility, you are able to merge M1 fields into any mail merge document. Send off documents to multiple contacts at once, you can even include attachments. This facility can be used from within any module. Increase your marketing power by combining this facility with the contact groups to quickly and easily transmit advertising material.

Mail Merge can be used to forward correspondence to multiple contacts at the one time.
Format in Microsoft Word, Open Office Writer, Email (Attachment) or Email (Text).


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Reports
Reports allow you to view & print your contacts.


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Searches that allow you to see important information such as your last activity.


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Integration with Microsoft MapPoint allows you to map out your contacts.

M1 also integrates with Mapquest & Google Maps, find your customers and suppliers and even get directions.


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ERP Software that is Setting the Standard...

"I feel that the strength in M1 is their support and the fact that you can customise things when you need to.

Don't get me wrong the package is all there, however every user wants to do things or view things differently.

In M1 you can, from minor changes such as reports to a major change such as adding new tables and fields."

Phil Harry,
General Manager
Metlink Pty Ltd

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