Plunet BusinessManager
Plunet BusinessManager offers translation companies a powerful software
solution that enables them to handle their order processing, partner management, data, and document management on a single platform.
The system has two key features:
Adaptability
The software, i.e., the system processes, allow flexible customization
to individual company procedures and different company sizes.
Flexibility
The software can be used as as a client-server application on a local
network or via the Internet. This means that both office and field/freelance/tele
workers have access to all company data and functions - any time, anywhere
(providing of course that the appropriate access rights are assigned).
Plunet BusinessManager Editions
Personal Edition
The Personal Edition is the single workstation version of Plunet BusinessManager.
The software offers all the standard functions of the management program,
which lets you automate all your work flow and manage your office.
Features
1 license (not expandable)
Appointment and contact management
eMail client
Partner managment
Quote management
Order and job management
Invoicing
Reminding function
Account management
Creation of financial reports
System adaptation function
Team Edition
The Team Edition of Plunet BusinessManager is the management solution
for offices or companies. All employees/freelancers are networked and,
with the appropriate access rights, can use the software to manage and
control all work flows.
Features
2 licences operating concurrently, i.e. 2 users with full access rights
can be logged in and work on the system platform at the same time (can
be expanded to include further licences)
100 users concurrently with limited access rights for employees/freelancers
and customers.
Appointment and contact management
Email client
Partner management
Quote management
Order and job management
Invoicing
Reminding function
Account management
Creation of financial reports
System adaptation function
The package can be expanded to include optional extras, such as Acquisition
Manager, a PDF converter and additional licences.
Corporate Edition
The Corporate Edition is the software solution for companies with a number
of project managers or decision-makers. The software system can be used
to assign different levels of access rights to employees/freelancers,
with which they can control and manage overall company processes and access
all standard features of Plunet BusinessManager.
Features
5 licences operating concurrently, i.e. 5 users with full access rights
can be logged in and work on the system platform at the same time (can
be expanded to include further licences)
100 users concurrently with limited access rights for employees/freelancers
and customers.
Appointment and contact management
eMail client
Partner management
Quote management
Order and job management
Invoicing
Reminding function
Account management
Creation of financial reports
Planning and execution of marketing campaigns (newsletters, telemarketing,
etc.)
Option for importing external customer databases
Option for exporting customer data
Generation of PDF documents from documents stored in the system
System adaptation function
Functions
The application areas in the program are represented in tab form and
divided into the areas Head Office, Partners,
Quotes, Orders, Queries
and Admin. The integrated administrator area supports
adaptation of the entire software environment to the specific requirements
of your company. You can even add other modules to the aforementioned
application areas: Acquisition Manager, PDF
Converter
Head Office
The Head Office tab is divided into three areas:
Deadlines
This includes management of all relevant deadlines of orders, jobs, quotes,
customer invoices, reminders, customer acquisition and other contacts.
Mail
This area comprises a resident email module with the usual standard functions,
as well as the option to assign incoming and outgoing emails to specific
procedures and partners.
Settings
This area enables user-oriented settings.
Partners
The Partners tab lets you manage the data of your business partners,
such as your customers, suppliers and workforce:
Correspondence
Correspondence, contacts, addresses, price/payment agreements, contact
planning and special assignment of customer or workforce-specific characteristics
and assessments
Cover note
Letters written directly to contacts via an email function or through
the automatic creation of a letter document in the form of a Word template
Search
Search for concrete names and selection of different customer groups or
workforce categories (also according to multiple search parameters or
characteristics)
Quotes
The Quotes tab is divided into:
Quote
Creation and detailed description of a quote
Input of workforce responsible for job and customer name
Subdivision of quote into an arbitrary number of items
Quote items allow the setting up of flexible quote models
Items can be invoiced separately and assigned individual deadlines and
prices
Quote Status Report
Creation of quote reports including time periods, status, customers, workforce
and quote items
Templates
Creation of typical quote templates with freely selectable choices for
detailed quote descriptions, customers, prices and additional parameters
Orders
The Orders tab is divided into:
Orders
Creation and detailed description of an order
Input of workforce responsible for order and customer name
Subdivision of order into an arbitrary number of items
Order items allow the setting up of flexible order models, such as individual
orders, complex orders, multilingual orders and long-term orders
Items can be invoiced separately and assigned individual deadlines and
prices.
Jobs
Creation and detailed description of workforce jobs
Jobs can be assigned flexible deadlines and prices
Workforce Search
Search for suitable member(s) of the workforce using specific parameters
Profit
Comparison of fee income and expenses for a job
Order Status Report
Creation of order and job reports including time periods, status, customers,
workforce and order status
Templates
Creation of typical order templates with freely selectable choices for
detailed order descriptions, customers, prices, jobs including assigned
member(s) of your workforce, detailed job description and pricing
Invoicing
Invoicing is divided into the categories:
Invoices
Automated invoicing
Reminders
Automated remindering
Customer accounts
Management of customer accounts, open items
Staff accounts
Management of staff accounts, open items
Staff invoices
Management of staff invoices
Queries
The Queries area is divided into the categories:
Debitors
Creation of financial reports for individual customers or all customers
Creditors
Creation of financial reports for individual employees or all employees
(translators, project managers, etc)
Administrator
The Administrator tab lets you tailor BusinessManager to the individual
requirements of your company and carry out the relevant settings:
Input of provider data for the email client
Setting up access rights for your workforce and customers
Definition of the variable list boxes (Language, Countries, etc.)
Definition of different customer and workforce properties with
the associated characteristics list boxes (Example: Properties - Customer
Category: Characteristics - Industry, Government Department, Commerce,
etc.)
Definition of different jobs with the relevant characteristics
Definition of different invoicing terms and prices
Overview of company utilization of licences
Integration of the various document templates in Plunet BusinessManager
(cover note, order confirmation, delivery note, invoice, etc.)
Definition of email text templates, such as those required for
job assignment via email, job delivery, quotes, etc.
Automatic creation of standard directories on the server, which
can be accessed using Plunet BusinessManager
Modules
Acquisition Manager
Acquisition Manager supports the planning, execution and management of
marketing campaigns, as well as the import of external customer databases
to Plunet BusinessManager:
Mass emailing (e.g. newsletters)
Mass mailings
Telemarketing
Delegation of customer-related orders to employees
PDF Convertor
The PDF converter lets you generate a PDF file for any document stored
in the system.
Screen Shots: Click to See Larger Image
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Demo
To view a demonstration of Plunet in action please visit our Demo page
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