Yongzhou System
|How Lidian System manages bad debts
Customer relationship management is a comprehensive strategy that can help companies understand customers and their behaviors more deeply so that companies and customers can build a stronger and better relationship. A lasting mutually beneficial relationship.
[How does the Lidian system deal with bad debts? 】
In the Lidian system, we will record the customer's order, delivery, payment and other information. When the customer has not paid (all), the system will have a query of the outstanding order and a reminder of the payment plan. .
A few years ago, there was a customer who said he would pay immediately and hoped that I would give him the system registration code first because he had to show it to their leader first. Based on trust, I gave him the system registration code first. However, the money has never been recovered. First, the bank's payment slip was incorrectly written and returned, and then it was always postponed to tomorrow. After that, no one could be found. Later I learned that it was because the manufacturer opened a local branch and they were abandoned by the manufacturer as agents and closed down, so this unsettled order has been hanging in the system.
Usually, you may encounter this situation. For some reason, some money will never be recovered. At this time, you need to do some bad debt processing (referring to the bad debt processing in the system, which is different from the bad debt processing in finance) , so that the system will not display this order when it is unsettled.
How to do it specifically?
In the repayment registration window of the Lidian system, there is a list of unsettled orders. Find the line of the order to be processed for bad debts, right-click the mouse and select Bad Debt Processing. The system will add a virtual product for bad debt processing to the original order. The quantity is the same as the amount receivable, and that's it.
[Overview of Lidian System]
Lidian System is a set of customer and sales management software carefully designed for small and medium-sized enterprises. It provides enterprise sales personnel, managers and management with all necessary information related to customers. , so that everyone can focus on customer relationship management, the essence of sales, and then promote sales.
Based on the traditional system and combined with the actual needs of enterprises, the Lidian system adds supply and demand information release and maintenance auxiliary tools and enterprise directory search tools. One Lidian system is worth three sets.
[Function] Mainly includes customer management, competition management, business opportunity management, sales management, inventory and transportation, report analysis, knowledge management, business reminders, emails and text messages, supply and demand information release and maintenance tools, business directory search tools, etc.
[Version] Supports stand-alone, LAN, and Internet
[Language] Simplified Chinese, Traditional Chinese, English, etc., supports customer self-translation, and supports specifying a default language for each user.
[Industry] Machinery, trade, chemical industry, security, electronics, instrumentation, furniture, and other industries
Lidian system provides a free trial version. If you are satisfied with the trial, you can purchase it.
[Lidian system features]
, multiple solutions, scalable. When business needs change, it can be converted between stand-alone, local area network, and Internet deployment methods.
, Lidian system supports multi-language versions and supports users.
, customizable, maintainable custom interface text, custom customer attributes, custom report formats, etc.
[Lidian System Consulting]
, How to back up the data of Lidian System?
Use the maintenance plan function of the database itself to set up automatic scheduled backup. The database administrator can also perform manual backup at any time. For specific operations, please refer to the help file.
[Sharing Moments]
[To do sales, you must know how to chat], understand each other’s interests, and choose common topics. , focus on listening and be willing to play a supporting role. , Avoid unnecessary details and don’t go into too much detail. , Don’t ask another question before you understand the problem. , Don't interrupt when others are talking. , don’t refute. , Leave enough time for others to talk.
[I want to try Lidian System for free]
Lidian System provides unlimited free download and trial. If you are satisfied with the trial, you can purchase it. Open the Lidian System website (search Lidian System), download the trial channel, fill in the trial information, and then wait for our notification email.
Yongzhou System|How Lidian System manages bad debts
Yongzhou CRM system | How does Lidian CRM system manage bad debts