{"id":50030,"date":"2018-10-22T06:00:11","date_gmt":"2018-10-22T04:00:11","guid":{"rendered":"http:\/\/smeupnew.it\/magazine\/blog\/gestione-del-fido-cliente\/"},"modified":"2021-06-16T12:40:08","modified_gmt":"2021-06-16T10:40:08","slug":"gestione-del-fido-cliente","status":"publish","type":"post","link":"https:\/\/www.smeup.com\/magazine\/blog\/gestione-del-fido-cliente\/","title":{"rendered":"La gestione del Fido Cliente non \u00e8 mai stata cos\u00ec semplice con smeup ERP"},"content":{"rendered":"

La gestione del Fido Cliente \u00e8 un\u2019attivit\u00e0 importante per un\u2019azienda: avere sotto controllo la situazione di credito\/debito dei propri clienti \u00e8 infatti fondamentale per il business.<\/p>\n

smeup ha messo quindi a punto una applicazione di gestione del Fido Cliente, usufruibile anche da mobile e integrata a Sme.UP ERP.<\/h2>\n<\/div>
<\/div><\/div><\/div>

Quando un Sales Account inserisce un ordine sul gestionale, viene effettuato un controllo tra le fatture e gli ordini aperti, bolle spedite ma e non ancora saldate e altri parametri scelti insieme al cliente stesso . Grazie a questa applicazione, l\u2019esposizione del Cliente viene confrontata con il Fido. Qualora ci fosse una discrepanza tra i due valori il software invia in automatico una mail di notifica e crea un record sul database.<\/p>\n

Approvazione del Fido Cliente<\/h2>\n

Il Direttore Commerciale, accedendo alla app, verificher\u00e0 gli ordini cliente i fuori Fido (e il valore del fuori Fido) e decider\u00e0 se approvarli o respingerli\u00a0 (sempre sia da Web che da Mobile). Dalla stessa applicazione il Direttore Commerciale pu\u00f2 consultare anche tutti gli ordini approvati e rifiutati.<\/p>\n

\u00c8 sempre possibile per il Sales Account richiedere nuovamente l\u2019approvazione dello stesso ordine e, attraverso lo stesso workflow, il Direttore Commerciale avr\u00e0 nuovamente la facolt\u00e0 di approvare o respingere il nuovo ordine.<\/p>\n<\/div>

<\/div>
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<\/div>
<\/div><\/div><\/div>
<\/div>
<\/div>
<\/div>
\"smeup<\/span><\/div><\/div>

\u00a0 \u00a0 Lista Fidi Clienti versione web<\/p>\n<\/div>

\"smeup<\/span><\/div><\/div>

\u00a0 \u00a0 Lista Fidi Clienti versione web con log approvazione<\/p>\n<\/div>

\"smeup<\/span><\/div><\/div>

\u00a0 \u00a0 Log approvazioni versione web<\/p>\n<\/div>

<\/div><\/div><\/div>
\"smeup<\/span><\/div>

Lista richiesta approvazione
\nversione mobile<\/p>\n<\/div>

<\/div><\/div><\/div>
\"smeup<\/span><\/div>

Log di approvazione
\nversione mobile<\/p>\n<\/div>

<\/div><\/div><\/div>

Come gestisce la tua azienda il Fido Cliente? Sfrutta tutte le potenzialit\u00e0 della nostra applicazione, richiedici informazioni.<\/p>\n

Tommaso Bonetti
\n<\/strong>Specialista Delivery Sme.UP ERP – smeup
\n<\/em>My LinkedIn Profile<\/a><\/p>\n<\/div>

<\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"

La gestione del Fido Cliente \u00e8 un\u2019attivit\u00e0 importante per un\u2019azienda: avere sotto controllo la situazione di credito\/debito dei propri clienti \u00e8 infatti fondamentale per il business.<\/p>\n","protected":false},"author":1,"featured_media":52507,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[7144,7134],"tags":[5256,5257,5258,5259,3764],"class_list":["post-50030","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-erp","category-prodotti","tag-gestione-del-fido-cliente","tag-gestione-del-fido-commerciale","tag-gestione-fido-cliente","tag-gestione-fido-commerciale","tag-sme-up-erp"],"acf":[],"yoast_head":"\nGestione del Fido Cliente: mai cos\u00ec semplice con Sme.UP ERP<\/title>\n<meta name=\"description\" content=\"La gestione del Fido Cliente \u00e8 un\u2019attivit\u00e0 aziendale importante che permette di avere 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