CRM Software and Solutions - XML API Options

XML API Options Catalogue

XML API Plug-ins allow you to customise virtually any aspect of ProspectSoft CRM, the possibilities are almost endless. Select a plug-in from below to learn more...

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Critical Credit Check Option

For organisations that need to be aware of customers’ exact credit position at almost any stage for example, with high rates of orders from a large and varied customer-base, the Critical Credit Check Solution is essential.

Price Guide: £500 per site plus ALF
For More Information: View PDF
Author: ProspectSoft
Catalogue Code: 440-017

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Delivery Check Option

The Delivery Check is designed to automatically warn a user if they try to send or convert a quotation that does not have a delivery item in it.

This is available for any users of ProspectSoft CRM that deal regularly with the delivery of products who need to ensure that this cost is passed onto their customers when necessary.

Price Guide: £300
For More Information: View PDF
Author: ProspectSoft
Catalogue Code: 440-026

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Delivery Phone No. Pop-up

The Delivery Phone No. pop up prompts users to ask for and enter a specific delivery phone number when an order is confirmed. This phone number is then automatically passed into the accounts system in addition to the standard address data, which will then subsequently print out on the delivery note.

This is ideal for organisations where it is important to have a delivery phone number to accompany an order to assist delivery drivers and dispatch staff.

Price Guide: £300
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: 440-027

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Deposits Charges Option

For products that attract a deposit charge, it is sometimes necessary to exclude the deposit from a quotation but include them on both the order and the invoice. The ProspectSoft CRM Deposits Charges Option enables users to eliminate errors in adding deposits to or omitting them from quotations or orders.

Price Guide: £300 per site plus ALF
For More Information: View PDF
Author: ProspectSoft
Catalogue Code: 440-006

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Direct From Supplier option

The Direct from Supplier option is useful if an organisation needs to flag certain product suppliers to highlight that items appearing from that supplier on a quotation need to be shipped direct rather than from a warehouse.

The application is used to allow a user to flag suppliers whose products should be handled differently and if products from these suppliers exist on a quotation then information can automatically be passed into the accounting system when confirming the order to flag up that the items should be shipped directly.

Price Guide: £300 plus ALF
Author: ProspectSoft
For More Information: Contact the author
Catalogue Code: 440-028

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Division Classification Option

The Division Classification is designed to batch classify all divisions in the database using classification relevant to you.

These classifications are stored in the division_xtra table and are designed to work in conjunction with a user defined tab to display the data.

Price Guide: £300 plus ALF
Author: ProspectSoft
For More Information: Contact the author
Catalogue Code: 440-029

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Document Recipient Manager & Related Notes

Suppliers to companies that tender for major construction projects or government contracts are often required to send the same quotation to many of those companies. Others need to write a report for an individual at one customer and send it to someone in a different organisation, and establish a link between the two: contractors and safety inspectors, for example.

Document recipient manager and related notes facilitates this process and makes sending quotes to multiple contacts possible, while also ensuring that the relationships between the various parties is also recorded.

Price Guide: £900 plus ALF
Author: ProspectSoft
For More Information: Contact the author
Catalogue Code: 440-028

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Document Security Option

Documents within ProspectSoft that need to be restricted to an authorised group of readers can be protected simply and effectively by the Document Security Solution.

Price Guide: £300
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: N.A

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Exchequer User-defined Field Plug-in

This is an invisible utility that transparently passes specific information held in ProspectSoft CRM into Exchequer user defined fields as each sales order is confirmed.

It is useful for organisations that use Exchequer and who have a requirement for additional ProspectSoft CRM data to be transferred into their Exchequer accounting system, typically for reporting and analysis purposes.

Price Guide: £300
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: 440-018

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Forward Order Scheduling

This plug-in will allow you to split a single order line across multiple due dates. For example, you can enter a single order line for 100 items and then schedule 10 this month, 20 the next, 12 the month after etc...

Working in conjunction with the "Predictive Stock Level Display" plug-in, this option will also automatically calculate a schedule for you, offering future dates for deliveries as the stock arrives from suppliers (taking into account other forward order commitments already made). It will also ensure that sales staff don't over-commit stock by taking too many forward orders for the same incoming purchase order.

Price Guide: P.O.A
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: 440-030

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