WebOPS: Internet Enabled Administration System
Requirements
WebOPS provides your field representatives or field offices with the ability to utilize their current internet service provider to access reports and add customers and orders to the Back Office system. Users of WebOPS can view their most recent commission statements, pending transactions, as well as override summaries. The standard imaging capabilities within the WinOPS system are also utilized within WebOPS. The imaging feature of WebOPS allows your reps to view client documents which have been previously scanned. All of this available at the touch of a button.
The following features are available to users of the WebOPS system.
Customers
- Remote Entry of Customers
- Remote Deletion of Customers
- View Customer Holdings
- View Existing/Paid Orders
- Imaging Capabilities
- Ability to Customize Data
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- Enter/View Contact Information
- Enter/View Account Information
- Enter/View Financial Information
- Enter/View Document Information
- Enter/View Bank Information
- Enter/View Employment Information
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Imaging Capabilities
Utilizing the WebOPS Internet Enabled Entry System, you may scan images into the database and attach them to customer records. These images are stored at the Back Office for retrieval by the rep in the field using WebOPS, or by home office employees.
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Orders
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- Ticket Charge Capabilities
- Units, Unit Prices, Amount Invested
- Cash Received Information
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Representatives
By utilizing the WebOPS Internet Enabled Entry System, your representatives have the ability to view their own background information such as address, phone, licenses, etc. When you allow your reps the ability to view this type of information, you know that your database is continually kept up to date. Who else, other than the rep, is more qualified to keep an eye on their background information?
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Reports
- Commission Statements
- Unpaid Transaction Report
- Commission Override Summary
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- Daily Blotters
- Daily Bulletins
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