The Customers module brings together a complete contact manager with detailed billing instructions and terms plus account history. Summaries quickly present a current picture of open orders, outstanding invoice balances, and YTD sales. Multiple ship-to addresses can be reconciled with consolidated bill-to information.
Flexible data fields support multiple currencies and multiple facilities, lead-times for transportation, regional sales records, variable terms, selective interest calculations and credit management.
Features include:
- Company address set including email and web sites
- Customer contact data set including pagers and cellular phones
- Integrated faxing of system documents
- Contract tables including pay terms, shipping terms, preferred carriers, special handling, and notes
- Multi-currency, credit limits, outstanding balances, and open order values
- Real-time posting of transactions to the GL
- Selection of multiple invoices for single amalgamated payment
- Processing invoices generated from multiple locations for centralized payment
- Credit notes, cheques and a full complement of reports