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