Customer Management

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  • Addresses include Name, three lines of address, City, County, State, Zip and Country.
  • Customer numbers can be automatically or manually assigned.
  • Orders have a bill-to, sold-to, ship-to and install location address–better tracking of your real customer.
  • Orders and Shipments may have a one-time ship-to address
  • Lockbox assigned by customer.
  • Invoices can be sent to the sold-to or bill-to customer. (Reduce manual pulling of documents to be sent to a different address.)
  • Five customer types and other user defined fields to classify the customer. (Better selection and report options.)
  • There may be multiple lines of comments, which can be flagged to print either/or on the acknowledgment, pick list, pack list or invoice. (Automatic documentation management.)
  • Default values may be set for salesperson, invoice terms, carrier, FOB, etc.
  • Credit limit may be entered for on-line credit checking.
  • On-line activity review of open balance, last activity dates, payment history and aging.
  • Multiple contact names, phone numbers and e-mail addresses may be entered. (Integrated customer management.)
  • Tickler system enables you to enter customer contact and call-back information.

General Attributes | Customer Management | Product/Price Management | Order Management | Inquiry | BOL | Invoicing | AR Management | Cash in Advance