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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
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