Tour – Accounts Receivable (Customers)
Features:
- Unlimited number of Customers with unlimited notes for each.
- Unlimited Salespersons/Agents with budgets and performance tracking.
- Instant Sales Information for any customer – what they buy, when and how much did they pay.
- Ageing summary of customers accounts in a heads-up style.
- Supafind enhanced – find customers fast!
- Powerful browser capability – with constant 3 part summary screens.
- Customer ‘Clone’ capability
- Multiple Ship-To addresses for any customer.
- Assign special messages to customers which can appear on screen, picking slips, invoices, statements, etc.
- Handles Open Item or Balance Forward account types.
- Customer credit limit checks with warnings.
- Reprint any invoice, months or even years later.
- Assign customers to Groups and/or Classes for powerful Marketing Analysis.
- Allocate customers to particular price structures (up to 9999 Price Codes for any one item)
- Customer Contract Pricing included as standard – with valid date ranges and discounts.
- Optional Cost-Plus method of pricing if required.
- Set levels of customer priorities.
- Multi-user cash receipts.
- Ability to browse through any Invoice, Payment or Cash Transaction ever recorded.
- Instantly see sales history for the month, or month by month through the year.
- Automated Financial Summary, checks balances of accounts and displays totals of invoices, credits, cash, journals, etc.
- Globally change customer code numbers through the entire system – with audit list.
- Multiple invoice, statement formats – choose from those supplied as standard or one can be designed especially for you.
Account General Tab
- Unlimited number of customers.
- Multi-tabbed pages.
- Main customer information on front screen.
- Automatic validation of entries ensures accuracy.
- Allocate Salespersons to customers for performance monitoring.
- Assign customers to Groups and/or Classes for Marketing analysis.
- Allocate customers to a particular price structure (up to 9999 Price Codes)
- Customer Contract pricing included as standard - with valid date ranges and discounts.
- Unlimited notes for each customer.
- SupaFind enhanced module - find clients Fast!
- Powerful browse engine for all data.
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Account Details Tab
- Customer Clone function - makes adding 'like' clients easy and fast.
- Dynamic colour coded ageing summary/detail of customers accounts on screen.
- Set account types to - Balance Forward or Open Item accounts.
- Customer credit limit checks.
- Change account status easily.
- Print a customer's statement directly from the browser.
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