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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Account Options Tab

  • Set internal sales options
  • Set freight options per customer
  • Set pricing and special options
  • Set web site access for your customer

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Account Messages Tab

  • Add notes for any customer that will automatically print out on invoices.
  • Assign special messages to a customer which can appear on screen, picking slips, invoices, statements, manifests, etc.

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Account Emailing Tab

  • Email sales orders, picking slips, delivery dockets and invoices. Ability to use different email addresses for each.
  • Use alternative printing layouts for invoices and statements.
  • Add customer banking information.

 

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Account Ship-to Addresses Tab

  • Attach multiple ship-to addresses for any client.

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