Functionality

• lookup and add new clients from an integrated poscode lookup service
• Keep a detailed record of all your customers and suppliers including full name, address, phone / fax numbers, contact names and any special information / requirements related to individual contacts.
• Define your own credit status, payment terms and credit limits for each client or supplier.
• Give each client a map reference and delivery routing code to assist delivery scheduling.
• Allocate a salesman responsible for each clients’ account.
• Set-up ‘invoice to’ accounts for multiple clients who share the same head office.
• Apply one of fifteen different base pricing structures to each contact, or
• Apply a price band. (A completely unique, user created price list), or
• Apply specific discount structure to each individual client.
• Keep detailed notes relating to individual customers using a unique ‘customer notes’ feature.

Reports

• Print listings by a variety of different selection criteria. Eg. Customer type, classification, Postcode, etc.
• Print customer labels for mail shots.
• Customer turnover reports detailing top customers in a period and their contribution / proportion of your turnover.
• Customer turnover reports by salesman between given dates.
• New customer reports.