Customer Details

Features

• Browse and select from “ListViews“ of account codes and names - account codes may contain up to six characters.
• Powerful search and find options with multiple criteria.
• Alternate user-defined search key of up to thirty characters can be specified (e.g. customer telephone number).
• Customer database dynamically links with popular contact management systems.
• Open item accounting by customer.
• Territory code grouping of customers (e.g. by sales area).
• Multiple shipping addresses.
• E-mail customers directly.
• On-screen account history with five configurable aging periods.
• Automatic sales tax and GST/HST calculations (Canada).
• Open item window for easy payment application.
• Unique ”flagging“ and ”linking“ capabilities for multiple item payments.
• Ability to view and reprint invoices.
• Drill-down to the General Ledger journal entry.
• Partial and unapplied payments fully supported.
• Sales and profit statistics by customer.
• Unique revenue account by customer or group of customers.
• Automatic calculation and verification of discounts given.
• Automatic or manual calculation and posting of finance charges.
• Graphical view of account aging.
• Reports produced by specific customer, range of customers or sales territory.
• View last invoice.
• Discounts and negative discounts (surcharge) by customer.
• Prompts user when customer requires the use of a purchase order.
• Hold facility.
• Credit limit checking.