Customer accounts
Maximise the value of your sales ledger with instant, detailed
information on your customers' individual requirements, their
trading terms and histories. Analyse sales by every demographic
that's important to your business and build stronger relationships
while maintaining tight credit control.
Detailed customer records
Within the sales ledger software, you can enter eight pages of
free format notes for each account, and an unlimited number of
contact names and addresses. User definable sort keys allow data to
be selected and subtotalled by any category.
Customer terms
With a choice of ten price bands and a whole range of discounts,
you can allocate unique terms to each of your customers. The price
matrix within the sales ledger can store a unique price or
discount for every stock item, for every customer. The credit
control module can be used to place customers on (or off) stop
automatically, while advance payments, deposits, partial payments
and all manner of cash allocations are all handled with ease.
Instant information
Customer turnover can be viewed within the sales ledger
software on a month by month basis, for 39 periods. You can
drill down to enquire on transactions and outstanding orders (and
their detail) for the current, last and all years. Sales orders and
invoices can be reprinted at will, and you can review the profit
and margin for every invoice and order, summarised by product or
product line.
Allocation history
You can view a complete history of activity for each of your
customers, showing all allocations and corrections for the current period, current
year, last year or all years. Allocations can be reversed and
corrected.
Reporting
Pop-up windows within the sales ledger software display the
profit value and percentage margin for each customer. Summarised or
detailed aged debtors lists, sales statements and customer analysis
can all be printed at any time. You can instantly view turnover,
month by month, for the last three years and can search, sort and
subtotal a life time of transactions for each customer.
Web-enablement
URLs and e-mail addresses, web passwords, pictures and
spreadsheets can all be stored in the sales ledger for every
customer. Simply click to launch a customer web site or send an
e-mail message. You can also publish sales statements and detail
the progress of outstanding orders on a secure web site.
See also:
See also:
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