Customers
Managing your customers has never been easier.
Complete customer history provides single click access to any transaction and event.
Quickly make insightful decisions based on the latest information

Centralised Information
Everything you need to know about your customer in one location. From current quotes and orders to recent sales, debtor history and price checks, all at your fingertips

Accounts Receivable
Manage invoices, credits and customer payments in local or foreign currencies, with access to full history and powerful drill down capability. Control credit limits, account terms and head office/branch accounts with automatic notifications in real time

Pricing
Choose from nine price levels, apply volume breaks and set promotions to cater for all customer situations. Your customer’s price is automatically applied for every sale

Contacts
Build strong relationships with customers. Maintain multiple contacts, delivery addresses, user defined fields and free form notes

Dashboard
See the customers with the most sales at a glance, and view top customer sales history alongside current orders. View receivables and drill down to identify problem areas and customers requiring attention

Reports
Report all the information you need to grow your customer sales, including customer details, contact history, all historical and current transactions, and payment records