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 comprehensive history and powerful drill down capability. Control credit limits, account terms and head office/branch accounts with automatic application and 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 and the least sales at a glance, and view top customer sales history alongside current orders. View receivables and drill down to identify problem areas and related customers

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