CUSTOMER ANALYSIS

  • Ability to use up to a five(5) character alphanumeric number to identify each customer.
  • Establish alphabetic fields by customer for printing and/or quick retrieval of customer information.
  • Ability to quickly locate a customer alphabetically, using customer number and/or alphabetic fields.
  • Ability to establish multiple Shipping Addresses.
  • Ability to alphabetically find Shipping Addresses.
  • Each customer can have a unique A/R aging against the accounts receivable invoices.
  • The operator can establish multiple terms codes.
  • The operator can establish multiple ship via codes, representing how the receiving customer prefers to have product shipped.
  • Based upon terms code and if early payment discounts are offered, discounts earned are automatically calculated and displayed when posting checks against invoices.
  • Ability to establish a sales rating code per customer.
  • Life-To-Date history files are captured for each customer. Every line item of every invoice is captured and available in history lookup and inquiry.
  • Summary Sales amounts for the past 12 months are captured and maintained
  • Mailing labels for each customer.
  • Ability to assign a specific geographic code to a customer so that sales reports can reflect sales by geographic area.
  • Customer credit history tracking and reporting is available. This becomes valuable for credit department when individuals are seeking credit reference information on a company.
  • System will track high balance payment trend.
  • System will show average number of days each customer takes to pay an invoice.
  • Ability to enter up to 999 comment lines for credit information.
  • Maintain credit rating and high balance for the last four(4) years and current.
  • Maintain start date for customer.
  • Maintain years sold to customer.

 


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