Companies

Managing Your Customers

• Company Name – Customers names recorded
• Branch – Customers with multiple sites can be grouped together for sales reports but separated via the branch name for invoicing
• Type of business – Types of businesses e.g. Landscape or Garden Centre can be listed. Mailing lists can be compiled
• Trading Terms – Name your trading terms to be printed on the invoice
• Contact details – List your contacts for each customer & their position. Details include phone number, fax number, mobile, email address
• Website – List the customers web site
• Address – Multiple addresses can be accommodated including postal and street
• Delivery schedule including transport company – Transport companies & delivery days are kept for each customer. These details are transferred to each order with dates required
• Client History (CRM) – Log comments, orders and invoices in a basic Customer Relationship Management format
• Discounts/Pricing Structure – Each customer can be allocated a discount or price
• Stop Supply feature
• ABN recorded