Master Entry lets you add, change or view information
on a customer.
Master Lists / Labels give you the ability to print Master
Lists, Customer Addresses, Customer Contacts and Mailing Labels by name,
reference, phone number, primary salesperson, secondary salesperson
and customer code.
Code Change / Delete gives you the ability to change
or delete a customer code without open or historical information being
Classes lets you add, change, delete, view and print
customer groups or customer classes.
Terms lets you add, change, delete, view and print payment
Contacts lets you add, change, delete, view or print
Collection, Sales, Reference or Miscellaneous remarks for a customer.
Research displays the customer master information with
options to view Credit Information, Sales History, Payment History,
Open Receivables, Open Sales Orders and Shipped Order History.
Credit displays credit information for the selected customer,
giving the collection department all the necessary information for collection
calls. You can enter collection messages directly into the system, doing
away with written notes on agings or index cards.
Receivables displays all open
invoices for the selected customer with the option to view Sales Journal
Detail or Shipped Item History on those open invoices.
displays open receivable totals for a selected customer with
the ability to then see the detail.
Invoices displays paid invoices for a selected customer.
Invoice Totals displays closed
receivable totals for a selected customer with the ability to then see
· Cash Receipts History displays summary check information for a selected
customer with the ability to view detail of the invoices that the check
was applied to.
Spread Inquiry lets you see your level of service to
Receipts allows you to enter, print and update cash received
to any open posting period. Partial payments and any number of allowances
are permitted. Service Charges (Future addition) allows the application
of service charges to selected customers.
Charges Register provide a way to calculate and update service
charges to customers based on their over-due invoices.
allow you to print Detailed or Summary Agings. The reports can be printed
by salesperson, customer name, zip code, class, group, region and territory,
and customer code. You can also define your own aging columns.
Receipts History gives you the ability to print Cash Receipts
History Reports by posting period and customer, by posting period and
journal, and by customer and date. You can also print a Paid Invoice
· Inactive Customer Register lets you print and purge inactive customers based on a cut-off
period selected by you.
History Purges gives you the ability to purge history based
on a given cut-off period.
Statements lets you print "open invoice" customer
statements, with an optional cover (dunning) letter.
Control gives the credit department the ability to monitor
customer credit using a variety of displays and reports. You can approve
an order for a specified amount for customers with credit problems
Regulator allows you to verify and update customer balances
in the event of a system interruption.
Ageing Hist Generator captures the historical month-end aging
balances for customers, which can then be viewed as part of the customer's