Customer Details

  • Sold to address information
  • Unlimited billto's, shipto's per customer
  • Optional ship from for Sold to or Ship to level
  • Automatic ship from assignment at sold to or ship to level
  • Allow early shipment of orders, backorders and/or ship complete
  • Support for hierarchical customer relationships for reporting & AR
  • Customer sales tax calculations (optional Vertex module)
  • D & B rating
  • Customer item cross-referencing and processing
  • UPC tracking
  • Unlimited notes at sold to, ship to, bill to or combination
  • Capture and track user-defined information by customer and shipto
  • Full-featured credit checking by customer with aging
  • Provide quick and secure menu and function access for your customers
  • Inactive customer designation
  • Powerful inquiries related to customer
  • Automatic assignment of collectors by customer
  • Auto assign Invoice and BOL form types
  • Currency designation
  • Price List and Discount List assignments
  • Default AR Terms codes

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