Share Data On Customers & Suppliers Effectively

Within the Customer & Supplier sections allows the maintenance and sharing of basic data throughout the organization.

All contacts within the organisations including their positions are compiled on the form. Setting email details for each contact results in the ability to send documents directly from the system by email.

Setting credit limits and payment terms within the Customer form ensures clear indicators are produced to control the accounts aspect of the relationship.
Associating keywords to Suppliers is a simple but effective way of creating a simple product sourcing tool.

Reports include:

• The various sectors Customers operate in.
• The value of each customer spend in any given period.
• The original source of acquiring a customer.