We make knowing your customers and serving them consistently to a high standard achievable. The key to success is in the information you store, and how it’s used.
Eliminate embarrassing errors
Whether order capture is manual, or automated or through a digital channel, new orders can automatically inherit information and apply controls preset on the customer master. This enforces consistency and accuracy, and eliminates errors which frustrate customers (and your team)
Customizable Customer masters
You can customize and extend screens to add your own parameters. Out of the box you can preset; contact, currency, terms, Tax, price list, default warehouse, freight terms, shipping method, territory, sales rep, billing and shipping address, use customer shipping account.