Clients and Suppliers Database

Note: Content varies according to software package

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Functionality

• Keep a detailed record of all your customers and suppliers including full name, address, phone / fax number and contact names.
• Define customers trading status and terms at setup stage.
• Place bad payers on stop or cash only.
• Purge unused or dormant accounts / contacts.
• Audit trail kept of changes made to contact details and who made them.

The following are not available in express:

• Retrieve full customer address from postcode via live internet server



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• Group your customers for reporting purposes.
• Hold delivery details and special instructions.
• Hold min order, carriage free and account ref details for your suppliers.
• Set clients credit limits and payment terms.
• Integrated client identification card system (separate module).
• Multi-browse screen that shows all a customers transactions, completed and outstanding, for a quick overview of their account.

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