Manufacturing and Distribution

Sales Order Processing

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Customers

Store and track an unlimited number of bill-to and ship-to customer records along with detailed address, contact, sales, and order history information.

Image 1: Customers—General tab

Use this tab to set up basic information about the customer. You can also define special labels or reports that are specific to the customer (e.g., a type of packing list that includes their corporate logo). Additionally, save time and effort by setting up defaults for quotes and orders associated with the customer.

Image 2: Customers—Contacts tab

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For each customer record, you can set up all the applicable contacts (both primary and secondary). Whenever you create quotes or sales order for the customer, you can assign a contact. This tab also lets you record customer-specific notes.

Image 3: Customers—Sales Info tab

Use this tab to set up the sales information (i.e., payment terms, credit limit, resale number, etc.) pertaining to the customer account. All the fields on this tab assist in data entry, provide reference information, or are used as flags/filters for reports.

Image 4: Customers—Sales Info tab

Record and track each customer’s project and order history information. You can quickly filter documents, and also drill down to the desired document directly from this tab.

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