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CLIENT MANAGMENT
DELIVER-EASE easily allows you to keep track of your clients with detailed information of each. From defining a default delivery type and tracking unapplied credit, to assigning customized pricing and billing methods, it handles it all.
FEATURES
- Client browser for quick summary viewing
- Quickly view aging balance, current balance, last invoice, last payment, and last delivery
- Easily add, change, or delete clients
- Quickly search for customers by name or client id
- Optional automatic customer id generation
- Credit limit with exceeding notification
- Link sales people to accounts for commission fulfillment
- Assign default delivery type for each customer
- Optional reference number enforcement
- Maintain clients' unapplied credit amount
- Create a customer specific message for dispatcher viewing
- Control clients' activity status
- Assign unique pricing tables to each customer
- Control client specific Internet settings
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