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Multi Express Business & Accounting Customer Information Manager:

    Main Purpose:

The Customer Information Manager module serves the database, accounting, and reporting requirements of the Multi Express Business & Accounting system. It keeps specific information relating to your business’ customers.

Prerequisites:

None. The Customer Information Manager is included with the Business & Accounting software package.

Features and Functions:

  • Easily create new customer records
  • Edit or browse existing customer records
  • Sort customer records by customer code, telephone number, company name, last name/first name, and first name/last name
  • View and analyze customer statistics such as the amount owing, last year’s sales, automatic interest charge, and so on
  • Quickly create, edit, or browse customer records from within other Multi Express Business & Accounting Managers
  • Add or edit unlimited customer record remarks
  • Real time updating and processing
  • Quick access to customer records through powerful search key utilities
  • Control applicable taxes
  • Apply allowable credit limit for automatic credit limit check
  • Define applicable credit terms
  • Specify shipping and mailing addresses
  • Include FOB and shipping methods
  • Choose designated salesperson
  • Create a sales transaction inquiry
  • View individual customer sales transactions by all details, quantity and price, and description
  • Sort individual customer sales transactions by customer code, item code, or invoice number
  • Query sales transactions for analysis by customer code, item code, invoice number, and invoice date

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