Customer Modules
  • Extensive data entry for customer information
  • Unlimited ship-to addresses
  • Unlimited contacts per customer
  • Customer categories
  • Backorder settings by customer
  • On screen balance/aging/statements
  • Easy customer history lookup
  • Special pricing per customer/per item
  • Effective and end dates for special pricing
  • YTD/Chart views per customer
  • Audit log of changes
More Features
  • YTD/Chart views per customer
  • Aging by days or months
  • Multiple salespeople per customer
  • Custom price levels based on cost or MSRP discounts
  • Credit limits, holds and warnings
  • Save customer CC info on file
  • Post dated check file
  • Built-in integration with Quickbooks customer file
Vendor Module
  • Extensive data entry for vendors
  • Unlimited contacts per vendor
  • Vendor categories
  • Easy vendor history lookup
  • Vendor special cost with effective/end dates
  • Built-in integration with Quickbooks vendors
  • Freight table per vendor
Users and Salespeople Module
  • Control user access permissions
  • Authorization by module and/or feature level
  • Salespeople commission tables
  • Built-in integration with Quickbooks salesrep list
  • Custom shortcut keys per user
  • Automatic backup reminders
Video Demo
Screen Shots