Addressing

Postal address
Street address
Alternate language addresses
Multiple delivery locations
Multiple email addresses
Customise email recipients by form type (order acknowledgement, statement, invoice, certificates, quotes, export documentation etc)

Contact Details

Customer account-contact details (invoice / statement / credit action)

Form preference: print or email
Default sales contact (sales orders and quotes)
Multiple sales contacts

Credit Management

Account types

Credit
Cash sales
COD (cash on delivery)
Prospect (permit quote but not sales order/invoice)
Parent or child account (sell/deliver to many but invoice/statement to one account)
Online followup of outstanding debtors. Credit Management

Credit Limits

Warning
Refusal / Review for increase
Allow sales order entry – deny invoicing
Age balances (eg 60 day balance but balance less than credit limit)
Warning
Refusal
Stop credit
Release stop credit when processing customer payment

Audit trail

Credit history of changes to customer credit limits, stop credit etc with status of account and who changed. Optionally write note with reason for change.

Days credit
Global or custom
From end or month or date of invoice
Allow extended payment terms from sales order
Auto settlement discount calculation

Currency

Default currency (eg AUD, NZD, VND, USD)

Pricing

Inventory price level
Product group discount profile plus customer exceptions
Contract price profile plus customer exceptions
Promotional group profile

Delivery fee

Default amount or
Freight table reference

Quantity breaks

Bonus items or at a special price

Grouping Codes

Rep
Account manager
Delivery run
Industry classification
Area or buying group
Promotional area
Sum-to account : view sales by individual account or by Sum-to (consolidated) account

Other Profile information

Customer grade (eg A1,B2) for filtering
Invoice format if not standard
Domestic or Export invoice format (self-printed invoices)
Do not visit
No promotional emails / literature
Watch for sales performance filtering
Annual potential (Value)
Requires product-based certificates (eg material certificates with metal)

Documentation

Page:

Debtor - Factoring Open Item report
Page:

GST Reports
Page:

Historical Trial Balances
Page:

End Of Month Procedure - 1. Debtors
Page:

Email Signature
Page:

Contract Prices - Quantity Breaks & Pricing
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Contract Prices - Exporting to Pronto
Page:

Contract Prices - Update Buying Group
Page:

Contract Pricing - Export, Update in Excel & Re-Import as a New Profile.
Page:

Contract Prices - Compare different Profiles
Blog:

Check ABN on Debtors & Creditors
Page:

Contract Price updates

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