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ACCESS ACCOUNTS
l Modules - Sales Ledger
Look after your most important asset.
Your Customer base is one of your most valuable assets. Access Sales Ledger helps you profit from past experience by providing detailed information on your Customers' individual requirements. This enables you to build stronger relationships while maintaining tight credit control.
Customer Records
You can enter eight pages of free format notes for each account, and an unlimited number of Contact names and addresses. User definable sort keys allow data to be selected and subtotalled by any category. With the range of options available, Customer and sales analysis is virtually limitless.
Special Terms
With a choice of ten price bands and a whole range of discounts, you can allocate special terms to each of your Customers - the Price Matrix can store a unique price or discount for every stock item, for every Customer. The Credit Control module can be used to place Customers on (or off) hold automatically, while advance payments, deposits, partial payments and all manner of cash allocations are handled with ease.
Instant Information
Customer turnover can be viewed, on a month by month basis, for 39 periods. You can drill down to enquire on transactions and outstanding orders (and their detail) for the current, last and all years. Sales orders and invoices can be reprinted at will, and you can review the profit and margin for every invoice and order, summarised by product or product line.
Allocation History
You can view a complete history of activity for each of your Customers, showing all allocations and corrections for the current period, current year, last year or all years. Allocations can be reversed and corrected.
Management Reports
Pop-up windows display the profit value and percentage margin for each Customer. Summarised or detailed aged debtors lists, sales statements and Customer analysis can all be printed at any time.
Web Enabled
Internet and e-mail addresses, web passwords, pictures and spreadsheets can all be stored for each Customer. Simply click to launch a Customer web site or send an e-mail message. You can also publish sales statements and detail the progress of outstanding orders on a secure web site.
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