Account Page: Customers, Suppliers and Manufacturers

The account page provides a detailed consolidated summary of information on the account.  On every account page the following information is available.

Document Summary – Document financial summaries and  statuses are provided in each section.

• Customer Request for Quote (CRFQ)
• Quotes
• Sales Orders (S/O)
• Invoices
• Supplier Request for Quotes (SRFQs)
• Broadcast Supplier Request for Quote (B.SRFQs) – Optional
• Purchase Orders (P/O)

General

• Credit limit – direct interaction with documents requiring manager approval
• Outstanding balance – auto calculated against outstanding invoices
• Type – Customer, Supplier or Manufacturer
• Account number
• Customer and supplier account numbers
• Customer rating

Contacts

• CRM – Schedule follow ups and notes
• Type
• Primary
• Groups
• Communication types – work phone, mobile phone, fax, email, IM client
• Comments

Shipping Addresses

• Multiple per account
• VAT and number
• Freight Insurance
• Shipping account number and ship company