CORtracker

Account Management Features

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
Little things such as time savers, the ability to track airway bills save so much time. You sound so professional when you have all the information there.

- Bill Bedingfield, Broker, SeaView Technologies