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.
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Customer Request for Quote (CRFQ)
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Quotes
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Sales Orders (S/O)
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Invoices
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Supplier Request for Quotes (SRFQs)
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Broadcast Supplier Request for Quote (B.SRFQs) – Optional
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Purchase Orders (P/O)
General
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Credit limit – direct interaction with documents requiring manager approval
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Outstanding balance – auto calculated against outstanding invoices
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Type – Customer, Supplier or Manufacturer
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Account number
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Customer and supplier account numbers
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Customer rating
Contacts
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CRM – Schedule follow ups and notes
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Type
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Primary
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Groups
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Communication types – work phone, mobile phone, fax, email, IM client
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Comments
Shipping Addresses
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Multiple per account
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VAT and number
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Freight Insurance
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Shipping account number and ship company