Effective Management of Your Business

Get better visibility into your business and take better control over your customer and vendor management

 1   Expanded Address Support
The Customer Name and Address Fields sizes have been increased.

 2   Multiple Customer Contacts
Simplify your contact details with our new Contact File Maintenance and Contact Type Tables.  The Contact Type allows you to define the role the contact fits in your customer’s business such as purchasing, accountant, and CEO. The Contact File Maintenance allows you to store the contact name, address, time zone, five phone numbers, and three e-mail addresses.

 3   Vendor Status
Simplify your vendor relationship management with the new Vendor Status functionality.  You can set vendors to Active, Active-No new purchases, or Inactive.

 4   Customer Status
In v5.5, the Customer Status field could be set to Active or On Hold.  In v5.6 we have added additional Customer Status options—including Inactive, Prospect, and In Collections.  Leverage all five statuses to increase the control over the types of transactions that you can process for your customer.

 5   Hold Sales Order Feature
You can hold an order for completion, customer specifications, credit issues, or for any other reason.

 6   Customer Credit Tracking Fields and Calculations
Users can now track their customer’s SIC or NAIC Code, Credit Risk, D&B Number, and Credit Ratings for three credit bureaus in the Customer File Maintenance Table.