CUSTOMER ACCOUNT MANAGEMENT
This section stores all information relating to both cash and credit customers on the system and allows the user to rapidly recall the data at any time. This includes the charging basis for hired equipment, sales prices, hire & sales discount structure, quantity breaks for sales items can also be set and the financial status of the account reviewed.
Credit limits can be set and customer accounts can be automatically put on hold when this limit is exceeded.
A graphical history showing a customer's use of any one, or group of items is available over any 12 month period, either for the entire account or restricted to a specified site.
Other features include a customer specific price list (for both hire and sales items), a list of items currently on hire, review of previous invoices and multiple site/delivery addresses per customer. Each delivery address can have its own contacts and delivery charges associated with it.
The basis for invoicing each customer can be changed as required between one invoice per contract, one invoice per site, one invoice per site per order number, or two levels of summary invoice which combine all contracts for a given account.
Additional user definable contact information can also be added.
