Customer Maintenance

  • Create new customers
  • Edit existing customers
  • Locate customers by:
  • Export Company information to Clipboard or CSV files for use with other programs
  • View Customer history
  • Create custom filters to browse and print reports and labels
  • Print Credit Approved / Credit Declined letters
  • Print Credit Reference Letter
  • Print Mailing and Shipping Labels
  • Dial Customer Telephone number
  • Unlimited Pricing configurations
  • Set default terms for each customer
  • Set credit limits
  • Import from Mailing List (Data supplied by JBT)
  • And Much More...