The Accounts Receivable subsystem provides a complete customer and sales management facility. It is fully and seamlessly integrated with the General Ledger and Inventory subsystems.
General Features
Offers complete Customer, Sales and Receivables management
A Job can be assigned to all actions relating to a customer
Complete and seamless integration with General Ledger and Inventory modules
Recurring receivables
[Back to top]Customer
Each customer has a Discount Type as well as a Customer Type
All customer codes are FlexiCode™
Each customer has their own General Ledger account
Customers can be granted a tax exemption status
Customers can be assigned a Credit Rating
Multiple delivery addresses & shipping information per customer
Real-time Sales Analysis of any customer transaction
Comprehensive & powerful discount structure regime based on Item, Vendor, Product or Item price group
Discount structure entries can be assigned to a customer or a discount type and include an expiry date
Unlimited date-stamped memoranda can be entered for each customer
Customer form includes a real-time sales analysis sheet
[Back to top]Sales Quote, Order & Dispatch
Order lines can be cut, copied or pasted
Customer discount type can be overridden per order
Orders and Quotes can be assigned to a salesperson for commissions
User-defined shipping codes
Automatic alert of violation of credit-limit or credit terms
Automatic alert of sell price less than cost price on Quotes and Orders
Conversion of Quote to Sales Order facility
Generation of Purchase Order for out-of-stock Sales Order items
"Stock out" warnings
"Dispatch not yet due" warnings
Partial dispatches allowed
Version number on Quotes & Orders to track change history
[Back to top]Sales Invoices, Credits and Receipts
Invoices can be created manually or directly from Sales Orders
Same sell/cost credit of returned goods
Restocking fees/credit charges can be added
Receipts can specify cash, cheque, card or direct deposit
Payment details of last receipt for a customer used as a default for their next payment
Partial payments/partial allocations allowed
Management and tracking of deposits into bank account
Customer statements can be created at any time for any period
Statements and invoices can be reprinted at any time
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