Customer master data is stored in this core module and can be synced seamlessly with data contained in Sage 200 or Sage 50. 

Define custom Contact Types to group contacts your way, add unlimited contacts and schedule tailored email automations to deliver the right information to the right contacts.

Store default information against customers such as credit terms, incoterms, haulier, dynamic charges or surcharges. Set up multiple branches (delivery addresses) and assign customers or branches to pricing matrices. Special pricing can also be set up with price breaks, percentage discounts and time-limited special offers. You can also view the customer’s open orders direct from this module.

Set up temporal internal notifications to “pop-up” on sales order entry or despatch. Add instructions to appear on internal or external paperwork (eg. customer-specific invoice declarations). Store attachments against the customer – eg. contracts, delivery instructions.

With unlimited analysis codes, you can track sales orders and analyse data in line with your business needs.