Customer Management allows companies to maintain detailed control of outstanding sales and balances from each customer.
- You can manage various information of customers in detail.
- Multiple accounts can be easily registered and grouped by category.
- Price levels by customer, which can be complex, can also be configured and managed according to user convenience.
Detailed Customer Management
- In addition to the general information such as business number, address, and contact information, you can create and register additional fields.
- See at a glance all the customer information you need such as contacts, addresses, and PIC, using customer list setting.
- Process various tasks such as sales, purchase, receipt, and payment within one screen without moving between different pages.
Register Mass Customers and Easily Manage
- With no limit on the number of customers, you can register all the clients you want to manage.
- Upload or modify a large amount of customers by batch using our Excel uploader.
- Register your customer category such as customer/vendor/area as groups, and manage your customers by group.
- Easily search by customer groups when entering sales/purchase data or viewing various reports such as receivable/payable status.
Manage Prices by Customer
- Set price group by specific criteria such as customer or grade.
- Set different discount rates for each customer and apply them to the sales price, or adjust the discount rate directly at the time of creating a sales slip.
- The set price level is automatically applied when creating a sales slip, minimizing wrong data entry and helping manage prices accurately.