Customer Management Program With ECOUNT's Customer Management Program,
you can manage prices and customer profiles in detail.

Detailed Customer
Information Management

In addition to the basic fields such as tax
identification number and address, you can add
and manage additional fields.
You can view desired customer information such as
contact details and person in charge at
a glance.
Sales, purchases, collections, and payments can be
entered and viewed on a single screen without
navigating between pages.

Detailed Customer Information Management

Register and Manage
Multiple Customers

There is no limit to the number of customers,
so you can register all customers that require management.
You can batch register or update a large number
of customers using Excel.
By utilizing customer groups, you can categorize
customers by sales/purchase, region, etc.
When entering vouchers or viewing ledgers,
you can easily search for customers by customer group.

Register and Manage Multiple Customers

Apply Unit Prices and
Discount Rates by Customer

Differenct prices can be applied based on specific
criteria such as customer or level groups.
Customer-specific discount rates can be applied at
the time of sales entry.
The price set for each customer is automatically
applied when entering sales, reducing errors and
enabling more accurate price management.

Apply Unit Prices and Discount Rates by Customer

Credit Limit and
Due Date Management

Set credit limits and receivables age limit to
manage outstanding receivables and
overdue periods for each customer.
When the credit limit is exceeded, you can
either display a notification message or
restrict voucher saving.
The notification message can display the amount
and period by which the credit limit is exceeded.

Credit Limit and Due Date Management

Automatic Notification of Customer Ledgers

Receive notifications for customer ledgers that meet the set conditions.
(Example: Send a notification to the CEO and sales manager every Friday
with a list of customers whose sales exceed 10,000 dollars)
Avoid missing issues without having to check each transaction individually.
Immediately check the details that meet the notification conditions in a report.