The Customer Management module captures and stores data points about your customers including end-users, distributors, agents, value added resellers, integrators, or direct marketers. Storing these details about your customers can help you ensure that they have a positive experience with your business.

  • Capture end-user information including unlimited ship-to locations

  • Capture multiple customer contacts per account, including individual contact data

  • Use Customer Specific Pricing (CSP) with discounting options across all products or individual product families or categories

  • Assign and manage parent child relationships

  • Assign customer profiles to easily set-up and add customer records

  • Easily add new customer records to the database through electronic ordering

  • Specify payment methods

  • Specify ship whole options

  • Choose preferred shipping methods

  • Customize packing slips

  • Assign customer type (Agents, Distributors, Resellers, and End Users)

  • Capture Tax and VAT ID numbers

  • Automatically setup organizational IDs, regions and territories

  • Accepts ERP customer identifiers (alpha numeric)

  • Capture industry standard ID's such as Dunn and Bradstreet

  • Capture market segment and industry vertical information

  • Capture individual account time zone and language preferences