One page complete
real time view
The customer master holds an up to date view of all transactions and recorded information from sales, fulfillment, and accounting activity, including current AR balance, credit limit, and status.
With our CRM for wholesalers, you can connect unlimited company mailboxes. Users with commensurate permissions to access mailboxes can send and receive email. Incoming and outgoing email is filtered by contact, so as users only see email specific to the customer.
Track ALL transactions, reduce effort and errors
Create, search and view all transactions, Quote, Order, Shipment, Invoice, Payment, RMA, Credit Note, Refund, and Cash Sale. In our CRM for wholesalers, transactions inherit key details and preset information, e.g., price list, payment terms, etc., from the Customer master to eliminate errors and reduce effort.