[Note: In packaged accounting
software some of the customer ordering features listed below may be instead
included in the order entry module.]
Customer Master File
Name, address, credit
limits, taxable, commissions, late charge fees...plus...
Open Item or Balance Forward
Automatically Assigns New Account Number
Multiple Ship to Addresses
Stores UPS Zone Code
Default Revenue Code
Credit Rating
Set Individual Credit Limits
Set Blanket Finance Charges
Set Individual Finance Charges
Set Individual Sales Discount
Set Blanket Payment Terms
Set Individual Payment Terms
Tracks Customer Payment History
Primary Contact & Telephone Number
Sales Account Representative
Record Exemption Id’s for Non-Taxable Customer
Inputs
New customers
Customer updates
Customer transactions for history reports
Occasional and one-time customers
Order entry application
Input for customer invoices
Cash Receipts
System Displays all Outstanding Invoices
Credit Payment to Multiple Open Items
Supports Variable Payment Terms
Supports Less Than Full Payment
Supports Prepayment
Calculate and Retain Overpayments
Prints Overpayment Checks and Refunds
Write off Small Amounts
Reinstate an Invoice for Insufficient Funds
Automatic Notation of Bad Checks
User Defined Purge of Paid Invoices
Prints Deposit Slip
Debit & credit adjustments
Outputs
Quick Payment Review:
Last Invoice Number
Last Invoice Date
Invoice Amount
Last Payment Date
Check Number
Amount
Average Collection Period
Percentage On Time Payment
Years as a Customer
Invoicing
User Designed Invoices
User Designed Statements
Automatic Invoice Numbering
User Defined Invoice Numbering
Automatic User Defined Invoice Numbering
Automatic Billing of Recurring Invoices
After the Fact Invoicing
Automatic Credit Check
Overdue Account Flag
Input Reference Number on Invoice
Override Default Payment Discount Terms
User Defined Description Codes
User Defined Messages
Multiple Sales Tax Reporting
Line Item Default Tax Coding
Posts Sales Tax Liability to General Ledger
Posts Sales Tax Liability to Accounts Payable
Segregates Freight Charges
Calculates Freight Charges Automatically
Automatic Calculation of Discounts
Prints Multiple Copies Automatically
Real Time Automatic Inventory Adjustments
Supports Debit and Credit Memos
System Prevents Excessive Credit Memos
Aged A/R report (w/ ability to change time slots)
Cash flow forecast
Customer accounts status
Customer file list (w/ various sort capabilities)
Customer history report
Ordering history and payment history
Sales analysis reports
By customer, by
product, or by other specific groupings
Gross profit analysis report
Key variables
# of customers
# of locations per customer
# of transactions stored