• Customer Master

      • Extensive customer look-up and cross-reference capabilities
      • Use bill-to addresses for responsible party; add unlimited shipping addresses for each bill-to address
      • Extensive and extremely powerful contract pricing functionality:
        • by product
        • by category by bill-to
        • by category by ship-to
        • by category by both bill-to and ship-to
        • share contract prices between customers
        • set contract pricing by dollar amount
        • set contract pricing by cost plus list minus a percentage
        • set contract pricing by quantity break level
        • set contract pricing by matrix level
      • Handle vendor rebates for sales to a specific customer with deviated costing by item
      • Enter and view unlimited comments in the customer record
      • Store sales history by both ship-to customer and by bill-to customer
      • From any customer record, easily access:
        • all quotes, orders, future orders, backorders, and orders in fulfillment
        • status of special order items
        • invoices, sales history and prior purchases by product code
        • linked documents related to customer
        • customer-specific pricing on individual products
        • full customer ledger card showing all unpaid and paid invoices with payment history
      • See calculations for all customer discounts including price and how it was calculated
      • Establish contracts for specific items by unit-of-measure with expiration date with option to support rebated cost from manufacturer

    • Customer Service

      • View full account details for customers including statements and payment history or automatically print and email customer statements
      • See last items purchased, suggested reorder date and quantity
      • Search for previous transactions by PO No, product code, description, and order date
      • Full access to all customer transactions
      • Maintain multi-threaded comments by user-defined types (e.g., Collections, General)

    • Calendar Task

      • Ability to create Calendar tasks linked to a company (customer, prospect or other), a contact or an opportunity
      • Assign specific follow-up tasks to salespersons or other users to respond to customer inquiries
      • Update detailed comments on the Calendar task to record customer service request and responses
      • Access a customer’s full account details without exiting the calendar task
      • Sort and filter Calendar tasks by date, user contact, company, calendar description, subject, detailed comments, etc.

    • Customer Account Dashboards

      • Customer dashboards detailing customer sales and profitability over time
      • Customer dashboard showing current sales composition by category and product
      • AR Aging dashboard showing overall account and open invoices
      • Extensive customer reports available directly from the Customer Account

    • Contacts

      • Detailed contact information including: business and personal emails, business and personal phone and fax numbers, mobile phone numbers, website, photographs, comments, etc.
      • Easy contact lookup with multiple cross-referencing and search features
      • Fax and email contacts using optional integrated fax and email system
      • Designate contacts as CRM contacts for use in CRM mailings, follow-up, etc.
      • Easily add new contacts on the fly
      • Contacts can be associated with multiple customers and/or vendors

Contact Us Today

Arrange a demo of Accolent ERP software.

Let us show you how Accolent ERP’s sophisticated customer service features can improve your quality of outcomes, save you time and money, and increase the efficiency of your distribution business.

Schedule a Demo