Sales & Clients
Sales & Clients system gives you maximum flexibility and full details as required to keep the Clients database accurate, which can be added to, or deleted from, depending on your requirements. The complete history of all quotations, sales orders, invoices, cash sales, account statement, financial position and other transactions that you have made with this client.
In any size or type of monetary business is the King. Successful operations put extreme caution in the management of cash flows. And you need reliable ways to extend credit to credit worthy customers or not. You also need a way to keep a close watch of unpaid bills clients. The sales and Client's program is designed to help you manage credit for customers and assures you that you are paying on time. Since it is these payments that fuel your business, it is important to select the appropriate program for recording, managing and tracking your receivables.
Based on this, each clients has his own price, which is sold to him, which is automatically charged when choosing this item in any sale transaction. It can be done at any time simply through a contract that is recorded for each client and a report can be made for each client. A discount percentage is permanently set up for each client, which is automatically loaded when any item sale transaction is made. The availability of integration with the inventory management program, has a direct impact on the balances of items in quantity and value and the availability of integration with the system of general accounts with the determination of a cumulative inventory account.
Sales & Clients features & benefits
- Define precise permissions for users to enter, update and delete data.
- Formation of the company's bank accounts, proof of its opening balances.
- Registration of customer data, payment terms and tax rules for each client individually.
- Registration of opening balances for clients.
- Registration of opening balances for clients.
- Registration of non-store varieties by type, Main and subgroup.
- View and print daily transactions (customer invoices-financial transactions).
- Customer indebtedness in detail over a period.
- Follow-up of invoices and the balance of each invoice and the remaining ones according to specified parameters.
- Detailed history of customers ' registered supply orders and issued invoices.
- An account statement for each client showing a summary of the movement of invoices, financial movements and the client's balance during a period.
- Lists of clients (summary-detailed), according to specific criteria.
- Analysis of financial movements such as total sales and clogs-endorsements with customers.
- Reports on the ages of creditors to customers and sales officials.
- Making statistics for clients (customer invoices-financial transactions-balances) during a period according to specified parameters.
- Integration with public accounts, inventory control, Treasury and banks. So that a momentary accounting record is issued when making an invoice or notification and making a disbursement permission from the warehouse control.
- And other reports cover all user requirements.
