Add Customer
- Create new customer records with company details, key contacts, billing/shipping addresses, and tax IDs.
Update Customer
- Modify existing profiles—contact info, credit limits, or contractual terms—to keep data current and accurate.
View Profile
- Open a customer’s dashboard to see purchase history, outstanding invoices, credit status, and communication logs.
Delete Customer
- Safely remove inactive or duplicate customers, ensuring no open transactions reference them.
Manage Accounts
Oversee each customer’s ledger: open invoices, payments received, unapplied credits, and account notes.
Credit Balances
- Monitor real-time credit usage and available limit to prevent over-extension and manage risk.
Create Quotations
- Generate, edit, and send price quotes with line-item details, validity dates, and discount offers.
Manage Groups
- Organize customers into segments (e.g., VIP, Wholesale, Retail) for targeted pricing and reporting.
Acquisition Reports
- Analyze new customer growth, lead sources, and onboarding velocity across time periods.
Credit Terms
- Define and apply payment terms—Net 30, Net 45, or custom schedules—for each customer or group.