AccountMate 7 for SQL and Express: CI

AccountMate
Software
Corporation

With AccountMate’s Customer Inventory Manager module you
can integrate your business more closely with your customer’s business, resulting in higher levels of
customer satisfaction and customer retention.

Many customers prefer to use their own inventory part numbers, descriptions and units-of-measurement when placing orders and when receiving and being
billed for products and services. With AccountMate’s
Customer Inventory Manager module, you can easily cross-reference item numbers, descriptions and units-of-measurement with those of your
customers. It also
allows you to set customer contract
price.

This module integrates seamlessly with AccountMate’s
Accounts Receivable
and Sales Order
modules.

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AccountMate 7 for SQL or Express
Customer Inventory Manager Module

Instant Access to Customer Information

You have easy access to all inventory items that are cross-referenced with a particular customer. Tracking your own and your customer’s inventory numbers, inventory descriptions and units-ofmeasurement gives you an edge in delivering superior customer service.

Cross-Reference a Range of Items

You can select and cross-reference items individually or select a range of items for which you can set up customer inventory information.

Customer-Specific Contract Prices

Each customer can be assigned a specific contract price for each inventory item.

Customer Inventory Maintenance

Automatically Update Prices

You can automatically change customer contract prices on a predefined date. This ensures that your sales staff is quoting the correct price when the customer places an order. Price updates can either be performed immediately or they can be set to run daily, weekly or monthly on a recurring schedule. The scheduled update feature is only available with the SQL database.

Pricing History

The Customer Inventory Manager module provides the ability to review a customer’s contract pricing history. You can compare a customer’s historical contract price against the current price and any future pricing plan. This is a useful tool when establishing contract pricing.

Display Customer Item Data in Transaction Records

Customer item numbers, descriptions and units-of-measurement can be printed on sales orders and invoices to allow your customers to better match details on these documents with their own internal reports.

Customer Inventory Listing

You can view a customer’s history, showing both their inventory numbers and yours, along with pricing history and any future pricing scheduled. You have the flexibility to use the customer's inventory numbers or your own, depending on what the customer desires.

Integration with Sales Order and Accounts Receivable Modules

Integration with the Sales Order and Accounts Receivable modules allows you to use a customer’s inventory numbers for transactions from order entry through shipment and invoicing. It also allows you to use contract prices for customer orders.

Other Features

Option to enter a customer’s item numbers when processing sales orders and invoices
Special customer item number lookup lists the customer’s inventory numbers only

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