Customer Management
Manage your customer database
Customer Management Overview
Maintain a complete database of your customers including contact information, payment terms, credit limits, and transaction history.
Customer Records
Each customer record includes:
- Company name and legal information
- Billing and shipping addresses
- Contact persons and details
- Tax identification numbers
- Payment terms and methods
- Credit limit settings
- Price list assignments
Customer Groups
Organize customers into groups for easier management:
- Apply pricing rules by group
- Set credit policies per group
- Generate reports by customer segment
Credit Management
Control customer credit to manage risk:
- Set credit limits per customer
- Block orders when limit exceeded
- Review and approve credit exceptions
- Monitor aging of receivables
Customer Portal
Give customers self-service access to view orders, invoices, and account statements through the customer portal.