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AccountMate - Customer Inventory Manager Module
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.
Customer Inventory Maintenance
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.
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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Customer Inventory Manager Features
- Instant Access to Customer Information
- Cross-Reference a Range of Items
- Customer-Specific Contract Prices
- Automatically Update Prices
- Pricing History
- Display Customer Item Data in Transaction Records
- Customer Inventory Listing
- Integration with Sales Order and Accounts Receivable Modules
- Other Features
About AccountMate:
Since 1984, AccountMate Software Corporation has provided customers with powerful and flexible accounting and business management software. AccountMate provides the most stable and technologically innovative modifiable accounting solutions for the mid-market. The accounting systems are sold by the module which enables customers to acquire the software they initially need and add modules as their business needs evolve. The availability of source code makes this software highly modifiable so that it can be adapted to any changing business environment.
Software That Fits:
AccountMate is real-time, customizable financial and business management software designed to address the needs of small to mediumsized businesses. It takes advantage of the speed of client/server technology and the latest productivity-enhancing tools in Microsoft’s suite of products to help you better manage your business.
This leading-edge application combines the full functionality of our award-winning AccountMate system with the power of Microsoft’s SQL Server. It offers AccountMate users enhanced investment protection for the long haul with superior scalability, up-time performance, stronger data security and software applications.
A SQL database also optimizes the application’s performance so users can experience uniform highspeed performance—no more system slowdown at the end of your reporting period.