Customers

A customer record carries everything the rest of the system needs to price, tax, address and chase them correctly.

• Addresses, several ship-to addresses, contacts, phone, email and notes.
• Payment terms, discount, credit limit and tax number held per customer.
• A price list per customer, and a discount by parts group.
• Business type and pricing group, so wholesale prices apply automatically.
• Language per customer, so their documents go out in it.
• Default accounts, tax codes and salesperson.
• Full transaction history, and every open item, from the record.
• Import customers from CSV, and export the list the same way.