Customer Information Training
Getting Started with Customer Info
Quick Checklist
- Check out the Customer List.
- Review and update basic customer information.
- Add new ship to locations to a customer.
- Create a new customer.
- Manage additional customer contacts.
- Gain insight on how Acctivate selects pricing on sales orders for customers.
Customer Training Library
Guided steps for specific functions regarding customer information
Navigate the Library:
Edit Customer Window Overview
Within the Edit Customer Window, maintain basic customer information which syncs back to QuickBooks.
For each customer maintain one or multiple ship to locations that include a ship to address and more.
Manage multiple customer contacts for each customer in Acctivate for company-wide access throughout the system.
View all credit management info for each customer, including current balance, past due balances & unapplied credits or payments.
Review all orders, quotes and credit memos for a customer in one view with drill-down access to details.
Define for any customer, a customer specific product ID and customer specific description to Acctivate product IDs and descriptions.
View invoice and payment history for each customer, i.e., the current, past due, unapplied credits/payments, and customer balance.
See the sales activity for a customer with sales figures broken into months, and months broken into categories, plus set marketing and webstore related info.
Send emails directly from the Customer Information window and drag and drop emails from Outlook. View copies of these emails at anytime.
Price by customer using a myriad of methods, i.e. contracts, specific pricing & price categories, and price codes.
Customer List & Credit Management
Access an easy to read, searchable/filterable list of customers for quick info about all related activities, and a full history of purchased products.
Access the tools to stay up to date on any customer credit issues and take action to optimize customer relationships, minimize risk and maximize cash flow.
Create Customers
Add a customer from a multitude of places, such as the customer list, edit customer window, a quote, an order, and a business activity.
