Page Comparison

This tab includes information for Financial and Sales analysis and reporting

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The Financials section

The following fields information only show when the Get Accounts Details button has been clicked

• Credit Limit

• Account Balance

• Outstanding Order Value

• Last Invoice Date

• Spend This Year

• Spend Last Year

• Is On Hold?

• Account Status

All information is held in the Account Software.

Settlement

• Sett. Due Days - the customer to settle outstanding amounts in Days

• Sett % Discount - if the customer has to settle their account early, they will receive a discount

If the Customer is On hold in the Account Software, you will need to tick the On Hold field

• When a Customer is On Hold, you will not be able to place any Orders

The Analysis Section

This section can be used to categorise the current customer for reporting and extract purposes.

Credit Review Section

• Memo for any Financial or Analysis notes that has not to be covered in the above section

Export Option Email will be the email that all the documentation that is generated for the customer.

• This needs to be filled in if the Invoice/SO Ack. By Email is ticked

Default printer Name will default to Specify at time of printing however you can select a named printer from the list below if the printers are setup

• This will only be used in the Invoice/SO Ack. By Print is ticked

Invoice Generation Not Required field will prevent the Invoices from being generated

To see the Sale Order Processing (SOP) to the Individual contacts you will need to tick the Use Contact List

• Please see the Contacts tab for more information to set up a contact for the customer.
  

This tab shows the Accounts Transactions for the current Customer

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You will need to click the Get Sage Data button at the bottom of the screen to get the latest transactions from the Account Software

View button against a transaction will open in a .PDF format