• A customer record provides details of the customer's name and address with bi-lingual description, customer type, multiple delivery addresses, contact person and departments, telephones, fax, email address, credit terms and credit limit.
• It also maintains the customer's rebate, customer's stock code, description and price, such information will be printed on the documents upon customer's request.
• Envelope or label, documents like excel, word, etc., can be faxed or email through the customer file.
• During daily processing, quotation, sales contract, delivery order, sample, sales invoice, credit note, receipt, such transactions are automatically updated to the customer records, so, user can on-line to obtain the current, historical sales transactions and outstanding balances of the customer.

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• This module supports ordering and trading items from initial sales requirements.
• Quotation must be completed with the header, transaction details, footer before issuing and submitting for approval with the pre-costing sheet.
• The confirmed quotations will be flagged by the sales contract and outstanding quotation will be sorted out for follow up.
• In order to simplify the proceeding and save time, a new quotation can be copied and modified from one of the existing quotations.

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• When the quotation is confirmed, a sales contract will be issued against the quotation. User can modify the referred quotation's content.
• If the customer's order is received, sales contract must be completed with the header( customer payment, shipment terms, currency, exchange rate, delivery date, etc.,), transaction details (stock item, quantity, price, discount, other charges, non- stock item etc.,) and footer before issuing and ready for shipment.

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• The invoice function produces the required data to be used by the account receivable and sales analysis reports.
• An invoice may be referred to the sales contract, quotation, delivery note or copied from the other existing invoice. When the invoice is issued, the system will check the credit limit of the customer account, inventory will be deducted from the specified location, delivery address can be selected from the customer record and invoice type (i.e. local, export, deposit, indent, interest, consignment etc.) has to be inputted.
• Stock item lot number, serial number, parts, invoice quantity unit, etc., are being selected at the initial setup of the application system. When issuing an invoice, the selected option will be appeared for inputting data.

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• Cash, cheque, post dated cheque or other form of payment are allowed in the system.
• Partial settlement, over payments, discount and other charges are also allowed.
• All payment can be made against individual invoice or a series of invoices or a period of invoices.
• An official receipt can be printed upon completion of the data entry.

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• Credit note will be issued against the outstanding invoice.
• A credit note can also be issued for non outstanding account to settle the upcoming invoice.

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• Reports can be printed by several options such as by customer, area, salesman, customer type, document type, etc..
• Reports can be shown in a period, in the form of twelve months, amount, profit value, percentage comparison or charts presentation.
• Some of these reports are : Outstanding orders reports (quotation, contract, delivery order etc.,) Customer status Customer statement Account receivable reports Aging analysis reports Customer overdue reports Reminders Yearly sales analysis reports Ranking analysis reports Salesman commission reports User defined reports

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