- Maintain unlimited number of Business Partners.
- Individual Business Partners can be identified as customers or vendors (or both), or can provide user-defined services.
- Standard contact information includes:
- billing and shipping address,
- market code,
- buyer or sales representatives,
- territory,
- contacts,
- banking information,
- payment terms,
- standard currency,
- tax codes and exemptions,
- standard units of measure,
- General Ledger accounts for posting financial transactions.
- Customer and vendor product names can be mapped to internal product names.
- Business Partners can be organized hierarchically according to their corporate structure.
- Hierarchal structures allows for national accounts, multiple Ship-to destinations and multiple Bill-to locations for any customer.
- Customers can be categorized for advanced analysis.
- Customers or customer categories can be assigned specific price schedules for handling contract or tiered pricing structures.
- Standardized customer parts can be created for any customer to simplify the entry of repetitive orders.
- Analyze and report on customer sales results using advanced Business Intelligence Tools.
- Analyze and report on vendor performance using advanced Business Intelligence Tools.
- Customer preferred carrier and freight methods.
- The inside and outside sales persons responsible for that customer.
- The market the customer is in.
- The customer’s classification.
- The Account Receivable accounts that apply to the customer for posting the customer’s invoices.
- Credit limit, applicable taxes, payment terms, currency.
- The system includes a capability for creating and maintaining customer and Vendor items.
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