Add a Customer

Delete a Customer

Put a Customer on Stop Credit

Change a Customer’s Pricing Options

Manage Customer Delivery Addresses

Customer Custom Fields

Import and Export Customer Adjustments

Set Up Head Office Accounts

Prompt Notes

Customer Terms / Pricing Additional options

Pricing Rules

Check customer exists on add setting

Edit a Customer

Make a Customer Inactive

Enter Payment Terms for a Customer

Set up Contract Rates

Documents and Images on Customer Accounts

Import and Export Customers

Customer Enquiry

Duplicate a Customer Account

Add Standard Notes

Communications Log

Manage Customer Contacts