Customer Management Software for Manufacturers

Customer management (or order entry) processing enters, tracks, ships, and invoices customer orders. Use it to print pick lists, pack lists, order inquiry, and generate material history for your orders.

Customer Management ERP Software

  • Flexible, user/object based security allows each user customized visibility and access.
  • Creates and maintains a matrix of sales/freight terms, order prices order discounts, tax obligations, sale commissions, and standard notes to use with customer order memos and work order operations
  • Generates material history
  • 30 user defined fields at each level of the order; header, line item and delivery schedule.
  • Records shipments to customers, returns from customers and corrections to update inventory figures
  • Checks credit limit, hold status and age of receivables when entering orders
  • Create new parts and structure new assemblies on the fly for engineer to order companies
  • Maintains internal part number vs. customer number and description

  • Easy drill down access to job cost status, operation status and labor inquiry by line item from single screen
  • Create orders directly from quote or other job
  • Handles both make to order and make to stock items
  • Adds customers, jobs, and items “on the fly” when entering customer orders
  • Allows multiple line items per customer order, and unlimited delivery schedules per line item
  • Perform ‘what-if’ item availability during order entry to help assign reasonable promise days
  • Checks on hand balance
  • Provides extensive memo capability
  • Extensive Query/Browse capability
  • Fully integrated with planning, inventory, A/R and all other aspects of the system.
  • Prints hard copy order acknowledgments for customers
  • Prints pick lists to aid in shipment preparation, and pack lists to accompany the shipment to the customer
  • Supports multiple bill to and ship to addresses for each order, and discrete ship to addresses per line.
  • Deposits and progress billing