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Customers

Features and Benefits:

  • Add and Edit Customers in the Add/Edit Form.
  • Track Customer supplied parts using the Customer Parts Tab
  • Keep track of customers addresses, email and contacts

Customer Add/Edit Form
Customer Add/Edit Form

Reports:

  • Customers grouped by Customer Type, Region/City or a custom grouping
  • Customers selected by Region/City
  • Customers sorted by Company, Name, Date, Region/City, or custom sort
  • Reports may be printed single line, or multiple line format


Customer supplied parts:

Customers may want to supply specific items to be included in the building and manufacturing of custom projects. Customer supplied items are accounted for in the Customer Parts tab of the customer Add/Edit form.

For example, suppose a client or customer has commissioned your boat building company to build a 70-foot yacht. The client has several accessories that will be incorporated into the yacht. You can keep tabs on these customer-supplied accessories in the Customer Parts tab in the customer's account records.

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