Customer Service Module

The Customer Service module allows you to manage sales orders and invoices for your customers. The module enables you to:

• Enter, edit, copy, and void sales orders for your customers.

• Release sales orders that are on hold.

• Calculate promise dates for customers based on inventory supply levels.

• Print and process customer invoices.

• Manage customer rewards programs.

• Maintain sales tax rates for specific jurisdictions.

• View inquiries and generate reports to keep apprised of sales order data.

• Set up and track commissions for sales representatives.

• Track supplier royalty amounts.

• Set up pricing levels for specific customers, products, and price books.

• Record customer and supplier allowances.

• Maintain information for each of your customers, including detailed information for customer contacts.

• Reserve inventory quantities for your most valued customers.

• Store data for prospects, sales representatives, and marketing representatives.

The menus for the Customer Service module include the following submenus and programs:

Order Entry

Order Edit

Order Processing Order Processing

Order Options Order Options

Invoice Processing Invoice Processing

Customers Customers

Suppliers Suppliers

Inquiries Inquiries

Reports Reports

Module Setup Module Setup

For information on entering sales orders in the Customer Service module, see Order Entry System Overview.

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