Customer Management
Maintain current customer information. Place your customers into a given price group so sale prices are automatically calculated.
Customer Memos
Add memos for specific customers to remind your sales reps to do a task when they sell to them.
Stop credit and outstanding balances
The app forces sales reps to collect payment on-site for customers on cash-sale or stop-credit accounts. Outstanding balances are also displayed in the app for your sales reps to remind your customers for payment.
Customer price groups
Assign a customer to 1 of 8 different price groups. When a sales rep sells to this customer, the correct price is automatically selected.
