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AccountMate 6.5
 
Customer Inventory Manager Module
   
  With AccountMate’s 6.5 Customer Inventory Manager you can integrate your business more closely with your customer's business, resulting in higher customer satisfaction. With AccountMate Customer Inventory Manager, you can easily cross-reference inventory item numbers, descriptions and units-of-measurement with your customers', as well as automatically updating prices. The Customer Inventory Manager integrates seamlessly with the AccountMate's Accounts Receivable and Sales Order modules.

Customer Inventory Manager Module

Instant Access to Customer Information
You have easy access to all inventory items that are cross-referenced with those of a particular customer. Listing your own and your customer's inventory numbers, inventory descriptions and units of measurement provides your company with an important edge in delivering superior customer service.

Cross-Reference a Range of Items
You can select and cross-reference items individually; or you may select a range of items to add to a customer's inventory record.

Pricing History
The Customer Inventory Manager module includes the ability to review pricing history. You can compare a customer's historical pricing with the current price and any future pricing plan. This is a useful tool when establishing new pricing policies with customers.


Customer-Specific Prices
Each customer can be assigned specific pricing for each inventory item that is so defined within the Customer Inventory Manager module.

Automatically Update Prices
You can automatically change prices for a specific customer on a predefined date. This ensures that you are providing the correct price when that customer places an order. Price updates can either be effective immediately, or they can be set to be updated daily, weekly or monthly; on a recurring schedule.

Customer Inventory Flagged On Transactions
When there is a customer with a Customer Inventory record, the "Item #" heading on transactions screens changes to "Customer Item #", providing a reminder to enter the customer's inventory item number.


Special Customer Item Number Lookup
The Lookup feature provides you with the ability to select from only the customer's inventory numbers.

Display Customer Item Data on Transaction Records
Customer item numbers, descriptions and units of measurement can be displayed on sales orders and invoices.

Customer Inventory Listing
You can view a customer's history, showing both their inventory numbers and yours, along with pricing history and any future pricing scheduled. You have the flexibility to use the customer's inventory numbers or your own, depending on what the customer desires.