To better manage customer related activities, Interprise Suite takes a customer-centric approach by giving access, within a customer file, to features and information that are otherwise located in other areas and modules of the application. This not only simplifies using Interprise Suite but also allows you to have a better understanding of your customers and their needs by bringing all customer related data together in one place.

Because the Interprise Suite customer module is fully integrated with the whole application, your organisation will have a level of sophistication and simplicity that is not possible with various disparate systems. Whether emailing, faxing or simply scheduling a customer callback all customer related activities are accessible within the customer forms, providing a complete, company wide view of customer history.

• Supports unlimited number of customers, customer shipping locations and customer contacts
• Support for international customers, address, phone numbers and tax rules
• Quickly and easily add custom fields to the customer screens
• Displays the most recent transactions for the customer with hyperlinks to directly open the transactions
• Access all contact management and CRM features directly including notes, activities, email, history and more
• Document management features allow you to attach documents directly to a customer or contact record
• Analysis tools helps to identify customer trends and suggest additional products and services
• Support for customer specific currency
• Support for customer specific pricing / discounts and "negotiated prices"
• Support for customer specific inventory item descriptions and item numbers
• Support for customer specific commissions
• Support for customer specific printed forms (orders, quotes, invoices, etc.)
• See account details and transactions while chasing debts
• View history of previous attempts to collect current outstanding balances
• Mark transactions for payment and record excuses and comments while on the telephone
• Automatically record the amount of money promised
• Note queries against invoices, record details and print detailed memos of the problem
• Automatically create diary entries to ensure the debt collection is followed through
• Within seconds of speaking have a fax or email on your customer's desk giving details of the conversation and promised payments
• Spot customers turning bad and prevent uncollectible debts
• Instant reports of payments promised before a certain date - summary or detailed
• Find out how much time each customer takes on credit control
• Customer default information such as terms, pricing, taxes and more are automatically entered into the sales order.
• The credit management control ensures that orders are not shipped to customers that are on hold or have exceeded their credit limits
• Inventory items can be searched by any number of fields (including custom fields)
• The system automatically displays the stock availability for all warehouses.
• Advanced item types such as size/color matrixes and inventory kits are easily handled. 
• View substitute, accessory, up-sell items, cross-sell (customers who bought item also bought that)
• Printed sales order forms can easily be customized via Interprise
• Reports and you can assign custom reports per customer.
• Payments can be entered directly into the sales order screens
• Payments can be split an unlimited number of times across different payment methods for additional flexibility.
• Sales order forms can be emailed or faxed, new sales opportunities can be created and tasks can be generated and assigned without leaving the sales order screen.
• Tabbed screen format brings everything together
• Display item availability during order entry
• Supports multiple warehouses and multiple units of measure
• Allows for split commissions
• Apply payments directly in the order
• Drop-ship items
• Assign different sales reps per order
• Allows back-order
• Customer Credit Hold/Credit Limit Management
• Make substitute orders in case item is unavailable
• Track profit can be on a "per line item" basis
• Automatically calculate shipping charges
• Track non-taxable sales
• Support for recurring orders
• Generate order picking tickets and order packing list
• Import or convert sales quote to a sales order and sales order to a sales invoice in just one click
• Write letters on a quote, order or invoice and send via e-mail or fax 
• Supports a wide range of commission options 
• Wizard-based Sales Representative Setup
• Integrated CRM functions
• Track sales opportunities
• History of sales transactions for each Sales Representative's customers
• Quickly and easily apply payments
• Support for undeposited, partial and split payments
• Payments can be automatically applied
• Apply credit memos and open payments on the fly
• Print and issue receipts
• Issue return receipts for NSF cases
• Return Merchandise Authorisation (RMA) sub-module
• Returned items can be returned to inventory or disposed
• Receive RMAs in just one step
• Options to issue credit, apply credit and return check when posting returns
• Defaults can be setup per country or postal code