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Opti Manager Order Entry System
- This module is designed to provide a robust working environment for Customer Information.
- Through this screen you can view, add to and edit your customer database.
- Information input to this sub-module is used throughout the accounting, allowing you to smoothly track invoices, orders and financial history by customer through the system.
- This screen also offers you the following options in all-or most - modes: Its act as mini-secretary or print shop. Clike here to create a fax cover sheet, a quick letter or memo or an envelope for the selected costomer. You can also print basic information sheet on the selected number of customers.
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This powerful customer infomation screen will handle following information within few second.
- Find customers by customer number, phone #, Credit Card, Invoice #, City, Province, Country, Zipcode.
- Financial tab includes YTD sales, Net Terms, Credit Limit, Sales commission, Tax exempt and Financial charges.
- E-mail Internet Address.
- Keep track of unlimited number of contacts in that company.
- Shipping tab allows the customer to have unlimited ship-to address.
- Unlimited notes can be maintained about your customers.
- Instantly fill out bill - to addresses with ship - to address information when they are the same.
- Quickly print a fax cover sheet, letter, memo, addressed envelope or basic customer information.
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Customer Information
Doctors Information