Customers

Customer List

The customer list provides an overview of all customers. Over 30 different fields are shown as columns.

You can filter and group the data as you wish. This allows you to see which customers to focus on.

You can download the data to a spreadsheet or pdf.

 

Customer Profile Page

Manage all information about the customer from the different tabs:

  • Master Data
  • Delivery Addresses
  • Pricing - Individual prices
  • Limits - Credit control
  • Cards - Fuel Cards
  • Vehicles -Tank lorries or busses
  • Orders
  • Deliveries
  • Tax Adjustments
  • Account 

 

Credit Control

Credit limits will give you a high degree of credit control. 

Set the maximum amount of credit that you will extend for a customer.

CoDatahost will continuously calculate the available credit of all customers.

Customer Account

The Customer Account Module is an effective debtor control system.

Keep track of your customers' payments, due balance, reminders and so forth.

You can easily extract the total amounts from coDatahost for your accounting system.

 

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