CorpEssence provides a comprehensive 360 degree view of your customers. The system is designed and developed specifically to view all customer activities keeping the customer as the focal point. The system provides insight into the total orders booked by a customer, their available credit, the highest credit they have utilized, and lifetime sales amount generated.

In addition, you will be able to view the invoice and credit memo history of each customer. The system seamlessly integrates into the Order Management, Inventory Management, Accounts Receivable and Billing Systems to provide unambiguous and real-time status on each customer.

Functional overview:

1. View total order booked by Customer
2. View available credit
3. View highest credit utilized
4. View Accounts Receivable by account
5. Aging by: 30 days, 60 days, 90 days, 120 days, 150 days, and 180 days
6. Year-to-date and lifetime sales amount
7. Invoices and Credit Memo history

Customer 360 degree view function receives and integrates data from the following functions/modules:

• Order Management
• Inventory Management
• Billing
• Accounts Receivable

Ready to use Reports - Customer Management System

• Master Customer List Reports by:
  • Customer ID
  • Account Status
  • Customer Name
  • Customer City, State, and Zip
  • Customer Type
  • Account Manager