CorpEssence Customer Management System is developed with the purpose of giving your enterprise complete visibility into all customer interactions. The system enables you to manage sold to, ship to, ship for and bill customer setup.

It further allows you to maintain customer groups, customer interactions and financial information. The information presented will enable you to take timely and informed steps towards maintaining open, credit hold and ship hold customer account statuses.

The system widely integrates into the order management, inventory management, billing and accounts receivable systems to provide complete control over corporate-customer interactions. It also comes with comprehensive customer list reports maintaining key value fields such as customer ID, account status, customer name, account manager, and customer type.

Functional overview:

1. Manage Sold to, Ship to, Ship for, and Bill to customer set up
2. Manage Contacts for customer roles
3. Maintain by customer groups
4. Maintain Customer’s Product ID to Internal Item ID reference
5. Maintain Customer Interactions and Financial Information
6. Maintain Customer Contacts
7. Manage Customer Accounts by various statuses such as: Open, Credit Hold, and Ship Hold

Module integrates with the following functions:

• 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