AMIS Customer Management

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AMIS Customer Management

• Overview
• Customer/debtor classifications
• Contact management
• Corporate/parent relationships
• Flexible customer pricing promotions
• Flexible terms conditions
• Sales budgeting
• Credit limits and credit hold alerts
• Detailed sales analysis
• Sales representative commissions
• Foreign currency support
• Returns credits processing
• Estimating quotations
• Service and warranty orders and tracking
• Links to work orders when make to order

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AMIS Customer Management

• Customer Management features
• Extensive customer information, address/s, email,
  web, phones, taxable
• User defined customer classifications
• Multi currency support for customer
  orders/invoices/payments
• Drill down invoices, item history, pricing, sales
  history, outstanding quotes and orders and notes
• Hierarchical customer/item pricing, promotions
  and discount structures
• Links to any Microsoft documents email
  functions
• Extensive notes for customers, pricing and
  customer/item relationships

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AMIS Quotations Orders

• Sales quotations (optional)
• Ship to date by line item
• Unlimited line items per quote
• Unlimited delivery dates
• Order and line item extended text
• Quote specific ship to addresses
• Customer Order Entry
• Entered manually, converted from quotes or
  imported from external systems (for example,
  remote sales force)
• Customers order number reference future
  searching
• Ship date by line item on an order
• Unlimited line items
• Order and line item extended text
• Assign carrier at entry time if known
• Fast order entry to support orders entered over
  the phone

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AMIS Tracking, Picking Shipments

• Order Tracking
• Visibility through order life cycle
• Order summary inquiry
• Material Picking
• Optional pick list generation
• Directed and non-directed picking
• Override picking location
• Substitute picked material
• Order Shipment
• Override pick list at shipment time
• Assign lot numbers to shipments
• Override ship-to destination
• Optional generation of packing lists/shipping
  labels

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AMIS Sales, Payments Returns

• Sales History
• History by product/customer
• Delivery performance history
• Customer payment history/performance
• Customer Payments
• Fast allocation of payments to invoices
• Unallocated cash receipts
• Immediate update of the debtors ledger
• Customer Returns
• Return for replacement/credit
• Select the location for the returned stock

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AMIS Credit Management Terms

• Credit Authorisation
• Outstanding credit balance
• Automatic credit hold over credit limit
• Manually override customer hold status
• Alerts to staff when a customer is on credit hold
• Credit recommendations put on credit hold, on
  hold, take off credit hold
• Terms Conditions
• Customer preferred payment terms
• Discount rate and days for early payment
• Customer preferred method of payment
• Customer preferred shipping carrier
• Multiple sales tax rates

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AMIS windows examples
Customer/Debtors view
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AMIS windows examples
Customer/Debtors view when customer on hold
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AMIS windows examples
Drill down to Sales Items
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AMIS Customer Management Reports

• Base Reports
• Customer sales detail and summary
• Sales representative/region
• Summary
• By Customer
• By Item
• By Customer Class
• Sales
• By Customer by Item
• By Item Type
• By Item Class
• Customer service analysis
• And you can write your own!

• Base Reports
• Customer detail
• Overdue customer orders
• All open orders
• All open quotations
• Quotation history
• Delivery history
• Aged debtors detail and summary
• Invoice analysis
• By Customer
• By Day

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AMIS report example
Detailed Sales report example