Sales Ledger
Seamless customer account management.
3EX.NET sales ledger is closely integrated with the sales order processing and CRM functionality, controlling trading relationships in both business-to-business and business-to-consumer environments. The unique workflow-based design enables each process to be event-driven, reducing the need for manual administration and greatly enhancing customer relationships. Functionality includes an account agreement register, invoicing, credit notes, payments and refunds. Credit control and dunning can be handled at agreement or customer level, enabling the segmentation of debt within a multi-channel and multi-brand business. Further functionality includes:
- Transaction drill down Easy lookup and audit of customer transactions
- Time machine Enables roll back of transactions to a point in time
- Parent/child accounts Allows allocation of payments across multiple debtors
- Notes Set memos and reminders against transactions and accounts
- Quick payment allocation Payments can be entered, posted and automatically allocated
- Credit control Credit chasing calls, letters and statements can be created and tracked
- Budgets and targets Analyse contribution of customers, products and promotions
- Utility library Maintain clean ledger and reduce administrative cost
- Reports pack Over 30 standard reports available