Configuring the program to always display the customer search window when creating a new sale is fairly simple. To begin,...

This article will cover how to create a Customer Classification (Class). Classifications can be helpful when grouping customers together. You...

Adding a customer to a contract is a quick and easy process. Access the customer list by selecting the Customer icon...

The system allows you to quickly review a customer’s average ticket size, along with other key sales metrics that help...

Resetting allowances, credit limits, or disabling restrictions for sub‑accounts can be done quickly within the program. This article walks you...