Problem:
Customers with multiple branhces (eg 30+), currently each branch is a seperate card, with seperate invoices and statements each month, which is hundreds of emails to the central accounts department. We want to be able to send 1 (or 2 statements eg North Island and South Island) to the main accounts, and send one email with the relevant invoices on it.
We still want to be able to track sales for each branch individually, but also want to be able to track figures for the whole customer together.
Solutions:
linking of cards or heierarchy of cards eg parent customer and branches
have more options to select how statements are amalgamated and sent
have more options for sending invoices eg as single pdf with multiple invoices or single email with multiple pdfs
I am happy to be contacted for more information.
Cheers
Rach
Related Content
- 11 months ago
- 6 years ago