Customer Information Part -1
Customer Information | ||
Who maintains customer information? | ||
Do you default other information (payment terms, shipping, tax) at the Customer Level? | ||
Can this information be changed and updated at the time of invoice entry? | ||
Do you have a central registry of customers which supports more than one business units? | ||
What types of customers do you have? | ||
How do you group your customers for credit limits/credit checks? | ||
How do you group your customers for statements? | ||
How do you group your customers for interest charges for late payments? | ||
How do you group your customers for payment rules? | ||
How many customers do you have? | ||
What type of payment terms do you provide? | ||
Do you provide split term payment terms? | ||
Do you provide discount payment terms? | ||
Do you use customer agreements/contracts to manage specific price lists? | ||
Do you use customer agreements/contracts to manage specific discounts? | ||
Do you use customer agreements/contracts to manage specific payment terms? | ||
Do you use customer agreements/contracts to manage specific invoicing policies? | ||
How do you track customer contact people? | ||
Do you automatically number new customers as they are created? | ||
Do you automatically number customer business purposes as they are created? | ||
Do you track and record relationships between customers for example, franchises, subsidiaries, and so on? | ||
Do you create reciprocal customer relationships whenever you create a relationship between customers for tracking purposes? | ||
