Tag Archives | customer

Dynamics GP Customer Class

Customer classes allow you to segregate your customer base for easier data entry, reporting, and update. You should have at least one customer class set up, and every customer should be assigned to a class. When you’re adding a new customer, you can merely add that customer to a Customer Class, and that new customer will inherit all of the […]

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Dynamics GP Invoicing

Dynamics GP makes it easy to invoice your customers. Transferring orders to invoices can be done individually, by batch, or by selecting several from a list. You can have multiple invoices created from one order. There is a nice audit trail that will show the proliferation of documents from any order. This video shows this […]

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Dynamics GP AR Aging

Having an up to date and accurate accounts receivable aging is essential to exercising control over your outstanding receivables. You have to be able to get to the information on a regular basis or on an immediate basis, when required. you need to have the confidence that the information in the report, whether in hard copy or on-line inquiry format, is accurate. The aging will be the […]

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Control Your Customer Master File

Dynamics GP has a simple way to control you master file and make it useful in your business. These are some of the standard features and benefits that will help you stay in touch with your customers and keep you customer records consistent: Allow for multiple customer addresses so you can accurately record your customers’ various business locations and ensure accurate deliveries […]

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