Customer Manager includes the following programs;

• Allows you to purge inactive customers from your database.
• With several filters to choose from, you can quickly and accurately select non-active customers and remove them from your customer database. For example: Select customers that have no A/R activity in 24 months or sales activity in 36 months.
• After running the filter, a list of customers is displayed allowing you to further select or deselect customers to be removed.
• Customers are automatically moved to an inactive customer database.

• Territory Code Builder scans your customer database for all Territory Codes that do not have an entry in the BusinessVision Territory Code database and displays the number of occurrences.
• You can then add those new codes to the Territory Code database, modify existing codes or delete codes.
• This tool ensures relational integrity between the Customer and Territory Code databases.

• Assign Territory Codes allows you to make bulk Territory Code assignments to customers.
• The tool displays a list of customer codes and allows you to make changes to those codes quickly and easily.
• The tool also features the ability to segment and update each of the 3 characters independently.
• Handy filters such as Postal Code or Area Code enable you to limit items displayed on screen.

Last Price Wizard gives you full control over how the process is handled.  For example the following controls can be set

• Start scan from a specified History Date or Invoice number
• Prompt to overwrite existing prices?
• Skip if the price is the same as the system pricing
• Set BusinessVision CSP options

Last Price Wizard is also useful for initializing your Customer Specific Pricing instead of manually typing in each value.

Last Price Wizard is an excellent customer service tool that can be used to tell your sales staff that you customer has purchase this item before.

• BV Undo - Reverse Invoice
• BV Undo - Un-issue Purchase Order