Supplier and Customer Accounts

The Supplier and Customer Account Maintenance form the basis for the Sales and Purchase ledger function.

Manage your Supply Chain

An account record is used to define a customer or supplier organisation. An account may have as many branches as required all feeding back to one ledger account or each branch can be set at the ledger account level and grouped using an account grouping level.

Credit limits can be set at either the customer group level or at a single sales ledger account level.

Against each branch, you can store the customer’s own defined Regions and Directors or Managers responsible for that branch. This set-up allows for extremely flexible reporting to be produced for yourself and your customers, in the format they require.

Pyramid ERP allows you to hold customer specific prices and information for your products including the customer’s own name and code for your product. This is printed on all documentation sent to customers.

The account addresses and contacts are available to the contact management module where all correspondence and actions can be viewed.

Unlike some systems that tie you down to using a single branch for a supplier; Pyramid ERP's set-up screens enable you to configure as many collection addresses for a supplier as required.

For each Customer account, Pyramid ERP allows a central Credit Control operation to set credit options appropriately. Levels of control are for the whole account, a branch or a single order. Limit order entry on an account or allow order entry, but stop shipping.