Customer Management

Easily add vital customer information:

• Full CRM integration: add full contact information, including unlimited addresses, contact names, numbers and emails
• Include VAT information, payment terms, and user-defined notes
• Place customers on unlimited numbers of normal or special price lists for different products or groups of products
• Manage prospects: keep detailed, dated notes and even convert prospects to customers with a few clicks of the mouse

Quote, Sell and Prosper

With Encore’s fully integrated management system, business processes function seamlessly:

• Quickly create quotes for customers by selecting items from your product list, or create new products for one-off quotations
• Convert quotations into Sales Orders with just a few clicks of the mouse
• Process back-to-back orders by quickly converting Sales Orders into Purchase Orders

Quickly update Accounts:

• Quickly input sales and raise invoices automatically – stock levels change automatically to reflect items sold
• Receive payments, flag late payments, and put debtors’ accounts on stop
• Add user-defined notes to an account, and record usernames against any changes

Instantly view clear, useful data:

• View the total balance of all transactions on an account. Double-click to show all lines of a transaction.
• View credit limits, as set in Payment Terms
• View dates of the last invoice or payment, and drill-down to reveal more detailed information
• Display year-to-date turnover broken down into user-defined periods. Includes margin and margin % figures, as well as cumulative figures, also viewable as automatic charts