Your customers

customization applied to the customer form view

The finance Anglet contains the following information :
** turnover achieved with the customer based on :

* Validated invoices for the current and previous financial year (exercice)

* Validated sale orders for the current and previous financial year

* The list of the last 15 invoices of customer.

Note : To have a correct Turnover even if the orders are charged with a currency other than the company, the module converts the amounts of the orders and invoices to the currency supported by the company, taking into consideration the current rate recorded for the currency.

The Partner Activity Anglet contains the following information:

* The list of the last 15 customer order.

* The list of the last 15 products sold to the customer.

* The list of the 7 best-selling products to the customer.

Your suppliers

customization applied to the supplier form view

The finance Anglet contains the following information :
* The volume of purchases made with the supplier based on :

** Validated supplier invoices for the current and previous financial year.

** Validated purchase orders for the current and previous financial year.

** The list of the last 15 invoices of supplier.

The Partner Activity Anglet contains the following information:

* The list of the last 15 supplier order.

* The list of the last 15 products bought from the supplier.

* The list of the 7 most purchased products supplier.

Acces Right

Control the display of information customized by a access right

Applied an access right to the information displayed on the view form of partner

PDF report

The personalized report for the partner profile displays the following information :

* The partner information

* The information of the turnover achieved

* The list of unpaid invoices

* The list of 7 last sales/purchases order

* The list of top 5 products sold/bought with partner

Customer Report

Suplier Report