Customers

Global Customers

The solution allows you to manage customers on a global basis.

If a customer is specified in more than one legal entity (Company), the customer number is the same in all companies for which this customer is specified. Each company can still change information like payment terms and address at the company level. You can also break large customers down into several customers by using hierarchy functionality. The customer is the level at which invoices are created and projects are executed.

Business Area

You can assign a specific business area to each customer to reflect the line of business, such as consulting, advertising, shipping, and audit.

Standard reports included in the solution then allow you to identify which segments generate the most revenue, and then focus your efforts on the most profitable segments. When you create customers, you assign a business area.