Manage My Customers

Introduced in version 7.600, the ability to email customer statements as a batch increases productivity and can save you time....

Overview OMS maintains a record of each customer who places an order, regardless of the manner in which the order enters...

Overview When orders or customer records are imported into SEOM, the system attempts to associate an existing customer record with the incoming...

Overview Several types of data can be imported through the Import Data screen, such as Product (Inventory), Customer, or Supplier records....

Overview When importing data from a text file, if the data contains commas, the file should be saved as a...

Overview Highlights from some new forms to come to Stone Edge. NEW: Version 8.006 adds support for AVO and ACS...

Overview Account Executives have been introduced in version 7.700. Let users create an account executive – can be assigned orders...