Business Aviator Customer Management Key Features

Customer Management Key Features

Your customer is the basis for your business and Business Aviator makes running your business and selling to customers the easy part. Our advanced customer features provide the means for you to focus on your customer instead of the software.

  • Add or Edit Customers at any time. Either create them on-the-fly during creation of an invoice, sales order, or sales receipt, or add them ahead of time.

  • Record and maintain customer information including Billing Address and Multiple Shipping Addresses, and assign the customers default tax type, sales representative, terms, and more.

  • Record notes and create custom fields to associate additional information you need to manage your customers.

  • Integrate customers with your accounting software so you only need to create and manage them in one place

  • View customer-specific reports, which provides the means to look at sales trends or attempt add-on or follow-up sales.

Customer Pricing Features

Many of our users love the pricing capability in Business Aviator, because it enables them set up different "Price Books" or "Seasonal Pricing", and easily apply them to their customers so salespeople don't need to know who gets what pricing, it's automatic!

  • Customers can have unique customer pricing categories assigned.

  • Pricing categories provide the means to define individual prices for each of your items in inventory, either statically or based on a formula.

  • Virtually unlimited pricing categories can be defined as you see fit, and assigned to your customers so pricing and price-lookups are easy and flexible.

  • Assign the same price category to multiple customers, which allows you to perform changes to pricing without having to do so for each and every customer individually.