Contact Management Features in SIMMS Inventory Software

Information at your fingertips

Customer information at your finger tips. When a customer calls to request a quote or place an order, information must be handy. With SIMMS, the customer's mailing address and shipping address(es), availability of specific units in inventory, or alternate items if those being ordered are out of stock — all such knowledge is instant. Additionally, item pricing, quantity pricing, specific customer pricing, costs, and much more will be easily accessible.

Recall all original quotes, Sales Order or invoice information along with payment information right from the customer master-file.


  • • Quote, Sales Order and Invoice history available in easy to understand drill down summary form
    • Transaction line item details available from a quick to access tab with drill down capabilities
    • Easy to see what payments or credits have been applied to what transaction
    • Apply Accounts Rreceivable payments direct from the Contact Manager
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  • • Purchase Order and Receipt history available in easy to understand drill down summary form
    • Transaction line item details available from a quick to access tab with drill down capabilities
    • Easy to see what payments or credits have been applied to what transaction
    • Apply AP Payments direct from the Contact Manager
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Clients/Contacts need to be easily accessible and updateable as time and information changes. SIMMS stores all contact names, addresses, phone numbers, e-mails, web addresses, tax codes, price schedules, contact names, comments, locations, default currency, sales and purchase history, and all other data that has been added to the contact files.

Customer Sales Transaction Scroll Down

Review and scroll down to the details of your customer transactions right from your contact detail screen this includes invoices, sales orders and quotes associated with the selected customer, you can also process payments for your customer invoices right from your customer detail screen.

Vendor Purchase Transaction drill down

Review and drill down to the details of your Vendor transactions right from your contact detail screen this includes purchase orders and receipts of goods associated with the selected vendor, you can also process payments for your receipts of goods right from your vendor detail screen.

  • User defined fields are made available to contact management for your unique requirements, these fields include (four text fields, 2 combo box fields and 2 date fields).
  • Define your own unique contact types
  • Assign a sales/purchasing agent to your contact
  • The ability to assign Location Codes to contacts

Price Levels

With SIMMS, you can assign up to 12 unique price levels to each item then assign a price level to your customer with ease.

Currency Manager [requires Multi-Currency module]

Our optional SIMMS Multi-Currency module delivers powerful and comprehensive Multi currency accounting functions. Sophisticated currency management and seamless transactions in any number of currencies provides a global competitive edge.

Tax Codes and Schedules

If you're selling into different States or Counties, you may have to collect the taxes and pass them onto the correct authorities. SIMMS will let you setup a series of tax codes and schedules for each area and then let you attach a customer or invoice to that area so that you can charge the correct sales tax rate.

Unlimited Contacts - Assign multiple contacts to any one company file

Customized Credit Limits

Tracking and selecting an items serial number, secondary level serial number and sales warranty at the sales stage is a snap in SIMMS Software

Alternate Bill to and Ship to Addresses easily select an alternate ship to or bill to address for your sales transactions

Shipping Method

Shipment methods can be configured for contact, account number, phone numbers and address information.

Vendor or Customer Payments

It's easy to view a list of your vendor or customer's payments.
Assign Payment terms in addition to early payment discounts and late payment interest rates
Define Credit limits
Assign a default GL account to your contact

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