Custom development and solutions
ArsFinInfo — customer financial status on the document
ArsFinInfo is a short overview of a subject's business in PANTHEON. It is the result of posting outgoing invoices (IRA) and customer payments, so open items, the limit, posted and unposted invoices and internal notes about the customer are quickly visible, right on a quote or issue document. It warns sales when a customer goes over the limit, but it does not forbid delivery.
Who it is for
ArsFinInfo is mostly for wholesale companies that manage customer limits inside PANTHEON and often check customers’ open items. It also suits companies whose customers take goods several times a day or a week on order, without an advance payment.
The problem it solves
The decision to deliver, or to approve extra goods, is made at the moment a document is created. When the customer’s financial data is visible immediately, sales do not deliver to customers who are over their limit or late with payment, and do not have to open other reports or call accounting.
What you get
ArsFinInfo gathers in one place what sales and accounting need to know about a customer before anything is delivered:
- open items and overdue receivables, as the result of posting outgoing invoices (IRA) and customer payments,
- the customer’s limit and how much of it is used,
- posted and unposted invoices,
- confirmed orders and delivery notes,
- internal notes about the customer, for example a payment agreement or a warning from colleagues,
- receivables insurance for the customer, if it is entered in PANTHEON.
ArsFinInfo is informative, not restrictive: it warns if a customer has gone over the limit, but it does not block work.
How it is set up
- First decide for which customers you want a limit and how high it will be.
- Agree with accounting which accounts are taken into account, and when outgoing invoices and bank statements are posted.
- We agree with you what counts towards the limit, for example:
- overdue items,
- open items,
- open and unposted items,
- all posted and unposted items,
- all posted and unposted items and confirmed orders.
What you need
Nothing special apart from PANTHEON. You only need to decide for which customers a limit is kept and in what amount.
Connection to PANTHEON
ArsFinInfo is shown right inside PANTHEON, on a quote or an issue document, and the data comes from the posting of outgoing invoices and bank statements and from orders and delivery notes in PANTHEON.
ArsFinInfo works well together with automatic payment reminders: one warns sales, the other reminds the customer.
Price
The price is on request. All amounts are stated excl. VAT.
More custom development and solutions
Frequently asked questions
Where is ArsFinInfo shown?
Right on a quote or issue document in PANTHEON, so the salesperson does not have to open other reports.
What can be seen about the customer?
Open items and overdue receivables, the limit, posted and unposted invoices, confirmed orders, delivery notes and internal notes about the customer.
Is ArsFinInfo restrictive?
No. It is informative: it warns if a customer has gone over the limit, but it does not block the document.
Does it take receivables insurance into account?
Yes. If receivables insurance is entered in PANTHEON for the customer, it is taken into account.
Let’s talk about your system
Tell us what you need to connect or automate. A short call is enough to estimate the solution and cost.
