Contacts & statements

Every relationship has a working record.

Give the desk one controlled view of customers, dealers, vendors, and consignors—their activity, balances, wants, files, statements, and the source documents behind every number.

360°Relationship activity
AR/APNet position
PDFPoint-in-time statements

01Relationship

The person and the business history, together.

Keep the details staff need at the counter alongside the purchases, invoices, memos, consignments, grading work, and demand that define the relationship.

Relationship workspace
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Organization-wide contact record

Manage names, organizations, roles, tags, addresses, notes, and avatars once across the dealer organization.

Operational timeline

Open the purchases, invoices, memos, grading submissions, checks, wants, and inventory behind each activity.

General and compliance files

Attach general files and manage dedicated resale-certificate and ID-document slots with controlled replacement.

Searchable directory

Find people and companies by exact identifiers and familiar details across the organization; linked operational records still respect their own access scope.

02Money

See the whole position before the next transaction.

Receivables and payables come from real source documents. Staff can understand what is due without rebuilding the relationship from separate reports.

Money workspace
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Net AR/AP position

Read customer balances, dealer obligations, consignor proceeds, credits, bills, offsets, and payment plans together.

Point-in-time statements

Generate browser, PDF, email, and complete CSV statements with opening, activity, and ending balances.

Credits and offsets

Apply or reverse supported credits and reciprocal balances while preserving the exact source entries.

Payment plans

Schedule installments, mark supported payments, cancel future obligations, and retain the original agreement.

03Demand

Keep what they want close to what you have.

A contact record becomes actionable when demand, matching inventory, communication context, and fulfillment history sit beside the relationship.

Demand workspace
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Customer wants

Capture structured criteria, target price, quantity, source, priority, expiry, and private notes.

Live inventory matches

Show only policy-visible, sale-eligible items with explainable reasons and current availability.

Reservation and fulfillment

Connect the opportunity to exact inventory and, when applicable, the invoice that completed it.

Controlled exports

Keep statements and contact exports behind explicit role and connected-context boundaries while linked documents retain their own workspace scope.

Next: consignment

Keep custody and ownership separate.

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