| Comprehesive Customer records: billing/delivery addresses, email, phone contact etc | GEM SE | GEM |
| | Store and view billing information |  | |
| | Store and view shipping information | | |
| | Set Address format for international customers (i.e. UK, US etc) | | |
| | Define multiple shipping addresses for each customer | | |
| | Store and view email address, phone, fax | | |
| | Store and view birthday | | |
| | Store and view drivers license number | | |
| | Store and view title/occupation | | |
| Configure payment terms, settlement discounts & finance plans | | |
| | Set Payment terms & finance charges | | |
| | Supports Settlement discounts | | |
| Manage orders & deposits | | |
| | Manage customer deposits | | |
| | Manage pending transactions from customer centre | | |
| | Limit customer purchases | | |
| Additional 6 user-definable fields | GEM SE | GEM |
| | User definable fields (up to 6) for extra detail & search/filtering | | |
| Use Customer Categories to group, manage & set defauts | | |
| | Manage & set defaults for customer groups | | |
| | Store and view type of buyer | | |
| | Store and view sales territory (for salesperson commission and reporting) | | |
| Fast & sophisticated search, filter & export options | | |
| | Search for customers by account number, lookup code, name, address, postcode, phone no. | | |
| | Fast partial match searching & lookups | | |
| | Apply advanced custom built filters to customer list eg view customers by account manager | | |
| | Export Filtered lookup lists to Excel, CSV, PDF, HTML | | |
| | Print Filtered lookup lists to address labels (marketing or Christmas cards) | | |
| Manage, track & control Credit limits, AR & statements | | |
| | Manage, track & control Credit limits | | |
| | Accounts Receivable Ageing & statement printing | | |
| | Accounts Receivable payment control | | |
| | Accounts Receivable reporting | | |
| Configure & assign multiple frequent buyer/loyalty programs | GEM SE | GEM |
| | Configure & assign multiple frequent buyer/loyalty programs |  | |
| Opt-in email marketing, advanced filtering/searching for marketing campaigns | | |
| | Automatically create a mailing list based on a selection on any combination of elements in the database (sales history, vendor, last visit, birthday, etc) | | |
| | Review sales history & items purchased history for marketing or product recalls | | |
| | Create auto-response email marketing campaigns | | |
| | Print customer labels | | |
| Assign unique contract pricing for each customer (module required) | | |
| | Assign unique contract pricing for each customer | |  |
| Assign sales tax schedules (local, EU, International) | | |
| | Assign sales tax schedules (local, EU, International) | | |
| Provide a call history & contact log for each customer | | |
| | Provide a call history & contact log for each customer | | |
Full Feature List 
