To add slightly to Warren's post.

You can make the appropriate notes for a customer in Adagio's note pads. Someone would have to remember to check the customer's notes for any special instructions, but hese notes can be checked while entering an order, without changing applications.

If you are using Report Master to export data into Excel, click here to take a look at GridView today! It can export anything in Plus or Adagio directly to Excel with a single button click (which will automatically launch Excel if necessary - no importing or exporting).

GridView hooked to Sales Analysis or Adagio's OrderEntry history should be able to answer the questions about what you've sold to a customer.

Why not download a demo copy of Adagio and point it at a copy of your data to take a look?