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Complete customer profiling, including a sort able
field for birthdays and anniversaries
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Bill To feature allows for connection to
Major Account (Employer) for billing
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Quick Lookup with modification and Quick
Add options
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Complete mailing label and mail merge
functions
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Full sale tracking analysis with item
detail
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Complete purchasing history available
with a single click
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Customer Look Up by name or account
number
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Multiple address and phone fields,
including shipping address
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Monthly statements for Accounts
Receivable customers with item detail
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Layaway Statements with item and payment
detail
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Quick Reference month to date and year to
date sales fields
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Sales territory tracking and automatic
connection to customer
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Tax level is definable by each customer
-
Multiple state sales tax tracking
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Multiple discounts levels by customer
-
Complete Customer Notes for unlimited
information - viewable from Point of Sale
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Customer Letters with automatic Name
& Address fill in
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Periodic Hot Seller reports to determine
customers who spend the most - exportable to mailing label program.
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Customer Sales reports
exportable to mailing label program
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UPS OnlineJ
integration
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Customer may be viewed and/or modified
using built in customer spreadsheets (also allows for custom
reporting)