Customer Operations Features


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

 

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Latest News

Last Posted: 24-May-2017 | Total Posts: 4