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

• 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 a 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 determining 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)