Customer Management

Related Screen Shot: Customer Maintenance Screen
Your database contains valuable information on your customers. The SMS Customer Database has been designed to provide you with all the flexibility options you need to serve your customers efficiently. Your customer database can be used for multiple management purposes: Accounts Receivable, Check Validation, Loyalty Program.
Maintenance
  1. Contact and company name
  2. Comments sent to cashier's screen on customer's next visit
  3. 2 grouping fields
  4. 4 tax exemption numbers
  5. Customer language
  6. Customer linked to certain employees (salespersons)
  7. Credit card information
  8. Membership control (creation, solocitation and renewal date)
  9. Easy customer deletion/re-numbering/merge
  10. Option to store customer's photo
Risk Table
  1. Unlimited risk levels
  2. Credit limit
  3. Positive and negative check file
  4. Check change limit
  5. Invoice template by customer
  6. Terms of payment
  7. Interests rate
  8. Weekly checks acceptance
Reports
  1. CUSTOMER MULTITOTALS: Displays all available totalizers by customer. You can narrow the query by selecting a totalizer section.
  2. CUSTOMER GROUP MULTITOTALS: Displays all available totalizers by group of customers.
  3. CUSTOMER TRANSACTION DETAILS:
  4. PURCHASES BY CUSTOMER: Displays a list of customers with their purchases.
  5. PURCHASES BY ITEM: Displays purchases by item for a group of customers.