Benefits
- Track all customer information from within one common location, easily displaying quotes, sales orders, invoices deliveries, sales history, service tickets, receivables, and other related notes-ultimately linking to the Quoting, Invoicing and Sales Order Systems
- Microsoft's MapPoint Software product can be utilized to map customer activity by any or all locations
- Customer pickup of items from all retail or warehouse locations are kept on record
- As items are picked up, the tool prompts the sales representative or the warehouse employee to collect any outstanding balance due on the order
Key Features
-
Customer Tracking
- Link quoting, invoicing, sales order systems to produce valuable customer tracking information
- Track all customer information from within one common location, easily displaying quotes, sales orders, invoices, deliveries, sales history, service tickets, receivables, and other related notes
- Store targeted marketing information, e-mail addresses and mailing list status may be tracked
- Customer information and detailed sales histories may be exported and further utilized for marketing activities such as direct mailings and email campaigns
-
Customer Mapping
- Mircosoft MapPoint Software
- Map customer activity by any or all, locations
- Display areas of concentrated customer proximity
- Determine future business locations, demographically-based advertising methodologies
-
Pickups and Layaways
- Item pickup and layaway
- Records pickup of items at each retail or warehouse location
- Date of pickup and name of person claiming is recorded for tracking purposes
- Pickup tickets may be printed at the time of sales as an official pickup ticket
- Prompt the sales representative or warehouse employee to collect any outstanding balance due to the order upon pick up of all items
- By selecting “verify sent” at the time of pickup, the Inventory management system automatically updates inventory balances accordingly
-
Pickup Inquiry
- New, picked up and voided orders may be viewed across any, and all, locations within a specified time frame
- Items to be picked up may be tagged as reserved using the “pick and send”
-
Pickup Status Report
Export reports to Adobe PDF or Microsoft Excel