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Software
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Maker and distributor of
TRAN$-ACTION(mc)

Client management

Knowing your client is as important as knowing your merchandise. That’s why TRAN$-ACTION ™ offers a customer management module.

This software enables you to manage a customer database and get the information you need related to your business expansion. You will know the market trends and be able to react.

This module is integrated with the accounts receivable and will satisfy the needs of the merchant that has clients with open accounts. The invoices and the payments are simply entered in the cash register. These transactioins will automatically be processed by the Cash Register Management Module and will appear in the accounts receivable. It therefore becomes possible to see in the statement of accounts the accounts aging reports and customer profile..

The customer management module is the tool you need today

Client management characteristics

  • Complete customer's list maintenance according to:
  • Customer number (up to 10 characters)
  • Customer's last name
  • Customer's first name
  • Customer's company name
  • Customer's address, city, prov., postal code
  • 2 phone numbers
  • 2 tax exemption numbers
  • Communication language
  • Date created
  • Date modified
  • Expiry date of privileges
  • Price level (1-9)
  • Print-out type (receipt/invoice)
  • Link to discount table
  • Group,
  • Privileges status (points, etc…)
  • Charge account status,
  • Payment terms
  • Credit limit,
  • Credit balance
  • Full integration of new customers entered at cash register
  • Full Integration of modification to customers entered at cash register
  • Full integration of charged purchases entered at cash register
  • Update customer's buying profile according to purchases entered at cash register
  • Print customer's list according to filter
  • Print customer's labels (address/barcode) according to filter
  • Print customer's buying profile according to filter
  • Full account receivables management
  • Print statement of accounts
  • Print account receivables aging report
  • Print account receivables history
  • Etc...