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...
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