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Customers |
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Customer Tracking
Complete customer tracking is included as an integral part of CounterPoint. Complete details of every customer, including detailed sales history, may be tracked in CounterPoint.
The Receivables Option adds charge sales, receivables tracking, account aging, cash receipts processing, and statement printing to the Customers application.
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Customer Information
A customer may be set up using standard maintenance function, or on-the-fly in Point of Sale.
Basic customer information includes name, address, email, two contact names, fax numbers, and phone numbers. A customer may be assigned to a specific user-defined category to group similar customers for reporting and analysis. Customers are identified by customer numbers up to 15 characters long (field length can be expanded). Customer numbers may be manually entered or assigned automatically. When a new customer is added, much of the basic information may be copied from another customer to help reduce errors and speed up the entry process.
Customers can be selected by entering the customer's number, scanning a customer ID card, or by searching for keywords that match any portion of the customer's name, company name, telephone number, ZIP code (or any other field designated as a keyword search field).
A sale to a walk-in customer (any customer for whom you don't retain individual information) can be initiated with a single keystroke. New customers can be added on-the-fly in Ticket Entry.
For a charge sale, CounterPoint checks the customer's credit limit, and only an authorized user may override credit limits.
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Customer Profiles
Customer profiles allow you to build a valuable database of information to assist in analyzing and marketing to your customers. Up to 20 user-defined profile fields may be tracked for each customer, such as birthday, preferences, shoe size, membership status, etc.
Each user-defined profile field is set up to only allow certain types of information. For example, birthday would only allow valid date entries, shoe size would only allow numeric entries between a specified range of values, etc. In addition, you may set up user-defined profile codes to ensure that (for example) membership status is selected from a list of valid user-defined values (e.g., Gold, Silver, or Bronze).
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Zooms
You can easily view detailed customer information whenever you look up or view a customer.
Zooms provide information about the customer including current balance, last payment date, recent sales, open orders, ship-to addresses, layaways, customer-specific purchases, images, customer notes, and detailed ticket history. You can customize the format and the fields that display in the Zoom.
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Shipping Information
Each customer may have an unlimited number of shipping addresses, and the default ship-to address can be different from the primary address. Each shipping address may have its own tax code, preferred shipping method, and specific ship-to notes that can be printed on invoices.
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Taxes
For basic retail sales, a tax code is assigned to the store.
Customers may have multi-level tax codes assigned that indicate special tax rates or taxing authorities. If applicable, a customer may be non-taxable, and the customer's tax exemption number may be entered and retained in CounterPoint.
You can optionally specify a tax code for each customer's ship-to address. If a ship-to tax code is specified, tax calculations are based on that code instead of the customer's tax code.
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Credit Limits and Controls
Credit limits ensure that customers do not exceed management's guidelines for open credit. In addition, individual customers may be prevented from paying by check, making charge sales, making any kind of sale, or even from placing orders.
For charge sales, the customer's credit limit is checked, and only authorized users may override the credit limit.
Credit card information may be retained for each customer and may be retrieved automatically when paying for a purchase.
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Sales Reps
Each customer must have a sales rep assigned. Point of Sale may be configured to allow a different sales rep (other than the one specified in the customer's record) to receive credit for a particular sale.
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Notes
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customer may have unlimited pages of notes. These notes may be viewed, printed on forms and labels, and even be set to automatically display when the clerk selects the customer.
Easily find your notes simply by entering a key word or phrase. For example, enter "special order" in the keyword search field to find all item notes that contain that text.
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Labels
Labels may be printed for any range or grouping of customers. Customer labels can be printed from ticket history based on merchandise purchased during a specific time period. For example, you can print mailing labels (ordered by ZIP code) for charge customers who purchased at least $100 worth of merchandise from your downtown store last year.
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History
A multi-year monthly summary view is available for each customer showing sales, cost, profitability (dollars and percent), number of sales, and average sale amounts. Complete, detailed history shows every item sold on every ticket, or summarizes individual categories of merchandise.
Historical reports are available using the Sales History application.
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Reports
Customer listings (brief and full) are available, organized by type of customer, customer number, ZIP code, name, etc., to show basic customer information, credit rating, and payment information.
Customers may be included in reports based on their categories, their profiles, or any other criteria.
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 Printable Features List
Software Demo >> Request More Info >> |
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