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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
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