Detail purchase history by item, receipt and summary. View the history of each piece of merchandise a customer has purchased and each of their receipts.
Track your customers' favorite vendors, special occasion date, and personal sizes.
Reprint any receipt from customer's history. Custom category classifications Create your own customer tracking fields, to customize your client tracking
Shopping Preference classifications
Set Restrictions
No Tax - Tax Exempt Status
No Checks
No Charges
No Mail Labels
No Statements
Customer ID Photos
Mandatory customer option
Assigned Salesperson to Customer
Assigned Discount
Important Dates fields
Unlimited Price Level Discounts
On -Account - Instantly view the customer's credit limit and current balance for on account customers
Buyers Club Rewards by Dollars and Units
Advanced Customer Reporting and Analysis
Select reports to include only certain customers (on-account, buying club), minimum purchase requirements, or special occasion dates
Report can also include only those customers who purchased a minimum amount of a particular type of merchandise
Customers' address and phone number reporting
Birthday and merchandise preferences
Breakdown of customers' total purchases by department and brand
Analyze customer purchases by
Sales between any range of dates
Store
Vendor and Brand
Inventory category
Price-point
Style
Size and Extension (Color)
Advertising
Discount Reasons
Discount Dollars
Units Sold
Total Sales
First/Last Store Visit Date
Area Code, City, State, Zip Code
Customer's Company Name
Active
On account
buyers club
Tax Exempt
Assigned salesperson
Special date (Birthday, Anniversary, Etc)
Rank customer's spending by
Units sold
Dollars spent
Margin %
Profit Margin
Advanced Reporting, Analysis and Promotional Mail labels based upon
Active - Customers you visited in the past XX days/
Inactive - Customer who have not visited in past XX days
Big Spenders - Customers who have purchased a minimum $ amount
Category Spenders - Customers who have purchase history associated with specific departments, brands, gender groups, age groups, colors, sizes, etc
Season Spenders - Customers who have purchase history from previous seasons
Geographic Demographics - Customers who visited by Area code, City, State and Zip.
Customer Record - User defined fields, Buyer's Club, On Account, taxable exempt status, dedicated salesperson and assigned discount
Transfers
Advanced Transfer Management and Tracking
Transfer and track merchandises by assigned categories (Adjustment, Distribution, Customer Request)
Add searchable comments to each transfer
Receive merchandise "on-the-fly" without a purchase order
Transfer merchandise out of inventory
Transfer merchandise between stores using Inter-Store and In-Transit Transfers
Work with the items in a size matrix format, for all stores, on the same screen
Multiple stores can be on the same transfer order
Use a laser gun or data collector to quickly transfer merchandise using the "Auto Transfer" feature
View the total cost of goods and the retail selling price of the transferred merchandise
Inventory that is transferred to another store is automatically updated with the tax rate of that store
Set up new SKUs "on-the-fly", when entering a transfer-in
View current inventory levels for all of your stores from within a transfer
Change inventory categories and prices of existing items, from the transfer screen
Sequential transfer order numbers helps keep track of your transfers
Create multiple groupings for your stores to quickly add several stores to a transfer
View the totals being transferred in and out of each store on a transfer
Easily add UPC codes right from the transfer screen.
Print out a packing slip for your inter-store and in-transit transfers
Print individual transfer slip for each store, or a master for all stores
Print and reprint barcode tickets directly from the transfer
Choose from a variety of barcode labels and tickets
Enter serial numbers for items by simply scanning the serial number while generating a transfer.
Multi select items for rapidly generating a transfers
Scan barcodes or manually enter styles
Automatically adjusts the inventory levels per store depending on the transfer status
For a multi-store operation use "Auto-Distribution" to automatically distribute the units being transferred between stores based upon sales and your current inventory
Quick Transfers
Quick transfers at register allow stores to send and receive transfers at the register using the scan gun
Use any barcode format perform quick transfers
In-transit Transfer
Generate In-transit Transfers for any location.
Track open and received In-transit merchandise between locations
Close open In-transit transfers and assign in-transit merchandise to appropriate location(s).
Track In-transit transfers by assigned categories
Optional setting allows stores to view only their In-transit transfers
Add searchable comments to each In-transit transfer
Transfer Requests
Generate Transfer Requests from any location (Headquarters, warehouse or store) and for any location.
Track open and fulfilled transfer requests
Track transfer requests by assigned categories
Optional setting allows stores to view only their transfer requests
Add searchable comments to each transfer requests
Automatic Distribution
Use the "automatic distribution" to transfer the optimum number of units based upon your past sales and expected inventory levels.
Generate a automatic distribution transfer for any location by any department, brand, season or any merchandise category.
Set allocation priorities by store
Set allocation by multiple methods including
Fill in from past days sales
Min/Max
Historic Sell thru from any past date range
Historic Sales from any past date range
Days of Supply
Min Quantity per location
Print pick list and transfers documents per location
Stock balancing
Automatically generate transfer requests notifying each location of which location to send needed merchandise based on each stores past sales as well as current and expected inventory levels
Set allocation priorities by store
Set allocation by multiple methods including'
Fill in from past days sales
Min/Max
Historic Sell thru from any past date range
Historic Sales from any past date range
Days of Supply
Min Quantity per location
Consolidation to a single location
Advanced Transfer Reporting, Analysis and Auditing
View specific merchandise by vendor, brand, inventory category, size and color
View the retail price, cost each style transferred
View easy-to-read transfer reports by size matrix or non size lineal formats
Select report options to
Hide cost and total values
Search and sort by dates
Search and Sort by sending and receiving store
Search and sort by merchandise
Search and sort by transfer number
Search and Sort by transfer categories
Search by Comments
Search by Transfer Type (Inter Store, In-Transit, Physical Adjustment, Transfer In/Transfer out)
Or from a combination of any of the search or sort criteria
Detailed transfer reports displays all types and categories by unit and cost
Detailed In-Transit Report displays both open and closed In-transit transfers by unit and cost value.
Detailed In-Transit Report displays both open and closed merchandise by unit and cost value
Detailed Transfer Request Report displays both unfilled and filled transfer request by unit and cost
Detailed Transfer Request Report displays both unfilled and filled merchandise by unit and cost
CONTACT US FOR A FREE TRIAL
