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Customers

Customer Management and Tracking

  • Unlimited Customer records
  • Find customer by Last Name or Phone Number
  • Customer Record includes:
  • Address fields, Multiple Phone Numbers, E-Mail Address
  • Unlimited Comments (option to print on receipt)
  • Unlimited Ship to addresses
  • On-Account (Accounts Receivable)
  • Always to update
  • Assign multiple customers to a single account
  • (Child -Parent and Employee-Company associations)
  • Accept payment from accounts from any location
  • Assign payment terms, interest, penalties
  • Generate statements
  • 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