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