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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.
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, or a template
customer may be defined.
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, etc.
For a
charge sale, CounterPoint checks
the customer's credit limit, and
only an authorized user may
override credit limits.
Easily
remove inactive customers from
CounterPoint. Inactive customers
are those that have no open
orders or layaways, no open
balances, no unposted balances,
and no sales activity after the
specified cutoff date.
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Customer Profile
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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Look Ups
Easily
select a customer by entering
the customer number, scanning a
membership ID card, or by using
LookUps. With LookUps, you can
find the customer using a
keyword search by entering any
portion of the customer name or
number, or by any field
designated as a keyword search
field.
Customize LookUps by setting the
order in which the records
display or by specifying which
fields display (category, sales
rep, email address, etc.). You
can filter LookUps so that only
customers that match specific
criteria will display. For
example, you could define a
Filter that displays only your
A/R customers that live in New
York that are in the "Preferred"
category. You can save LookUps
and Filters by name for future
use.
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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
A 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 references 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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