| Customer
Management
Customer Information and history is a high priority with
Windward System Five. Keep track of a customer's name, address and
phone number, e-mail address, web addresses, tax codes, price schedules,
contact names, warning comments, appointments, lookup words, vehicles,
and other bits of important information in the customer file.
Searching
is a Breeze
Trouble locating a customers file? RentalPOS lets you find the customer
by any one of their phone numbers including fax number or the phone
number of one of the contact names. This makes for an easy alternate
search method.
You can
also search by account number, city, address, postal/zip code, or
the first or last name of any of your contact names. RentalPOS can
be customized for your business.
Mailing Lists
RentalPOS produces mailing lists based on complex information. For
example, you can send Christmas cards to all customers that spent
more that $500 in the last 12 months or send discount coupons to
all customers that purchased certain types of items in the last
4 months.
Customer Comments
These comments have several uses, such as keeping track of sales
leads and prospects, customers looking for certain goods, or collection
calls. By entering a comment into the system, that information can
be shared with others in the business so that everyone will know
the correct status of the customer.
E-mail and Web Addresses
Many businesses now have e-mail addresses and web pages, so we can
track that on the customer's front page without having to hide the
data inside a comment.
Detailed Customer History
RentalPOS lets you add an unlimited number of comments for each
customer, sorted by date entered. In addition, these comments can
be set as appointments and tied to the appointment scheduler so
that you will not miss any appointments. Each comment/appointment
can include the date of entry, clerk number, appointment date, start
time, end time, contact name, subject matter and up to 200 lines
of detailed information.
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Purchase History
The Purchase History brings up a list of all
items purchased complete with a reference to the date of purchase,
invoice number and amount paid. This helps you to quickly search
for a specific part the customer purchased instead of having to
review each invoice separately.
Payment History
It's easy to view a list of your customer's payments. You can either
view individual invoices to see the amounts paid on each or you
can review the list of all the payments. This is beneficial especially
when a customer pays several invoices with one payment.
Customers Salesperson
If your salespeople own the customers and get a commission on each
sale regardless of which clerk rang the sale through the till, we
can handle it. Windward System Five will even let you print a detailed
salesperson's customer list that they can take with them on the
road when making sales calls.
Warning Comments -
Automatic Up-Selling
You can attach a warning comment to a customer up to 200 lines long.
Whenever you start an invoice or edit that customer record, the
warning comment will pop up in a big red box. It can be used to
remind you to not accept customer checks, give special shipping
instructions, or to call the cops. The warning comment does not
have be negative either. It could remind the staff that the customer
prefers and will pay for the high quality items or other customer
preferences.
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