Know Your Customers
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.
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.
CounterPoint has robust features to manage your customer data. For instance, you can maintain shipping information and tax information, define credit limits and controls, assign a sales rep, add free-form notes to a customer record, create mailing labels based on your chosen criteria, view customer history and create customer reports based on your own criteria.
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