Customer Tracking
Customer Database Features:
- Five Indexed Fields (for instant lookup, sorting, etc.):
- Customer Number (integer, system-assigned, maximum value=65,535)
- Name (30 character Company Name, plus 20
character each First and Last Name)
- Code (10 alphanumeric characters)
- Phone (10 alphanumeric characters; (555) 123-4567 format)
- Zip Code (10 alphanumeric characters; includes 4 character extension capability (80435-2019))
- Multiple Contact records (see Contact Database section below) per Customer
- Contract Pricing to offer unique pricing by item per Customer (requires User Bundle)
- Separate Billing and Shipping Addresses
- Accounts Receivable with Complete Transaction History
- Price Tables (Customer-Specific Pricing)
- Tax Tables for Variable Sales Tax Districts
- Pop-Up Daily/Weekly/Monthly Summary Sales Totals per Customer
- Security Level to restrict which Clerks can sell to the Customer
- A special Note field can be automatically displayed when the Customer is selected on a sale. Keystroke will sound a beep and display the contents of the note which can serve as warning message (i.e., Bad Checks!, See Manager!, etc.)
- Various Other Fields (Salutation, Birthday, Age, Exp Date,
Salesperson, etc.)
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