Comprehesive Customer records: billing/delivery addresses, email, phone contact etc | GEM Retail |
GEM Business |
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Store and view billing information | |||
Store and view shipping information | |||
Set Address format for international customers (i.e. UK, US etc) | |||
Define multiple shipping addresses for each customer | |||
Store and view email address, phone, fax | |||
Store and view birthday | |||
Store and view drivers license number | |||
Store and view title/occupation | |||
Configure payment terms, settlement discounts & finance plans | |||
Set Payment terms & finance charges | |||
Supports Settlement discounts | |||
Manage orders & deposits | |||
Manage customer deposits | |||
Manage pending transactions from customer centre | |||
Limit customer purchases | |||
Additional 6 user-definable fields | GEM Retail |
GEM Business |
|
User definable fields (up to 6) for extra detail & search/filtering | |||
Use Customer Categories to group, manage & set defauts | |||
Manage & set defaults for customer groups | |||
Store and view type of buyer | |||
Store and view sales territory (for salesperson commission and reporting) | |||
Fast & sophisticated search, filter & export options | |||
Search for customers by account number, lookup code, name, address, postcode, phone no. | |||
Fast partial match searching & lookups | |||
Apply advanced custom built filters to customer list eg view customers by account manager | |||
Export Filtered lookup lists to Excel, CSV, PDF, HTML | |||
Print Filtered lookup lists to address labels (marketing or Christmas cards) | |||
Manage, track & control Credit limits, AR & statements | |||
Manage, track & control Credit limits | |||
Accounts Receivable Ageing & statement printing | |||
Accounts Receivable payment control | |||
Accounts Receivable reporting | |||
Configure & assign multiple frequent buyer/loyalty programs | GEM Retail |
GEM Business |
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Configure & assign multiple frequent buyer/loyalty programs | |||
Opt-in email marketing, advanced filtering/searching for marketing campaigns | |||
Automatically create a mailing list based on a selection on any combination of elements in the database (sales history, vendor, last visit, birthday, etc) | |||
Review sales history & items purchased history for marketing or product recalls | |||
Create auto-response email marketing campaigns | |||
Print customer labels | |||
Assign unique contract pricing for each customer (module required) | |||
Assign unique contract pricing for each customer | |||
Assign sales tax schedules (local, EU, International) | |||
Assign sales tax schedules (local, EU, International) | |||
Provide a call history & contact log for each customer | |||
Provide a call history & contact log for each customer |
Key:
Standard Feature Included |
Feature not Included | ||||
Service Module feature | Quotes Module feature | Contract Pricing Module feature | |||
Consignment Module feature | Multi-Site Module feature |