Advanced Searches, Sorts, Locates, Filters and Grouping on all Customer attributes
Complete Transaction History of each Customer, including memos, payments and invoices
View Open Memos pertaining to active customer
Customer attributes include addresses, emails, web addresses, unlimited dated and time stamped notes, birthdays, anniversaries and ring sizes.
View invoices and payments, open and fully paid, and applications of payments to invoices for every such transaction entered into for each customer
Customer statistics, showing invoice and memo aging, and "batting average" (ratio of memos to invoices)
Print labels and label lists
Print memos and invoices relating to active customer from within detail in Customer Master
Export filtered customer lists to Excel
Customer Memos
Record goods sent on consignment to customers
Incorporates TJS Zeroshrink mass scanning technology so that entry of large memos can be done accurately and in minutes
Customer Memos can be printed at time of memo or at a later date
Customer Memos can be printed on paper, PDF, or emailed or faxed directly to the customer
Customer memos can be converted to returns or to sales (see sections below)
Memo aging report used to control memos
Option to invoice memo shipping costs to customer
Allows for printing of bar coded customer shipping label
Customer Memo Sales
Record goods previously sent on consignment to customers that are now sold to that customer
Sales invoices can be printed at time of sale or at a later date
Memo Sales converted from a memo with quick "check off list" method, at which time memo details can be over written
Customer Invoices can be printed on paper, PDF, or emailed or faxed directly to the customer
Customer Invoices terms can be aged so that a customer can be given multiple terms on one invoice
Invoice aging report used to control invoices
Allows for printing of bar coded customer shipping label
Customer Memo Returns
Record goods previously sent on consignment that are being returned by that customer
Incorporates TJS Zeroshrink mass scanning technology so that entry of memo returns can be done accurately and in minutes
Memo Returns converted from a memo with quick "check off list" method
Direct Sales
Record invoices to customers without first sending them the goods on consignment
Incorporates TJS Zeroshrink mass scanning technology so that entry of invoices can be done accurately and in minutes
Sales invoices can be printed at time of sale or at a later date
Customer Invoices can be printed on paper, PDF, or emailed or faxed directly to the customer
Customer Invoices terms can be aged so that a customer can be given multiple terms on one invoice
Invoice aging report used to control invoices
Allows for printing of bar coded customer shipping label
Reporting
Reports can be Printed on Paper, Exported to Excel for further analysis, EMailed, or saved as a PDF where appropriate
The following reports are designable by users - Customer Memo; Customer Invoice; Customer Memo Aged; Customer Label; Customer Label List; Customer Statement; Customer Invoice Aged; Customer Master grid output
Customer Labels
Customer Label Lists
Sales analysis Data Mining shows views of inventory sales summary and detail, margins and net profit - Grouped by and sortable by LotID, LineID, Shape, CustomerID, SalesRep, SKU and VendorID
Manufactured Loose Goods sales analysis shows Loose goods content of sale and consumption of Manufactured goods - Grouped and sortable by Shape, Color, Clarity, SKU, Customer and Vendor. Exportable to Excel for further analysis
Manufacturing Outwork sales analysis shows Outwork content of sale and consumption of Manufactured goods - Grouped and sortable by Shape, LineID and Vendor
Manufacturing Component sales analysis shows Outwork content and percentages of Loose Goods, Finished Goods, Outwork and Metal of Manufactured goods - Grouped and sortable by Shape, LineID and Vendor
Customer Invoices, showing multiple terms, if any
Customer Memos
Customer Memo listing lists memos, cost of memo within filters set by the user
Customer Memo Aged report lists open memos aged according to memo date, and grouped by either Customer or Customer within Sales Rep
Customer Aged Invoices lists open invoices, by summary or detail, and grouped by Customer or Customer within invoice. The report can be aged on Transaction date or Due date
Customer Statements shows all open invoices per customer, and can be aged on Transaction date or Due date
Customer Cash and Credit Apply History Report lists cash received and applied to invoices, and can be filtered by Customer, PaymentID, InvoiceID, Transaction Source and GL BatchID
Sales Commissions between dates, and subject to Salesrep filters, are calculated and printable in this section
