Customer Tracking Specs

Customer Master

  • 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