Overview

Customer Relationship Management
• Quick and easy input of new customers
• Fast recall of existing customers
• Repeat customers easily identified
• Discounts easily applied
• Quickly input customer details by scanning their driver's licence
• Suburbs/Locality lookups to speed postcode entry and improve data capture quality.
• New Suburbs or localities can be quickly added when inputting Customer details.

Inventory Management
• Easy tracking of stock on hand.
• Import price updates.
• Parts cross referencing for alternate parts.

Flexibility
• Multi company setup available
• Training company available – staff learn to use the program with actual customer database
• Multi User – security levels for different user groups
• Company branding available on screens and invoices.
• Menu background picture can be changed to Company logo.

Servicing Management
• Full monitoring of in-house servicing of customer equipment
• Allows allocation of technician to the job
• Full job status monitoring
• Easy customer invoice creation
• Email invoices and job sheets to customers or technicians

Accounts Management
• Accounts receivable module available for non COD customers
• Customer deposit handling
• Configurable discounts – can provide special discounts for different sources
• Customisable invoices for terms and conditions
• Export sales and purchases to MYOB. Multi company MYOB export supported.
• MYOB ODBC Direct provided free of charge.

Orders Management
• Track and manage stock orders

Spare Parts Sales
• Quick and easy parts sales
• Look up alternate parts
• Create sales quotes
• Email invoices
• Process repairs and warranty claims.

Report Management
• Easy access to all reports
• Preview of all reports to screen available
• Archiving of EOD/EOM reports for later use
• Daily and monthly transaction reporting
• Stamp Duty and GST reporting
• Customer reporting
• Sales reporting
• Audit reporting
• Discounts reporting

Data Management
• Easy back up system to all media types
• Backup live – avoids needs of staff having to log out of the program
• Customer data import and export