The customer file holds a variety of information about your customers. Enter as little or as much information as you need.
Below each customer is a history of his or her orders, sales and Accounts Receivable. You can view a dollar amount of what they have spent at your store, how many frequent buyer points they have (if you have enabled that module of BookManager), and any other notes that you or other staff members may have left on their account.
Accounts Receivable
Access the A/R for each customer is as easy as pressing one key. From this area you can print/email statements, create reports of outstanding A/R customers, and manage anything else pertaining to their accounts. From the A/R, you can also reconcile payments and invoices. Everything you need to accurately handle receivables is provided.
Filtered Customer Lists
The customer file has a Filter system that holds any number of lists that can be tailored to extract selected customers. Perhaps you only want a list of customers in a certain province. Maybe you want a list of just your best customers, or only those who purchased a certain novel in the past six months. With BookManager, you can create exactly the list you need.
Filtered lists can also be used to generate mailing labels and phone lists. One of our favourite features in our own store (Mosaic Books) is creating an email list which we can use in our mass-mailer email program to let our customers know about upcoming events or sales. The filters for each customised list are saved so that it will only take a moment to update the list whenever you need it.
Frequent Buyer Plan
Today, independent booksellers need to offer extra customer incentives to survive in an increasingly competitive marketplace. BookManager provides a customisable Frequent Buyer Plan to help you give something back to your customers. Essentially, it works as a points system that provides in-store credit once a specified points threshold is reached. No card is required; instead points are linked to their customer records, preventing a lost card from leading to a disappointed customer.
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