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Customers
- Adding/Editing on the fly
Add new customers on the fly. When creating an invoice for a new customer,
you can click on the new customer button to create the customer right
then and there. This is great for warranty purposes or just to increase
your mailing list.
Normally, you'll be searching for an existing customer. To do this,
just start typing the customer name and it should appear. If you have
several customers starting with the same letters, you can click on
the find customer button to search for a customer using the customer
search screen as used in all other areas of the program.
In addition,
you can edit the existing customer if you need to update the address
or phone number, etc., or be able to view their purchase history to
help with the current sale. For example, if they want to buy a vacuum
cleaner bag and you need to know which model they purchased, you can
easily access this history.
Notable Features:
• With the appropriate level of security, the user can view your
cost and profit margin before applying a discount
• Tendering
with a foreign currency is supported
• Optional interface
to credit card verification software
• Track service technician
time spent versus time billed and print productivity reports
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Send invoices directly to customers via e-mail or fax
• Send
special orders directly to the purchase order module so they will
not be forgotten
Estimates
GCS allows you to enter estimates using the customer and inventory
items on file. Estimates will have no effect on the inventory on-hand,
customer balances or the profit and loss statement. However, when
the customer decides to make the purchase, you can convert the estimate
into an invoice or work order without having to reenter all the data.
Work
Orders and Pick Lists
If you are in the service business, you can create work orders while
the work is in progress. As the work is completed, the work orders
are updated so when the customer arrives, it is simply converted into
an invoice, without reentering the data. Similarly, you can enter
large customer orders and print a pick slip sorted by location. When
the order is ready to go, just convert the work order into an invoice.
You can accept deposits on work orders, and the system will show the
correct balance due when the customer returns to pay. As work orders
are entered, the inventory values are immediately updated, however,
the customer balance and ledger values remain unchanged until the
work order is finally invoiced. |
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RMA
(Return Merchandise Authorization)
GCS includes great support for RMA, both those being returned to
you from your customers and those going from you to your supplier.
The RMAs are tracked and reported until they are completely dealt
with.
Ship Partial Orders
It is very important that whenever inventory leaves the store in
a customer’s possession that an invoice be created, either
cash or on account. GCS supports tagging and moving the shipped
item from a work order, onto a final invoice when you need to make
partial deliveries.
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