Customer Information and history is a high priority with Windward System Five HardwarePOS. In the Lumber and Building Supply Industry, businesses typically have two types of customers - retail and contractors. Whatever type of customer you are serving, HardwarePOS will help you to keep track of a customer's name, address and phone number, e-mail address, web addresses, tax codes, price schedules, contact names, warning comments, appointments, lookup words, vehicles, and other bits of important information in the customer file.
Searching is a Breeze
Trouble locating a customers file? Windward lets you find the customer by any one of their phone numbers including fax number or the phone number of one of the contact names. This makes for an easy alternate search method.
You can also search by account number, city, address, postal/zip code, or the first or last name of any of your contact names. Windward can be customized for your business.
Mailing Lists
Windward produces mailing lists based on complex information. For example, you can send Christmas cards to all customers that spent more that $500 in the last 12 months or send discount coupons to all customers that purchased certain types of items in the last 4 months.
Customer Comments
These comments have several uses, such as keeping track of sales leads and prospects, customers looking for certain goods, or collection calls. By entering a comment into the system, that information can be shared with others in the business so that everyone will know the correct status of the customer.
E-mail and Web Addresses
Many businesses now have e-mail addresses and web pages, so we can track that on the customer's front page without having to hide the data inside a comment.
Detailed Customer History
Windward HardwarePOS lets you add an unlimited number of comments for each customer, sorted by date entered. In addition, these comments can be set as appointments and tied to the appointment scheduler so that you will not miss any appointments. Each comment/appointment can include the date of entry, clerk number, appointment date, start time, end time, contact name, subject matter and up to 200 lines of detailed information.
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Purchase History
The Purchase History brings up a list of all items purchased complete with a reference to the date of purchase, invoice number and amount paid. This helps you to quickly search for a specific part the customer purchased instead of having to review each invoice separately.
Payment History
It's easy to view a list of your customer's payments. You can either view individual invoices to see the amounts paid on each or you can review the list of all the payments. This is beneficial especially when a customer pays several invoices with one payment.
Customers Salesperson
If your salespeople own the customers and get a commission on each sale regardless of which clerk rang the sale through the till, we can handle it. Windward System Five will even let you print a detailed salesperson's customer list that they can take with them on the road when making sales calls.
Warning Comments - Automatic Up-Selling
You can attach a warning comment to a customer up to 200 lines long. Whenever you start an invoice or edit that customer record, the warning comment will pop up in a big red box. It can be used to remind you to not accept customer checks, give special shipping instructions, or to call the cops. The warning comment does not have be negative either. It could remind the staff that the customer prefers and will pay for the high quality items or other customer preferences.
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