Description

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Customer Accounts is a module of The StoreMaster System,

providing enhanced file maintenance of the Customer Data

Base, including Customer Data, Customer Ledger, Special

Prices, Bad Checks, Statements, Customer Reports, Form

Letters, Mailing Labels, and Mail-merge capability.





Requirements

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Use of the CA Module requires the System Manager module as a

minimum requirement.





File Maintenance

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Customer Data

look up by NAME, ID CODE, PHONE

add, copy, edit, delete

set special prices for selected items

add, delete, review, print NOTES - use for

contacts, etc.



Bad Checks Data

enter checking account number, check #, amount, fee

at Point of Sale, use of check can be set to require

checking account number: this file is checked and if a

bad check is found, manager is notified



Customer Ledger

ledger entries posted from Point of Sale can be

reviewed and edited if necessary

manual entries can be made



Finance Charges

user-definable finance charges can be posted for

customers with delinquent statements



End of Month

Archive and clean up Ledger; Includes either removal

of paid-off invoices or all old invoices and addition of

Balance Forward entries







Reports

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Customer Reports

Ledger Entries

Account Status

Aging Report

User-Defined Reports



Customer Form Letters

Sample Forms supplied

Simple text editor for writing form letters

Select form, auto-merge to printer or disk



Customer Mailmerge

select Word Processor file output for Word Perfect or

Microsoft Word

select customer data file fields to output

set filter on customer data to include



Customer Mailing labels

pre-defined mailing label forms

user-definable forms

set filter on customer data 

output to printer or disk file





Statements

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All Customers

prints statement for all customers

Optionally print only customers with non-zero balance



Selected Customers

prints statement for only customers you select



Edit Custom Statement Form

for customer statements, users can define data to be

included on customized forms of any type, including

location and content of ledger entries, totals, etc.



Date for Statements

Enter date to be printed on statements



Choose Statement Form

select standard pre-defined form or any custom form

user has defined



Ledger Type

Select Aged or Balance Forward



Return Address

Enter your store's address for statements



Message Lines

Add up to five lines of messages on statement

For example, seasonal greetings or upcoming sales





Utilities

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Edit User-Defined Edit Screens

for customer data file maintenance, user can design a

customized edit screen containing specific data needed

for various applications, including text, editable

fields, and information-only fields; customized edit

screens are selectable in file maintenance function



Purge Customers, Purge Ledger 

during file maintenance, entries that are deleted are

not actually removed from the data files, but are

flagged for deletion; this function removes such

entries permanently



Copy Customers, Ledger Entries to ASCII

data from customer data file and ledger file can be

copied to an ASCII file for entry into other

applications



Set Function Access

user is selected, and each function in this module

can be set to allow or deny access; for example, you may

wish to allow a particular person to print statements, but

not to be able to access any other function in Customer

Accounts.