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Intro to SCR

SCR FAQs

General Overview

System Requirements

Development History

Point of Sale

Sales Reports

System Manager

Inventory Control

Customer Accounts

Purchase Order

Time and Attendance

Appointments & Todo's

General Ledger Interface

Utilities

Standard Disclaimer

Downloads

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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.