RETAIL Sage Features

 

The RETAIL Sage lets you:

 

Features: (“system” refers to the RETAIL Sage)

Customer features:

§         store customer information including name, address, home/work phone numbers, email address

§         store notes for each customer (with option to display notes on customer information screen)

§         set up and monitor appointments with or without customer association

§         track customer communication through last date contacted and next contact date fields

§         automatically track customers through the purchase process

§         find customers by searching any combination of data for one field on the customer information screen

§         find customers through any combination of information stored in the system on the Find Customer screen

§         find customers through a keyword search of Notes and Tickets

§         simultaneously track customer activities and perform new search

§         automatically fill in e-mail addresses/subjects/bodies for a customer or customer groups in the default windows e-mail program (Microsoft Outlook/Outlook Express/etc.)

§         automatically fill customer information into Microsoft Word mail merge documents

§         automatically create customer notes when creating emails and form letters

§         monthly calendar interface for setting up and reviewing appointments

§         printout daily appointment schedule

§         user selectable report generator lets you create customer information reports with/without notes, appointments, or tickets that are output to Microsoft Notepad, Word, or Excel (you can select which customer information is output and also the order that the information is arranged in for all reports)

§         dial any telephone number on the screen (requires a modem)

§         see appointments as they come due in pop-up windows

 

Retail features:

§         store customer ticket information including dates, parts, labor, payment method and comments

§         store unlimited parts and labor for each ticket

§         select parts and labor from inventory or by category/manufacturer/model

§         find customers by searching any combination of ticket data

§         user selectable sales report generator lets you create sales based reports for any period of time including customer, ticket, parts, and labor information (you can select which customer information is output and also the order that the information is arranged in for all reports) (outputs to Microsoft Notepad, Word, or Excel)

§         store parts inventory information including category, manufacturer, model, description, wholesale/retail cost, shipping fees and dates part was sellable

§         store labor services information including category, subcategory, description, wholesale/retail cost

§         track employee hours with an employee timesheet entry and report system

 

System features:

§         password protect the system with general passwords (different passwords to control employee access to system functions), or employee specific passwords

§         backup entire database to one 1.44 MB floppy disk (requires optional WinZip 8.0 or later Compression Program)

§         automatically backup database daily/weekly

§         run utilities that include full database cleanup and management

§         optional Palm and Pocket PC Synchronization