Universal Client Sales Manager Pro

Universal Client Sales Manager? Pro is the perfect system for the independent business owner in need of a simple, integrated sales and client information management system. It offers easy to understand modules that can be invoked by the simple click of a button to perform daily business activities such as client information management, scheduling of appointments and follow-ups, creation of sales or service orders, invoices, estimates, sale accounting, client statements, detailed reports, and many other tracking functions. It also supports international currencies for display of sales and financial information. Universal Client Sales Manager? Pro will manage all of your client?s demographic information for easy reference, including names, billing and shipping addresses, contact detail, date of birth, gender, marital status, social security and EIN numbers. Part and Service details can be stored for easy reference when creating a sales order. The parts and service database includes fields for part numbering, description, size, unit price, unit of measure, and sales tax association. For convenience, a supplier can be associated with the part. Sales orders are created by selecting desired parts or services from the parts/service database, and entering charges, a salesperson and a sales date. The sales entries are uniquely numbered and tracked. Sales invoices are created for billing purposes and can include the client?s purchase order and job number references for detailed tracking. Point of Sales, which require no invoicing, are another sales method. Sales estimates can also be created and readily converted to sale invoices. Returned goods can be credited and refunds are automatically calculated. Sales payments are applied against their respective sales record, with payment details being captured for easy reference and reporting. Sales details are tracked by salespersons, part / service number, clients, or date range. Client account receivable reports are readily available to manage your business. Client statements are generated to alert clients of their unpaid balances. Universal Client Sales Manager? Pro will use the Scheduler module to create and track appointments with clients by employee, date and time. Schedules are printed to assist in planning and managing an employee?s activities. Work orders can easily be generated from the scheduler and a follow-up planner is available to provide reminders to increase the level of customer service and reduce the stress of tracking multiple tasks. In the Client Complaints module, complaints can be logged and any corrective actions recorded. If managing a product complaints program, logged complaints are tracked by a unique identifying number and are tagged with an open or closed status to assist in tracking and follow-up. In the Client Communication Log module, client communications, including complaints, can be archived and retrieved. Easy assess to an electronic diary allows communications to be recorded by client, employee, date and communication notes. External digital documents such as Word® and Excel® documents, scanned files and pictures, can be linked to the client record for immediate access. These document links allow for easy retrieval and display of files that are saved on your computer. Since Universal Client Sales Manager? Pro is a database system, all the information and data are accessible and available for reports. Reports include client, employee, part/service, and supplier database listings, a variety of sales and payment history reports, accountant?s report, accounts receivables, client complaints, communication log, and returns reports. All reports can be exported into Microsoft® Excel® spreadsheet files. System administration allows for the creation and maintenance of part / service data, employee, business location, supplier, and company organization information. Customization and backup and restore options are also included.