bizSalesQuery

Scenario:  Your customer calls you and wants to purchase items from you. You would like to know what you sold them in the past in order to be more helpful, but your accounting system doesn't have a screen where you can easily access that information so you either, put them on hold to get the information in your files or through very elaborate reports from your accounting system, or just blindly quote prices and get her order. You missed a perfect opportunity to offer more items and with very consistent pricing.

Enter bizSalesQuery, this is a program that works directly with your accounting system. It performs a very important function missing from Peachtree® and Quickbooks®. It instantly shows you every item sold as well as every invoice sold to a particular customer.  Your accounting system offers a very time consuming process to obtain this information where you have to go to history reports, double click on invoices, etc. With bizSalesQuery, you have the information right at your fingertips.

Features of bizSalesQuery:

• A very easy process for daily updates from your accounting system.

• A Sales Query screen with item detail, invoice detail and internal comments on each customer.                     

• A filter function to see only certain items sold to this customer to determine historic price trends.

• Very easy customer look up functionality.

• The system is portable!, so you can take the latest update in your laptop when visiting customers.

• Added features not found in your accounting system:  A sales commissions report (including sales brackets and percentages). An inventory reorder report (based on actual movement, vendor lead times and daily stock levels).

Benefits of bizSalesQuery:

• The information is available right when you have the customer in front of you or on the phone.

• Dramatically increase customer service.

• Instantly know items and pricing sold to each customer in the past.

• Instantly look at all the customer history, including invoices with their detail.

• Have a way to very easily and instantly pull notes and comments on each customer.

• Be able to have a price history on each item sold to a particular customer in order to keep consistency.

• Save time calculating sales commissions.

• Optimize your inventory purchases in order to minimize your inventory carrying costs.

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