Sales Tracking
Home Up Contact Manager Bid Generator Sales Tracking Program Linker Membership Mgmt

 

The Sales Tracking modules can be used to perform sales to customers, create invoices, generate monthly statements, and run accounting reports. Users can create a sale by selecting items from pull-down lists that have predefined prices. Totals are computed and the invoices created. 

The modules provide a way to keep track of all previous sales, invoices, and payments for a customer. Monthly statements can be run for accounts with outstanding balances. Accounting reports allow integration with accounting packages like QuickBooks.

The Sales Tracking modules can be combined with the Bid Generator, Contact Manager, and other  modules. Mechanisms for importing and exporting records as files for other applications are available.

Examples of available applications that have used the Sales Tracking  include Tour Operator databases, Pet Clinic databases, Chamber of Commerce databases, and financial information providers.

 

Key Benefits

Predefined sales items or procedures
Accounting Reports for any date range
Aging and finance charges on statements