Sales Tracking

Include sales tracking into your customer database with this add-on. Generate invoices, run targeted campaigns based on customer buying patterns, identify lost customers or those at risk of being lost.

• Instant access to customer sales history
• Tailor sales records for your business
• Generate invoices and other sales documents
• Integration with accounting and other systems
• Select customers by their sales patterns
• Analyse your sales performance

This add-on is available in 2 versions: B2C version works when your customers are people, B2B version tracks sales to organisations or contacts within those organisation

Instant Access to Customer Sales History

• Sales History is displayed and can be easily modified in the customer screen
• Record sales using the New Sale function
• Doube-click on a sales record to see full details, print invoices and other documents

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Tailor Sales Records for Your Business

• Add extra fields, such as type, model #, colour, format, size etc of the articles purchased
• The screens will be adjusted automatically when you "Apply the Changes"

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Generate Invoices and Other Sales Documents

• Create customised invoices and other sales documents, such as packing slips, job orders, notices etc with MS Word
• Calculate value-added taxes (VAT, GST, sales tax) on the invoices
• Print, fax or email invoices* and other documents

 * At present invoices that include any calcuations, such as tax, can only be printed

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Integration with Accounting and Other Systems

• Avoid double entry of data
• Use SCD as the master database and export the data into your accounting program, or use your accounting program as the master database and load sales into SCD
• Import function loads the sales data from delimited text files and automatically matches sales to the contact or company records from your database or adds new records.
• Export function outputs customer and sales details into a tab-delimited file
• Pre-defined field mappings available for MYOB

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Select Customers by Their Sales Patterns

• Run loyalty programs, targeted special promotions, upsell and cross-sell
• Understand who of your customers have left or whom you may be losing
• Select customers by the product they purchased, purchase date range, the amount they spent
• Also select customers by the products they did not purchase, those who have not purchased for

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Analyse your sales performance

• Monitor your sales staff performance in dollar terms and closure rates
• Know the best and worst selling products
• Know your most valuable customers

Add Sales Tracking add-on B2C version to my system

Add Sales Tracking add-on B2B version to my system
(requires add-on "Organisational structure")