Capture Customer Data Critical to Your Sales & Marketing Activities

Ways our customer management features can improve your business

Multi-location Customer View from Front Register

MicroBiz features a front register that tells you everything that you need to provide excellent customer service.  In addition to contact information, the front register customer summary displays the customer pricing group, issuance and redemption of gift cards purchased by the customer, store credits linked to the customer, outstanding special orders and status of the default credit account.

Customer-based Pricing

You have the ability to assign customers to a pricing group, making the customer eligible for special customer-based pricing and discounts. Prices are adjusted automatically at the register when a customer record with a special pricing group is attached.  Customer tax groups allow you to maintain different tax settings for different customers (such as non-profits or resellers).

Front Register Customer Sales History

Improve customer service by quickly and easily looking up customer sales history right from the register. The item view allows you to quickly ‘resell’ the item or offer suggestions for complimentary products.  The receipt view allows you to view historical transactions which can be recalled with one touch.  And, the order view shows open work orders, special orders and orders in progress.

Multiple Shipping/Billing Addresses

You can maintain multiple addresses for a customer – for shipping and billing purposes. You can add up to five shipping addresses and change the default address at any time.

Credit Accounts/Accounts Receivable

Offer and manage credit accounts to customers, including defining authorized users, setting credit limits and payment terms and the display of current balance and available credit. Credit account records display all charges to the account, payments on balances and authorized user activity.

Extensive Customer Data

 MicroBiz customer records include numerous fields and settings to allow you to better manage CRM and marketing activities.

• Email address
• Bill and ship address
• Phone
• Birth date
• Customer type
• Tax status
• Receipt preference
• Marketing subscription status