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Profile Systems Design Group, Inc.

 

 

 

 

 

 

 

TransActPOS Accounts Receivable

TransActPOS Accounts Receivable provides a comprehensive interface for managing all aspects of the customer account. 

  • Customer authorized list with pictures from web cam

  • Ship To addresses

  • Customer C.O.D., Finance Company and Account Charge options

  • Reversal of payments and credits to correct mistakes

  • Customer finance charge and statement printing to plain paper laser forms

  • Modifiable statement forms

  • Available statement types: Open Invoice, Balance Forward, Detailed Balance Forward, and Collated Balance Forward statements with invoice details options

  • Delivery ticket document scanning module available to attach delivery ticket to the customer's invoice.

  • Print of customer's electronically signed invoice is included in a report format during the printing of Collated Balance Forward statements.

  • Option to include invoice details at the customer level when printing statements

  • Customer high balance amount and date

  • Individual customer pricing based upon class/department/item: retail discount, replacement average cost plus %, last cost plus %, replacement cost plus % or absolute cost %, retail, column A, column B, column C, Cost, or replacement cost

  • Alternate Item IDs for assigned SKUs allows customers to indicate their part number when they would like to reference when they purchase specific items from your store. User frequently in a storage bin fulfillment agreement along with the TransActPOS Sales Orders module

  • Individual customer and system level reporting

  • Email communication with Microsoft Outlook (not Microsoft Outlook Express)

  • Complete integration with the TransActPOS Rental, TransActPOS Service and TransActPOS Document Scanning modules