| Comprehesive Customer records: billing/delivery addresses, email, phone contact etc | GEM Retail |
GEM Business |
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| Store and view billing information |  |
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| Store and view shipping information | |
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| Set Address format for international customers (i.e. UK, US etc) | |
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| Define multiple shipping addresses for each customer | |
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| Store and view email address, phone, fax | |
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| Store and view birthday | |
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| Store and view drivers license number | |
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| Store and view title/occupation | |
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| Configure payment terms, settlement discounts & finance plans | |||
| Set Payment terms & finance charges | |
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| Supports Settlement discounts | |
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| Manage orders & deposits | |||
| Manage customer deposits | |
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| Manage pending transactions from customer centre | |
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| Limit customer purchases | |
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| Additional 6 user-definable fields | GEM Retail |
GEM Business |
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| User definable fields (up to 6) for extra detail & search/filtering | |
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| Use Customer Categories to group, manage & set defauts | |||
| Manage & set defaults for customer groups | |
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| Store and view type of buyer | |
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| Store and view sales territory (for salesperson commission and reporting) | |
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| Fast & sophisticated search, filter & export options | |||
| Search for customers by account number, lookup code, name, address, postcode, phone no. | |
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| Fast partial match searching & lookups | |
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| Apply advanced custom built filters to customer list eg view customers by account manager | |
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| Export Filtered lookup lists to Excel, CSV, PDF, HTML | |
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| Print Filtered lookup lists to address labels (marketing or Christmas cards) | |
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| Manage, track & control Credit limits, AR & statements | |||
| Manage, track & control Credit limits | |
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| Accounts Receivable Ageing & statement printing | |
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| Accounts Receivable payment control | |
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| Accounts Receivable reporting | |
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| Configure & assign multiple frequent buyer/loyalty programs | GEM Retail |
GEM Business |
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| Configure & assign multiple frequent buyer/loyalty programs |  |
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| Opt-in email marketing, advanced filtering/searching for marketing campaigns | |||
| Automatically create a mailing list based on a selection on any combination of elements in the database (sales history, vendor, last visit, birthday, etc) | |
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| Review sales history & items purchased history for marketing or product recalls | |
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| Create auto-response email marketing campaigns | |
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| Print customer labels | |
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| Assign unique contract pricing for each customer (module required) | |||
| Assign unique contract pricing for each customer | |
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| Assign sales tax schedules (local, EU, International) | |||
| Assign sales tax schedules (local, EU, International) | |
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| Provide a call history & contact log for each customer | |||
| Provide a call history & contact log for each customer | |
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Key:
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Standard Feature Included |
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Feature not Included | ||
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Service Module feature |  |
Quotes Module feature | |
Contract Pricing Module feature |
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Consignment Module feature |  |
Multi-Site Module feature |