inquiry file is the central information center of EZZ.
Customer service and salespeople can drill down into accounts and
give accurate real time information to your customers and document
the conversation within critical areas. Access all vital business
information from one screen for any given customer. Critical
information is one keystroke away no need to jump from one
module to another.
- Customer Lookup
in any required field may be accomplished by user definable unique
code you have assigned. Using either alpha, numeric or a
combination of either. EZZ also allows for a lookup by zip code,
phone number, SIC, ASI or Impact number.
- Up to four
user-defined Group codes may be used to track information such
as High-volume Items, Method of Ordering, Lead Source, etc.
- Displays name,
two-line address, city, state and 10-character zip code field
and a separate ship to address field.
phone/ext. and fax numbers for quick reference for real time
faxing from the system not a 3rd party package.
- Allows for main
contact name, A/R and unlimited additional contacts.
- Displays the
salesperson assigned to the account with optional override
during order entry or order maintenance up to 3 split
- The customer
inquiry screen displays a 5 year history of A/R yearly
totals. Never purge history.
customer start up date. Use template letters and tag to the
customer's correspondence file, such as thank you letters and
track and document collection letters.
- The last sale
date is clearly visible. Re-order reminder feature may be turned
on and can be printed on plain paper to customers
automatically. If the customer purchased in the interim time
period the system will detect this and not include that customer
for an automatic reminder letter.
- Displays the
average payment record, high balance, last payment, days paid
YTD and LYR.
- View current YTD
Sales, Open orders and Totals. Displays Price, Cost, G/P and GPM.
- List user
definable credit code and dollar amounts.
- Customer type
code is user definable and may be used in running reports by
industry type code for sales purposes.
updates high credit status.
- Employee Awards
Management System provides everything required to track &
manage any Point or Time-based program for your clients.
available tax code entries for counties, city and state. PST/GST
for Canadian companies.
- Checks A/R
balance and automatically indicates credit status at order
- Ability to
execute real time credit card transactions.
- EDI information
may be set up for a customer.
- Transact 24hr.
Automated customer service.
Internationally with our additional NAFTA Module.
- Set reorder
reminders and royalty codes.
- Ability to auto
fax invoices and statements.
- Record Tax
- Set PO
requirements for order entry by customer.
- Ability to use
French Verbiage on invoices.
- Easily purge
- No need
to Re-index the files at all.
- The average
payment record is always displayed.
- Real time
display of current and past sales information with cost and GP
dollar amounts. Percentages are also displayed with year to date
and previous 5 year dollar history display all on one
- Use the
unlimited multi contact feature for labels and letters.
e-mail address's are easily tracked.
Reports and letters
Comparison Report displays by month the number of orders, sales
dollars, gross profit in dollars and the percent of GPM for a
three year period.
- Customer list by
sales volume, by customer name with YTD net sales dollar total.
Gives a percentage of all sales and displays the total number of
customers within each group code.
- Customer master
listing report displays each customer's address, phone/fax,
contact name, A/R account, terms code, remit code, finance
charge selection, order reminder selection and much more.
- First order
thank you letters and collection letters may be set up as
templates for easy access.
- Customer list by
sales volume displays total percent by customer group code,
state, salesman and type plus sales base giving a total dollar
comparison report displays by month the order totals along with
dollar value of sales, gross profit and GPM percent.