CUSTOMER/ MEMBERS MODULES

Member/Customer Information System

  1. Members Personal information Report (Report Generation Both Pre format and Excel)
  2. Members Basic Information with picture
  3. Profession wise Member List
  4. Other individual club wise DCL Member List
  5. Area wise Member List
  6. Location wise Member List
  7. Category wise Member List
  8. Member Ledger wise Details both Member Ledger and Accounts

 

More Integrated Modules Details

Particulars

 

1

Member’s Details Information

 

1.       Member’s Details with Individual Credit Limit ,

2.       Spouse Details  with Picture & Specimen,

3.       Children & Others Information with Picture & Specimen

4.        Others Club Information,

5.       Professional Information,

6.       Reference Details,

7.       Nominee Details with Credit Limit Allocation

8.       Eligible Voter List (Considering Member Category)

9.       Provisional Voter List

10.   Final Voter List (With Picture)

 

2

 Member Ledger

 

1.       Member Ledger (Individual, Category wise, All)

2.       Member Balance (Individual, Category wise, All, Credit Limit wise)

3.       Member Statement (Daily, Weekly, Monthly, Periodically)

4.       Monthly Due List

5.       Reminder List and Individual Letter

6.       Posting List and Letter (Individual)

7.       Over Limit Member List

8.       MIS System

9.       Member’s Dynamic Reporting Tools

 

3

Membership Category and Credit Limit

 

1.       Associate Member

2.       Associate Use Club Member

3.       Corporate Member

4.       Diplomat Member

5.       Donor Member

6.       Foreign National Member

7.       Honorary Member

8.       Life Member

9.       Permanent Member

10.   Senior Member

11.   Special Member

12.   Special member

13.   Use Club Member

 

4

Affiliated Club Members Details with Sales Details

 

·         Only Cash Sales Allow

·         Limited Department Access Permission

 

5

Guest Information with Sales Details

 

 

·         Only Cash Sales Allow

·         Limited Department Access Permission

·         Without Member Reference Guest Cannot Access Club

 

6

Inventory Management System

 

1.       Different Types of Requisitions

2.       Internal Requisition with Last Received History

3.       Purchase Requisition with Last Purchase History

4.       Purchase Request (Approval from Office after Purchase Requisition)

5.       Purchase Order (After Purchase Request)

6.       Purchase Order wise Product Receive

7.       Bill Receive

8.       Product Delivery/Issue

9.       Damage & Loss Entry

 

7

FIFO Base Cost Price Control System

 

·         First in First Out Method (FIFO) Base Product Movement & Costing

·         Receive Challan and Date wise Every Product Cost Price Tracking

·         Actual Cost Price Maintain at any duration

 

8

Circular Base Retails Price Change System

 

·         Price Change Circular Entry

·         Effective Date

·         Circular Report with Previous Price, Changed Price and Changed Price with Percentage

 

9

Warehouse Management System

 
  1. Warehouse Inventory
    1. Central Store
    2. Mess Store
    3. Bar Store
    4. Lounge Store
  2. Sub-warehouse Inventory
    1. Food and Beverage
    2. Bakery Store
  3. Department or Counter wise Inventory
 

10

Integrated Central Accounts

 

1.       Auto Journal with

a.      Product Receive

b.      Supplier Return

c.       Damage & Loss Entry

d.      Product Delivery/Issue

e.       Delivery Return

f.        Any kind of Sales

g.       Bill Receive

2.       Journal by Accounts

a.      Cash Receive

b.      Cash Payment

c.       Bank Receive

d.      Bank Payment

e.       Contra

f.        Journal

3.       Ledger

a.      Supplier

b.      Member

c.       Departmental Ledger

d.      Chart of Accounts wise any A/C Head wise Ledger

4.       Cash Book

5.       Bank Book

6.       Trial Balance

7.       Income & Expenditure Statement

8.       Receivable Accounts

9.       Payable Accounts

10.   Balance Sheet

11.   Balance Sheet Notes Details

 

 

11

Point of Sales (POS)

 

Dimension: Any type of shop, Life Style, Bar, Restaurant, Card Room, Hotel, Bakery Production, Library, Hall Booking, Cineplex, etc

Any Duration, Department, Member, Employee wise

a.       Invoice Details Report

b.      Invoice wise summary Report

c.       Mode of Payment wise Details and Summary Report

d.      Cash and Credit wise Invoice Details Report

e.      Date wise Sales Summary Report

f.        Product wise Sales Report

g.       Selected Product wise Sales Report

h.      Group wise Sales Report

i.         Employee wise Sales Report

j.        Department wise Sales Report with Graphical Presentation

k.       Member Access Report

 

 

 


Customer/Member Management

 De-Soft’s Customer/Member Transaction History database provides instant access for the sales, all types of bill information  and others related information. This module is useful for simple customer/member inquiries, and for developing direct SMS or mail promotions based on your customers’ demographics and items purchased.

This module is directly interfaced to Point of Sale transaction entry, Order Processing, Inventory, Accounts and Customer Service.

 

 Features

 

  • Complete customer/member demographics: Name, address, telephone number, e-mail address, cell phone number and also family  information
  • Customer/Member category
  • Expiry alert
  • Due Payment alert
  • Quick access by telephone number or name
  • Permanent notes for events such as birthdays, anniversaries, etc and wishes by SMS
  • Automatically interfaced to Point of Sale
  • Serial and transaction number retrieval
  • Item purchased, date purchased, amount, salesperson, store location, warranty expiration
  • Changes can be made at Point of Sale
  • New Item or Product lunching or all types of communication through Mobile SMS
  • Call Monitoring System
  • Sales or Point monitoring System

More than 10 types of query wise customer or member shoring and communicate with them by mobile SMS or Letter or Email

Last modified on Tuesday, 17 September 2019 09:11
Super User

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