Let's look at some other interesting options, for example, you can:
Search for a customer or click on the option View >
Customers
and select it to view its record. This includes the
number of sales, the amount billed, the last sale, and much more information.
Additionally, you can view and edit all their information and contact them directly by clicking on the email, phone, or WhatsApp.
Interactive billing statistics by business area
Customer record to quickly view and edit information
In the side menu, you will see additional information related to that customer.
When you check the Income Statement, you will see all the incomes and expenses.
Financial balance report
You have specific reports to view income, expenses, pending invoices, and more.
You can find out which CUSTOMERS ARE THE MOST FREQUENT AND PROFITABLE and
how long it's been
since they last visited your business, using the
Profitable customers report
.
Profitable customers report
You can also check the profitability of a product by consulting the report of:
Profitable products
and Sales of products and services
Profitable products report
You can obtain valuable information about your Stock (units of available products) and the stock valuation (If you have 10 units of a product that you bought for $3 each, you have spent $30 to buy that product and if the selling price is $6, when you sell that product you will get $60.
They are available in the Reports option > Stock >
Product stock
and Stock valuation
Product stock report
Stock valuation report
You will also find specific reports on returns, prices (selling, discounted purchase), and much more.
Before adding a new reservation, entry, or making a sale, if that customer has UNPAID INVOICES, the software will alert you and you will see the details of the invoices and the amount.
If the customer often cancels or does not show up for reservations/appointments, the software will also alert you.
Unpaid invoices alert
When there are pending orders to receive, products close to expiration, or products with low stock, it will also show you an alert.