CES Accounts Module

Take care of the everyday details

The CES Accounts module makes setting up and managing customer accounts easy. Automation of everyday tasks and quick and easy navigation ensure that you always have accurate account information, whenever you need it.

Take care of your customers

Successful businesses have the knack of treating every customer as if they were unique. Easy to access and configure, CES Accounts gives you the flexibility to offer those personal touches that keep customers coming back, including support of swipe cards and loyalty points.

Moving forward

The software’s comprehensive reporting system not only allows you to review past information, it also enables you to project forward to see how business decisions taken now, will affect performance in the future.

Take care of your cash flow

By setting predetermined credit amounts for different accounts, you can ensure customers remain within agreed limits, and you remain in the black. And where credit has been extended, you can remain on top of your debtors by setting predetermined payment periods. The comprehensive reporting system enables you to project forward and see how these limits will affect the balance of your books before applying them.

Take care of the bottom line

You’re in business to make a profit. Timing is all-important and information is key. CES Accounts module gives you the flexibility to make the most of every opportunity when it presents itself, laying out all the information you need to make the right decision at the right time.

At a glance:

• Create and edit accounts quickly using automated grid functionality*
• Pre-define how you want addresses and other information to be captured
• Daybook totals show the activity for an account within a particular trading day
• EOD and current financial reports ensure accurate cashing up and banking at the end of
  the day
• Maintain precise account history and reprint old POS receipts or back office invoices,
  whenever you need them
• Customise your discounts to specific customers, based on accurate information
  about their buying habits
• Comments, notes and reminders can be entered onto any account
• Tighten account security by adding a security question or a picture
• Customer recognition via swipe card, name or account number
• Set up predetermined, automated credit terms
• Send out automatically generated reminder statements
• Full analysis of customer sales and current credit situation
• Accepts advance payments and deposits, guaranteeing future business
• Provides full analysis of customer payment habits
• Enables price level offset and the ability to potentially limit the products this may apply to
• Stop the account surpassing its limit, or simply warn the operator — with manual override
  available
• Enables customers to part-pay their accounts
• Facilitates auditing: accounting transactions are recorded into a comprehensive log

* This feature should not be used without prior training

Download this information as a PDF (3879 KB)