Is POS/OE 4 right for your business?

POS/OE 4 is a great fit for many businesses. Find out if it's the right choice for you! Are you looking for a POS/OE 4 demo, technical support, product or pricing information or to simply to compare POS/OE 4 with competitive options? Quickly get answers and the information you need.

CUSTOMER TRACKING AND TELEMARKETING

Let POS/OE 4 track your customers and orders! Many powerful CRM features to help you service your customers.

  • Eliminate duplicate customers using powerful built in routines including last/company name duplicate checking.
  • POS/OE 4 assigns Prospect status for new entries and removes status upon first purchase.
  • Problem flag alerts you when creating orders and invoices and allows notes to be displayed.
  • Set A/R (accounts receivable) credit limit and terms for each customer.
  • Automatic profile assignment and tracking (type of products purchased, etc.).
  • Optional or mandatory pop-up selection for referral source to track how the customer found you.
  • Powerful mailing list management - mail merge, labels, letters and more.
  • Hundreds of discount levels, percentages, flat amounts, quantity discount,vendor specific and much more.
  • Full gift/collectible registry, including spouse name search and thank you list.
  • Customer notes can be viewed and text pasted while creating orders.
  • Print address labels to dedicated label printer or other printers.
  • International phone number formats.
  • Multiple ship to addresses per customer.
  • Retains complete sales and return history.
  • Maintain special instructions for optional printing on orders.
  • Expanded keywords feature allows data to be classified and/or categorized for easy searching, sorting, reporting.
  • View customers quotes, orders and invoices from the customer record.
  • Membership, warranty, version and expired registration tracking.
  • Telemarketing calendar of events system and sales lead tracking / scheduling.
  • Generate event call sheets and quick reports from the calendar - help organize follow-ups.
  • Events can be linked to Prospects and Customers - track sales leads or post-sale customers for follow-up.
  • User definable event tracking by codes , categories, priorities.
  • Serial number tracking by customer.
  • Swiping a credit card or magnetic stripe card, or scanning the bar code on a membership card, will automatically recall to your computer screen the records of existing customers which will help you speed up your operations.

More Customer Related Features

  • Transform recipients of gift purchases into client records.
  • Create faxes within customer event records: The fastest way to send documents to your clients.
  • Add/modify other phone numbers and e-mail addresses from a customer event.
  • Post Net bar codes made from customer and vendor files: Make mass mailings more efficient.
  • Search/modify customers and events by keywords: Marketing to your customers will now be even easier.
  • Add or Remove keywords from groups of customers easily.
  • View customer purchase history and contact history (events).
  • Customer purchase history window is drag and drop enabled.
  • Generate Post Net bar-codes for customers.
  • Assigns prospect status for new entries, and removes status upon first purchase.
  • Problem flag tied to notes alerts you when you create orders and invoices.
  • Sets for each individual an A/R credit limit and terms.
  • Automatic customer profile assignment and tracking.
  • Optional or mandatory pop-up selection referral source. Support for client mailing list management.
  • Hundreds of different discount levels possible.
  • Full registry for gifts and collectibles, including spouse and donor name search and thank you list.
  • Customer notes can be viewed, and text pasted, while orders are being created.
  • Print address labels with the Dymo LabelWriter and other printers.
  • International phone number formats.
  • Expanded keywords feature allows data to be classified and/or categorized for easy searching, sorting, and reporting.
  • Each customer record can have several ship-to addresses.
  • Complete sales and return history is retained.
  • View customer quotes, orders and invoices from the customer record.
  • Tracks membership, warranty, version and expired registration.
  • Tracks sales leads.
  • Telemarketing calendar of events system.
  • Generates event call sheets and quick reports from the calendar. Event tracking: events are linked to both prospects and customers.
  • Users can define and customize events tracking by codes, categories and priorities.
  • Maintain special instructions for optional printing on orders.
  • Insert predefined customers notes.

Fax / eMail Memos

  • Includes spell checker with an expanded dictionary (4D Write).
  • Now has grammar checking (4D Write)!
  • Fax Server option for desktop faxing from OS 9, OS X, and Windows.

Other Applications

The following applications are designed to work hand-in-hand with CRM:

"CRM" is part of the POS/OE 4 line of products, developed by E.E.S. Companies.