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fySales + CRM

A customer relationship management system designed by For Your Information Technologies, Inc. for retail trade companies.
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fySales + CRM is a customer oriented point of sale application with inventory management, shipment and transfer processing, an appointment book and a fully integrated, customizable order processing module.

General System Features

  • System Dashboard - organizational analytics at a glance
  • Complete Appointment book with direct link to customer record
  • Full Customer Demographics (Name, Address, contact info, etc)
  • Customer Orders (current and history)
  • Discount support
  • Unlimited comments about customers, and on orders
  • Customizable products with multiple pricing options
  • Product Grouping (to allow processing multiple items as a group)
  • Orders queue for processing outstanding orders
  • Support for both Internal and External order processing (with customizable sub-statuses)
  • Bar Code Scanning support to add products to orders
  • Ability to save user defined searches which allow for customized workflow processing
  • Full Accounting Module (with payments, adjustments and refunds)
  • Accounts Receivable follow up area to easily find accounts with outstanding balances
  • Integrated Credit Card Processing (charges, void, refund)
  • Complete Inventory Management (with barcode scanning support)
  • Shipment support (between locations)
  • Support for stock transfers (between locations)
  • Shipment queue for managing pending and outstanding shipments
  • Multiple Reports for Orders, Order Items, Transactions, Product Sales, Payments and more
  • Support for multiple locations (reports will run against all locations, or any individual location)
  • Fully Customizable Security (utilizing both both groups and users)
  • Client Customizable settings to tweak how the system behaves
  • Ability to import products and customers
  • Complete Accessibility - log in from anywhere in the world (with options to restrict users by IP Address or mask)

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