Marketing

Clients

Client management form: database, discount calculation amount, sales and returns amounts, contact information, and discount card type. Actions for client management: printing discount cards, bonuses, settlement cards, client contacts, and more.

Printing client questionnaires

Printing a client questionnaire template for issuing a discount card.

Discount policy

Flexible configuration of cumulative and one-time discounts, types of discount cards.

Family composition

An informational menu displaying the family members of the client recorded in the client card in the Marketing — Clients form. The key function of this form: filtering clients by age for mass mailings and birthday greetings.

Promotions

Accounting and flexible configuration of promotions: by period, quantity, amount, for a single product, and calculation method for the final discount. Creating management barcodes.

Anniversary client discount

Automatic discount application with a specified frequency in «Sales» and «Trade with invoice issuance».

Gift certificates

Accounting for gift certificates: barcode generation, issuance, denomination, re-issuance, sales and payments accounting using gift certificates. Selling certificates via a fiscal register.

Mass mailing

Integration with messaging services TurboSMS, AlphaSMS, e-pochta. Sending SMS, email, and Viber mailings to a client database or group of clients. Template configuration and analysis of mailing results.

Wholesale pricing policy

Managing wholesale sales: setting different prices depending on the product and its quantity. Setting thresholds for discount transitions. Printing a wholesale price list.

Types of discount cards

Configuring different types of discount cards and conditions for discounts or bonus systems.

Wholesale discounts by manufacturer

Applying a discount percentage for a specific client based on product manufacturers.

Bonus write-offs

Selective or mass write-off of unused client bonuses.

Customer survey system

Setting up client surveys. The seller receives a reminder about survey questions before payment. Post-sale client call-back form. Analytics on surveys and client responses.

Intermediary

Setting up partnerships: list of intermediaries, contact details, setting discounts on product groups, list of contacts, invoices, and financial transactions. Balance with intermediaries: reconciliation table.

Contacts

List of all incoming and outgoing contacts with a client: from automatic invoice sending to manual recording of negotiation results.

Interests

Creating client interest groups based on their purchases in the store.

Call journal

Accounting for incoming and outgoing calls via Binotel IP telephony.

Visitor tracking

Collecting data from visitor tracking devices TK-01 and TK-04: ratio of visitors to buyers, promotion efficiency analysis, and peak store visit times.