How to set up Auto-reminders with our Calendar/ Booking Module Set up auto-reminders so that you won’t forget about meetings or to remind the client about the meeting. Go to File > Bookings/ Calendar or you can select the Calendar…
Know exactly how much money you are making – line-by-line in real-time. Calculates the gross profit, cost, markup percentage and more. How to see these reports Go to Stock Items > Stock Turnover Select out your date range for the…
The Smart iT bulk email or SMS function has many uses. One that I enjoy using the most is sending my customers an email or SMS reminding them that their account is outstanding. In just a few minutes you can…
New bulk price edit feature Our new module will allow you to change prices in the lookup form so that you do not need to open up each individual item. This new module is especially handy for customers that are…
The SI+ Bank Manager add-on module eliminates the process of manually capturing transactions from your bank statement. Reconciling your bank account has never been quicker or easier. Go to Ledger> Bank Manager Overview The Bank Manager compiles the cash book…
Let’s have a look at some CRM (Customer Relationship Management) features that can help you improve your relationship with your clients. Step 1: Open up a customer profile. The first tab we can look at is the “conversations” tab. This…
Show appreciation by sending your clients a Promo Voucher that they can redeem in your store. How to send a promo voucher. Step 1: Go to Customer > Customer Contacts & Bulk Email / SMS Step 2: Filter out and…
Your revenue by customer report tells you how much you made from each customer over a period of time. Building good relationships with quality clients can turn in to a lucrative, reliable, and healthy income stream. See steps below how to…
Aim of SI Link Feature: To automatically update the Dealers (Franchisee’s) inventory with Head Office (Franchisor’s) inventory data such as description, price, inventory groups, etc. This also enables the dealer to see the stock levels of Head Office. Purchase orders…
We have a discontinued item feature to help prevent problems with items that are not being manufactured anymore. This will help your sales representatives to see what items are discontinued or end of range stock so that they do not…
