Customers & Receivables

Customers & Receivables

Customer Types and Default Information

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"Enhance Customer Management with Customer Types in Quasar!

Customer types play a pivotal role in tailoring your customer management approach. These designated types, such as commercial customers, non-charge customers, or regular charge customers, enable you to streamline processes and apply specific defaults. Here's how Quasar simplifies customer type management:

๐Ÿ‘ฅ Multiple Receivable Ledger Accounts: Quasar supports the assignment of multiple receivable ledger accounts, ensuring that your customer types are associated with the appropriate financial accounts.

๐Ÿ’ฐ Payment Terms Customization: Payment terms can be easily customized for each customer type. This empowers customers to enjoy payment discounts when settling their bills within your defined terms.

๐Ÿ“ Tax Exemptions: Define default tax exemptions for specific customer types, allowing you to streamline tax-related processes and compliance.

๐Ÿ’ผ Service Charge Defaults: If your business applies service charges to past due accounts, Quasar enables you to set default service charge rates at the customer type level, ensuring consistent application.

๐Ÿ’ฑ Price Level Control: Quasar provides flexibility by allowing you to set default price levels for customer types. This ensures that pricing aligns seamlessly with your customer categorization.

๐Ÿ”’ Customer Controls: Customize default customer controls based on customer type. Determine whether customers can make charges, withdraw cash from their account, and whether they must maintain a credit balance for specific transaction types.

With Quasar's Customer Type feature, you have the tools to efficiently manage your customer base, streamline operations, and cater to the unique needs of each customer type."

Full Accounts Receivable

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"Unlock Comprehensive Accounts Receivable Capabilities with Quasar!

Quasar offers an extensive suite of features for managing accounts receivable efficiently. When it comes to customer-specific settings, Quasar empowers you to:

๐Ÿ” Control Customer Charging: Define whether each customer has the ability to make charges, giving you fine-grained control over transaction privileges.

๐Ÿ’ณ Set Credit Limits: Establish credit limits for customers who are permitted to charge. This helps manage credit risk effectively.

๐Ÿ“ˆ Manage Interest Rates: Customize interest rates for past due accounts, allowing you to incentivize timely payments and account for interest on overdue balances.

๐Ÿ“ง Statement Preferences: Cater to your customers' communication preferences by specifying whether they receive printed statements or electronic (email) statements.

โณ Credit Terms: Define credit terms tailored to each customer, ensuring that payment expectations align with their unique circumstances.

๐Ÿ“Š Flexible Statement Options: Quasar provides flexibility in statement generation, allowing you to send summary statements by transaction or statements that go down to the transaction and item level.

With Quasar's versatile accounts receivable capabilities, you can optimize credit management, enhance customer relations, and streamline your financial operations."

Service Charges and Statements

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"Effortlessly Manage Service Charges and Generate Statements with Quasar!

Quasar simplifies the process of handling service charges and statement generation, offering a seamless workflow:

๐Ÿ’ฐ Service Charge Calculation: Start by calculating and reviewing service charges before applying them to the customer's account. This allows you to assess the charges accurately.

๐Ÿ—“๏ธ Flexible Statement Dates: Select the start and end dates for customer statements. Quasar streamlines this process by defaulting the statement dates based on the normal statement start date.

๐ŸŽฏ Targeted Statement Preparation: Utilize filtering fields to prepare statements for individual customers, multiple customers, or your entire customer base.

๐Ÿ“„ Statement Generation: Generate statements within the specified criteria, taking into account whether customers prefer printed or electronic (email) statements. Printed statements can be produced in batch mode, while email statements are dispatched through the 'send email' screen.

๐Ÿ‘๏ธ Preview and Review: For a single customer, preview the statement in Quasar's report viewer. From there, you have the option to print or save the statement as a PDF, providing flexibility in your statement management process.

With Quasar's user-friendly features, you can efficiently calculate service charges, customize statement periods, and seamlessly generate statements to meet your customers' preferences."

Customer Loyalty

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"Reward Your Customers with Quasar's Loyalty Points System!

Quasar offers a powerful loyalty points system that allows you to reward your customers based on their purchases. Here's how it works:

๐ŸŒŸ Points-Based Rewards: Customers earn points for their purchases, creating an incentive for repeat business. The more they buy, the more points they accumulate.

๐Ÿ’ฐ Discount Redemption: Customers can redeem their accumulated points for special discounts. Quasar provides the flexibility to define these discounts, making it easy to tailor rewards to your customer base.

๐Ÿ“ฆ Flexible Point Allocation: Quasar lets you assign default points by sub-department, but you can also define points at the item level. This means you can allocate more points to higher-profit items, encouraging customers to purchase those products.

๐Ÿงพ Transparent Points Display: Customer points are prominently displayed on receipts, ensuring transparency and allowing customers to track their progress.

๐Ÿ›’ Cashier Notifications: Quasar's system alerts cashiers when a customer has earned enough points to qualify for a points-based discount. This proactive approach encourages cashiers to offer these discounts, enhancing the customer experience and driving customer loyalty.

With Quasar's Loyalty Points System, you can build customer loyalty, boost repeat business, and create a rewarding shopping experience for your customers."