Subscriber Information
- On-line duplication detection
- On-line address correction and standardization with zip+4 assignment and CASS certification
- Seven-line address
- Retention of old addresses and address changes
- Two phone numbers, including extensions
- Fax number
- Flags for indicating whether customer allows you to sell his name; direct mail, telephone, e-mail, or fax solicit
- Source and SIC codes
- Attach multiple list codes to single subscriber
- Unlimited number of user-defined demographic fields
- Tax-exempt status and tax-exempt number
- Credit limit and prepay-required
- E-mail address and URL field
Order Entry
- User-defined menus provide added security
- User-defined data entry templates for “heads down” processing
- Rapid Data Entry by promotion keycode to provide default products, prices, etc.
- Complete ABC/BPA audit criteria
- Unlimited number of demographic fields
- “Check all that apply” demographic logic
- Purchase order numbers
- Varying product rate structures and discount logic
- Cash controls
- Automated electronic credit card verification
- Bill To and Ship To addresses
- Group/Gift orders, billing, and renewals
- Stop/Hold and vacation addresses and dates
- Automatic renewals
- Premiums
- Back issues
- Agency commissions`
- Postage, sales tax, miscellaneous charges
- Tax rates based on zip code, including multi-jurisdictional, product specific, and more
- Multiple types of discounts
Comprehensive Customer Service
- Record unlimited number of comments, with reporting by types of comments
- View complete account information and history
- View complete shipping information
- Change address information
- Review marketing and invoicing campaigns
- Generate and print labels for missing products
- Generate and print duplicate invoices and renewal statements
Accounting
- Adheres to GAAP and performs double-entry accounting
- Accounts Receivable Module easily interfaces to your General Ledger
- Electronic Interface to GL
- Cash or Accrual based Accounting
- User-defined accounting periods
- Earned/deferred revenue reports
- Aged accounts receivable reports
- General ledger distribution reports
- Daily deposit reports
- Consolidated invoicing
- Group invoicing
- Installment Billing
- Prepayment-required/pro forma invoices
- Month end balancing reports
- Collection reports/tapes
Marketing
- Interactive promotional analysis for response tracking
- Promotional analysis allows entering costs for direct, telemarketing, on-line, advertising, and controlled campaigns
- Reporting of profit margins on promotions
- Merge/purge capability for importing names
- Ability to define promotions, including products, prices, lists, premiums, discounts, sales territories
- Renewal Analysis Report
- Campaign Tracking Report
- Expire Inventory Report
Fulfillment
- Produce Labels or Interface to any pre-sort package
- Shipping Labels for back issues, replacement issues, premiums, and merchandise
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