Switch Business Systems

326 Livingston Avenue Babylon, NY 11702
Phone (631) 661-8646 fax: (631) 661-8644

This RETRIEVER module includes invoicing and sales analysis, and is fully integrated with Order Processing, Accounts Receivable, and Products and Pricing. Invoices are created from orders as the order is completed, or in user-defined “batches”. Customers and customer types are maintained, with special pricing set in either of these groups.

Information is maintained by the system on all products, product types, customers and customer types. Commissions are automatically calculated.

RETRIEVER sales and commissions features:

• Invoices completely interfaced to Accounting for cash receipts, accounts receivable aging, general ledger posting, financial statements, and other functions.
• Unlimited number of invoices for a period.
• Partial payments accepted against invoices.
• Invoices are produced, on demand, at shipping time or in batches, automatically from sales orders.
• Invoices may be for the order total or only items actually shipped.

Sales Analysis

• Reports for sales by customer, customer type, product, product type, or any combination may be created
• Customer’s buying history is available to suggest sales strategy - past purchases, buying trends, associated items not bought
• Supports negative sales reporting, highlighting non-selling products, non-buying customers, non-purchase of associated products, etc.
• Reports by salesman, including totals of sales dollars, profit, and commissions, or gross profit percentages
• Reports by original source to get LTV and subsequent promotions

Commissions can be interfaced directly to Payroll in Accounting, or optionally treated as Accounts Payable

• Variable commission rate based on salesperson, product or customer
• Commissions history transactions retained
• Commissions may be paid on either gross profit (margin) or gross sales
• Control of “giveaway” items - offseting against earned commissions