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Which CRM Software and Accounting Software is right for you?

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Microsoft Gold Partner and Microsoft Small Business Specialist, specialising in Microsoft Dynamics CRM (formerly Microsoft CRM) and Microsoft Dynamics GP (formerly Microsoft Great Plains). With the new Microsoft Dynamics range of software businesses can transform their customer relationship management and financial reporting.
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Sage 200 - Point of Sale

Sage 200 POS is an electronic point of sale (EPoS) system suitable for any business that needs to conduct quick, accurate and secure transactions with its customers.

Sage POS software is specfically designed for businesses operating within a retail or trade environment and handling customer-present transactions. Typical businesses already deploying Sage POS software include retailers, wholesalers, telesales operations, catering outlets, leisure centres and visitor attractions.

Packed with Functionality - Sage Point of Sale is an electronic point of sale system that’s packed with functionality and easy to use. It plays an active part in increasing customer satisfaction by performing quick, accurate and secure transactions. There’s no need to keep your customers waiting; they can pay by cash, cheque, on account, voucher, etc. in part or full payment, and use a mix of payment methods or currencies to settle a transaction. The software handles electronic funds transfer; prints cheques; provides clear, itemised receipts; and manages exchanges and refunds. It supports gift card loyalty schemes and can also capture customers’ postcodes. Items can be quickly corrected, removed and edited within a transaction. All transactions can be printed and stored in case of subsequent queries.

Works the way your business does - Sage Point of Sale easily adapts to the way you operate your day-to-day business. It can be customised to reflect your unique processes and adopts the terminology and look and feel you require..

Configurable display - The operator touch-screen can be tailored to make the system easier to use, reducing staff training overheads and minimising operator errors. So you can colour code similar functions eg. Voids and corrections could be red; category and product buttons can be grouped and arranged for maximum eficiency.

Customisation by Sector - Customisation by sector The screen can be customised to reflect the characteristics of a multitude of speciic retail types, making it work the way you need to operate. So a point of sale at a visitor attraction can prompt for and record a Gift Aid donation. Alternatively, a point of sale at a paint shop offering a colour match service can prompt the operator for the details of the tint used in the paint mix process.

Promotional support - To promote sales you can apply discounts at product level and transaction level, as you wish. This supports promotions and multi-buys such as 3 for 2, and buy 1 get 1 free; thereby delivering flexibility and customer service, whilst reducing operator intervention by automating the process. Full details are recorded on the receipt, reinforcing the value for money message.

Multiple payment methods - Sage Point of Sale offers flexibility to the customer by supporting a mix of payment methods that may be used to settle a transaction. Customers can pay with a mixture of vouchers and cash, credit card, etc. All credit/debit card payments can be processed via integration with major card clearing systems for fast and secure processing.

Operator security levels - Each operator can be allocated a unique ID and access levels, allowing them to operate within pre-defined parameters. This provides you with the peace of mind that the system has the necessary security and business control whilst enabling tracking and reporting per operator. Security levels means that junior staff can be restricted to certain transactions, leaving more sensitive transactions, such as refunds, to be authorised and actioned by supervisors.

Customer flexibility - Sage Point of Sale fully supports layaways, to help staff provide seamless service during transactions e.g. where customers add items or change their minds. Where a point of sale is set so that staff cannot void transactions, they can lay the transaction away for later recall and void by the manager.

Electronic auditing and trading - All customer transactions are recorded electronically, removing the need for paper journal rolls and providing a paperless history and audit of transactions. The software provides the ability to easily drill-down to investigate queries such as no-sale transactions and discounts. Sage Point of Sale will automatically recover transactions in the rare event of a power failure or other outage.

Flexible product entry and searching - Flexible product entry means staff can type directly onto the keyboard, scan bar codes, press pre-set keys or touch the appropriate key on-screen, as you prefer. When looking for a product in the system, an operator can search by category, group, partial code, partial description and key words. We’ve made it as easy as possible for operators to locate products. For example, an operator in a stationers can locate a speciic product such as coloured paper by entering the word ‘blue’ into the product search function.

Chip and PIN compatibility - If a retailer does not have a chip and PIN acceptance device and the use of such a device could have prevented the fraud from occurring, the retailer may bear the cost of a fraudulent transaction. Sage Point of Sale is compatible with Chip and PIN devices to provide you with additional security for debit and credit card transactions. Using Chip and PIN also ensures the liability for any bad debts passes from you, to the card holder’s bank.

Reporting - Each point of sale can produce end of day/end of session reports providing a summary of takings, category sales, time analysis, operator activity and promotions applied. This assists with end of day reconciliation and provides detailed analysis of the day’s takings. You can even run a Proit & Loss report on an individual point of sale, location, activity or product type.

Secure, continuous operation - Integration with electronic funds transfer solutions delivers fast and secure processing of customer card payments. Password-protected user access and authorisation levels for different transactions support your own security procedures to help safeguard your business.

Continuous trading and auto-recovery are vital to your business. You must be able to trade in the unlikely event that the link to the back ofice is lost. After a power failure, your Sage Point of Sale will recover and display the transaction at the point of failure, once the power is restored.

Sage 200 - Point of Sale - Trade Counter Support

In-built trade counter capability means customer-speciic pricing, such as trade or public pricing, can be applied, eliminating the need for dedicated terminals. The information is shared from the sales ledger and pricing matrices in the back ofice software. This enables, for example, a timber merchant selling to trade and public to conduct all payment transactions on all points of sale.

With Sage 200 POS...

  • You beneit from software specifically designed for businesses operating within a trade environment, which can be further customised to relect your unique processes and terminology.
  • Your trade counter staff will be able to conduct customer sales and payment transactions quickly, accurately and securely. Customers can quickly complete their transactions, paying by cash, cheque, on account or using a mixture of payment methods.
  • Using your Sales Ledger and pricing matrices from your accounts system, you can apply customer-centric pricing for different types of customers – allowing you to differentiate trade customers from the general public, for example.

Sage 200 -  Point of Sale - Retail Counter Support

With Sage POS...

  • You beneit from software specifically designed for businesses like yours operating within a retail environment and handling customer-present transactions.
  • The software runs on your tills and can be customised to relect the unique processes of your business, adopting the terminology and the look-and-feel you require, no matter how many bar codes and product variations you maintain.
  • Your business has a user-friendly point-of-sale environment which helps you to conduct customer sale and payment transactions quickly and accurately.

 


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