PUBLISHED: 14th March 2019
The features just keep on coming!
We are delighted to inform you that managing all your customers just got a whole lot simpler and your job is getting a little easier. Tomorrow we will release a “Get Latest” Customers feature in POS.
It is really simple
Click the “Get Latest” button and you will be able to get the latest customers from any of your Synk’d connected systems. The latest customer will appear in the first search results and in one tap you add the customer to the sale.
Let's look at a practical example -
A new customer comes into your pool shop requiring a water test. First step is you enter the pool and customer details into your Service Management and perform the test. The test results indicate the customer needs to buy some chemicals. Now switch over to POS and tap the "Pick Customer" button. Tap the new "Get Latest" button, if you have multiple systems choose the system you want to update from. Your customer will appear at the top of the list. Select the Customer and Classification and then continue on with your Sale.
Download this update and you will be able to add a new water test Customer in your Service Management and then immediately add the customer to a sale in POS and complete selling the recommended chemicals.
Get Latest is the best way to keep your systems updated so you can access the data you need when you need it.
I want this feature. How do I get it?
More great news; if you have updated your app it should be ready to go. If you need any help or if you have questions please contact email@example.com and one of our team will help you through the process.
April is shaping up as a big month
In April, the team will release two exciting milestone features that make your job easier. The features will build upon the 'Get Latest' update and the recent match and link roll out.
1. Accounts Receivable Real Time Updates
Your debtor Accounts Receivable balance will be checked and updated on demand. Simply add the customer to the sale and the status of their account will be checked and updated while you make the sale. You will be able to allocate payments to outstanding invoices and be certain of your Customers debt without opening your financial software.
2. Batch Billing & Direct Debit Payment
We will also release a batch billing and payment service. This will shorten your billing cycles, get you paid faster and simplify the processing of end of month customer billing. Accomodating those customers who want only one invoice for all work completed in the previous month. This is a game changer for end of month invoicing and automatic processing of customers credit cards that are stored in our secure credit card banking vault.
I want these new features, How do I get it?
To ask a question, get a demo or join our early adopter program drop us an email at firstname.lastname@example.org or give us a call on 1300 682 521. We are looking forward to taking you through these great new Accounts Receivable, Batch Billing & Direct Debit Pay Features.