Clientbook Sale Follow-up
A key part of Clientbook's Customer Relationship Management entails including sales details to Clientbook. Jewelry Shopkeeper can do this in real-time as each sale is typed in.
This Clientbook update screen will pop up when selecting either Receipt or No Receipt after a sale.
(1) The key to Clientbook customer contact is the customer's Mobile number.
(2) By default all Sale Sku details will be selected to send to Clientbook. Un-checking a Sku will skip sending that Sku's details.
(3) Shopkeeper makes a best-guess for the Clientbook sale Category, but it can be changed:
Categories include:
Return
Clearance
Closeout
Consignment
Core
Custom
Custom Repair
Gifted
Internet
Misc
Take-off
Repair
Special Order
Inventory
Trade
Trade-in
Trunk Sale
Warranty
Web Item
(4) Type a quick reminder note while the customer interaction is still fresh in your mind.
(5) Anniversary and Birthday details.
(6) Sends the sale details to Clientbook.