Customers & Suppliers

Your customers are your most valuable business resource. Evopos makes it easy to find them and look after them.

Evopos also has a built in CRM and Communications section where you can create mailings based on a wide range of criteria, these can then be used for bulk sending SMS texts, email newsletters and mail merging.

Key Benefits

  • Quickly find a contact by name, phone number, email address and unit.
  • Categorise your contacts
  • Set custom pricing for individual contacts
  • Built in CRM to track prospects
  • Handle overseas customers and suppliers
  • Build mailing lists to send by email, SMS and letter

Powerful Search

Our powerful search engine gives you multiple searching abilities, you can search by name, phone numbers, email address, postal address and even units.

Communications

Build mailing lists using comprehensive criterias such as sold item, sold job, sold anything, has email, has mobile, is prospect, has unit and much more. These lists can be saved, exported and sent out by SMS, email and letter.

Contact History

See a complete history detailing every interaction with a contact, history includes sales, purchases, communications, prospects and more. Each can be drilled into for more information.

People

Each contact can have multiple persons, this could be for a company or a family. Each person has their own contact details including phone number and email address.

Postcodes

Evopos links to the UK and Australian postcode databases, just another feature to save time and limit inputting mistakes.

Categoires

Each contact can be assigned multiple categories, use these categories to build mailing list, produce report or filtering your contacts.

Price Levels

You can set custom pricing for a customer or even have a price level for a group of customers. Pricing can be discounted or marked up from retail or cost.

Customer Ordering

Special or back order any item, you can track the progress of the item through every stage. Evopos makes it super simple to look up a customer order so that any staff memeber can help.

Tax Override

Sell or purchase to contacts overseas? No problem, just set the tax override and Evopos will handle everything else.

Credit

Set credit days and a credit limit for your account customers, you can even customise the days to give credit to the end of the current month.

Debt Control

Handle your slow paying debtors by automatically charging fees. You can also give discounts to your fast paying debtors.

Payments

Easily split an invoice for multiple payments, take deposits and pay multiple invoices with one payment.

Delivery Address

Set a seperate delivery address for each contact, this address will be display on the invoice.

Files

You can import any file and allocate it against a contact, the files can be accessed from any workstation.

Attributes

Create custom properties for contacts, these can be assigned to multiple contacts or just one.