Contact details
Name, phone, address and, if you wish, a photo.
Customers and quotes
Your customers, their quotes and their purchases in one place
A returning customer deserves to be remembered. EASY-POS keeps their record, their quotes, their purchases and what they still owe, within reach of your sales staff.
The customer record
Everything about a customer
Purchases
The sales linked to them, with their date and status.
Balance due
Their credit sales and what is left to pay on each one.
Quotes
A quote before the sale
For a valuable piece, a large order or a customer who needs time, sales staff prepare a quote: the products, quantities and prices offered. The customer leaves with a clear proposal, and you keep a record of what was offered.
- A quote made out in the customer's name
- Products taken from the catalogue, with their prices
- Easy to find when the customer comes back
Follow-up
Never forget a customer on credit
Credit sales can be filtered in one click: you see who still owes, how much and since when. Every payment received and validated reduces the sale's balance due. See credit sales.
Frequently asked questions
Do we need a record for every customer?
No. A sale can be made without a named customer; a record is useful when you want to follow their purchases, quotes or payments.
Can we see what a customer still owes?
Yes: the balance due on each credit sale is displayed.
Are quotes kept?
Yes, linked to the customer, so you can find them on their next visit.
Related pages
Till and sales
Scan-based sales, payment and receipt.
Dashboards
Revenue, payments, best sellers.
Purchasing and suppliers
Suppliers, purchase orders and purchase notes.
Customers better looked after
We show you a customer record, a quote and the follow-up of a credit sale.