See the big picture with the Customer Module
With the Shopbox Customer Module, you can keep track of your customers, orders, and invoices. The module specifically allows you to track your customers’ purchases, integrate your POS system with an external ordering system, and automatically forward your invoices to your accounting system. Read more below about the solution, which you can manage directly from your Shopbox POS system.
Track your customers
Track your customer data along with the customer experience in your business.
Integrate your ordering system with Shopbox so that sales in your ordering system are also stored in your POS system.
Simultaneously stores invoices in both your POS and accounting systems.
What can the Customer Module do?
The Customer Module allows you to create different groups so you, e.g., can easily keep track of which customers are B2B and which are B2C. The insight you gain into the customer experience at your store can be worth its weight in gold when it’s time to evaluate and optimize your business processes.
Aside from providing you with detailed insight into data, the module also includes several integrations that can save you time by allowing your POS system to communicate with your accounting and ordering systems.
These features include:
- The option to send invoices directly from Shopbox to your accounting system.
- You can also choose to send invoices from within your accounting system, in which case the transaction gets recorded in both your accounting and POS systems.
- An integration from your POS system to your ordering system, enabling all transactions from your ordering system to be stored in your POS system.
In addition, you can create discount levels for certain product categories if, like many other business owners, you’d like to run a specific campaign such as a promotion over the Christmas holidays.
Why should I select the Customer Module?
You can save a lot of time by allowing your POS system to communicate with your other business systems. This way, you only have to settle your accounts once so you avoid double postings. With this module, there’s no need to enter sales separately in your accounting system and your POS. The same applies to your ordering system, where transactions are recorded directly in your POS system – completely automatically.
This saves you a lot of hassle and lets you sleep better at night since there’s less to keep track of. Your systems do the heavy lifting for you so you can focus on growing your business.
Contact us if you’d like to learn more about this module.
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