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The Original Specification
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Please note that this page is soon to be updated with the specifications for the new system.
Software environment
~ Runs under MS Windows 95/98/ME/2K/XP
~ Support < 5 concurrent users on local peer-to-peer network
~ SQL read access to database for external reporting
~ SQL read/write access to database for interfacing
~ Fully UK local database fields and business logic
Internet / web integration
~ Incorporate Web shop component with reconcilable web based database
Or
~ Provide fully reconcilable interface to suitable commercial Web Shop provider with merchant account interface
Merchant Account
~ Incorporate fully reconcilable merchant account to support customer credit and debit card payments
Or
~ Provide full built-in or customisable interface to an existing merchant account
People
~ Once only capture of name / address / contact details
~ Wide range of contact details
~ Identify source (e.g. Web, mailing list, advertising etc.)
~ Distinguish Customers, Giftees & Prospects
~ Fast search
~ Quick display of customer history on-screen
~ Support mail-shot preparation with variety of partnership types, salutation styles, etc.
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Catalogue
~ Customisable current items list
~ Historic items retained until deliberately dropped
~ Items coded and with short and long descriptions
~ Item weight held – to include integral packaging
(board, vacuum pack, etc.)
~ Catalogued Item can incorporate several stock items Þ Pricing
~ Price bands by delivery country
~ Multiple prices per item
~ Supports P&P inclusive in item price and as separate item
~ VAT rates variable by item
Carriers
~ Delivery/carrier zones by country
~ Customisable carriers list
~ Supports carriage rate calculated or by weight table
Orders
~ Fast single-form manual order entry
~ Automatic entry of orders from Web Shop
~ Automatic customer details lookup
~ Automatic previous giftee delivery details lookup
~ Source captured (e.g. Web, Post, Phone, Caller, etc)
~ Supports multiple deliveries included in single order
~ Captures delivery details, instructions etc.
~ Captures Greetings message for giftees
~ Delivery date options (e.g. Soon, Not Before, Xmas, etc.)
~ Discounting at order/delivery item level
~ Record payment details at order entry (e.g. Card details etc.)
~ Report order form
Accounts / payments
~ Transaction accounting per customer (e.g. Order total due, payment made, Credit note, Debit Note)
~ Multiple payment methods (e.g. Credit card, Debit card, cheque, cash …)
~ Automatic payment authorisation and payment execution through on-line merchant account
~ Use credit card floor limits, etc.
~ Automatic account balancing
~ Outstanding balance reporting
~ Customer statement since last balance Þ Payment Batching
~ Automatic daily batching based on payment date
~ Automatic batching by date, method, period, etc.
~ Report authorisation & clearance reminder lists
~ Payment authorisation & execution by batch through merchant account
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Packaging
~ Customisable packaging types
~ Calculate weight of goods and packaging
~ Automatic assignment of deliveries to pre-defined package types
Despatch Batching
~ Automatic calculation of required despatch date from 'required by' date
~ Automatic daily batching based on despatch date
~ Automatic batching by date, carrier, zone, packaging, contents, etc.
~ Batches creatable in advance for pre-defined package types
~ Report batch picking list, package details, etc.
~ Report batch payment advices, giftee messages, etc.
Stock handling
~ Report current stock level when entering orders
~ Monitor stock item levels by stock despatched and stock received
~ Report stock items below pre-set levels
General features
~ Password protected database
~ Automatic warnings (Deliveries/payments not batched, payments not authorised/executed, batches not sent/banked, etc.)
~ Predefined reports
~ Customisable reporting
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S m a l l B u s i n e s s A d v i c e
Owing to the popularity of our small business advice section, we decided to amalgamate all the information there to create a new ebook Making It With Mail Order. We have also added a lot of new information. It covers such topics as dispatch & packaging & carriers, how to take and process credit card and other forms of payment, how to avoid credit card fraud, writing terms and conditions of sale, producing your website, choosing a web host, updating your website, search engine optimisation, website advertising, building your shopping cart, choosing your software, customer relationship management, The Consumer Protection Distance Selling Regulations, Data Protection Act registration, and many other topics ... It is free in return for registering your details with us.
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