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Mail Order Management Module

The mail order business is becoming a popular and profitable way for college and university bookstores to meet the growing merchandise demands of school alumni enthusiasts. Unfortunately, managing catalogs and mailing lists, entering and tracking orders, handling returns and refunds, and maintaining accurate customer records can be a monumental task.

The RATEX Mail Order System will give you an efficient means of handling all of your mail order needs. This system was designed to support catalog sales, especially for general merchandise items. The RATEX Mail Order System is similar to a point-of-sale register in the way that sales information is posted to the sales journal and inventory is decreased from the respective inventory module. The RATEX Mail Order System allows you to add fees during a sale, accept multiple tenders (e.g. cash, check, bankcard) as valid forms of payment, and print a detailed invoice for each transaction that you can ship with the merchandise.

The RATEX Mail Order System's hardware consists of a terminal and an optional aux-port picking list/receipt printer. Each terminal is connected to a port on the host computer. The RATEX Mail Order System makes it easy for you to maintain catalogs and all of the items associated with each catalog.


MAIL ORDER FEATURES

Picking List Printing
The RATEX Mail Order System prints a merchandise picking list for each order that can assist the clerk during order fulfillment. You can print the picking list when you finish order entry or later in a batch mode. You have the option of printing from an aux-port printer attached to the entry station or from the system printer.

Receipt Form Printing
After an order is filled, the RATEX Mail Order System prints a transaction receipt form you can send with the merchandise to the customer's shipping location. The RATEX Mail Order System gives you the option of printing the picking list immediately or later in a batch mode. You can print a transaction receipt form from an aux-port printer attached to the entry station or from the system printer.

Catalog Specific Order IDs
You may carry the same item in several different catalogs. The RATEX Mail Order System helps you easily manage each item across all catalogs and permits you to assign a unique order ID to each item for each catalog.

Postage and Handling Tables
User-defined tables allow you to calculate postage from the percent of sale or from dollar amount break points.

Packorder Tracking
The RATEX Mail Order System allows you to easily track product backorders by product and customer. You can easily print backorder notices to update customers on the status of their order.

Catalog and Customer Mailing Labels
You can generate mailing labels for a specific geographic region, customer status or customer name.

Customer Codes
You can create customer codes that are specific to your needs (e.g. Alumni, Professor, Student, VIP, Active, Bad Check, etc.).

VARIOUS REPORTS

X and Z reports (both detail and summary)
The X/Z reports will give you register or employee totals since the last report was generated. You can print the X/Z Reports in either a detail or summary format.

Productivity Report
This report shows you the total sales and total number of transactions in any given hour of the day.

Departmental Report
This report shows you individual totals (for sales, returns, discounts, and markdowns) for each accounting class or department.

Fee and Credit Detail Report
This report details all fees and credits used at the register. The description, fee amount, and credit amount are included with each code.

Tax Code Detail Report
This report gives you details concerning all tax codes used at the register. It also includes each code's description and amount.

ACCOUNTS PAYABLE REPORTING

The Accounts Payable Module helps you monitor your bookstore's financial status by generating comprehensive reports designed into the system or by allowing you to design your own reports. The options are almost endless. The following are a few examples of the wide variety of reports that are available to your bookstore:
  • Vendor Snapshot
  • Purchase Journal
  • Cash Disbursements Journal
  • Financial Overview
  • Monthly Activity Detail
  • Debit Balance Notices
  • Transaction Journal Detail/Summary
  • Unpaid Transactions
  • Expense Journal
  • Cash Requirements Forecaster
  • Cancelled and Voided Checks
  • Accrued Payables



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