Client Management System

DEMO
http://www.phponly.com/demo/client/admin/login
username: staff
password: staff

The administrator can create staff members whom will help adding and editing customers. administrator can grant staffs different levels of administration. Administrator can also create other administrators with full right. Search customer by Last name, First name, or Tracking #.

The list of Fields in the Client Management System script are:

• First Name: is the customer's first name.
• MI: is the customer's middle name initial.
• Last Name: is the customer's last name.
• Address: address of the customer.
• Address: address continuation or additional information about the location.
• City: name of the city for the customer.
• State: province or state where the customer lives.
• Zip Code: zip code or postal code.
• Country: name of the country where the customer resides.
• Phone: home phone or main phone number of the customer.
• Fax: the customer's fax number.
• Alt. Phone: alternative phone such as cell phone or any secondary phone.
• Email: email address of the customer.
• Tracking #: the document number can be receipt number, tracking number, order number, etc.
• Remarks: description of the customer, updates about the customer, or any important relevant information such as notes can be included here.

CUSTOMER'S ACCOUNT BALANCE

Every customer has an account balance which shows all the debits and credits recorded in the customer account. This section is use to record all types of payments related to the business. Every customer has their own individual balance. Administrator can edit, add, and change transactions easily. The transactions can be recorded as follow:
Clicking the link "Add Transaction" will let you create a new transaction. The transaction type can be debit or credit. Debit is negative and credit positive. For example, if a customer purchased a computer on credit for $3000 then the amount can be input in positive and the payments received from the student is negative in order to reduce the balance until it reaches $0.
The customer can be picked from the drop down menu which shows the whole list of customers.
Click on the calendar to pick the date of the transaction. Today date is automatically highlighted.
In the Transaction Description you can input san information about the transaction. The description should help you remembering or explain to others why the transaction occurs and/or what terms.
Check Number is input only if the customer paid with a check. If the customer paid with credit card then the batch number or last 4 digits of the credit card can be input there. It can also be left blank.
Transaction Amount must be written with only digits without the dollar sign. For positive amount pick credit and for negative amount pick debit. Do NOT enter a negative sign. The script will do it automatically for you.

GENERAL JOURNAL

The General Journal records the company day by day transactions. The Transaction Type can be a DEBIT or CREDIT. All transactions are listed by dates in the order they were submitted. On top of the page will appear a list of archived transactions by year. Clicking on a year will generate a report for all the transactions from January 1 to December 31 of that particular year. In the Description of the transaction, any helpful information that can be used to remember this transaction will be posted here. In Post Reference : field, the receipt number, check number, or any other tracking system information can be posted here for later analysis of the report. Amount is the price in local currency paid or received. The amount can be entered in whole dollar amount plus two digits for the cents. For example, $78.99 will be enter as 77.99 without the dollar sign. The General Journal is very useful because permits you to track all your business expenses and income through the entire year. That also makes it easy when doing your incoome taxes at the end of the year.

ADVERTISING TRACKING

The advertising tracking is a journal where website owners can follow the campaign of their websites. The advertising section has different tools that help in defining an easy to follow advertising reports. This information includes individual reports, as well as the date the website was submitted or will be submitted, URL where it was submitted or will be submitted, answer if the websites has been submitted or not, frequency of the submission, username used to submit the website, and cost for submitting the website. This section also contains REMARKS where any information concerning the submission can be placed in there. It is a good idea because if you required submitting to forums once at week then the remarks can help you store that post so, you do not have to retype everything back again. Just click the URL where you want your website to be submitted and then copy and paste your information from remarks and that is it. Fast and easy.

DESIGN

The Client Management System script contains three different designs in white, blue, and black. The designs are easy to change by just clicking on the desire one from the drop down menu. More designs can easily be added and the already created can easily be modified by following the file structures of the script.

LANGUAGE AND TRANSLATION

The Client Management System script is translated in three languages: English, French, and Spanish. The script can easily be switch from one language to another by choosing the desired language from the drop down menu on the bottom of the administrator page. New languages can easily be create by just changing the languages already created and translating them into other languages.

EXPORT CONTENTS TO EXCEL

Client Management System contents can be exported into Microsoft Excel with just one click. Every section of the script can easily be exported into Excel instantly. To export your content just click on the Export click on the top of every page and save the file into your computer.

10 DAYS MONEY BACK GUARANTEED! When you purchase this script, you will receive a trial version with full features, except that the version downloaded will expire in 10 to 30 days. After the 10 days, we will send you the actual files which will convert the trial version into a purchased version of the script. The script is about 99% open source, so you will not have any problem changing the design. In order to get your money back, you need to contact us before the 10 days. Notice that RegNow.com is charging to refund the money, so there might be a refund fee by RegNow.com which is the company handling all the payments. The refund fee is about $4 and payable through Paypal.

Need hosting for your new PHP script?

If you need hosting provider with the entire requirement to install the Client Management System script, we recommend Cirtex Hosting which has many amazing features for a very low price. Their plans start at just $2.99. If you'd like to have your own dedicated server or virtual dedicated server, GoDaddy is the best because they provide better up time than any other hosting. The price for GoDaddy VPS is affordable. The only problem is that you have to install all software that you will need because they will not set up the VPS or dedicated server for you, unless you pay extra to do it. Another hosting company to consider is 1and1.com hosting which provides great features under a Plesk Control Panel. Whatever hosting plan you pick; make sure is Linux or Unix because Windows does not support PHP. Also make sure the hosting plan meets the minimum requirement.