Wylie Systems Point of Sale
Key Features

Appointment
Calendar

Having an appointment scheduler that is integrated with the POS is key – our scheduler is similar to Google Calendar, but has more features – no longer necessary to double-enter customer information.

Inventory
Control

The inventory system is very easy to use and includes a state-of-the-art inventory replenishment module, which suggests order quantities based on actual product throughput.

Customer Relationship
Management

The ‘CRM’ provides everything you need to keep track of, and convert, prospective clients. At the same time, we have been careful to avoid unnecessary add-ons, that can flatten the learning curve.

    Find New Clients

  • Quickly add Leads (Prospective Clients)
  • Use 'Uploader' to add large Lead lists
  • Send standardized Email templates
  • Track interactions, appointments, notes and todo items by Lead
  • Log sales activity chronologically
  • Track win-loss analytics
  • Send large email blasts
  • Assign Leads to others
  • Monitor marketing efforts
  • Press the 'Lead Won' button to convert to a customer

    Manage existing customers

  • Create multiple appointments, by resource, by employee
  • Track marketing/referral source
  • Track customer bio-metrics (weight loss)
  • Create before and after picture printout (weight loss)
  • Setup for recurring card-not-present purchases
  • Create progress reports
  • Send email blasts
  • Track notes, to-do items, appointments and other interactions

    Process Sales

  • High Speed 'Cash Register'
  • Quick-search to add customers to transactions
  • Integrated Credit Card processing
  • Create pre-orders for recurring order types
  • Create quotes
  • Email pre-orders, quotes and invoices
  • Use standard PC - no need for POS specific hardware
  • Re-assign sales (commissions)
  • Integrated Credit Card processing
  • Use gift cards and loyalty at a low price
  • Customer Accounts system
  • Reconcile cash drawer
  • Track bank deposits
  • Use regular or thermal receipt printer

    Track Inventory

  • Analyze variances
  • View product movement detail
  • Track inventory value
  • Utilize scanner or use quick name search to count and receive
  • Suggested order quantities based on actual consumption
  • Email orders to vendors
  • Track discrepancies - ordered vs received

    Track Spending

  • Expense table (upload expense data)
  • Analysis of spending by date and category
  • Revenue summary
  • Closing Reports
  • Employee Hours
  • Manage customer accounts
  • Commission Report

    Appointment Scheduler

  • View all employees appointments or just your own
  • View appointments by 'Resource' (such as meeting rooms or specialized equipment)
  • View appointments in table or calendar view
  • Use table view to filter and search appointments
  • View appointments by customer
  • Automated email reminders
  • Indicate appointment check-in and cancellations
  • Set recurring appointments

    Get Organized!

  • Track information by lead and by customer
  • Create detailed summaries on the Notepad
  • Use the Task Manager to track your own to-do list and delegate tasks to others
  • Easily associate appointments, email, notes and tasks with leads and customers