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Processing Statements at home office for Corporate Customers
Corporate Customer configuration
Within the Corporate Customer configuration, the centralization of the customer begins with the creation of the customer and automatic distribution of the customer information across all retail locations. When a customer charges to their account, the system communicates with the Home Office to determine the available credit for the transaction. If credit is available, the invoice is created at the originating store, printed, and then automatically placed in the communications queue by TransActPOS.
The TransActPOS Multistore application at the store sends the invoice and the item level detail to the Home Office within a few seconds. If the internet is down, this information is accumulated and then released upon reestablishing communications. The invoice information is is retained at the originating store while the invoice balance and item level details are transferred to the Home Office.
When customer statements are created from the TransActPOS Home Office, the same process occurs as present within the single store environment. The unique component of the Home Office Statement is that the customer's invoices from different store will have a suffix of store number the invoice came from. For example 13425-2 versus 239124-3.
Account Statements
Printing of corporate customer statements is a primary feature of the Multi-Store program. The process for a corporate customer’s charge or credit transfers of the invoice to the Home Office simultaneously relieves the store of the Accounts Receivable responsibility.
The process of monthly printing of statements is covered within the following topics found within Account Receivable.
