7. Characteristics of customer record systems

Many businesses need to keep a record of their customers. They want to do perhaps because:

  • They are repeat customers and the business wants to make it simple for that customer to place another order.
  • Perhaps they offer product warranty and so need to keep track of past customers.
  • Maybe they have a scheduled service arrangement for the customers' car \ boiler etc
  • Payment is due at a later date and so it is vital to track the purchase order and invoice


A customer management database has the following characteristics

Characterisitcs of customer record systems
They store contact details of customers
Have a unique ID for each customer
Store orders with a unique number
Store orders against customers
Generate invoices /credit notes for orders
Store customer payments against the customer and the invoice
Produce customer statements and outstanding invoices
Produce a list of products available
Handle discounts and returns



challenge see if you can find out one extra fact on this topic that we haven't already told you

Click on this link: Customer Records Systems