ClientManager

ClientManager is at the heart of the PSD Software Suite. It runs on its own as a basic management module or integrates seamlessly with additional modules to offer a comprehensive management package for the service industry. It manages setup & configuration facilities, financial settings, staff management & property settings, as well as the Administration module which deals with day to day business, client- stock and task management.

It shares these functions with the other core server modules, of which the following is a brief overview:

Client Relationship Management

Client Profile and Database Administration

Client information is captured in a quick and easy manner with appropriate safeguards against duplication of records. Automated greeting and mailing name structures and a postal code check facilitates accurate data capture. Data is seamlessly merged to letters, faxes and printed reports.

Fast client searches.

The database may be mined by user defined combinations of criteria.

Client Grouping and Statuses

Client information may be extensively grouped and linked to groups (e.g germans guests), statuses (annual or one-off), contacts and staff. Letters, facsimiles, e-mails, SMS’s, address labels, name labels and name cards with photos may be merged to specified client groups or statuses.

Client Communications Management & Communications Record

The PSD Suite facilitates efficient communication by direct telephone call dialling, direct transmission of facsimiles, fast processing of e-mails and SMS’s. Communications, and changes to the database, are recorded in the client notes facility, linked to the staff member code. for written communications.

Templates may be merged to user defined client groups and statuses, and may be mass printed, faxed, e-mailed or sent by SMS.

Read more about Communications with the ClientManager/PSD Software Suite.

Staff Activity and Task Management

Effective client service requires that the designated staff member perform the specified task for the correct guest or client at the appropriate time. The task manager facilitates scheduling and delegating of all tasks and activities which are necessary for the smooth running of an operation.

INNkeeper’s extensive staff database records detailed staff and next of kin information with employment, leave, and service history detail. System security provides for unlimited security pre-sets.

Read more about Scheduling and Task Management with the ClientManager/PSD Software Suite.

Financial Management

General Ledger and Cashbooks

ClientManager provides a powerful financial management system which incorporates international best practice principles and strives to be GAAP/IAS compliant. The multi-level chart of accounts utilises drag and drop methodology to facilitate quick and easy creation and maintenance of ledger accounts. Debtors, Creditors and Stock Ledgers integrate seamlessly to the General Ledger.

Unlimited branches and cost centres may be linked to inventory storerooms or sub-storerooms to provide effective financial control. Several integration options are available for data export to external (third party) general ledger systems. Financial and Operational Budgeting is easy to manage.

Debtors (AR) and Creditors (AP) Management

Debtors and Creditors Ledgers are integrated seamlessly into the client relationship management module, with the client financial profile providing all the information necessary for daily debtor and creditor management.

Stock Control (IN) and F&B Management

INNkeeper provides a comprehensive stock control system with food and beverage management facilities. Products and services are managed by category:

• Products - stock items bought and sold during normal trading
• Services - items such as labour hours or facilities
• Recipes - items manufactured using products and service items, such as meals or drinks

Price and GP Management

Five level selling price structure with management defined price titles.

All products and services may be linked to a reservation at the time of making the reservations, on arrival during the check-in process, or in a sales process during the guest’s stay. All transactions are processed real time against the appropriate guest folio and the stock quantity on hand is adjusted immediately.

Transaction Processing

Trade and Reservation Transactions

The INNkeeper hospitality software suite distinguishes between conventional trade (debtor and creditor) transactions and reservations transactions.

List of Standard Reports

View a list of Standard Reports generated by ClientManager/the PSD Software Suite.