Customer & Credit Management Made Smarter
The Customer & Credit Management module of DOPharmacy empowers pharmacies to build stronger relationships with customers while maintaining complete financial control. From storing detailed customer profiles to automating credit approvals, reminders, and loyalty programs, this module helps pharmacies streamline their receivables cycle and deliver personalized service. With real-time dashboards, overdue alerts, and automated communication, pharmacies can ensure better cash flow, reduce risks, and improve customer satisfaction. Whether dealing with retail customers, corporate accounts, or hospital panels, DOPharmacy makes customer and credit management effortless, transparent, and efficient.
- Customer Profile & History Management Create and maintain complete profiles for regular customers, including name, contact details, preferences, prescription history, and payment behavior. Enables personalized service and faster billing.
- Credit Sales Management Allow credit billing for eligible customers, corporates, and institutions. Set credit limits, due dates, and automate posting of invoices to the customer ledger for efficient receivable tracking.
- Customer Ledger & Statement Generation Maintain real-time customer-wise financial ledgers including sales, payments, credit notes, and outstanding balances. Generate and share account statements via email, SMS, or print for follow-up
- Credit Limit & Overdue Control Define individual credit limits and payment cycles for each customer. The system blocks or alerts when limits are exceeded or dues are overdue, helping reduce financial risk.
- Outstanding & Due Reports Generate reports of pending amounts by customer, aging of dues, and upcoming receivables. Helps prioritize recovery efforts and maintain a healthy cash flow.
- Customer Category & Pricing Rules Segment customers by category (e.g., retail, wholesaler, hospital panel) and apply category-specific pricing, taxes, and discounts automatically at billing.
- SMS/Email Reminders for Payment Follow-Up Send automated reminders to customers for upcoming or overdue payments. Improves collection efficiency and reduces manual effort in follow-up.
- Blacklisting & Restriction Settings Flag or block customers with consistent defaults or disputes. Prevents future credit transactions and adds security to your pharmacy's receivable cycle.
- Customer Loyalty Program IntegrationReward repeat customers with loyalty points on purchases. Points can be redeemed in future transactions, increasing customer retention and satisfaction.
- Credit Approval & Authorization Workflow Set up approval workflows for granting or increasing credit limits. Admins or finance teams can authorize exceptions, ensuring secure credit handling.
- Customer-Wise Tax & Billing Preferences Store GST/VAT numbers, billing format preferences, and invoice templates per customer. Ensures compliance and saves time for regular clients.
- Real-Time Credit Dashboard Monitor key credit metrics such as total outstanding, top debtors, overdue aging, and collection performance from a centralized dashboard.
Feature Highlights of DOPharmacy Customer & Credit Management
Comprehensive Customer Profiling & History
- Create detailed customer records with contact info, preferences, and purchase patterns.
- Maintain complete prescription history for faster billing and repeat orders.
- Enable personalized service that builds loyalty and long-term trust.
Smart Credit Sales & Risk
Control
- Allow credit billing with configurable limits, due dates, and automated ledger posting.
- Block or alert users when credit limits are exceeded or overdue.
- Reduce financial risks with approval workflows for new or extended credit.
Automated Ledger, Statements & Reminders
- Automate payment reminders to improve collection efficiency and minimize delays.
- Generate and share statements via SMS, email, or print for quick follow-ups.
- Maintain real-time ledgers with sales, payments, credit notes, and outstanding balances.