Grocery and Corner Shop CRM
When the store-credit ledger is kept by hand, who still owes how much turns into an argument at the end of the month; and what each product actually earns is only noticed once the shelf empties.
Store credit lines sit under the customer record; the balance drops the moment a payment is entered, and the reminder comes from that balance. The same card carries points and purchases.
- Keep the store credit balance per customer, see the payment history and send a reminder notification
- Reward customers who collect points and gather frequent shoppers in a separate group
- Track product stock, get an alert for items that fall to a critical level and start the order from the same screen
- Compare the best-selling products and profitability in daily, weekly and monthly sales
- Let the whole team reply from a single WhatsApp number, with the messaging staying on the customer record
| Store Credit Tracking | Store credit lines are kept under the customer record; the balance is calculated from those lines, and the payment history stays on the same card. |
|---|---|
| Home Order Delivery | An order that comes in by phone or WhatsApp is a record; the delivery address, the person taking the order out and the delivered flag are fields on that record; if it was put on store credit, the line falls to the same customer card. |
| Supplier Rep Visit Day | Which supplier's sales rep comes on which day is a field on the supplier record; the missing items to be ordered that day are filtered from the product records and tied to the same visit task. |
| Sales Reports | Because sales records sit with their date and their product, daily, weekly and monthly comparisons are taken by changing the report range. |
| Expiry Date Tracking | The expiry date is a field on the product record; items whose date is approaching are filtered by that field, and the shelf check is a task produced from that list. |
In a neighbourhood grocery, part of the capital is on the shelf and part of it is in the customer's pocket. As uncollected store credit grows, there is no money left to buy new goods; but because these two figures are kept in separate places, where the squeeze came from is understood late.
Rapitek CRM keeps the store credit balance on the same card as the customer's purchase history; the balance drops the moment a payment is entered, and the reminder is produced from that balance. Because the same card also carries the points collected, what to give a regular customer is not looked up from a separate list.
