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We are constantly striving to make the Consignor Sales Management TM software more functional and efficient for you.  Because we have been doing customizations for individual farms, we are offering upgrade modules instead of wholesale upgrades.  Our current offerings are described below, complete with a quick demo.  If you have other ideas, please contact us!

 

Client Statements for Single Client                                       $225

Description

 Pick your client from a drop down list to print only that client’s statements.

Benefits

Save time scrolling through Proceeds statements for your entire consignment when you only need to print/view one client’s hips. 

Consignment History by Client                                                 $225

Description

This module provides a detail and summary of a client’s sales history answering the question:  “How much/what horses has Ms. Doe sold with us over the years?” 

Benefits

With the click of a button, you will know your key client’s contribution to your sales total (and RNA total).  No more manual calculations and/or wondering about a client’s history.

Delete Duplicate/Invalid Client Records                              $350

Description

This module addresses the problem of duplicate clients in your client record.  It will move history, including horses and expenses from a duplicate or invalid client to a valid one and then delete the invalid record. 

Benefits

History reports will be more accurate and you can remove invalid clients from your client file so they will not be used again.

Delete Old Sales History                                                             $350

Description

Have you been using CSM for several years and don’t want to scroll through ancient history?  Make a backup of your data and use this module to remove the history.

Benefits

This module makes the Enter Hip Info screen easier to navigate without excess history.

Entry Fee Tracking Module                                                        $225

Description

Module to track entry fees paid by consignor, paid directly to the auctioneer by your client and those outstanding.  This module includes tracking report and two additional entry fee entry screens:  one by client and one by horse.

Benefits

Ensure all entry fees you have paid on your client’s behalf are deducted from proceeds.  Entry screens make data entry easier and easy to look up the entry fee status.

Export/Print Purchaser Information between two dates $150

Description

This module will allow you to export a list of purchasers that bought from your consignment between two dates.  It also includes pre-formatted address labels for the same. 

Benefits

Perfect for generating Christmas and/or pre-sales marketing literature!  You will save time and energy scrolling through all purchasers in your database.

Insurance Tracking Module                                                       $325

Description

This module leverages the information already available in CSM (horse info, owner info, etc.) to make managing insurance policies & premiums quick and easy.

Benefits

This module provides a one stop repository for all your insurance history with an easy to use data entry screen.  Multiple reports are available to manage specific issues with insurance that are generated with one mouse click;  no more wrestling with cumbersome spreadsheets! 

Keeneland’s Authorized Agent Form                                       $325

Description

This module prints a completed Authorized Agent form to be signed and submitted to Keeneland.

Benefits

Generate this required form with one mouse click.  You will be able to provide completed forms to your clients without laboring over a typewriter for hours! 

Proceeds Summary with consignor expenses by client     $150

Description

This module provides a more detailed accounting that the standard Proceeds Summary Report, including Consignor expenses, Net Proceeds, and Other Consignor Deductions.  This report provides a break by Amount Disbursed and Amount Invoiced.

Benefits

Quick accounting summary will allow you to quickly find those clients that owe you money after each sale.  Also provides a quick way to view total consignor expenses by client, eliminating the need for additional calculations. 

Quick Update Entry Fees Paid                                                     $175

Description

This module will automatically update your entry fees paid for every horse based on ownership percentage.

Benefits

Never manually enter another Entry Fee Paid, let the computer do it!  A must have for anyone with partnership horses in their consignment. 

 

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