Database Overview

• Databases allow you to manage information about your Customers,   Shipping Addresses, Inventory, and other lists.

• Click the links below to view topics about each of the database modules in ReSource Partner.

Database Setup

There are several important databases that are the backbone of the ReSource Partner program.  

One you will build as you take care of the customers at the counter, called your Customer Database. This database includes their name, address, ship to information, phone contact information, discounts, On Account information and running totals as well as the last date in the store.  Every transaction you do should start with the selection of the customer in order to effectively use this database.

Another is Inventory.  Inventory is the source of pricing information at the Point of Sale.   It provides the Package Estimator with material information it needs to make the estimate calculations.   It is the place where sales tax is designated for the items you sell. The last one, Vendor Database, is only applicable to those who wish to have the system generate Purchase Orders for them.

Do I Have To Use All Of The Database Functions?

This is the most common question asked regarding the databases. The answer is No. You will determine how much information you want to enter and have the system track. How much information you as a business owner will be able to get out of your program will be directly tied to what you put in and what you collect at the Point of Sale.