Page Comparison

Hi

...

Hope you’re having a good week.

David Anson hosted his first IT Committee meeting at Office Brands on Monday. He did very well. There are many exciting infrastrcuture improvements to web, data, and integration standards all due for delivery in coming months.

I thought we would cover some of these best practices before running a session with myself and John on reports. Because much of the info / answers you may wish to obtain from running reports may be obtained from screen edits (which  I think are quicker and easier than runnign reports…once you know how).

Hopefully you will get time to run thru the best practice score card below, and have decided on at least 2 best practices to start to make movements towards achieving.

https://docs.google.com/forms/d/e/1FAIpQLSenVTJ_E8eJ7ZOUPG_4ducBMiGB1TAE1MAWkaItoZXTo_5qiw/viewform?c=0&w=1

So in-line with that senitment above..I thought this week for Best Practice (ii) we might cover any/all of these.

• Sales Order Management: Some ideas / what we do.
• Back Order Management: some ideas / what we do.
• Contract Management: and bad GP lines on contract.
• Paperless Supplier invoice handling.
• Dead Stock Management
• Using Custom fields: where it can help you!
• Applying ETA’s and leadtimes to suppliers / cards. How it can help!
• Want to print connotes for your shipments / deliveries..its easy!

But please suggest anything more specific you may wish to cover as well.

This will lead into week 5: Reporting Session where john and I may cover:

...

All:

1. attached are a few slides…just to ‘jog your memory’ from today
2. Some suggested screen / colour edits I use.
3. My Email batch default for accounts receivable folllowup
4. Some ‘suggested homework’ …while its fresh in your mind…give it a go..if u get stuck - check with Rsell during followup next week..or call me!

Back Order Module Colour Appearances:

Make Nett Qty on Hand go whatever colour: [Product.Primary Product Site.Net Qty on Hand] < 0.0m

Make Back Orders with no purchase order attached go whatever colour: [Purchase Order] Is Null

Sales Order Module Colour Appearances:

Make UNSHIPPED Orders standout:                                                        [Last Shipment] Is Null                                                                                  |              (target = LastSaleShipment)

Make Orders for New clients standout:                                                 [Customer.Last Sale Invoice Date] Is Null                                             |              Target = Customer

Make order for a customer with an amount in 90 days standout: [Customer.Current Customer Balance 90 Days] <> 0.0m                  |              Target = Customer

Make Web Orders standout:                                                                      [Transaction Type.Code] = 'SALWEB'                                                       |              Target = TransactionType.Code

My Email Batch Default for Accounts Receiveable followup:

Good Afternoon,

- This is a friendly reminder that we noticed some invoices have drifted overdue on your account. 

- Some of your invoice(s) are now in 60 and/or 90+ days overdue. 

- Please see below for your outstanding balances, if you would like any / all of your outstanding invoice(s) copies emailed to you, just reply to this.

Thank You.

HOW TO PAY:

1. EFT:  Express Office National  |   BSB: 082-204  |  Acc: 676546818
2. CARD: Phone us for Visa/Mastercard/American Express card payments (no surcharge)
3. PAYPAL: to accounts@expressofficenational.com.au
4. CHEQUE: to address below.

Outstanding balances:

Remember:

• Make a list what you want to do / move forward to.
• Be comfortable editing screens / totalling columns / using the Filter Editor
• Take a browse thru the Readysell Report Store for LIST and FORM reports…there might be something there that interests you.

‘Suggested’ Homework and / or ask Readysell during followup next week:

1. Do a Dead Stock view variant & then filter  for all your 3M products that are DEAD and NOT Active…how much have you got?
1. Then edit it, and do it for anything that has the word TONER in the description.
2. Dump them both to excel…work on them!
2. Edit your email batch default for your accounts receivable followup. Run an email batch extraction, and review the results. Add Customer balance columns to the screen layout so you can see what you are chasing.
3. Run your Bad GP Report on all shipments in past 60 days…get comfortable editing / sorting.
4. If Custom fields are something you would find handy…try settup 1 or 2 up. We created Supplier CutOff Time and UserName and Password,
5. Complete the Best practice Survey & Read / be aware of latest program updates.

Geoff.

See you on Friday.