Hi All:
- attached are a few slides…just to ‘jog your memory’ from today
- Some suggested screen / colour edits I use.
- My Email batch default for accounts receivable folllowup
- 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!
...
| List view | Aim | Appearance Rule Text | Appearance Rule Target |
|---|---|---|---|
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 |
...
| LastSaleShipment | ||
| Make Orders for New clients standout: | [Customer.Last Sale Invoice Date] Is Null |
...
| Customer | ||
| Make order for a customer with an amount in 90 days standout: | [Customer.Current Customer Balance 90 Days] <> 0.0m |
...
| Customer | ||
| Make Web Orders standout: | [Transaction Type.Code] = 'SALWEB' |
...
| TransactionType.Code |
My Email Batch Default for Accounts Receiveable followupReceivable followup:
Good Afternoon,
- This is a friendly reminder that we noticed some invoices have drifted overdue on your account.
...
- 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.
ORDER MANAGEMENT:
Don’t just let Auto Warehouse run EVERYTHING….who is involved. Use appearance settings to help notify. A good layout to help you understand all outstanding orders, and understand why each is outstanding.
Back Order Management:
Setup your columns. Add Product.ProductSite.NettQtyonHand | Apply colour to anything that has not been ordered (Purchase Order is NULL) and anything that has Nett Stock on hand <0
BAD CONTRACT LINE MANAGEMENT:
List Report, filter out flyers, review contract lines that are now too low.
PAPERLESS SUPPLIER INVOICE HANDLING: G
et a NAS drive. Organise backup FIRST. Must be reliable (no printed copies). You can stamp pdf’s in free version of adobe. Save to Server folder. Move to NAS at EOM.
DEAD STOCK:
Once you’ve identified dead stock…what next? Each item should be ‘piled’ into 3 sections:
- Keep for substitute or discounted sale
- Move / stock location transfer all substitutable stock to 1 location.
- Make it a location all staff walk past often, so they are familiar with the goods
- Consider placing an auto subsitute on a sku for one of the disc. Skus…if applicable.
- Donate for free
- Throw out
- Donate / throw out goods need to be stock adjusted against the same reason.
- Each stock adjustment reason is linked to GL account…are your stock adjustment reasons and GL codes linked the way you want..if not, do you know how to…?
‘Suggested’ Homework and / or ask Readysell during followup next week:
...
- Using Custom Fields: What other handy information do you want to keep in rsell? Want to keep all your supplier website logins or bpay references saved against the supplier card? What about their URL’s or cutoff times.
- ETAs for purchase orders / products
- Supplier Lead times: Getting accurate ETA’s on sales orders, and ordered products is VASTLY Improved by updating your supplier lead times. Whats the best way to do this.
- Updating supplier purchase order / back order ETA’s….using the putstanding purchase order line module.
- Setting up connote labels to preview / optionally print, based on no. of consignments.
- Shannon can help set this up. You can preview or auto print. Use a Dymo Labelwriter 400 (works for low-med use).
Geoff.
...
- .