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Overview
Mentoring week 2, Getting your data right is about:
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Above all else, getting your customer data right is key. It is easy to focus on product information rather than on customers. Try to resist the obvious traps of not cleaning up your data at or just tidying up product data. Make sure you get your customer information as clean as possible as well! |
Please watch the video below before starting your follow up work for mentoring week 2
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Aim
- Create an action plan detailing how you are going to get your customer, product and sales data right by the end of the year
- If you have 2000 customers to review. Then do a block each week. Start from the best to the worst. So you will get the very best complete by the end of the year
- By next session, participants should understand the data they need to tidy up, have made a plan about how they are going to get the tidy up work done and should have made a start on tidy up of their data
- You don't have to have made a start on automatic price updates or flyer loads. But you should at least be starting to plan when you are going to implement those features
- Once you have your data cleanup starting to happen during the week, you should also make a start on improving the presentation of your sales order detail and list views, but only after you have made a start on the data tidy up.
Automatic product price updates
- You should be using automatic product price updates. See:
Automatic flyer loads
- You should be automating flyer loads. See:
Locations
- Update from purchase receipts. Use highlighting
- Review your warehouse zones and locations
- Consider using a location only stocktake to get your location data right
- See:
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- Where is it? This is a form report that you should be using. It can be scheduled to run automatically and email itself to you
Customer data effects on Max and CRM
- Correct the data as you enter sales:
- Put the industry field on the sales order screen. Correct industry as you go entering sales
- Created a tab with all contact data on the sale order screen
- The biggest issue with CRM is communicating the wrong thing to the wrong person
- By the end of the year we want marketing information to come from customer and contact data
- This requires the data to be a lot better
- The tools need industry and role data to be a lot better. It is currently very incomplete.
- Setup defaults for creating new customers and products
- Decide your standard:
- Then set system references to fill in the correct values
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Sale orders
Please review or revise the documentation on dragging and dropping columns onto a list view, saving view variants, customize detail view layouts using window layout manager and conditional formatting for list views. See:
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You want your sales order list view to look like the following
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Setting up appearance rules on the sale order list view
- The steps required to setup your appearance rules as shown below. Your sales order list view should have appearance rules on your sales order view should end up looking like the following:
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- Unshipped Sales Orders to go fluro blue
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- Web orders (transaction type SALWEB) show as fluro Green
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- The top 30 customers show as pink
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- Sale orders for new Customers show as yellow
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- Orders for Customers with an amount in 90 days show as red
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- Orders that are 100% allocated, and not shipped highlight order transaction number as green
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- Orders for customers that are set to BATCH invoicing go grey text
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- Orders with GP of < 30% show as light green
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Adjusting the sales order detail screen
You want your sales order entry detail screen to look like the following:
Expand title Show me.. 
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- Email batch for overdue customers..edit wording. Email batch for account receivable followups.
Review the roles in your business
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Staff effectiveness depends on well defined roles. If everybody is responsible for everything, the result is often that nobody takes responsibility for anything. Define your staffs roles and they will be both happier and more effective. |
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