Examples of best practices

Auto email all statements..are you doing it.
Commencing batch email debt collection.
Auto email batch automatic all invoices.
Customizing / HTML’ing your Email batch defaults…now even easier.
Apply customized HTML code and images to your invoices or statement footers
Launching freight integration (SmartFreight or StarShipIT)
Integrated EFTPOS with Tyro…why not?
Transition from current payroll to integrate Key Pay payroll
Paperless supplier invoice handling & attaching account forms to customer card / stamp proofs to SALORD’s?
Auto Rec’ing Suppliers EOM statements in a flash.
Payment Runs to suppliers based on supplier card payment terms
Auto Warehouse scanning IN and OUT
Contract Management, where to start, what to do on-going. Webinar / online videos. Use Alerts.
Running a bad GP report (downloading from Readysell report store)
Best practice purchasing for you? Avg weekly sales or min/max. If min/max are you doing min/max recalculation runs often enough?
Using Supply Types “better”
Using cases to help track of debt collection status.
Using Workflow status changes to create alerts / notifications.
SALORD Management: Setting up colour coding and using lists.
Improve stock on hand accuracy by location…PURREC into correct location.
Setup auto product updates
Transition all clients to email batch invoice delivery method.
Use Connotes (parcel labels) to better illustrate branding and delivery details for drivers.
Mobile picking..using alerts / sounds via outlook rules when new shipments are ready to pick on mobile device.
EDI Purchasing
Mobile app: Mobile picking / stocktakes / deliveries.
Using Appearance settings to colour highlight interesting fields / data
Extracting / Printing / integrating Customer favourities
Auto bank reconciliations…import your bankings!!
Use delivery runs or mobile app for delivery manifesting
If using delivery dockets / Eliminate POD filing by scanning
Clean up customers that have not purchased in over 2 years…bulk maintenance.
Record who did what on shared PC by using operator codes.

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Examples of best practices

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