Examples of best practices

Owned by John Nairn
Last updated: Jun 04, 2020 by Sharon Harden (Unlicensed)
2 min read
  • 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.