Mentoring best practice part 2

Owned by John Nairn
Last updated: Mar 15, 2021 by John Nairn
3 min read


List viewAimAppearance Rule TextAppearance Rule Target

Back Order Module Colour Appearances:

Make Net 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 Receivable 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: 123-456  |  Acc: 12345678
  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 / totaling 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: 

Get a NAS drive.  Organize 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 substitute 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:

  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 set up 1 or 2 up.  We created Supplier Cut Off Time and User Name and Password,
  5. Complete the Best practice Survey & Read / be aware of latest program updates.


  • Using Custom Fields: What other handy information do you want to keep in Readysell?  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 outstanding 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).