Mentoring week 4 best practice part 2

Hi All:

1. attached are a few slides…just to ‘jog your memory’ from today
2. Some suggested screen / colour edits I use.
3. My Email batch default for accounts receivable folllowup
4. 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!

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                                                                                  |              (target = LastSaleShipment)

Make Orders for New clients standout:                                                 [Customer.Last Sale Invoice Date] Is Null                                             |              Target = Customer

Make order for a customer with an amount in 90 days standout: [Customer.Current Customer Balance 90 Days] <> 0.0m                  |              Target = Customer

Make Web Orders standout:                                                                      [Transaction Type.Code] = 'SALWEB'                                                       |              Target = TransactionType.Code

My Email Batch Default for Accounts Receiveable 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: 082-204  |  Acc: 676546818
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 / 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.

‘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 settup 1 or 2 up. We created Supplier CutOff Time and UserName 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 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.

See you on Friday.