This video will provide step-by-step instructions to set up the remaining tabs in your new customer’s record in SMARTSystem. Click on the “play” icon to begin the lesson.
This video will provide step-by-step instructions to set up your new customer’s Sales Info tab in SMARTSystem. Click on the “play” icon to begin the lesson.
This video will provide step-by-step instructions to set up a new customer in SMARTSystem. Click on the “play” icon to begin the lesson.
John’s Journal is a newsletter to provide SMARTSystem™ Users with the latest software highlights and solutions to improve your business operations.
This week I am highlighting the improvements made to the Customer Sales History report for you to better utilize this report internally and with your customers.
The Average Landed Cost has been added to this report and the checkbox to “Hide Landed Cost” will hide both the Current Landed Cost and the Average Landed Cost columns.
When selling “Assorted” inventory items the Sales Comments is often used to identify color or variety. You can now show the sales comments under each inventory item when you check the box “Show Comments on Report.”
Our goal is to provide you with tools to make your job easier and improve your success with quality service delivered quickly. Your feedback is always welcome. If you have any questions or need support, please contact us at Support@Floralcomputer.com or call 727-483-5306 for assistance.
Sincerely, John Henderson
John’s Journal is a newsletter to provide SMARTSystem™ Users with the latest software highlights and solutions to improve your operations.
Customer Memos are used to communicate between the Accounting Department and Sales Staff with the option of providing an ALERT.
A User can enter “Customer Memos” when doing Customer Maintenance or Sales for a customer. When the ALERT option is set the “Customer Memos” button will be highlighted in red as illustrated below:
Clicking the Customer Memo button will open a notepad to read and/or enter information. You can turn the “Customer Memos” button red by clicking the “Set Alert” checkbox in the upper right-hand corner.
The Salesperson can view the information, respond to it and/or turn off the ALERT which will return the button to its normal color.
Our goal is to provide you with software tools to make your job easier and improve your success with quality service delivered quickly. Your feedback is always welcome.
If you have any questions or need support, please contact me at Support@Floralcomputer.com or call 727-483-5306 for assistance.
Best Regards, John
John’s Journal is a newsletter to provide SMARTSystem™ Users with the latest software highlights and solutions to improve your operations.
Two improvements have been made to the Customer View that will provide you information quickly:
1. a Customer Name Search option to specifically locate a customer and
2. the Customer Ship Via to provide a quick reference for product delivery.
As with the other columns on this form you can click the lower right corner of the column heading and sort the information in either ascending or descending sequence.
Our goal is to provide you with software tools to make your job easier and improve your success with quality service delivered quickly. Your feedback is always welcome.
If you have any questions or need support, please contact me at John@Floralcomputer.com or call 727-483-5313 for assistance.
Best Regards, John
John’s Journal is a newsletter to provide SMARTSystem™ Users with the latest software highlights and solutions to improve your business operations.
A new benefit of the SMARTSystem is to expand your customer Pricing options with a new Contract Pricing feature.
Final testing is underway that will improve your control of customer pricing agreements. We have simplified Contract Pricing and made it easy for you to manage with accuracy.
The Customer Table Maintenance program has been expanded with a new tab called “Contract Pricing.” This tab is used to enter products associated with your agreements. From this tab you can select the products from your inventory, identify the unit of measure, a minimum quantity for your customer to purchase to be eligible, and with starting/ending dates of your agreement. Refer to the example below:
Our goal is to provide you with software tools to make your job easier and improve your success with quality service delivered quickly. Your feedback is always welcome.
If you have any questions or need support, please contact us at Support@Floralcomputer.com or call 727-483-5306 for assistance.
Sincerely, John Henderson
John’s Journal is a newsletter to provide SMARTSystem™ Users with the latest software highlights and solutions to improve business operations.
Recent changes to customer information now show the Customer number on both the View and the List as illustrated below:
View:
List:
Our goal is to provide you with software tools to make your job easier and improve your success with quality service delivered quickly. Our Support Line number is 727-483-5306.
Sincerely, John Henderson
- In the file menu bar select the word “Customers” from the list.
- In the drop down list under Customers choose “Customer Entry.”
- A pop up window entitled “Customer Table Maintenance” will open up to the tab called “Contact Info.”
- Type the information for your new Customer Entry.
- Customer names must be unique to prevent conflicts in the accounting program with duplicate customer names. Customer Number must be left blank. The system will automatically give the new customer entry the next available customer number.
- Required fields are Salesperson 1, Salesperson 2 (Which are chosen from Staff that you have already entered into the system. ). Typically, Salesperson1 represents Fresh Cut sales and Salesperson 2 represents Supplies.
Customer Type (choose from the dropdown list):
Customer Terms (choose from the dropdown list):
Sales Price Level (Choose 1-5)
Typically, your Sales Price Level 1 would be your most widely used margin down to Price Level 5 as your lowest margin. Only Price Level 1 is required.
IF YOU PICK SALES PRICE LEVEL AND PICK “Add” THE CUSTOMER IS ADDED IMMEDIATELY AT THIS POINT. If you are not finished with the customer information, complete your customer data entry first.
- Click the Add button and your new customer is added.
This is a quick summary of how to add a customer. Please see Management training #3A for a complete description of Customer Management.
Situation:
When a customer is inactivated, they will no longer appear in the customer view program, nor will they be available in the drop-down list for a sales order. They will be able to be selected for reports that return “historical” data. The time has come that their account needs to be reactivated. How is this done?
Solution:
From the Customers menu, click on “Customer Entry.”
Start typing in the customer’s name in the “Customer Name” field.
Click the drop-down arrow located on the right side of the field.
Locate the customer’s name in the list that will display and select them by clicking on the name.
The Customer Entry form will fill with their data once they’ve been selected.
Click the “Activate” button located on the right side of the entry form.
The screen will clear and the customer will be active once more.