John’s Journal is a newsletter to provide SMARTSystem™ Users with the latest software highlights and solutions to improve your business operations.
We have completed several SMARTSystem improvements that will help your business operate more efficiently.
First, we have expended the invoice printing capabilities of SMARTSystem. Over the last year we have been asked to print multiple invoice copies on different color paper: white, yellow, pink. Two copies are usually enough, but there are some of your customers that require three copies of an invoice.
This feature can now be used with two Brother Printers: HL-L5200 (two trays) and the L6400 (three trays).
Second, in customer maintenance we have expanded the delivery charge options for customers. For customers that require special handling of delivery charges, you now have the following options:
- When you do notwant to to charge a delivery charge to a specific customer on a particular route, select the checkbox labeled “No Delivery Charge:”
2. To override the default delivery charge for customers who require anything extra but are on the same route as customers who are being charged a lower delivery charge, enter the customer override delivery charge in the box labeled “Override Delivery Charge:”
These options appear in the “Sales Info” tab of the Customer Maintenance program, which can be accessed by
- Selecting “Customers” from the top menu bar,
- Selecting Customer View” from the drop-down menu that appears,
- Double-clicking on the name of the customer whose information you would like to edit, then
- Clicking on the “Sales Info” tab.
Here is what it looks like, with the relevant tab and options highlighted:
I look forward to hearing your feedback on these two features.
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.
John Henderson
John’s Journal is a newsletter to provide SMARTSystem™ Users with the latest software highlights and solutions to improve business operations. SMARTSystem updates are included with your Software Support Plan (SSP).
We have added a new program that will reflag customer credit memos for export to accounting.
Exporting customer invoices and credits is a standard function of the SMARTSystem EOD (End of Day) processing. The EOD process marks each customer invoice and credit memo to prevent exporting them more than once. These two reflag programs give you the ability to reset the export flags so information can be re-export to accounting, if needed.
To select these programs, go to:
Management Menu ->
- Reflag Invoices for Export to Accounting
- Reflag Credit Memos for Export to Accounting
These programs work the same way to reflag both Invoices and Credit Memos.
First, select the Delivery (Ship) Date Range, Start Date and End Date, from the date filter to display information:
The *Export column heading can be double clicked to automatically check all of the export boxes displayed on the screen or, you can check only the individual items that you need to re-export.
When you are done selecting all of the items that need to be re-exported, click the “Save Changes” button
The next time that you run your EOD process: The Invoices and/or Credit Memos that you marked will be exported with the EOD process and included for Import to your accounting program.
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, please contact us at Support@Floralcomputer.com or call 727-483-5306 for assistance. If you would like to submit an on-line support request, go to http://floralcomputersystems.freshdesk.com and click on the “New support ticket” button.
Thank you, John
John’s Journal is a newsletter to provide SMARTSystem™ Users with the latest software highlights and solutions to improve your business operations.
The new Margin by Item report is an analysis of your cost by selected inventory items to show your Margins at your current Sales Price Levels. This report is unique because you have Product Type as an additional selection filter.
Select the following Menus for this report: Reports > Inventory > Margin by Item Report
Should you have any questions about this feature, please let us know.
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.
John Henderson
John’s Journal is a newsletter to provide SMARTSystem™ Users with the latest software highlights and solutions to improve your business operations.
If you are using the Manual Pricing Feature in SMARTSystem, a new program option has been added to the Sales Price Maintenance program to round up prices to 2 decimal places as shown on the screen below.
Filter the product selection to show the inventory items on the screen that you want to round up and then click the button “.05 or .25” to execute this change on all prices levels. Don’t forget to SAVE your changes.
If you have any questions, please give us a call for Support.
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.
John Henderson
John’s Journal is a newsletter to provide SMARTSystem™ Users with the latest software highlights and solutions to improve your business operations.
There are two types of backups needed for all Servers. These are:
· Windows Operating System Backup
· SMARTSystem Backup
The Windows Operating System Backup should be managed by your local IT support and performed about every 60 days. This will give you a full SYSTEM image back-up to an external drive. The Microsoft link for Windows Server Backup Step-by-Step Guide for Windows Server is:
http://technet.microsoft.com/en-us/library/cc770266(v=ws.10).aspx
The other backup is done each day for the SMARTSystem data only. When we install our software on your Server it is scheduled to run a BACKUP at 2am. The backup that is run at 2am is a disk to disk copy on the hard drive in the Server. For this process to be complete, the SMARTSystem backups need to be copied from the hard drive in the Server to an external drive to ensure your ability to recover your valuable data.
Ideally, you will have 3 external drives that you can rotate each week and take one off-site replacing it weekly.
We Strongly Recommend that you validate the SMARTSystem data on your external drive by performing a test restore from your external backup drive.
Managing data backup is the responsibility of each customer. The time you take to do this now can save you a significant amount of time, cost and grief in the future. We will be glad to assist you as needed or to verify that your backups are being done properly.
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.
John Henderson
John’s Journal is a newsletter to provide SMARTSystem™ Users with the latest software highlights and solutions to improve your business operations.
A new Buyers report has been added to SMARTSystem Purchasing Reports. This Sales History Buyers Report will show product activity between selected dates with the option to calculate a percent of increase or decrease in the Quantity to Buy. You can filter this report by Vendor, Category, Item, Product Code or Product Description.
A sample Hardgoods/Supply Category is illustrated below:
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.
John Henderson
John’s Journal is a newsletter to provide SMARTSystem™ Users with the latest software highlights and solutions to improve your business operations.
Credit Card processing is now available in the SMARTSystem and is ready for your use. It has been designed with minimal changes to the POS entry module and all of the processing is behind the scenes with instant Authenticate or Authenticate-Capture options available using Authorize. NET.
Credit Card information is stored in the Customer table with heavy encryption of credit card numbers for your protection. Password security is required to access credit card information in the Customer Table by your staff.
New credit cards can be entered at the point of sale on the screen below and the information will automatically be saved in the Customer Table for future use.
Just give me a call for additional information to streamline your payments using credit cards.
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.
John Henderson
John’s Journal is a newsletter to provide SMARTSystem™ Users with the latest software highlights and solutions to improve your business operations.
Changes and improvements to SMARTSystem software are published to you periodically with an alert message “Update Available” when you click the SMARTSystem icon. The alert message looks like this:
Each PC user should click “OK” and the program update will automatically install. If you want to bypass the update, click the red “X” and the next time you click the SMARTSystem icon you will be prompted again for the update.
If you click “Skip” you will not be prompted again for an update. This is the way Microsoft designed it to permanently opt-out of the update process. To reactivate the automatic update process go to your internet browser and enter in the address line:
“your code.floralsoftware.com” to install your latest version.
It is very important that all Users receive updates to keep the SMARTSystem program and your database synchronized amongst all Users. It is your responsibility to maintain the current version by clicking “OK” on the message above.
When you click “OK” to install the SMARTSystem updates the following screen will give you installation progress. The entire process normally takes less than 2 minutes.
The only exception to the above procedure is for Terminal Server Users. It does not apply.
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.
John Henderson
John’s Journal is a newsletter to provide SMARTSystem™ Users with the latest software highlights and solutions to improve your operations.
Contract Pricing has been enhanced to automatically override prices on all of the Sales Order screens based on your contract price settings. A separate Contract Pricing tab is still available for you to view items and sell from that screen.
In order to provide more flexibility for you during the holidays we have created a new option to turn all Customer Contract Pricing Off or On as needed. This feature will address those that do not honor Contract Pricing during the holidays. This program option is located on the Management Menu towards the bottom.
When you select this program from the menu it will display the following screen:
To turn Contract Pricing Off, just click the button to “Turn OFF”. When in the Off status the Sales Program will not be able to override your customer sales order with the prices you have contracted with the customer. See the screen below:
To turn Contract Pricing On, just click the button to “Turn ON” and all contract prices will return to active status.
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 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 business operations.
A new tool has been added under the Management Menu to Assign a Primary Vendor to Inventory items. Using the selection criteria filters: Category, Item, Product Code prefix or entire number and Product Description or part of the description, you are now able to easily assign a Primary Vendor to your product groups. As we are streamlining and adding new features that use the Primary Vendor assigned to inventory items new options will become available for you.
Select this program from the Management Menu and select the Category and/or Item and/or Product Code and/or Description and click “Find” to display the list of products that match your criteria. Review your list and select the Vendor to assign. Click “Apply” to update the Vendor# field with your assigned vendor recording this change for each inventory item displayed.
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