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Management

John’s Journal, Issue #23 – Contract Pricing

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, Issue #15 – Re-export Sales Invoice to Accounting

John’s Journal is a newsletter to provide SMARTSystem™ Users with the latest software highlights and solutions to improve business operations.

Should you need to import a Sales Invoice to your Accounting System after an End-of-Day has been run, the following program can be used.

Under the Management Menu there is a program to “Reflag Invoices for Export to Accounting.”  

With this program you select the Start and End Dates of Sales Invoices to display on the screen below.  Just click the checkbox under Export to reset the invoice and then click on Save Changes.  The next End-of-Day process must be set to include the date of this invoice as the EOD Start Date.


Our goal is to provide you with software tools to make your job easier and improve your success with quality service delivered quickly.

Sincerely, John Henderson

John’s Journal, Issue #11 – How to Revise Inventory Categories

John’s Journal is a newsletter to provide SMARTSystem™ Users with the latest software highlights and solutions to improve business operations.

Under the Management Menu is the sub-menu to “Assign Categories to Inventory” that gives you a quick and easy way to revise your inventory categories.  In the example below, Christmas greens were under the MISCELLANEOUS category and I wanted them under a new XMAS GREENS category.    

The procedure is as follows:

  1. Under the Inventory Menu select the “Product Category Filter” to set-up a new category
  2. Under the Management Menu select “Assign Categories to Inventory” which will display the screen above
  3. On the Assign Categories to Inventory Screen:

A. Select the Inventory items you want to change by Category Filter, Item Filter, Product Code or a portion of the Product Code or Description Search
B. Review the Inventory items display to make sure these are the ones you want to change Category
C. Select the new category from the drop down
D. Click APPLY to update the Inventory Category for the Inventory items displayed on the screen

Our goal is to provide you with software tools to make your job easier and improve your success with quality service delivered quickly. I would like your feedback and let me know if I can be of assistance.

Sincerely, John Henderson

Contract Pricing

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.