This video will provide an overview of how to create a ghost standing order in SMARTSystem. Click on the “Play” icon to start the video.
Purpose: To review key sales reports.
Sales Menu:
Sales Person Performance Report
PURPOSE
To provide management with a real-time status of sales and gross margin by sales rep.
OVERVIEW
Information selected for this report is based on the Delivery Date of sales orders.
Check boxes for specific report selection criteria are:
This report displays Product Totals Only that includes:
- Invoiced sales orders
- Active sales orders and
- Pre-books sales orders
An Alternate Sales Rep is the Entered By on the sales order, not the customer assigned Sales Rep 1.
Website orders should have an Alternate Sales Rep established. Setup a Staff record called “Website” with rep code “WEB” to separate web sales. Also, all web sales will say “internet order” in the Customer PO Reference field.
Specific selection options include by:
- Sales Person
- Category of Product
Column definitions:
- Sales Person Name is the customer sales rep on the sales order unless the check box is set to report Alternate Sales Reps
- Total Sales is product sales on the order
- Cost of Goods is the landed costs of the items from purchase orders
- Gross Margin is the net of Product Sales less Cost
- Credits represent credit memo, not credit requests received for the time period selected.
- Corrected New Margin is Gross Margin less Credits
- % of Net Margin = Corrected Net Margin / Total Sales
- Comm is the “pro forma” commission value based on the rate assigned in the Staff record
- Qnty Sold is the total number of units sold
Price List Report and Email
PURPOSE
To inform your customers of products available using email.
OVERVIEW
There are multiple options available in this programs.
Options summary:
- Select ALL (default) or a Category of products
- Select Price Level 1 (default) or other Price Levels
- Type in a Comment for the document being sent to customers
- Send to all selected price levels or all price levels or enter a specific email address or multiple email addresses
- Include All Incoming Availability or Incoming Availability thru a specific date
- Set the date of this Report to customers
- Option to Round prices to the nearest nickel or quarter
- Option to Round quantity break amounts only
- Option to show On-Hand Quantity
- Arrival dates are showing on screen for incoming product
- Enter Comments by product to appear on the report
- Sort Standard Price List by Category, Sub-category and Product Code
- Default report format:
- Alternate Layout format:
- Quantity Breaks format
- Show Product Code instead of Comments
This video will provide an overview of the Sales View in SMARTSystem. Click on the “play” icon to begin the lesson.
To configure Sales Tax in Quick Books to work with the Import Tool:
- Single User Mode must be enabled to make changes to sales tax
- Collect Sales Tax must be enabled
- Create an item for SalesTax as type “Sales Tax Item” in
- Edit -> Preferences -> Sales Tax
- Named SalesTax-[ST]ate for example SalesTax-OK, SalesTax-TX, SalesTax-FL
- THIS MUST BE NAMED SALESTAX(ONE WORD) + A DASH + THE STATE ABBREVIATION
- SalesTax-FL
- SalesTax-TX
- SalesTax-OK
- Edit -> Preferences -> Sales Tax
- Must assign a vendor to the Sales Tax account as the “Tax agency”
- For example Florida Department of Revenue must be setup as a Vendor
- For Example SalesTax-OK would need to have a tax agency of “OK Department of Revenue”
- The Tax Rate can be set to 0 as the values are passed directly into QB from SMART rather than calculated by QB.
Note that the State Sales Tax item is not the one selected in “Most Common Sales Tax Item” this must be different for some reason.
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 your business operations.
Keeping customers informed about their orders, especially when a backorder occurs is an important part of your business relationship with them. It also prevents them from going to a competitor, if they know you have product on order for them. Therefore, the status of customer backorders clearly communicated to the customer is very important.
With this in mind, we have a new sales invoice option for our Standard Invoice to show backorders. Backorders on your customer invoice will print as illustrated below showing the last lines backordered as in this example:
This new feature can be easily turned on as shown with the checkbox below:
The Backorders printed on the invoice is effective with SMARTSystem Version 6.4.8.27. Should you have any questions about this new 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.
The Sales Person Customer Call List has a new feature that will make it easier for your Sales Reps to change Customer Call Days. Just highlight the customer name, right click to select “Edit Days” and the Edit Customer Call Days screen is displayed as shown below:
This change is effective starting with SMARTSystem Version 6.4.8.4. Should you have any questions about this new 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
John’s Journal is a newsletter to provide SMARTSystem™ Users with the latest software highlights and solutions to improve your business operations.
We have a new option for the SMARTSystem Sales View, Purchase Order View and Invoice View.
In System Control, on the Sales Options Tab, you can “Hide the Totals on the Sales, Invoice and PO Views” and not show the dollar value of the items listed by checking this box:
NOW, for specific Users determined by you there is an override that will show the totals based on the a setting in the Staff Table for an individual User. For your designated Staff, just click the check box “Show totals on Sales, Invoice, and PO Views:
This change is effective starting with SMARTSystem Version 6.4.5.32. Should you have any questions about this new 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.
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