MRSware Blog

Changelog: PO, Terms and Instructions added everywhere

10/22/2021

PO Number, PO Date, Terms and Order Instructions have been added to all of the Sales listings -- Orders, Order Line Items, Invoice, Invoice Line Items, and Payment Line Items -- so that the PO and any notes can be followed all the way through from Order to Commission paid

If your Agency's primary key for tracking Customer engagement is the PO, Users can access that field in all of the Sales listings. This makes it very easy to filter and sort by PO Numbers and Dates in all of the screens, to find what you are looking for.

Order Terms and Order Instructions are more free-form fields that are used in various ways by different Agencies. The "Terms" can be the delivery and payment terms as captured from the manufacturers' reports, or can be more generic notes as added by the User. The same applies to the Order Instructions as either a miscellaneous field captured from a report -- and can certainly be different fields from each of the Manufacturers -- or simply notes about the disposition of this particular Order.

The key is these entries will follow the Order through its lifetime in the system.

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Changelog: new Duplicate Views

9/22/2021

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To help find possible data inconsistencies, 2 more views that will show duplicate entries were added in the same manner as the existing "Duplicate Orders" View under "Orders":

added View "Duplicate Purchase Orders" under "Orders"
added View "Duplicate Invoices" under "Invoices"

Duplicate Orders View will list all Orders where the Order Number is found more than once. The same filtering is done for Duplicate Purchase Orders, the same PO Number more than once; and Duplicate Invoices, with the same Invoice Number more than once.

This filtering happens regardless of the Date for each of those items, so the same Order Number that occurs twice on different days would be shown... In some (perhaps odd) cases this might be normal and can be ignored. In some cases, that might be exactly what you were looking for. This is the purpose of Views, to help the User find entries which may otherwise be difficult to locate.

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Import Any or All: Orders, Invoices, Commission Statements

5/26/2021

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The MRSweb Sales Import process supports importing multiple file types, and overlaying updates and new information for already existing entries in the system. Here are some examples of types of files you might receive on a regular basis:

Order Acknowledgements
Import an Order report, POS report, or Order Acknowledgement report from your manufacturers or other business partners. New entries will be added to the system; entries that match existing PO Numbers will be updated or added to.
Invoice Shipping Report
When the merchandise leaves the warehouse an Invoice is generated for the shipped goods. If you received this report, you can import it into your system. Just as Orders match up to POs, Invoices match up to Orders. Shipping Quantities can be confirmed and Anticipated Commissions matched up for accuracy.
Commission Statements
When the commission check comes, import the report that comes along with it. Confirm paid Invoices on the Payment Entry, reconcile commissions, forecast outstanding commissions due.

Any of these reports are optional -- you could import the first and last, skipping the middle, and still have a complete picture of the process. Likewise, you can skip right to the end and just import the Commission Statement to track payments across multiple lines. And, of course, each manufacturer will send you different combinations of these reports, so each line could have any or all of these that are imported as they are received.

There is no wrong answer with the Sales Importer, anything is sees it can enter, match, and update as appropriate depending on what kind of report it is. To discuss the specific reports your agency receives, and the data challenges you face, set up a call and web conference time to take a look at the MRSware solution.

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Changelog: PO, Terms and Instructions added everywhere

Changelog: new Duplicate Views

Import Any or All: Orders, Invoices, Commission Statements

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