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ChangeLog: MRSweb general updates for working with Sales Imports

8/29/2022

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A. More combinations of having and not having PO Number, Order Number, and Invoice Number are now handled by the Sales Importer.  When using Update Records, there will be reduced change of missing Orders based on not having any information about an Order in the source import spreadsheet.

B. Deleting a Payment in MRSweb will now confirm the action and delete all of the Payment's Line Items as well.  This behaviour matches what takes place in Desktop.  Deleting a Payment will not delete any Invoices or their commission amounts from Invoices that were confirmed on the Payment, it just deletes that Payment and checked items that were marked as paid on it.

C. Batch Import Summary now has direct links to related items throughout the system, to make it easier to jump from the Batch Import Summary page to the pages of those items, without having to find and filter for the items yourself.  These links open the related page in a new tab, filtered to the Batch Number used.
  1. Number of Import Rows: brings the User to the Sales Import page
  2. Number of Order Line Items: brings the User to the Order Line Items page
  3. Number of Orders: brings the User to the Orders page
  4. Number of Invoice Line Items: brings the User to the Invoice Line Items page
  5. Number of Invoices: brings the User to the Invoices page
When navigating between Pages in MRSweb, each Page remembers where you left off.  This is extremely helpful in going back and forth between sections and not losing filters, sorts, and Views that were used last (and having to set them up again).  However, this does also apply to the links directing you to other pages -- for example, you may need to change the View in Sales Import to the "Imported" list if you were last looking in one of the other filtered Views.
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D. The label for Discount Amount has been changed to Unit Discount, to better reflect that the Discount being records here is per-unit-item, just like the Unit Price.  The math that is being performed related to this column is:
        (Unit Price - Unit Discount) * Quantity = Sales Amount

E. With the Unit Discount label change, the order of the columns has also been changed to better reflect the order or calculation related to the equation used above.  I.e. the column order is now Unit Price, Unit Discount, Quantity, Sales Amount.
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F. The Item Description field will now take up to 80 characters of text as the description.  This is up from 50, which was the previous limit.
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ROI with Activity Tracking

7/13/2022

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Picture

When you're taking a look at your business' profitability, one of the factors to consider is whether your Principals and/or your Customers are generating a good ROI (return on investment).  Being able to track the ratio of earnings to time spent on these partners gives you a general idea of the success of your sales efforts and your profitability. 


We all have our favorites - favorite manufacturers and favorite customers.  These are the people who we feel most comfortable with, who appreciate us, and who we spend most of our time working for (manufacturer) or selling to (customer).  What we don't often do is check to make sure that the time spent is worth it - i.e. a good ROI.


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Fighting Inflation in Your Business

7/5/2022

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According to a report from MetLife and the U.S. Chamber of Commerce, at the end of March 2022, small business owners feel good about the health of their businesses, while at the same time 85% are concerned about inflation.  Closely following inflation these owners are also troubled about ongoing supply chain disruptions, persistent COVID challenges, and worker shortages.

While there's little you can do to control supply chain issues, COVID, or worker shortages, you can address inflation in your business.  Here are 6 ways to handle inflation and improve your bottom line:
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  1. Analyze your business' profitability
  2. Maximize line synergy
  3. Prepare for new customers
  4. Cut expenses
  5. Automate processes
  6. Improve productivity


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