Whether you're entering the data yourself or have a few people in your office who handle your data entry, it's important to know your options for capturing the information that is important to your agency.
What you enter is often determined by what, when, and how you receive the orders, invoices, and/or commissions from your manufacturers.
What data do you receive?
Commission reports
Orders - individual order forms or order reports
Shipping reports - individual shipment notices or shipping reports
What's included?
From: bare minimum - total sales & commission by customer
To: a lot of detail - PO#, Order#, Invoice#, Dates, Line Item Details, Sales, Discounts, Customer, End User
When do you receive the data?
daily
weekly
monthly
How do you receive the data?
paper copies by mail or fax
digital copies individually or via a report
variety of report formats (.csv, .xlsx, .pdf, etc)
The answer to these questions, along with what you want to capture, will determine the data entry option you choose.
With MRSweb there are 2 options from which to choose - importing the data or manually keying in the data.
Here's when you might choose one or the other option:
Import Entry - use Sales Import
digital spreadsheets
Manual Entry - use Quick Add or New Order/Invoice/Commission forms
paper copies of orders, invoices, commissions
individually emailed copies of orders, invoices, commission
digital copies with 3 or 4 rows and no line item details
New Invoice Form
To select a New Order or Invoice you click or tap the "plus icon"(screenshot on the left)
The screenshot on the right is the New Invoice form.
Quick Add Form
To open Quick Add, click or tap Quick Add in the Order, Invoice, or Payment menu.
The Quick Add form is the same for all three.
! One of the advantages of using MRSweb for your data entry is that when entering sales you can create a new payment during the entry process (both import and manual). You do not have to open another page to enter your commission payments. During Sales Import and/or Quick Add you can create your payment and add the invoice to the payment, saving you time.
Regardless of the method you choose, MRSweb provides you with smooth, easy data entry.