MRSware Sales and Commissions
  • MRSware
    • About
  • Sales & Commissions
    • Sales Reps
    • Manufacturers
  • CRM
  • Blog
  • Pricing
  • Support
    • Training >
      • Training Classes - MRSweb
      • Training Classes - MRSware >
        • Lesson 1 - MRSware Home Page
        • Lesson 2 - CRM - Companies/Contacts
        • Lesson 3 - CRM - Calendar
        • Lesson 4 - CRM - Journals
        • Lesson 5 - CRM - Tasks
        • Lesson 6 - CRM - Projects
        • Lesson 7 - MREPS - Customers
    • Documentation
    • Integrations
    • Admins
    • Live Service Status
  • Login
  • Free Trial

Account Numbers, to use them and which to use

5/22/2008

0 Comments

 
​A typical change we see when a rep agency start using MRSware is the switch from not using account numbers -- or more often using some internal account number -- to using the manufacturer's account number for the customer. This is particularly evident when starting to use the invoice import wizard, as spreadsheets from the manufacturer typically include the manufacturer's account number in them. The question then becomes which account number to use, and how.

Reasons to use an account number, reasons to use the manufacturer's account number:

1. In the Customer listing, users can switch to "Account View" in the "Customers" menu to enable the display of each account number for each customer and the related manufacturer. This enable the filter and search by manufacturer features as well. As the name implies, Account View can only be used when there are account numbers present to refer to.
​2. When entering invoice information the account number is typically on the commission statement or import file, which is being entered or imported from. Having the number in hand, it is easy to reference... That being said, your data entry person most likely knows exactly what the account number for most of the lines is by heart. However, think of the ones they don't know off hand, or when there is a new person to do some data entry who wouldn't know them as well.

3. When working with the manufacturer or customer, it is sometimes helpful to refer the customers account number with the manufacturer. When using the manufacturer's actual account number, this will be the same information in the manufacturer's system as well as what the customer has in hand. The alternative, an internal number at the rep agency, is not usueful to the customer, manufacturer, or in most cases even the rep agency itself.

I'm am sure there are quite a few reasons for both methods. I invite you to share yours and give feedback for others to consider.

For those of you that have started switching over account numbers, or are thinking about what to do, refer to our help section on using the Bulk Assign Customers feature to fix account numbers for customers. This feature enables account number changing, correction, and merging in bulk.
0 Comments

Your comment will be posted after it is approved.


Leave a Reply.

    Documentation

    ​You will find technical documentation, MRSware instructions, release notes, and general content to help MRSware users through their day on this page.

    Please use the Categories below to find documentation for each area in MRSware.

    ​You may also use the Search field above to look for specific topics. To get a more precise list of articles for a particular menu option, for example, use quotation marks around the text in the Search box, e.g. "bulk assign sales rep".

    Categories

    All
    1
    Android
    Appointments
    Auto-Complete
    Batch Edit/Bulk Update
    Categories
    Contacts
    Customers
    Data Analysis
    Duplicate Removal
    Education Module
    Email
    Email/Spam
    Email Templates
    File Share
    Google
    Hidden
    IMAP
    Installation
    Journals
    Master List
    Microsoft Office
    Mobile
    (MREPS)
    MRSweb
    New MRSware Users
    Outlook
    Payments
    Projects
    Reports/data Analysis
    RSS Reader
    Sales Force Automation (SFA)
    Search / Filter / Sort
    Sync
    Tables / Listings
    Troubleshooting
    Types
    User Manuals
    Video

    Archives

    November 2022
    September 2022
    June 2022
    March 2022
    February 2022
    January 2022
    December 2021
    May 2021
    October 2020
    September 2020
    July 2020
    June 2020
    May 2020
    September 2019
    April 2019
    September 2018
    January 2018
    August 2017
    February 2017
    January 2017
    December 2016
    September 2016
    July 2016
    June 2016
    May 2016
    February 2016
    January 2016
    December 2015
    October 2015
    September 2015
    August 2015
    July 2015
    June 2015
    May 2015
    April 2015
    March 2015
    February 2015
    January 2015
    December 2014
    November 2014
    October 2014
    July 2014
    June 2014
    February 2014
    October 2013
    September 2013
    July 2013
    May 2013
    April 2013
    March 2013
    February 2013
    November 2012
    September 2012
    July 2012
    June 2012
    May 2012
    April 2012
    December 2011
    November 2011
    October 2011
    September 2011
    August 2011
    May 2011
    April 2011
    March 2011
    December 2010
    September 2010
    July 2010
    May 2010
    April 2010
    February 2010
    January 2010
    December 2009
    November 2009
    October 2009
    July 2009
    June 2009
    May 2009
    April 2009
    March 2009
    February 2009
    January 2009
    October 2008
    September 2008
    August 2008
    July 2008
    June 2008
    May 2008
    April 2007
    September 2006
    August 2006
    July 2006
    June 2006
    May 2006

    RSS Feed

Home | Sales and Commissions | CRM | Blog |​ Pricing | Training | Support | Log In | Free Trial 
sales@MRSware.com     (866)795-8386 x1
Copyright (c) 2002-2023 EYOND, Inc
.
MRSware is an EYOND, Inc. Integrated Solution
made in Austin, TX  USA