Invoice Import (Sales and Commissions Import)

10/30/2008

Invoice Import is the process of bringing sales and commission data into MRSware. Sales and Commission data is represented as an Invoice in MRSware, but doesn't necessarily have to have the full number of fields that would typically be found in an invoice -- it can be as simple as the Customers' Name and Sales amount. However, the Invoice Importer and a MRSware Invoice has the full features of an invoice and can track customer PO's, shipment tracking numbers, and sales and commissions data down to the line item level.

To get started with Invoice Import, go to the Invoice Import Users Manual. This handy reference takes the user step-by-step through working with manufacturers spreadsheets and importing the data into MRSware.

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Bulk Update Contacts' Categories

10/27/2008

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Users can assign Categories to the Contacts working at several Companies all at once. From the Company Listing:

Multi-select the Companies whose Contacts you want to assign your Category to.
Right-click and select "Bulk" → "Update Contacts' Categories".
Check all the Categories from the list that you want to assign to the Contacts.
Click "Save".

This is the same function that is available from the Contacts Listing; however, being able to assign the category from the Company Listing allows the User to keep the Contacts and Companies in better sync.

Here are some examples on what this feature can be used for:

a) I want to send out a product promotion to all of my distributor sales reps from one of my buying groups. The buying groups are in the categories, but are currently only maintained at the company level. Let's bulk update the categories for all of those companies' contacts to move the category down to the contacts level. Now from here, I can do a combined search on the Job Title field, along with my buying group category, and get the exact distribution list I am looking for.

b) I have all of my customers assigned to me via a category in the company listing. I want to copy that category over to the individuals at those customers, so that I can synchronize them to my phone. Bulk update the contacts' categories to assign your sync category, then synchronize away to get them all down to your phone.

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Account View vs. Customer View in Customers Listing

10/24/2008

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The Customer Listing, accessible from the Customers link in the Shortcuts Panel, provides two views:

1. The default view is "Customer View". It shows one row for each Customer entry in the system. This row, or individual entry for the customer, shows the Customer Name, assigned Sales Rep, the sales rep's commission Split Rate, Sales Total columns, and the Company's business information.

2. An alternate view, "Account View", is available from the Customers menu. In Account View, each Account Number for each customer is presented on a separate line. This creates multiple listing for each customer when that customer has an account number with more than one Manufacturer (one row per account number). This view also shows the Manufacturer associated with that account number, and the sales for each account.

If there are no account numbers in the Customer entry, then there is nothing to show in Account View. For example, if a Customer buys from three lines but only has an Account Number entry with one, the Account View shows just the one line with the account number. For more information on Account Numbers and their use, refer to Account Numbers, to use them and which to use.

The main purpose of providing the Account View option is to provide the user a method to do searches by account number, by assigned Manufacturer, and see a quick total of sales per line directly in the Customer listing. More detailed analysis should continue to take place in Report Explorer and Data Analysis.

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