Sales & Commission Data Entry Options

11/17/2022

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.

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Link Files to Companies in MRSweb

9/20/2022

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Link Documents to Companies

When you have an important file you want to retain for your records, you can link the file, from whatever you use to store and share your files currently, e.g. Google Drive, Dropbox, OneDrive, etc., to a Company. For instance, you want to keep a quote you provided to a company, or you want to hang onto a credit application for a new customer so you don't have to ask for the information when they buy from a second or third manufacturer you represent.

The best place to keep a link to the file is in Companies. Read on to learn how.

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Order/Invoice Line Items

6/1/2022

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While an Order or Invoice is a request to purchase, ship, and pay for something (a product or products), a Line Item represents a single entry on an order or invoice. An Order/Invoice can have multiple Line Items on it.
For example:

Order/Invoice #123:

10 cases yellow caution tape @ $2.00 each
15 cases red caution tape @ $3.00 each
5 cases blue caution tape @ $1.00 each

Order/Invoice #123 has 3 line items on it.

MRSweb has the capability to import Order or Invoice line item details. When a manufacturer provides line item details in a report they send, it only takes seconds more to import those details.

Why capture the details?

Knowledge is Power. Knowing who is currently buying a product or product group and who has stopped buying a product or product group gives you the insight you need to assist your customer build their sales. Whether it's helping to pull product through a customer's warehouse or notifying a customer of product availability or helping your customer get the best price based on quantity purchased, line item details provide you with the information you need to stay ahead of your competition.

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