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MRSweb - Lesson 12 - Orders

4/6/2022

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MRSweb Sales contains your entire sales flow process, from lead to commission payment.  While each stage in
the process is separate, you can share the data used from one step to another.    
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​Orders can only be found in MRSweb, under the Sales menu.  Although you can view order information in MRSware desktop's Invoice Entry table, the order is always linked to an invoice, where in MRSweb, the Order pages display pre-invoiced order details.

Orders are usually entered in MRSweb once the manufacturer acknowledges the receipt of the purchase order from the customer.  However, a field rep may enter a purchase order from a customer, on his tablet or his cell phone, in the New Orders form.

​If the order acknowledgements are received from the manufacturer in a spreadsheet you can import the orders using MRSweb's Sales Import.   If they are received from the manufacturer via email (one at a time), fax, or paper, you can manually enter them into Orders.


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MRSweb - Lesson 16 - Imports

11/16/2021

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Importing information into MRSware has always been available, whether it was sales and commission reports or a lead list from a manufacturer.  Now, with MRSweb, you have the ability to do multi-stage imports. 

In this lesson you'll learn how to import data into MRSweb.  You'll be able to import a variety of information like:
  • lead lists
  • conference attendee lists
  • activity lists
  • order acknowledgement reports
  • shipping reports
  • invoice reports
  • commission payment reports. 

​Whenever you see the following menu on a page in MRSweb you will be able to import information. 

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MRSweb - Lesson 6 - Sales Reps

9/15/2020

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Sales Reps can be found in the Contacts Menu.  Sales Reps is the control center for the sales force; where the sales entities are created, enabled, and disabled.  Sales Reps may contain sales entities such as Sales Reps, Territories, and/or Agency.  

MRSweb also creates the link between these sales force entities and their corresponding Users in the system.  Once a sales rep/territory/agency entity is created in the system, it can be assigned to Companies, Customers, Orders, and Invoices.  

The Sales Reps list displays the Active sales reps for the agency.  The Sidebar has a pre-filtered view of Inactive Reps displaying a list of sales reps no longer employed by the agency. 

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<<Previous

    MRSweb

    Online Training Lessons
    ​

    Lessons
    0 - Intro
    1 - Getting Started
    1.1 - Sign up 
    1.2 - Login 
    1.3 - Forgotten Password
    2 - Navigation
    2.1 - Add Shortcut to Home Screen
    2.2 - Menus & Toolbars
    ​2.3 - Icons
    2.4 - Settings
    ​2.5 - Notifications
    ​2.6 - Data View Styles
    ​
    2.7 - Sidebars
    ​2.8 - Sort, Filter
    2.9 - Reports
    ​
    3 - Home page
    ​
    3.1 - MRSware.com
    3.2 - MRSweb Training
    3.3 - Webmail
    3.4 - Sync
    3.5 - Status
    4 - Contacts 
    ​4.1 - Contacts, Companies, Individuals
    ​4.2- Edit Contact
    4.3 - Create a New Contact
    4.4 - Sidebar
    ​4.5 - Tabs, Categories
    ​
    4.6 - Sort, Filter
    ​4.7 - Reports

    5 - Customers, Accounts
    5.1 - Sidebar
    5.2 - Sort, Filter
    ​6 - Sales Reps
    ​8 - Appointments
    8.1 - Edit Appointment
    8.2 - Create a New Appointment
    8.3 - Sidebar
    8.4 - Tabs, Categories
    8.5 - Sort, Filter
    ​8.6 - Reports
    9 - Journals
    9.1 - Edit Journal
    9.2 - Create a New Journal

    9.3 - Sidebar​
    9.4 - Tabs, Categories
    9.5 - Sort, Filter
    ​9.6 - Reports
    10 - Tasks
    10.1 - Edit Task
    10.2 - Create a New Task
    10.3 - Sidebar
    10.4 - Tabs, Categories
    10.5 - Sort, Filter
    ​10.6 - Reports
    ​11 - Projects
    11.1 - Edit Project
    11.2 - Create a New Project
    11.3 - Sidebar
    11.4 - Tabs, Categories
    11.5 - Sort, Filter
    ​11.6 - Reports
    ​​
    12 - Orders
    ​
    12.3 - Sidebar
    13 - Invoices
    ​15 - Product Catalog
    15.1 - Edit Product
    15.2 - Create a New Product
    15.3 - Import Products
    15.4 - Sidebar
    15.5 - Sort, Filter
    ​
    16 - Import
    ​

    All
    Import
    MRSweb

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