Category: MRSweb - MRSware CRM Sales Commissions

MRSweb - Lesson 3.6 - Home page - Create New...

11/9/2020

Lesson 3

Chapter 6 - Home page - Create New...

As mentioned in previous lessons, there are many different ways to perform actions in MRSware and MRSweb. In the MRSware desktop version you can go to the menu bar and select "File -> New" to select from a long list of options to create a new entity, e.g. Appointment, Contact, Journal, and so on.

Similarly, in MRSweb, you can go to the Home page menu and select from a list of options to create a new entity. Currently the options are:

- New Contact
- New Journal

We will be adding to the New options periodically.

To create a new contact or journal, click or tap on "New Contact" or "New Journal" which will open the form.

MRSweb - Lesson 3.2 - Home page - MRSweb Training

11/9/2020

Lesson 3

Chapter 2 - Home page - MRSweb Training

MRSweb Training contains class materials for the MRSweb application.

Click or tap on "MRSweb Training" to take you to the MRSweb Lessons page.

There are links to the lesson articles on the right side of the page under "Lessons". Click on the links to navigate directly to a specific article.

MRSweb - Lesson 3.1 - Home page - MRSware.com

11/9/2020

Lesson 3

Chapter 3.1 - Home page - MRSware.com

MRSware.com is the website for EYOND, Inc's service. The page contains marketing material, trial downloads, blogs, support and training articles.

Click or tap on "MRSware.com" to navigate to the website.

MRSweb - Lesson 15.5 - Product Catalog - Sort, Filter

8/27/2020

Lesson 15

Chapter 5 - Product Catalog - Sort, Filter

In addition to the pre-filtered views already set up, you are able to sort and filter your products in the tables of MRSweb.

Sort

Sorting data makes it easier to see and review the data displayed.

Here's how to sort in a table:

In the Grid view you can sort by any of the column headers.

In the example shown, in the next 2 screenshots,
we want to sort by the number of units sold YTD.

To sort by a column header:

1 - tap or click a column header (Units Sold YTD)

2 - select from the pop-up menu (Largest on Top)

i When the Sort order is applied, you will see an arrow in the column header, indicating your selection choice (e.g. a down arrow means Largest on Top.

i Sort menu options will be slightly different, depending on the column header.

The screenshot seen below is sorted by Units Sold YTD so that the listing displays the number of units sold with the largest on top.

i Note the down arrow in the Units Sold YTD column header.

Filter

Filtering data separates out the unwanted information, hiding the information that doesn't meet your filter criteria.

As we mentioned earlier, you have pre-filtered views to choose from in the Product Catalog Sidebar. These are the most common filters used by MRSweb Users. These views have been set up to save you time and effort from having to filter the table every time you go to the Product Catalog.

Here's how to filter in a table:

In the Grid view you can filter by any of the column headers.

In the example shown in the following screenshots, we want to show only the products for one Manufacturer. So we will filter the Manufacturer column.

To filter by a column:

Option 1

1 - Tap or click the column header "Manufacturer" (for our example)

2 - Scroll down to Select the Manufacturer and check the box.

3 - Scroll up to tap or click "Apply".

Option 2:

1 - Tap or right click the column header "Manufacturer".

2 - Tap or click "Text Filters".

3 - Tap or click the "Equals" arrows to view options and make selection. (for our example, we selected "Equals"

4 - Tap or click the "Text" arrows to view options and make selection, or begin to type in the name of the manufacturer -
(see the screenshot below to the right)

For our example, we typed "Toys" and then selected the full name displayed.

5 - Tap or click "Apply"

Option 3:

1 - Click on the 3 dots on the top right of the Menu bar

2 - Tap or click "Filter" from the slidebar

3 - Tap or click "Manufacturer"

4 - Tap or click "Toys and Games" (for our example)

5 - Tap or click "Apply"

The filtered listing will show only the products for the manufacturer, as you can see in the screenshot below, the table has been filtered by the manufacturer, Toys and Games.

i Note the filter icon under "Manufacturer".

i Filter menu options will be slightly different, depending on the column header.

MRSweb - Lesson 15.4 - Product Catalog - Sidebar

8/27/2020

Lesson 15

Chapter 4 - Product Catalog Sidebar

In Lesson 2.4 Settings, we learned about customizing your MRSweb with the use of Settings. In Lesson 2.7 Sidebar, we learned more about the Sidebar in MRSweb. The Sidebar setting is not available on the Home page, but is available in all other areas of MRSweb.

! In Settings, check "Landscape" to make sure the Sidebar appears in your pages.

The Product Catalog Sidebar provides a calendar, pre-filtered views, page view options, and more.

Desktop view (below) shows the Sidebar on the left side of your screen.

Click or tap "Sales -> Product Catalog" on the Menu bar to access the Sidebar.

Desktop view - Product Catalog Sidebar
Starting at the top:

- Hamburger icon to the left of MRSware CRM
- click or tap on the icon to minimize the Sidebar
- click or tap on the icon to maximize the Sidebar

- Monthly calendar
- click or tap on the arrows to move the month back
or forward
- note the current day is highlighted

Tap or click on your preference

A checkmark will appear next to your selection

- Discontinued - the date a product was eliminated
from a Manufacturer's product offering
- Created On - the date a product was added to the Product Catalog
- Last Modified - the date the product was last edited
- Today - move to today's date on the calendar

There are some pre-filtered view options set up in MRSweb.

Tap or click on any to see one of the pre-filtered views.

- All Products lists all items in the Product Catalog, regardless of status
- Active Products list only the items currently available
for sale from the Manufacturers
- New Products lists any new items added to the
Product Catalog within the last two months
- Discontinued Products lists only the items that have
been eliminated from the Manufacturer's product
offering

There are different view options set up in MRSweb.

Tap or click on the view you prefer.

- Grid - spreadsheet format - column headers with
rows below; scroll up and down to view next
product item; scroll across to view more columns
- List - block format - information is contained
in a single block; scroll up and down to view next
product item
- Cards - file card format - information is
contained in a file card block; scroll left, right, up,
and down to view next product item
- Charts - not available in the Product Catalog
- Calendar - not available in the Product Catalog

- Tab bar - menu bar buttons, across the bottom
- Tap or click on any of the icons to take you to (left to right):
- Contacts
- Manufacturers
- Customers
- Apps (more options)
- Settings

Mobile view - Product Catalog Sidebar

i - Notice there is no Sidebar calendar in the mobile view.

There are some pre-filtered view options set up in MRSweb.

Tap or click on any to see one of the pre-filtered views.

- All Products lists all items in the Product Catalog, regardless of status
- Active Products list only the items currently available
for sale from the Manufacturers
- New Products lists any new items added to the
Product Catalog within the last two months
- Discontinued Products lists only the items that have
been eliminated from the Manufacturer's product
offering

There are different view options set up in MRSweb.

Tap or click on the view you prefer.

- Grid - spreadsheet format - column headers with
rows below; scroll up and down to view next
product item; scroll across to view more columns
- List - block format - information is contained
in a single block; scroll up and down to view next
product item
- Cards - file card format - information is
contained in a file card block; scroll left, right, up,
and down to view next product item
- Charts - not available in the Product Catalog
- Calendar - not available in the Product Catalog

- Fit to Width - this setting changes the width of your columns; when checked you can view more column headers

- Multi Selection - allows you to multi-select journals, for filtering, sorting, grouping, etc

- Inline Editing - provides editing in a specific field without having to click or tap "edit"

- Refresh - refreshes your screen

MRSweb - Lesson 15.3 - Product Catalog - Import Products

8/25/2020

Lesson 15

Chapter 3 - Import Products

The information in the Product Catalog is used in many areas within MRSweb:

Opportunities
Quotes
Orders
Invoices
Commission Rules
Payments

You now have the ability to import a manufacturer's product listing directly into MRSweb, saving you time when you're entering products into any of the areas listed above.

Here's how to import products into MRSweb:

1 - Click or tap "Sales -> Product Catalog" on the Menu bar or Menu list

2 - Tap or click "Actions - Import From File"

3 - Tap or click "Click to select a file"

4 - Double click on your file

5 - Tap or click "Submit"

Once the file is selected, the mapping page will open.

6 - Review and select, when necessary, the matching column headers from your spreadsheet to MRSweb fields.

An example of cell data is shown below the column header.

7 - Tap or click on "Start Import" when mapping is complete.

As the file is imported you will see a pop-up "Importing".

Once the import is complete, tap or click "OK".

MRSweb - Lesson 15.2 - Product Catalog - Create a New Product

8/25/2020

Lesson 15

Chapter 2 - Create a New Product

Here's how to add a new product to the Product Catalog:

i - As in the MRSware desktop client there is more than 1 way to add a new product

Desktop options

Option 1:

1 - Click or tap on "Sales -> Product Catalog" on the Menu bar or Menu list

2 - Click or tap on the "Plus" sign on the bottom right of the page to open a New Product form

The New Product form opens

3 - Fill out the form

4 - When finished, click or tap "Save"

Option 2:

1 - Click or tap on the "3 dots" on the right of the Menu bar

2 - When the slidebar on the right opens, click or tap on "New All Products" to open a New Product Catalog Form

The New Product form opens.

3 - Fill out the form

4 - When finished, tap or click "Save"

Mobile Options:

Option 1:

1 - Tap on "Product Catalog" on the Menu list

2 - Tap on the "Plus" sign at the bottom right of the screen to open a New Products form.

3 - Fill out the form

4 - When finished, tap the "checkmark" on the Menu bar (top of the page) to save the new product

Option 2:

When adding two or more new Products:

After completing the first New Products form

Instead of tapping the "checkmark" to save the new product

1 - Tap the 3 dots to the far top right of the Menu bar on the New Products form.

2 - Tap "Save and New" to save the just completed new product and open a New Products form.

3 - Fill out the New Products form

4 - Tap the 3 dots to the far top right of the Menu bar on the New Products form.

Repeat steps 2 and 3

Continue to add new products

When finished

5 - Tap the "checkmark" to save the new product

Or

5 - Tap "Save" on the slidebar menu

Option 3:

When adding a new product from a Review Products form:

1 - Tap on the 3 dots on the Menu bar on the Review Products form

2 - Tap on "New All Products"

3 - Fill out the New Products form

When finished

4 - Tap the "checkmark" to save the new product

Or

4 - Tap "Save" on the slidebar menu

MRSweb - Lesson 15.1 - Product Catalog - Edit Product

8/20/2020

Lesson 15

Chapter 1 - Edit Product

Here's how to edit a current product:

i - As in the MRSware desktop client there is more than 1 way to edit a product

Desktop options

Option 1:
1 - Click or tap on a current product item to open a Review Product Catalog form

The Review Product Catalog form opens

2 - Click or tap "Edit"

3 - Change or add information to the form
(we changed the price in the screenshot example to the right)

4 - Click or tap "Save"

Option 2:
1 - Click or tap the 3 dots icon to the right of a Manufacturer's name

2 - Click or tap "Select" to open a Review Product Catalog form (see screenshot to the right)

The Review Product Catalog form opens

3 - Click or tap "Edit"

4 - Change or add information to the form

5 - Click or tap "Save"

Option 3:
1 - Click or tap on the Manufacturer's name

2 - Click or tap the 3 dots icon on the Menu bar, to the right of your Initial
(see screenshot on the top right)

3 - Click or tap on "Select" from the Slidebar menu to open a Review Product Catalog form
(see screenshot on the bottom right)

The Review Product Catalog form opens

4 - Click or tap "Edit"

5 - Change or add information to the form

6 - Click or tap "Save"

Mobile Options:

Option 1:
1 - Tap on a current product

The Review Product Catalog form opens

2 - Tap on the pencil icon (Edit) on the Menu bar (see the screenshot below, bottom left)

3 - Change or add information to the form (we updated the text in the screenshot example below, bottom right)

4 - Tap the checkmark (Save) on the Menu bar (see the screenshot below, bottom right)

Option 2:
1 - Tap on a current product

2 - Tap on the 3 dots to the right of a current product

3 - Tap on "Select" from the Slidebar from the bottom of the screen (screenshot to the right) to open a Review Product Catalog form

The Review Product Catalog Form opens

4 - Tap on the pencil icon (Edit) on the Menu bar

5 - Change or add information to the form

6 - Tap the checkmark (Save) on the Menu bar

i To get back to the main journal listing, without making any changes, tap the back arrow at the top of the page.

MRSweb - Lesson 15 - Product Catalog

8/20/2020

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.

MRSweb Product Catalog provides a list of the individual product items, by Principal. The information in the Product Catalog is used in many areas within the application:

Opportunities
Quotes
Orders
Invoices
Commission Rules
Payments

You can add items to the Product Catalog manually or by importing a product list.

MRSweb - Lesson 3.5 - Home page - Status

7/30/2020

Chapter 3

Lesson 5 - Home page - Status

Status, in MRSweb provides Users with a summary of MRSware services' uptime for the last 7 days. The
information is updated every 60 seconds.

You can access MRSware Sync set up from the Home page menu in MRSweb.

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
3.6 - Create New...
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 - Edit Customer
5.2 - Create a New Customer
5.3 - Edit Account
5.4 - Create a New Account
5.5 - Sidebar
5.6 - Sort, Filter
6 - Sales Reps
6.1 - Edit Sales Rep
6.2 Create a New Sales Rep
6.3 Sidebar
6.4 - Sort, Filter
7 - Manufacturers
7.1 - Edit Manufacturer
7.2 - Create a New Manufacturer
7.3 - Sidebar
7.4 - Sort, Filter
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 - Notes
12.1 - Edit Notes
12.2 - Create a New Note
12.3 - Sidebar
13 - Orders
13.1 - Edit Order
13.2 - Create a New Order
13.4 - Sidebar
13.5 - Sort, Filter
13.6 - Order Line Item
13.7 - Edit Order Line Item
13.8 - Create a New Order Line Item
13.9 - Sidebar
13.10 - Sort, Filter
14 - Invoices
14.1 - Edit Invoice
14.2 - Create a New Invoice
14.4 - Sidebar
14.5 - Sort, Filter
14.6 - Invoice Line Item
14.7 - Edit Invoice Line Item
14.8 - Create a New Invoice Line Item
14.9 - Sidebar
14.10 - Sort, Filter
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 - Commission Rules
16.1 - Edit Commission Rule
16.2 - Create a New Commission Rule
16.3 - Import Default Commission Rules
16.4 - Sidebar
16.5 - Sort, Filter
17 - Payments
17.1 - Edit Payment
17.2 - Adjust/Partial Payment
17.3 - Create a New Payment
17.5 - Sidebar
17.6 - Sort, Filter
17.7 - Payment Line Item
17.8 - Edit Payment Line Item
17.9 - Create a New Payment Line Item
17.10 - Sidebar
17.11 - Sort, Filter
18 - Administration