September 30, 2008

Tutorial on tracking and analyzing Lost Sales

A new feature has been added to input, track, and analyze lost sales.  Lost sales can be entered from the customer, prospect, order entry, or from the menu bar in the accounting and telemarketing system.

Analysis is done in the reports section of Sales Prospecting in the accounting package.

A tutorial is ready to demonstrate how to enter, list, and analyze lost sales.

Admin Tools updated

New features have been added to the admin tools. 

Query Library:

Click Query Library from the top menu and select Create Queries.  Click the Add button to add a query.  Enter a description of the query and the query code. 

You can also run queries directly from the admin tools. 
To run a query immediately, highlight the query in the grid and click the execute query button.  The screen will display the results of the query.  Click the Choose Columns button to remove columns from the query results.  The query results can be printed or exported to Excel.

You can also give other users permission to run a query.  Any query can be run from the other programs.  Click File or Help in another package and select Query Library.  The screen will display the queries that the user has permission to run.  Double click on the query to get the query results.

A future update will have to ability to import queries directly from the RCS support area or from an email.

Activity Viewer:

You can now view the activity of your system.  When invoices and orders are created and invoiced, when reports are run and/or updated, any changes to data, and any deletion of data.  We are working on the other software to make sure that all change and delete activity is captured for the Activity Viewer.

From the activity menu, you can also reprint reports.

Tools:

Under the tools menu, you can setup a backup of your databases and/or make a backup.  To backup databases, the admin tools must be installed and running on the server which has your data files. 

For our customers who want to pay their invoice on line with a credit card or their checking account, the ability has been added to the tools menu.  This will take you to the RCS web site.  Log in to view and/or pay your invoices.  You can setup automatic recurring payments from here as well.

Accounts Payable

Credit card screen now has the ability to add a charge directly to the credit card.  You no longer need to enter a voucher just to add to the credit card.

Accounts Receivable

A new out of balance report has been added to the list of reports.  This will compare the amount of the charge with the actual detail of the invoice to make sure they are the same.  It also compares the amount still due on the charge with the transactions on the invoice to see if the same.  The screen will list any invoice which is out of balance.

The customer account screen now as a print message.  This message will appear on any order as a printable message.  It can be used for hours of operation and other things that you want on EVERY pick ticket or invoice for the customer.

Purchase Order

You can now scan the packing slips during the receive quantity routines.

During the receive invoice, you can view the scan of the packing slip.  You can also scan the invoice at this time.

In accounts payable, you can view the scan of the invoice as well as the packing slip (purchase order) during a display voucher and/or voucher history.

Contract Billing

The email request for meter reading now groups all requests on one email for each email address.  If using the shopping cart interface, each meter has a link that your customer can click to enter the meter reading on the web site.

When entering meter readings from the list, you now have the ability to place a customer on credit hold or remove from credit hold.  You may want to put a customer on hold if you cannot get a meter reading and it has been a couple of months since they gave you a reading.

When displaying a group, double click on the meter to display the machine.

There is a new option to display ALL groups.  Double click to display the groups for the selected customer.

You can now display the contract liabilities for all machines on one screen.  Select any machine to view how much has been recognized to the financials and how much is still left to be recognized.

Service Dispatch

You can now display service history detail by double clicking on the job in the service history display of a machine.  This can be edited with the proper permissions.

The create help desk procedures has been changed to make it easier to edit the procedure information

A meter can be added to a machine when completing a service call.

Two new word bookmarks have been added.

Orderby:  to print the person placing the call
lastpmmeter:  to print the meter reading of the last pm

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