October 28, 2008

Technician web interface

The tech web interface now has the ability for the tech to look up locations of parts and to transfer stock from one tech to another.  For example, the tech can see how much of an item is in each car stock as well as the shelf.  They can then do a transfer to a tech or from a tech.  The restock list still must be printed in the service system to update the car stock transfer.

Customer web interface

The order sheet routines have been added to the customer web interface.  Once logged in, your customers can select "order sheet" from the menu.  This will display a "spreadsheet" for the customer to enter their order.  The screen will display each machine from service with the location, key operator, and id number.  All your customer needs to do is enter the quantity for each item.  Below is an example

To demo the customer web interface go to www.river-cities.com/ecommercedemo and click any sign in button

Accounts Receivable

You can now display invoices for the "bill from" customers.  For example, if ABC High School has a bill to the school board, you can display all invoices just for ABC High School without looking at the invoices from the other schools in the school district.

When entering orders from supplies under contract, the screen now has a data entry routine for the meter readings or page counts.  The screen will prompt for each meter (color, black, fax) depending on the machine selected.

You can now scan information and save to the customer account.  For example, resale certificates.  If you need to add to the scan, print the scan and then scan the all the information again.

When selling serial numbered items, click the multiple button to select all the serial numbers of an item that are on this invoice.  For example, if the customer purchased 5 printers of the same model, you can just select the serial numbers instead of entering 5 line items on the order.

Pricing

The commercial price break quantities now has two new methods.  You can add an amount to the cost or subtract an amount from the list for each level.  For example, 1 to 5 is list price, 6 to 10 is $5.00 off of list, 11 to 20 is &7.50 off of list, over 20 is $10.00 off of list.

Sales Prospecting

When creating a list, you can now use a "wildcard" for the model instead of checking all the models of the series.  For example, if you want to select all of the NP series of copiers, enter NP for the wildcard.  This is similar to a "search inside" when performing the inventory search.

Prospect tasks can now be rescheduled.  Display the prospect task and click the reschedule button on the tool strip

There is a new call sheet option for lists and the followup report.  The call sheet prints information from the prospect and customer.  You can choose columns, make it one row, size and sort, and then save the grid layout for later use.  The grid layout is saved on the local station.  Below is a sample of the call sheet.

Contract Billing

The contract expiration report now has the option to select only meters with a base charge amount or excess (overage) only.  The machine does not have to have a "base charge" meter to be selected when base charge is the option.  Any meter that has a base charge amount will be selected.  This will allow you to identify the machines by expiration date of the meter which has a base charge.

Financial Manager

The invoice analysis report is now ready.  This report can be sorted and filtered in different ways.  For example, the same report can be sorted by rep, state, filtered, or grouped.  Then you can print or export the information.

The basic Snapshot is now available in the financial manager area.

Service Manager

You can now analyze the profitability of a machine.  The graph will show black, color, and total profitability. If the meter description has the word "color" or "black" then it will separate into black or color.  If a description of a supply or part has the following characters (cyan, mag, yel, or ylw) in the description, it is set as a color part or supply, is compared to the overage billing of the "color" meters,  and used for profitability of the color meter.  If not, it is said to be a "black" supply.  The labor cost and any base charge is part of the "total" graph.

Currently you cannot analyze groups, or create a list of expiring contracts to analyze.  That will be coming soon.

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