'The Electronic Newsletter For
Users Volume IV #4 |
IN THIS ISSUE! |
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Re-billing an invoice due to a data entry error which was overlooked before the order was invoiced.
Enter an exact repeat of a previous order
The presets allow your Administrator to set up the three buttons at the bottom of the Clone Sales Order Window so that the proper checkboxes are automatically selected for the user everytime. We also let you customize these as you like and even lock them in place to prevent the user from accidentally selecting the wrong options. (The ability to alter and lock down presets is set in SASE 5.0).
For example, one preset could be set up for re-billing because of a missed Sales Tax ID, while another preset could be set up for re-billing because of missed Freight. Or, one preset might be used for cloning repeat templated items where the vendor information and pricing changes from job to job, whilst another preset might be used to clone repeat inventoried items where the price and cost are fixed.
But Wait, There's
More!
Cloning Presets is a handy
way to reduce data entry errors and save you a few seconds off each cloned order. Not
earthshaking, but handy nonetheless. To learn more about lots of other features and
improvements to SAFE, such as improvements to ThinSAFE and Ollie. Get all the details now at www.suntowersystems.com/new450.htm or www.suntowersystems.com/downloads/safeee/new450.pdf.
Using Your Web Site For Internal Info!
When the Internet was invented, it was designed as a medium for researchers to share information amongst themselves. Somehow, with all the rush to e-commerce, that original goals has been ignored by many businesses. Now it's great that you've gone beyond using your web site for simply displaying information about your company. You've gone interactive with programs like our Ollie and WebSAFE. But I am constantly surprised at how few of you have thought about using your web site to improve your own business processes. For example, roughly 1/4 of our tech support inquiries involve information which is already in our documentation. But we keep getting the same calls over and over. We used to say 'RTM', meaning 'read the manual', which was fine if you have only one manual; but your company now probably has lots of manuals. Manuals for word processors. Manuals for fax machines. And not to mention all the office procedures that everyone 'just knows'. So you open a new office. Or the one in-office guru gets sick. Now what? You have a bunch of people who don't know what to do. The answer: use the internet as it was meant to be used. Publish all your office procedures and you'll never have to worry about people knowing what to do. Even if the guru gets sick. Even if you're on the road. Even if you have ten offices. How to get started? Well,
you could begin by publishing a single page of super important information that everybody
should know. Things like: OK, you have your document. Now publish it to your web site in a private folder (if you have a web site there is at least one person in your organization who should know how to do this.) Next, give the URL to everybody and ask them to open the page and assign it to one of their Favorites. Presto! You're all sharing important information that will never again be lost. But at some point, that one document will get pretty long. So, you'll probably want to break it into several separate pages. To do this, you can use the Personal Web Server which is included with Windows, or, if you already have a copy of MS Office, you may also have FrontPage (even better). These programs not only make it easy to create content (your pages of procedures, phone numbers, etc.) but more importantly, they make it easy to link all these documents together so that, as you add important bits of information, the new pages will be automatically be available to your people from the single starting URL. I cannot tell you how many
times this system has saved our collective butts. Knowing that there is a single place
where any appropriate person in our company can find: And so on. Having this type of information in one place, that we can get to whenever (and wherever) we need to has proven to be crucial to our success. I hope you will consider implementing a similar system in your organization. If you have suggestions of your own, or need more guidance in setting up your own IntraNet, please do not hesitate to contact me or any of our reps for tips or a helping hand. All The Best, ---JC |
...I am constantly surprised at how few of you have thought about using your web site to improve your own business processes. |
Q: We
have been using SAFE for a few months and realize that we set up a particular Sales Tax ID
incorrectly. This caused us to charge tax on Freight when we should not have for a few
orders. So I corrected the Sales Tax IDs. I noticed that when I print an invoice copy or
examine these orders on screen, the sales tax is correct, but when I happened to reprint a
Sales Tax Entity Detail Report for that time period, the numbers had changed. Why?
A: When you generate an invoice, the sales tax is locked in place; that is
what you charged the customer, so that is what stays in SAFE forever. However, the Sales
Tax Entity Detail Report (STED) is calculated based on the current state of the
Sales Tax IDs. So if you change any element of a Sales Tax ID after invoicing customers
with it, the calculations on the report will change to reflect the new values in the Sales
Tax ID. For example, if your state changes sales tax percentage, you are no longer be able
to print an STED report for prior months which would match invoices for that time-frame.
Our recommendation in cases such as this, is to create a new Sales Tax
ID when a state or county, changes percentages and use the new Sales Tax ID for all
subsequent transactions. This will ensure that you can re-print STED reports accurate
whenever you like.
Handy Tip: You can use SASE to
automatically re-assign all your Customers and Sites to the new Sales Tax ID!
'Til next time,
---CiarànEnd of E-News From The Suntower, Volume IV #4