SellWise User Group. Thursday, February 16th, Presenters. Will Atkinson, President CAP/Sellwise Don Day, Team Lead, Shared Services

Transcription

1 SellWise User Group Thursday, February 16th, 2017 Presenters Will Atkinson, President CAP/Sellwise Don Day, Team Lead, Shared Services

2 User Group Topics New Backup Process CAP Backup Printing Tags and Labels Custom Lists Names Custom Lists Inventory Most common CAP Service calls Updates

3 Backing Up SellWise Do you have a data backup policy at your council? Are you backing up your SW directory daily? Do you have an odd looking zip drive Are you using multiple thumb drives? Is it really being backed up, securely?

4 Backing up SellWise New (added cost) service available Scheduled backup daily Creates an encrypted file stored securely to the cloud Reviewed daily for success by CAP CAP will restore your system if you have a failure Stay Tuned for Availability SOON!

5 Printing Tags SellWise has a built in tag and label designer Shelf Tags Item Tags Mailing Labels Use a dedicated label printer, or a Laserjet Use professional labels or Avery sheet stock

6 Tags

7 Tag Setup

8 Tag Setup

9 Tag Setup Add Barcode Add Desired Text Link the Data Save the tag design

10 Tag Setup Configure the printer Create a new list of items to print tags for Recall an existing list Tags may also be printed when you receive a PO

11 Tag Printing Setup the page layout for the labels that you have, either on a roll or a sheet Set margins Set number of labels per row Set number of rows per page Define distances between labels Enter the page size if applicable

12 Select an item or items Enter a quantity of tags to print Print Tags

13 Print Tags Confirm items and number of tags to be printed Edit if needed Set the starting position on the page if applicable. Preview or Print Save the list of tags for reuse if desired

14 Custom Lists Custom reporting tool available in Names and Inventory Create and save lists of items, customers, balances, etc. Output to PDF, XLS, and more

15 Creating a List Click Custom Lists Same button in Names and Inventory

16 Custom List in Names

17 List Output

18 Lists in Inventory

19 List Output

20 Common CAP Service Calls User lockouts General Ledger questions Configuration questions.

21 Updates How to ask Questions of the presenters Inventory myth Where this presentation will be online Customer Service Survey

22 If you have questions: 1. Look for horizontal bars at top right of your screen 2. Click on the bars and a chat window opens 3. Type in your question and hit enter to send

23 Have you done your weekly inventory? Inventory is a weekly process Check five to ten different items each week Choose five to ten items and count total inventory on the shelf, in the back room, etc Write the inventory counts on a piece of paper Open Inventory Checker from Options in SW

24 Customer Service Surveys CAP Software is continually trying to improve your customer experience BRIEF customer satisfaction survey link on every closed ticket Average score in 2016 was 3.3 out of 4 Tell us how we re doing! We re LISTENING and we CARE

25 SAMPLE SURVEY

26 Slides and recording posted on scouting.org/financeimpact Look on the Council Fiscal Management Tab, then look at the bottom left for Sellwise Support/User Group link

27 QUESTIONS! Next Meeting Thursday, March 16 10:00 am CST 2:00 pm CST