Retail Sales & Best Business Practices

Transcription

1 Retail Sales & Best Business Practices

2 GOLD LEVEL OUR SPONSORS Justin Wirpel, Principal SILVER LEVEL Tod Greenberg Vincent Virga, CEO & Founder Mohawkflooring.com ASK-MOHAWK Keshia Pack, ecommerce Business Solutions Manager BRONZE LEVEL Austin Ojukwu, President & CEO Floor Sight Phone: (800) Fax: (813) Greg Gubrud PayLEX Financial Services RFMS Credit Card Services ONTOP Systems, Inc : Main : Cell 2

3 CMM Leads Sales Leads has a button options on the file menu and tool bar: ` Select Green + icon to add lead Fill out all required information (red fields) to complete the creation of the lead record. 3

4 Additional fields to consider: 1-Telephone # 3-Lead Type 2- Address 4-Ad Source (How did they hear about us) 5-Ad Campaign (Special Sale) 6-Salesperson (Handling the lead s interest) Prospect/Customer Information There is the possibility of someone being in a Prospect/Customer record and also having information stored in a sales lead record. First Name, Last Name, Telephone 1 and Telephone 2 data will be displayed based on whether the Sales Lead is related to a Customer record. Add/Edit Button will display either "Add Prospect/Customer" or "Edit Prospect/Customer" depending on if a Customer record has been related already or not. If First Name, Last Name or Telephone numbers change during the adding or editing of the Prospect/Customer then the Sales Lead record will be updated. 4

5 Complete the following fields to provide adequate information when creating a quote or an order: 1-Customer Type 2-Default Store (choose store 3 for our example) 3- Address (Copy to Ship To if it is the same as Sold To information) 4-Switch to Customer (to verify that only customers are being utilized on Quotes, Orders or Bid Pro Estimates) Create Quote for Customer Select Leads tab found on Prospect/Customer record and press the Green + icon Select the Order, Quote or Bid Pro Estimate button 5

6 Select the creation of a New Quote Select the Insert button to begin adding lines of material and/or services 6

7 1-Select Roll Products and search for the carpet style Absolute Elegance 1 with the color Ocean Spray and quote 100 ft. 2-Select Item Products and search for the pad style Softstep 3/8 and quote 134 SY 3-Select Services and search for the labor style Regular Carpet Install and quote 134 SY While selecting each product, please select which products the customer is wanting to check out samples on. 4-When finished, press the button 5-Once the customer has confirmed their approval, press the Export icon 7

8 6-Select the line items the customer wishes to purchase (tag icon) 7-Confirm selections by pressing the selection icon (hand icon) 8-Confirm creation of Order by pressing the OK button 9-Computer generated order number will be indicated on the screen PRODUCT DRIVEN ORDER ENTRY USING COLOR CROSSOVER Creating the Color Crossover Program Location (upon activation): Products>File>Color Crossover>Color Crossover Setup Begin creating the Color Crossover by selecting Roll or Items and searching for the first style/color to be included in the crossover 8

9 Products to Search and Create a Crossover for: 1-Carpet: Absolute Elegance 1 with the color Ocean Spray 2-Carpet: Arietta with the color Bronzed Brass Once the first style and color is located, press the process until all products (style and color) appear in the creation box. button. Repeat this Once completed, press the button. 9

10 Using the Color Crossover Setup Steps to use color crossover: 1-Return to customer order created and double click to Edit 2-Highlight and double click to edit a line where the crossover would apply (Absolute Elegance 1) 3-Select Roll Products and re-select the same style and color (Absolute Elegance 1 / Ocean Spray) 10

11 **Each inventory record that meets the quantity requirements for the product selected will be displayed. This will include not only those that match the same style and color as indicated on the order line, but also those that are considered a crossover of the selected product. **No matter what inventory record is selected for assignment, the customer order line will retain the same style and color originally selected by the customer. 11

12 SCHEDULE PRO ALERTS Request for the installation date using alert 1-Input date of install on the customer order 2-Click the Schedule Pro Icon to create the Alert 12

13 Schedule the job 1-Go to Schedule Pro-File/Alerts Filter Screen for 1-To Be Scheduled 2-Choose Bullseye search Highlight order to schedule 1-Tag line to schedule 2-Click schedule job for this order number 13

14 The Schedule New Job Screen will appear with all the details of the order populated Quantity Available Already Scheduled Jobs Job To Be Scheduled Options Dates, Tracking, Crew Options Quadrant 1: Quantity Available for reference Quadrant 2: Jobs already scheduled Quadrant 3: Order/Job to be Scheduled Quadrant 4: Scheduling Details like Date, # of Days, Status, Who Scheduled it, Crew 14

15 1-TAG all lines OR TAG lines individually START DATE- IF already filled in the "Est. Delivery Date" field from the Order this date will automatically populate CHANGE/ENTER Date Info Date a. Enter # of Days for Job to be done b. Change/Enter Time Slot (All Day, AM, PM. etc) Scheduled By Enter your name 15

16 2-Select Crew a. Click on F8 Key to pick a crew b. Highlight CREW and Select (Finger Icon or Double Click) Crew's Info What Type of Work How much can do What is already scheduled Jobs Already Scheduled Details of what is already scheduled Green Yellow Orange Red Black Open Something Scheduled Nearly all booked Fully Booked Not working that day 16

17 3-Click on ADD to put this job on the schedule for May 10th for 2 days with your installer of choice. SCHEDULE PRO ICONS SEEN IN RFMS ORDER ENTRY NOTICE there is now an ICON next to the order indicating the job is scheduled 17

18 BATCH INVENTORY ALLOCATION WHEN PRINTING WORK ORDERS 1-Go to Schedule Pro/File/Quick Schedule 2-Select Binoculars icon to filter orders by Job Schedule Begin and End Date 3-Press OK button 4-Press Tag Single or Tag All icon to choose order(s) 5-Press Print Tagged work order icon 18

19 **Batch Inventory Allocator will initiate and assign all available inventory to each line contained in each order 6-Select print options for work order and press Print button 19

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21 BATCH PRINTING PICKING TICKETS BATCH CUTTING ORER LINES 1-Go to Order Entry/File/Batch Processing 2-Select the Binoculars icon to locate jobs for release and install 3-Select Est Delivery Dates (Install Dates) to include in preparation 21

22 4-Tag each line that needs to be cut for Picking Ticket process 5-Select Printer icon to place each line into a cut status 6-Print Reserve to Cut Report 22

23 BATCH PRINTING PICKING TICKETS 1-Select the Binoculars icon to locate jobs for release and install 2-Select Est Delivery Dates (Install Dates) to include in preparation 23

24 3-Tag each order that needs to have a Picking Ticket printed 4-Select Printer icon to batch print each Picking Ticket 4-Select Picking Tickets-Deliver Order Lines option 5-Select Process button 24

25 6-Select print options and press Print button 25

26 CUSTOMER PICKUP 1-Go to Order Entry/Customer Orders/Search for order 2-Select Customer Pickup icon 3-Click Get Signature. Make sure the customer s name is typed in the name box. Have the client sign the signature pad (See Display) 4-Click Save Signature. The signed Pickup Document will print. 26

27 BID PRO PRINT GROUPS 1-Select Print Groups icon 27

28 1-Create Print Layout name by pressing the green + icon 2-Create Line Groupings by Print Order by pressing the green + icon 4-Press the Assign Line to Group button to add each line to the appropriate (highlighted) group. Continue until all lines are assigned to their appropriate Line Group. 5-Press the Close button 28

29 PRINT BID PRO ESTIMATE USING PRINT GROUP 1-Select Printer icon 2-Uncheck the Subtotal By Area box and select the Sort Grouping created 3-Select Print button 29

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32 All Materials are the property of RFMS, Inc. and may not be reproduced without permission. 32