Upsells and Nature Notes - Real Green...
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Transcript of Upsells and Nature Notes - Real Green...
Sales Messages
Sales messages can be
printed on regular invoices,
large-note invoices and
legal size statements.
These areas can also be
used to inform…
Sales Messages
(continued)Invoice sales messages can either be plain
text or they can contain graphics.
To add graphics we
will have to use
Microsoft Word.
You can design your own
Or use (and edit) one in
your \LA3\Templates
directory.
If you edit one we gave you, you
must rename your file. The
original will get overwritten with
update CD’s or web updates.
Sales Messages
(continued)
As you will soon see, you can add both regular price AND discount
price to this document. Or you can setup the document for the LA3
generated pricing information.
The area on Regular
Invoices is higher than
it is wide. The area on
Large-note Invoices
and legal-sized
Statements is wider
than it is tall.
PLEASE NOTE!
Sales Messages
(continued)
To get your custom
message into LA3.
Go to:
Edit - Select All
Edit - Copy
Now switch to or open LA3.
Go to:
Print - Invoice/Statement
Message Gallery
Sales Messages
(continued)
Name it, then choose
“Message Object”.
Even if you have only
text, you may still wish
to compose it in Word
to take advantage of
different fonts, sizes,
italics, underlines, etc.
Click “Add New Record”
Sales Messages
(continued)
Click on Edit Menu – Paste
Special then Picture (Metafile)
You have to “click” in the
empty “Message Object”
box to select it.
Sales Messages
(continued)
You should now see your
graphic in the message
object window.
If your making a plain text
message, after you type
your message, you should
consider putting in a title.
Sales Messages
(continued)
What service are you trying to sell? The message will not print for customers
who already have that service this season.
Sales Messages
(continued)
The price chart you select will use the size
from the main customer screen.
Sales Messages
(continued)
These choices come from the
“Discounts/Surcharge” tab in your
Financial parameters
Sales Messages
(continued)
“14” lines will print the price(s) at the bottom of
a regular Invoice Message box. Try “10” for
Large Note Invoices and “12” for Statements
Sales Messages
(continued)
The Check Box Text and “Sale” price will
print on the remittance portion of an Invoice
or Statement, along with a checkbox for
them to indicate acceptance.
Sales Messages
(continued)
Now we should set the default invoice message
Open Data, Company Parameter’s, Company/Branch Info
and select the default invoice message you would like
Sales Messages
(continued)
Notice that “Sales
Message 1” is the
default setting from
our parameters
Now, on to printing invoices.
Sales Messages
(continued)
If a Customer already
has the Service you are
trying to sell with
Message 1, it will print
Message 2. If they have
the Services for both 1
and 2, it will print
Message 3
Although there is not a Default 2 or 3 in
parameters, the Invoice module will remember
your picks here and use them next time
Sales Messages
(continued)
Just like on a regular
invoice, this check box
and text will print at the
top of the remit slip
Sales Messages
(continued)
Moving on to statements
You will start by opening
the statement “Options”
To use sales messages you
MUST use the LEGAL format
Sales Messages
(continued)
Just like invoices…
You can select
alternate invoice
messages for
your statements
Sales Messages
(continued)
Customer information
and pricing are added
during generation, so
we only need to
design the text and
graphics.
We only
need to
design one
of the panels
You can design your own, or edit one
you have in \LA3\Templates
If you edit one we gave you, you must rename your file. The
original will get overwritten with update cd’s or web updates.
We will have to
use Microsoft
Word again
Under File - Page Setup:
We recommend setting the
left margin to 1.25” and the
right to 2.5”
When creating your own…
Customer information
prints at the top
In LA3, you will determine
where pricing information prints
Save room…
Although you can tell LA3
to print your company
logo, you may wish to
include it in your Word
document, where you can
place it anywhere you
want.
Don’t forget your logo!
And select “Letter Object” (because we are inserting our Word graphic, instead of typing text)
We also need to indicate that this
is a “Nature Note”
We need to click inside the Letter Object box
Then go to
the Edit
Menu and
click on:
Then “Picture (Metafile)”
If you want to include a price,
choose the price table
Also indicate if you wish to show a
second, discounted price.
What service are you trying to sell?
We don’t want to sell this
service to customers who
already have it!
The last two selections …
How far down should the
customer information print?
(usually leave this blank)
Print Company Logo? Since
we inserted it into our graphic,
we do not need to check this
The other two formats …Requires small right/left margins and room
at top for the address (and at bottom for
the “form”). Use blank lines as place
holders instead of large margins.
Pricing options are similar to what we
saw earlier
But no text accompanying
the prices (because we
will type it within our letter)
There are four ways to print
Nature Notes – Info/Upsell
Letters:1) From their own Menu Option
2) From a Customer’s Contact Screen
3) Exporting from Reports
4) Generating with Invoices
Choose the “Letter” you want and the setup
information from parameters appears, available for
you to change (this print run only)
You will need to decide which address to print. If you are mailing
this, you will probably want the Billing Address.
Enter the account numbers of the customers you
wish to receive this letter
And now you are ready to print or preview
(When generating Nature Notes,
you may wish to enter customers
in multiple of threes)
2) From the Customer
ScreenGo to the “Contact” tab
Then, in the “Letters” section, choose “Info/Upsell”,
then hit the “New Record” button
You will be brought to the same screen we saw
earlier
Just choose which letter and
you will be ready to print
3) Exporting from
Reports As an example, let’s
go to the Sales Report
Note: this export will
only work when the
report is run in detail,
no summaries or
totals only
You will need to indicate which letter you
are printing
After you hit “OK”
here and on the
report screen,
they will start
printing.
(no previews)
In the lower right series of checkboxes,
Check “Nature Notes” or
“Info/Upsell Letter”
Just select which letter or
note to print and hit “Enter”
Now Info/Upsell
Letter will be
checked.
Let’s preview a Nature Note
Notice three to a pageCustomer
information
prints at the top
Pricing information
prints in the area
we determined in
parameters
They will print in the same order as the
invoices
This will make it
easy for your
technicians to
collate
Remember, since this is an “Upsell”, not all
customers who get invoices will get Notes
Of course, you will print on the blank side of
Nature Notes
The pre-printed
information will
be on the other
side of the
Nature Note