System Changes 02/06/2015

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The following changes have been made:

Purchase order > Delete ordered line

You are now able to give access to any user to delete an item that has been ordered from a supplier by selecting ‘Delete ordered line’  on the security setup.

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Stock >  Stock Turnover > Analysis

We have added ‘customer’ to the stock turnover analysis to assist you with better reporting tools.

e.g: You are now able to set up a report to see what items your clients have bought for a specific time period.

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Workshop > Job Card lookup > Completed Job cards

The invoice for a completed job card can now be viewed by right clicking on the completed job card and selecting Invoice report.

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Invoice > Invoice Options > Printing

When ‘Report Type based on tendered’ is selected:

When a person that is created as a debtors purchses from you paying cash it will then print the invoice to a slip printer, but if they buy on account it will print to a A4 printer. See example below.

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If it is un-ticked in the same scenario, the debtors invoice will print to an A4 printer.

Workshop > Workshop Options > Printing

You are now able to set up 2 different invoice reports for your cash paying clients and your account paying clients for your workshop invoices.

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Stock > Stock lookup > Select Stock item > Additional Info

When a stock item is marked as a ‘Service Item’ it will not be able to be treated as a trade in anymore. Only Trade in/ Empty will work for any trade-in.

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If a service item needs to be traded in – rather use the return option on ‘invoice’

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Stock > Item lookup

You are now able to select which warehouse you would like to see when accessing your stock.

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You can also select under your employee setup which warehouse needs to be the default warehouse:

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As well as the whole branch:

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Wentzil Olivier System Changes

New system changes 25/05/2015

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The following changes have been made:

Customer Payment / Receipt (or Debtor Payment)

To record a payment received for an unpaid invoice or to record a customer deposit, use the Receipts Form.

Go to Customer | Customer Receipts

The Receipts window looks like this:customer receipts

Accounts Receivable (AR) Payment Types – See image above.

To Reverse a Payment, enter the amount as a negative amount.

Example of a customer that pays more than he owes and wants change:

Customer offers R500 but he owes only R400 and wants change to the amount of R100 (R500 – R400). Type in R500 in the Credit card field and minus -R100 in the Cash Amount field and R400 in the Tendered field.

The journal entries will be Debit Cash Control and Credit Debtor Control, except for Direct Bank/EFT where it will post to your Bank. To change the default accounts go to General Ledger > Options & Account Defaults.

How SI+ applies payments.

You can select on the Customer Main Form to Auto Allocate Payments. If this was selected then SI+ will apply the payment amount to the oldest invoice, then to the next oldest, and so on.

Vouchers

If the customer pay with more than one voucher, separate the voucher numbers with a comma (,)

Voucher

 

Remember to update your help file.

Wentzil Olivier System Changes

Did you know your smart-it software is capable of supporting e-commerce?

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The Benefits of Having an e-commerce Website

Getting an e-commerce website is an effective way to increase your sales, reduce your operating costs and increase profit margins. Become part of the R4.4 billion online shopping sector in South Africa that is projected to grow at 30% a year.

There are millions of people searching for and buying products and services on the internet every day. While e-commerce is definitely growing in South Africa, it still isn’t as advanced as abroad, because many business owners are still sceptical about the whole idea. Not to mention what a mission it seems like to create an e-commerce website and to upload all your products. What many people don’t realise is that Smart-It is here to make it easy for you.

Smart-it has the ability to interface with Prestashop, a leading e-commerce platform used by over 200 000 online stores. In Smart-It you can add full descriptions, categories, size, colour, & style combinations, as well as product features and multiple pictures. This can then all be uploaded from your Smart-It system to your website at the click of a button. This allows one source of data for your products, saving huge amounts of work and time. Web orders are imported into Smart-It as sales orders.

There are just too many advantages for integrating an e-commerce system to ignore it’s value to your business.

Here are the main ones.

1. Extended Reach

An e-commerce website reaches a national and international audience. Smartphones and tablets have increased the time that consumers spend online.

2. Available 24/7

No staff required to be open for business 24/7.

3. Enhanced Customer Experience

Give consumers the ability to research and buy products and to enhances their shopping experience with you. Reduce the time and effort in the buying cycle to make sales.

4. Convenience

It’s all about convenience and saving time. Who wouldn’t want their shopping delivered to their door.

You are already using Smart-It, so what are you waiting for? Let us help you start your own e-commerce website at an affordable price.

Contact us today!
wentzil@smart-it.co.za

Wentzil Olivier Newsletters

Salary Summaries Added

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The following changes have been made to the Employee module.
Employees > Payment Summary
You can now view a summary of salaries paid for a specific date range and employee.

Summary for employee, tax code and code description

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Summary per tax code

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Summary for employee

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admin System Changes

Grow your business with gift cards, loyalty cards and promotional vouchers

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The name of the game is improvement. No business is static. Making improvements to make your business better is a conscious choice. Here are some tips on making small changes that can increase your sales and boost your customer service.

Gift Cards

A Gift card is a preloaded debit card that allows the cardholder to purchase goods or services. It is a great way to acquire new customers while retaining the loyal ones. The many benefits are often overlooked by businesses. Gift cards are an extremely effective marketing tool that can be prominently displayed at the cash register or front desk for easy access.

Three reasons why you should start a Gift cards program:

  1. Improved Sales
    Although gift cards are often set to a specific amount, many customers will end up spending more. The gift card encourages customers to enter your store and browse products. Once they’ve started shopping, it is likely that they will find products that costs more.
  2. Increased Brand Awareness
    Designed to match your company logo and brand, a gift card is an effective marketing tool. As people purchase more gift cards for family and friends, your brand will reach new customers.
  3. Reduction in fraud
    Using gift cards for customer credits and merchandise returns will limit exposure to fraudulent transactions, while encouraging repeat business.

See how you can set up gift cards in Smart-it:
http://www.smart-it.co.za/help/gift-cards.htm

Loyalty Cards

A loyalty card program is an incentive plan that has two advantages. Firstly, it allows a retail business to gather data about its customers. Secondly, it is used build repeat business by rewarding repeat customers.

Three Reasons to use Loyalty Cards:

  1. Improved customer retention
    The accumulation of loyalty points toward a reward, or service incentive makes customers more likely to return. It also provides you with information about the customers that assists in meeting their needs more effectively. In addition, loyalty program operators often report that once a customer starts redeeming rewards, their enthusiasm to return rises considerably. This leads to much higher levels of customer retention. You can use this data to segment your customers for improved marketing, sales and customer services.
  2. Best customer marketing (BCM)
    Best Customer Marketing involves spending more time, effort, and money on the best customers in order to maximize your return on investment. Not surprisingly, the principles of best customer marketing are the driving force behind the leading loyalty programs in the world today.
  3. Reduced promotional and advertising cost
    Significant savings can be made by targeted marketing campaigns. There is no need to send out thousands of flyers that will be thrown away unread, or take up newspaper space that is irrelevant to many readers. The added benefit of targeted advertising is the fact that it can be measured to gauge its effectiveness.

See how you can set up a loyalty program in Smart-it:
http://www.smart-it.co.za/help/loyalty–gift-cards.htm

Promotional Vouchers

A Promotional Voucher is a code or document that can be exchanged for a financial discount when purchasing products. These vouchers are generally used in retail stores as a part of a sales promotion. Promotional Vouchers are widely used to draw first time customers, or to increase purchase amounts for current customers.

Vouchers can be sent directly from within SI+ to targeted customers/prospects by sms or email.

See how you can create and send promotional vouchers from smart-it:

http://www.smart-it.co.za/help/gift-cards.htm

Where to get loyalty or gift cards

To get any loyalty or gift cards printed, you can contact Specsystem to get a quote today!

Tel: 021 380 4900

Email salescpt@specsystems.co.za

www.specsystems.co.za

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