Dear AccountMate Clients;
Whether you’re focused on distribution, manufacturing, or service – you know your business is based on the relationships you build and maintain with your customers. We all like to believe that we run customer-first operations, and I think most of us do, but how can you be even better as a customer-first business?
While no piece of technology will ever be a replacement for good customer service skills, there are ways to enhance your AccountMate installation to make it easier to take excellent care of your customers – by expanding your sales and maximizing the quality of your customer contact opportunities.
■ ■ ■
AccountMate’s New Upsell Management Module
As you know from previous issues of this NewsLine, with the launch of AccountMate 7.1 for SQL also came the unveiling of the new Upsell Management Module.
Upselling is nothing new to consumers. When a customer goes in to buy a camera, the sales person is able to offer up information on accessory items like cases, lenses, and batteries. With AccountMate’s Upsell Management Module, any user can quickly view a list of associated items, as well as price and inventory quantity, enabling them to provide their customers with real-time order suggestions and information.
To complete the sales cycle, special commissions can be paid on Upsell items. Sales are flagged in AccountMate which facilitate reporting of special commissions based on these sales.
At a time when finding ways to stay ahead of the competition is extremely important, the Upsell Management functionality can increase customer satisfaction and play a pivotal role in garnering new sales from existing customers.
■ ■ ■
INFOtrac for AccountMate
While the Upsell Module gives your staff streamlined access to inventory information, INFOtrac for AccountMate can make every member of your staff an instant expert on your customers.
According to research firm CRMGuru, customers rarely said that they choose one company over another because of the price or functionality of the product (less than 20% of those surveyed). Instead, the majority of the preference was related to the service provided by the company. In short, customers prefer working with companies who take good care of them.
INFOtrac for AccountMate not only tightly integrates with your existing AccountMate modules, but it seamlessly coordinates with with a variety of software and solutions you already use. You won’t stop depending on Microsoft Office, your handheld and portable devices, or countless other pieces of technology that are part of your daily work life – INFOtrac for AccountMate will help you use them better!
Ready to talk about how the Upsell Module or INFOtrac can enhance your ability to put your customers first? Give us a call and we’ll talk about how they can be a part of your unique business processes.
Regards,
Kevin E. Stroud
NexLAN, LLC
https://nexlan.com
Holiday Closing
NexLAN will be closed on Monday, September 4, 2006 in honor of Labor Day. We will reopen at 8:00 am on Tuesday, September 5. Please email us if you need the most recent copy of our emergency contact sheet.
Tech Note from AccountMate
Paying bills or making purchases with credit cards are common practices. The credit card payment method is expeditious; however, there are times when a refund must be processed. This week we revisit an article that discusses how to handle credit card refunds.
Article 1139: How to Handle Refunds for Payments Made by Credit Card
Charles Ocat
Director of Technical Services
AccountMate Software Corporation
Technical Tips
Version: AM6.5 for SQL and MSDE
AM6.5 for LAN
VAM/LAN 5
Module: SO, AR, PO, IC, MI, RA (Available only in AM6.5 for SQL and MSDE)
Q: When I created an inventory item record, the system asked me to choose an inventory type; however, I did not set up any inventory types. Can I proceed even without specifying an inventory type?
A: Yes, simply click the Cancel button on the Choose Inventory Type window and continue filling out the details for the inventory item.
Version: AM6.5 for SQL and MSDE
Module: IC
Q: I attempted to perform the Inventory Price Update function and selected the Multi-Level Price by Pay Code option. Why do some of the inventory items shown In the Multi-Level Price-PC window have price codes and others do not?
A: In the Multi-Level Price-PC window, the system will display only those price codes that were set up in the corresponding inventory records and will update prices only for those price codes that are assigned to the inventory item(s) when the price update is made.
Version: AM6.5 for SQL and MSDE
AM6.5 for LAN
VAM/LAN 5
Module: AR
Q: Why are there negative values in the Record Receipts tab when I perform the Record Bank Deposit function?
A: The negative line items represent cancellation of customer payments that have been recorded as deposited to the bank.
Version: AM6.5 for SQL and MSDE
Module: RA
Q: I created an RMA order with a Discard and Substitute return action. Why when I perform the Ship RMA function for the created RMA order does the system display the message “This RMA # has no N.Y.R. Quantity or N.Y.S. Quantity or N.Y.C. Quantity”?
A: Verify that you defined a value in the substitute item’s Order Qty column in the Line Item Shipment Transactions window. To access this window in the RMA Transactions function window, amend the RMA order, bring up the Line Item Detail window and click the Shipment button.
Subscription Information
If there is someone else in your office who would like to receive this NewsLine, please email newsletter@nexlan.com. In the meantime, browse through our archives.
If you would like to discontinue your subscription to this NewsLine, please click here.
