|debtors, creditors, invoicing, inventory|
Maintain mailing list with
tag/untag. Track origin of sales response to
advertising vs direct mail vs salesperson canvassing
Salesmanship maintains your prospects/clients
list. You can view a complete customer history and drill down to see each
order if need be. Take notes of each contact with free form text
and follow up with reminder dates on each person you need to chase up.
Postcodes are validated as per the data published by Australia Post, phone
numbers, dates, credit card numbers are all checked as you enter them. Use the tag/untag
feature to build a mailing list by adding or subtracting to an existing
set. Quotations can later be used as a template for raising a customer
Products can be assigned a trigger - a quantity
below which you need to reorder. Pending orders which are on hold
because an item is not available will be released as soon as that item
is coming in. The inventory report values your stock as per your
last buying price which reflects today's market conditions. You can
produce a product history and find out where and when you sourced that
line and who bought it.
Salesmanship keeps track of the progress of
your orders step by step : A SALES ORDER is followed by one or more
SALES DISPATCHES which allows for part deliveries. When all is completed
a SALES INVOICE is raised. If a client returns some goods it is documented
by a SALES RETURN. If a client pre-pays some goods a SALES RECEIPT
is produced. A COUNTER SALE is used when order, delivery, invoice
and payment are all done at once.
In a parallel fashion a PURCHASE ORDER
is placed in anticipation of one or more PURCHASE COLLECTIONS. When all
is received a PURCHASE INVOICE is to be paid according to the supplier's
terms. If returning faulty goods a PURCHASE RETURN is used.
A PURCHASE LAY BY is used to put a deposit on tailor-made items or items
in high demand. A COUNTER PURCHASE is used if order, delivery, invoice
and payment are all done at once. Finally a STOCKTAKE is used to account
for losses, wastages, etc...
ORDERS PENDING is a report which shows all
orders on hold because of items currently out of stock. PRODUCT TRIGGERS
shows all product lines in need of re-ordering. ORDERS OVERDUE shows
payments due - both from customers and to suppliers. BUCKETS are
places were you accumulate things such as GST, freight, insurance,
credit card sales, sales commissions until such time you make or receive
a payment and reset that account to zero.
Each time you start SALESMANSHIP
the software checks for payments overdue, product lines in need
of re-ordering, orders ready to dispatch and parties to follow