Welcome!Welcome!

User Conference 2011

Presenter: Jeff Weaver

Major Topics To Be Covered In This Presentation

• Advanced Team Sporting Good Functions• Sales Order Features

• Hold for PO#• Bill Complete• Embellishments• Line Item Routing

• Player Paks• User Setup• Web Ordering• Order Processing on Celerant

Team Sports

Team Sports

Hold For PO#

• Able to default based off the CustomerAccount Tab > Require PO# on All Purchases

• Affects of HFPO• Invoice Printout – Message “ Holding for P.O.”• Statement – Does not print on Customer’s Open

Item Statement until the PO# is assigned• A/R Aged Trial Balance – Will Print, but does not

age until a PO# is Assigned• Able to Search for Sales Orders and Invoices setup

as HFPO• Applying a PO# and Changing Invoice Date

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Bill Complete

• Able to default based off the CustomerAccount Tab > Invoice Only When is Complete

• Affects of Bill Complete• Partial Shipment – Does Not Print Invoices• Completed Shipment – Only One Invoice Will Print• Statement – Does not print on Customer’s Open Item

Statement until all the Merchandise is Shipped• A/R Aged Trial Balance – Will Print, but does not age

until completely shipped• Invoice Date is the date of the last shipment that

completes the order

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Embellishments

• Inventory Setup

• Blank Item – Must be created and assigned the appropriate Custom GroupExample: T-Shirt, Sweatshirt, etc.

• Service Item – Non-Inventoried Item must be created in order to assign to the Custom Elements of EmbellishmentsExample: One Color Screen, Two Color Screen, etc.

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Embellishments

• Embellishment Setup

• Custom Work – Group of available items to select that are linked to blank items (Screening, Embroidery, etc.)

• Custom Detail – Available entry options linked to the service item (Color Selection, Location, Comments)

• Custom Element – Non-Inventoried service item linked to Custom Work and assigned to Custom Details

• Custom Group – Available Custom Elements grouped together to assign to blank items (Shirt may offer screening and embroidery)

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Embellishments

• Sales Order Entry – POS > Sales Orders

• Create a Sales Order

• Enter the Blank Item on the Sales Order

• Select the “Embellishments” button on the right

• Select the Custom Work that is being requested

• Select the Item that will be added to the sales order

• Enter the required fields available and/or any comments

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Line Item Routing

• Pre-Set User Defined Operations• Misc. Categories > Sales Orders > Routing Operations

• Select the desired item on the Sales Order and select “Routing” button on the right - Lists current Routing Entries

• Add Routing Entry• Operation - Selection• Location and User ID – Open Text Fields• Date In/Out – Selection• Qty In/Out – User Entry

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Player Pak

• Setup

• Create a Customer for the Organization being offered the Player Pak (School, League, etc.)

• Enter a Club ID which will be issued to the Team Members ordering merchandise

• Define a Pricing Code with the available Items the Team Members will be able to purchase on the Player Pak

• Assign the Pricing Code to the Organization Customer (Parent Customer)

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Player Pak

• Web Ordering

• The Team Member will log onto the Player Pak Website with the Club ID assigned to the Organization Customer

• Only those Items assigned to the Price Code that is linked to the Organization Customer will appear

• Team Members will create an account, which will create the customer as a Child Customer to the Organization for ease of processing

• Team Members will enter their payment method relieving a coach/booster from collecting payments

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Player Pak

• Order Processing on Celerant

• Player Pak Orders will be processed through Special Orders, NOT Sales Orders

• Able to Make PO’s from Customer Orders for Special Orders

• Able to Search and Process orders using the Organization Customer (Parent Customer)

• Sales History will be recorded under the Team Member, but associated with the Organization Customer as well (Report Designer)

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