MRSware Documentation - MRSware Sales and Commissions

Sales & Commission Data Entry Options

11/17/2022

Whether you're entering the data yourself or have a few people in your office who handle your data entry, it's important to know your options for capturing the information that is important to your agency.

What you enter is often determined by what, when, and how you receive the orders, invoices, and/or commissions from your manufacturers.
What data do you receive?

Commission reports
Orders - individual order forms or order reports
Shipping reports - individual shipment notices or shipping reports

What's included?

From: bare minimum - total sales & commission by customer
To: a lot of detail - PO#, Order#, Invoice#, Dates, Line Item Details, Sales, Discounts, Customer, End User

When do you receive the data?

daily
weekly
monthly

How do you receive the data?

paper copies by mail or fax
digital copies individually or via a report
- variety of report formats (.csv, .xlsx, .pdf, etc)

The answer to these questions, along with what you want to capture, will determine the data entry option you choose.

Link Files to Companies in MRSweb

9/20/2022

Link Documents to Companies

When you have an important file you want to retain for your records, you can link the file, from whatever you use to store and share your files currently, e.g. Google Drive, Dropbox, OneDrive, etc., to a Company. For instance, you want to keep a quote you provided to a company, or you want to hang onto a credit application for a new customer so you don't have to ask for the information when they buy from a second or third manufacturer you represent.

The best place to keep a link to the file is in Companies. Read on to learn how.

Order/Invoice Line Items

6/1/2022

While an Order or Invoice is a request to purchase, ship, and pay for something (a product or products), a Line Item represents a single entry on an order or invoice. An Order/Invoice can have multiple Line Items on it.
For example:

Order/Invoice #123:

10 cases yellow caution tape @ $2.00 each
15 cases red caution tape @ $3.00 each
5 cases blue caution tape @ $1.00 each

Order/Invoice #123 has 3 line items on it.

MRSweb has the capability to import Order or Invoice line item details. When a manufacturer provides line item details in a report they send, it only takes seconds more to import those details.

Why capture the details?

Knowledge is Power. Knowing who is currently buying a product or product group and who has stopped buying a product or product group gives you the insight you need to assist your customer build their sales. Whether it's helping to pull product through a customer's warehouse or notifying a customer of product availability or helping your customer get the best price based on quantity purchased, line item details provide you with the information you need to stay ahead of your competition.

Where to Find Online Training and Support

3/16/2022

MRSweb Sales Import Process

3/16/2022

Appointments - Calendar views

2/3/2022

The Appointments Sidebar provides Data View Styles similar to the other pages. However with Appointments, the most popular view style is Calendar. In the Calendar View Style there are 5 Tabs:

Day
Week
Month
Year
Agenda

Depending on the screen size of your device you may prefer one style over another.

MRSweb's Batch Edit

2/3/2022

One of the most robust features in MRSware is the ability to add, edit, or update, at the same time, an attribute or an unique or distinctive component found in any table within MRSware. This saves the User an enormous amount of time and effort.

In MRSweb the feature is called Batch Edit; in MRSware Desktop it is called Bulk Update. Though the steps may be different, the results are the same.

Here are some examples of Batch Edit:

update System Type on multiple companies or individuals
assign Categories to companies or individuals
assign or update Sales Rep assignments on multiple customers, territories, or invoices
apply a Commission Split Rate to all selected invoices
apply an Account Number to all selected invoices for a customer
apply a Payment to all invoices on a commission statement

Inline Editing - When and How to Use

1/27/2022

Perhaps you've run into a situation where a company you do business with decides to change their Email address and that means you have to update all of your records -- not just a company Email address (and there may be branch locations that need to be changed, so not just a single address) -- but also everyone who works for the company (all of the individuals' Email addresses). In some cases this may be 100's, while in others it may be a dozen or so.

The number of addresses to be changed may determine how to change the addresses:

If there are 100's of addresses that need to be changed, you may want to make the change in a spreadsheet and then import the sheet into MRSware. MRSware will update the addresses during import.
If there are only a dozen or so addresses to change you may want to make those changes directly in the system. This is where Inline Editing can be very useful.

The traditional steps to edit an entry, whether working in Desktop or Web, are: Open the contact record, enter the new address, Save and Close, repeat.

In MRSweb you can use Inline Editing to save time. The steps are: Click or Tap next to the email address you want to change, enter the new address, repeat.

Sales Reps - Merge Duplicate

5/13/2021

You may have sales rep entries in your system that are duplicated, either from an error in a file that was imported or from a typing error. The example below shows 2 sales rep entries with the same name, but with a misspelling in the second first name. You can remove the unwanted entry(ies) by using MRSweb's Merge duplicate process.

In many cases, you won't be able to simply Delete the entry since it will be assigned to Customers, Orders, or Invoices in the system. Instead of manually going through each of those screen to reassign and be able to delete the incorrect Sales Rep entry, the Merge Duplicate process will do all that for you, reassigning all of the associated entries in the system to the Sales Rep entry that you want to keep.

Creating Categories

10/9/2020

One of the advantages of using a CRM system is the ability to aggregate data. One of the best ways to form a group is to use terms or attributes to define a company, individual, appointment, journal, or project. In MRSweb, these attributes are called categories.

Categories are attributes created and assigned by you to aid in searches (think of them as keywords for your searches and grouping). In MRSweb you will find categories for Contacts, Appointments, Journals, and Projects. Each of these areas has its own Categories list, so that you can have entries that just apply to that area.

When setting up and using categories it is important that all Users in your company be consistent in their use.