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1. Then delete the columns with Phone Numbers Sales Totals and Email Addresses in the same way a ZH A A 3t Copy Paste Special Insert Clear Contents T Format Cells Column Width Hide Unhide edet e You should end up with an Excel spreadsheet that looks like the one below e Inset Page Layout Formulas Data Review View Microsoft Excel Paste J Format Painter 1 H ei Clipboard m Font Si Number Condon tomatas Neutral Formatting Table Hom Acrobat SC gt Wrap Text General dH E Bad Good Calculation Check FI n B c e RS J K 1 Name Address City State Zip 2 Gale amp Robert Vittitow 3309 Abbey Road Mansfield TX 76063 3 Nate amp Jackie Willett 2200 Cains Ln Mansfield TX 76063 4 Trace and Debbra Ledbetter 8216 Meadowbrook Dr Ft Worth TX 76120 5 Nick amp Cathy Crombie 6001 Remington Pkwy Colleyville TX 76034 _6 Deidra amp George Fettinger 3613 Wooded Creek Circle Arlington TX 76016 7 Widup 6018 Lakehurst Ct Arlington TX 76016 8 James amp Cyndy Dollar 101 Latrobe Ct Southlake TX 76092 9 Kelly Jean 1402 St Tropez Lane Arlington TX 76013 10 Stan amp Kit Huller 7070 White Rock Ct Frisco TX 75034 11 Ana amp Frank Gonzalez 623 Go
2. client managament system ack Order 12 5 Open Jobs 20 Ready Jobs 15 Add Event Select User Ly H Tue Dec 21 2010 EE 4 06 00 AM i 08 00 AM 26 09 00 AM Select date 10 00 AM Updates Last updated 11 00 AM December 13 2010 12 00 PM 01 00 PM 02 00 PM 03 00 PM Idea Forum 04 00 PM 05 00 PM 06 00 PM 07 00 PM 08 00 PM 09 00 PM 10 00 PM You will use the Open Jobs 0 and Ready Jobs 0 to monitor the status of your jobs The number in parentheses to the right of the tab name reflects the number of jobs in the CMS that qualify as Open or Ready respectively 48 Page To Monitor an Open Job e Click the Open Jobs tab to see what jobs are currently Open and waiting for action Open Jobs Job No Address Contract Delete Date Charlie amp Mary 4230 Black Champ 695001 LL MS Stierhoff Rd 10 28 10 delete Dee amp John 5300 Runnymede 694983 MS Pakulski Ct 11 11 10 delete 695018 LL MS Carol Manuel 6801 DN Webb 41 29 10 delete Dale amp Barbara 695021 LL MS Wentroble 8401 Fairfield St 11 24 10 delete Trace and Debbra 8216 695023 LL DB Meadovibrool Dr 12 1 10 delete 2100 Newt 695042 LL MS Darcy Fricks 12 3 10 delete 695050 LL DB Lisa Landry 12 2 10 delete 694982 MS Debby Lewis 1211 Falcon Ridge 12 2 10 delete 695025 LL DB Nita Wiggins des Meadow 12 6 10 delete x 2100 Newt 695028 LL MS Darcy Fricks Pac 12 7 10 delete 695030 MS Debby Lewis 1211 Falcon Ri
3. First Name Last Name Address Phone Number Email Address Job Number P O Number Item Number Vendor SKU or Style e To Search type your query into the Search Box and click Find Customer 32 Page client managament system New Customer Open Jobs 19 Ready Jobs 15 Back Order 11 5 Name Address Customer John 123 W Smith St delete e When the results come up choose your customer from the list This will take you to that customer s Customer Profile pictured below IDDCM client managament system New Customer Open Jobs 19 Ready Jobs 15 Back Order 11 5 John Customer Day 123 123 1234 jcustomer email com 123 W Smith St Night Customer Since Everycty TX 75810 Cel December 23 2010 Best Time Driving Directions Designer Lisa Landry Retail Sales 0 00 Customer Notes New Job New Appointment Edit Profile Delete Customer Appointment Dates Job No Current Past Jobs edit January 2 2011 delete e Here you can see all of this customer s past and current jobs any pending appointments the customer s total sales and a link to Google driving directions to the customer s home e You can change information in this profile by clicking Edit Profile You can change the date and time ofthe customer s appointment by clicking Edit to the left of the customer s appointment listing 33 Page To Add a New Job for a Customer already in the CMS e Goto the Customer s Profile p 29 31 e C
4. Jocumentz Microsoft Wori 23 Match Fields h Update Labels pone Merge to Adobe PDF Pu Send E mail Messages lackie Willett Trace and Debbra Ledbetter insLn 8216 Meadowbrook Dr d TX 76063 Ft Worth 76120 k George Fettinger Tammy Widup And vour labels are printing NOTE IF YOU WANT TO MAKE CHANGES TO SPACING OR ADD AN IMAGE O MAKE ANY CHANGES TO THE LABEL IN THE UPPER LEFT CORNER OF THE PAGE THESE CHANGES WILL THEN PROPOGATE TO THE REST OF THE LABELS IN THE MAILMERGE CLICK UPDATE LABELS AND FOLLOW NORMAL INSTRUCTIONS FOR PRINTING 87
5. e Fill out the New Shipping Profile O O O Recipient Name The name of the person or company you will be shipping an item to Abbreviation Up to 10 characters something you will be able to identify that company by i e Howard Elliott could be H Elliott or Howard Ell Address The address you want to ship to Phone The recipient s phone number Fax The recipient s fax number Fax Notification to Shipper Usually you will choose YES this tells the CMS to create a page which you will fax to this receiver each time something you ordered will be shipped to them e Save Changes NOTE MAKE SURE TO CLICK YES ON FAX NOTIFICATION TO SHIPPER above notes IF THE ORDER WILL BE SHIPPING TO SOMEONE OTHER THAN YOURSELF SO THAT THEY KNOW TO EXPECT IT AND CAN MATCH THE ITEM TO THE PROPER P O NUMBER WHEN THEY RECEIVE IT 18 Page Edit Shipping Profile Recipient Name Abbreviation 1 Custom Crating Co 1 Address Address 2 3208 Pinewood Drive City State Province Zip Postal Code Arlington TX 76010 Phone Fax 817 649 9996 817 649 9997 Fax notification to shipper Yes Notes Save Changes To Edit a Shipping Profile Under Shipping Profiles Click on Edit Select the Shipping Profile you would like to edit Correct the selected Profile s Information Save Changes 19 Page IDDCM ient management syste Adding NEW CUSTOMERS amp JOBS 20 Page i
6. Paint Selection Consulting etc Grade If vendor has assigned a grade to this particular item Pre Pay Amount Only complete this if you have pre paid the vendor for this item 37 Page Options This box is for adding additional options you may be adding to your item trim upgraded cushioning etc The space in this box is very limited 30 characters include additional details in the Description box if necessary Taxable Services generally are not taxable but check with your state to be sure NOTE Items in red must be filled in in order to navigate to the next page Click Add Item ADD EACH ITEM ON THE SALES AGREEMENT BY FOLLOWING THESE STEPS Once finished you will check the total from your Sales Agreement against the total on the CMS Sales Cost of Sales to be sure that the totals match see next page ABOUT Add Item amp Duplicate If you are adding two nearly identical items such as two Faux Wood Blinds with slightly different dimensions you could click Add Item amp Duplicate This will add the current item to the job but keep all of the information you have input in the boxes To add the second item all you will need to do is make whatever small changes are necessary and click Add Item To Add a Coupon in the Item Editor In Description enter Coupon Source Enter the actual source of the coupon in place of Source i e Constant Contact Direct Mailer Newspaper etc Quantity 1 In Vend
7. 1 Business Phone Date of Contract Decorator 817 261 9032 12 1 10 Lisa Land Room Breakfast Nook Powder Bath etail Est Date Date Inv Inv Date rice Cost Ordered Rec d No Amt 00 0 00 12 3 10 12 8 10 1134 61 77 00 eme Stock Status 0 00 39 95 12 3 10 12 21 10 1134 0 0 00 aed Stock Status 159 00 12 3 10 0 0 159 00 Ref Stock Status 16130 Espresso 1 0 Paragon DDI 837 00 279 00 12 3 10 0 0 Starburst 6837 00 Black Starburst Mirror Contact Ref Stock Status Twist 60 28513 1 1 0 Utter DDI 368 00 99 00 12 3 10 12 21 10 5619 188 11 Twisted 368 00 Lamp Black wi Brown Shade Contact Ref Stock Status Vercelli 35 26790 1 0 Utter DDI 226 00 69 00 12 3 10 12 21 10 5619 0 0 Blue 226 00 669 00 Lamp Contact ock Status Retail Estimated Actual 2 017 00 _ 2 017 00 Retail Totis 2 017 00 otal Cost 706 46 310 39 ross Profit 1 310 54 1 706 61 Total E 2 178 36 KT 5 0 00 0 00 Balance 1 088 36 Date Paid list Half 0 Date Pd Nata NA 1 NOTE THE TOTALS FROM THESE TWO PLACES MUST MATCH STEP UNTIL THE TWO TOTALS MATCH DO NOT MOVE ON FROM THIS 40 Page Print S COS Order Forms Fast Fax Notifications Item Vendor Info Item Editor John Customer Job No 123123 Quick Add
8. 261 9032 76034 603 682 0 Nick 469 387 7054 76016 817 909 1 31 76016 817 451 6603 214 674 76092 817 329 0979 76013 817 226 8808 75034 972 370 7 214 236 75052 972 263 5715 972 977 76063 682 518 7 817 875 2070 76017 817 483 3977 76063 817 228 3945 76063 817 453 1690 817 992 9535 76017 575 631 9180 575 631 5 alfred lopghornhd com 76060 817 563 6208 817 909 6 kims tearhingsystems c 76017 817 784 0 817 228 0 raddoc55 hotmail com 76016 C 817 343 817 801 5 S 214 79643166 76034 817 319 9 817 577 4556 84117 817 619 2 817 468 0292 76011 800 628 5 817 226 8 817 706 8703 76016 817 801 7 817 991 3y54 76063 817 453 2535 817 991 6 kelli 9gammaemg com 76063 817 453 6330 817 658 3 enkerbu 6bcglobal net 76017 817 488 ANNA R17 475 7180 e If Sales Address City etc do not line up with their column for some reason simply delete the old titles and retype the titles into the appropriate boxes as shown above e Make each column wide enough that you can read all of the information in the box by clicking on the lines between each column header holding down and dragging until the boxes are large enough Do this with all of your columns 80 Page e Ifthere is a blank column in between columns with information in them right click on the blank column s letter at the top of the column and select Delete from the right click Menu e Delete all empty columns in this way Conditional Format as Formatting Table
9. 4 o 1 client managament system New Customer Jobs 20 Ready Jobs 15 Back Order 12 5 FA p December 2010 H Add Event Select User H Tue Dec 21 2010 LENT CEN 06 00 AM 07 00 AM 08 00 AM 09 00 AM 10 00 AM 11 00 AM 12 00 PM 01 00 PM 02 00 PM 03 00 PM 04 00 PM 05 00 PM 06 00 PM 07 00 PM 08 00 PM 09 00 PM 10 00 PM To Add a New Customer e Click on New Customer 21 Page IDDCM client managament system New Customer Open Jobs 19 Ready Jobs 15 Back Order 11 5 Are you a previous Decorating Den customer e Click inside the box e You will be given a drop down menu with the options Yes amp No e Click on the appropriate answer If the customer has not been entered into the CMS choose No IF YOU CHOOSE YES You will be taken to this search box where you can search for the existing customer s Customer Profile by Last Name iDDCMS client managament system New Customer Open Jobs 19 Ready Jobs 15 Back Order 11 5 Enter Last Name 22 Page IF YOU CHOOSE NO You will be taken to the DDI Phone Interview where you will start entering the customer s information iDDCMS client managament system New Customer Open Jobs 19 Ready Jobs 15 Back Order 11 5 Add New Customer First Name Last Name Assigned to John Customer Landry Lisa State Zip Postal Address City Province Code 123 W Smith St Everycity TX 75810 Are you on ou
10. Clipboard Font Alignment ER Number Exp n 2 fe E mail aA NF REI j K 1 Name Sales Address City State Gale amp Rol 3309 Abbe Mansfield TX amp Jac 2200 Cains Mansfield TX Trace and 8216 Mea Et Worth TX Nick amp Cat 6001 Remi Colleyville TX 6 Deidra amp C HHHHHHH 3613 Woo Arlington TX 7 Tammy Wi 6018 Lakel Arlington TX 8 James amp C 101 Latrok Southlake TX 9 Kelly Jean 1402 St Tr Arlington TX 10 Stan amp Kit 7070 Whit Frisco TX 11 Ana amp Frar 623 Golf V Grand Prai TX 2 Andy amp Kin 910 Walnu Mansfield TX 3 Jana amp Tor H HHHH 5616 5 Ar Arlington TX 4 Ginger amp T 2108 Castl Mansfield TX 5 Holly 4 Pamela CMansfield TX 6 Alfred amp 5400 Romi Arlington TX Kim and Er 600 Oak Ri Kennedale TX Terri Allen 2406 Gree Arlington TX Cindy amp St 3611 Woo Arlington TX Connie amp F 6725 Zerm Colleyville TX 1 Michele Bi 1638 Lake Holladay UT 22 TNT Attn 2100 Rd t Arlington TX Marylee Kl 3616 Woo Dalworthir TX Kelli amp Jos 716 Morni Mansfield TX Mercy Nke 5005 Have Mansfield tx a Dave and HHHHHHHH A708 FI Sal Arlinstan TX e The pasted text will look like this D Phone EPhone CPhone 76063 817 477 9 same 214 704 76120 817
11. Customer Address o Customer Email Address o Customer Phone Number iDDCMs client managament system New Customer Open Jobs 22 Ready Jobs 15 Back Order 12 6 Start Date End Date No of records 12 1 v 2010 1 Jan 4 2011 10 Get Report Get Report with more fields Darcy Fricks 22 568 00 Debby Lewis 8 921 00 Ana amp Frank Gonzalez 8 480 00 Trace and Debbra Ledbetter 7 800 00 Jason amp Marian DeMott 6 666 67 Diane amp Roland Chapell 5 973 00 Nita Wiggins 2 471 00 Mary Ellen Casey 1 190 00 Angela amp Bill Kasko 996 00 Lisa Landry 929 52 71 Page To View a Category Sales Report This is where you can assess your volume of sales in each product category e Click on Category Sales Report from the Reports Menu e Choose a Start and End Date from the drop down boxes Click Get Report e From this report you can see o Category Sales amount o Percentage of Sales per Category CATEGORY SALES REPORT _ Begin Date End Date Deci2010 4 2011 v CATEGORY SALES OF SALES Soft Windows 16 011 85 23 80 Hard Windows 2 798 00 4 16 Bed Coverings 4 689 00 6 97 Floor Coverings 1 918 00 2 85 Wall Coverings 0 00 0 00 Uphol Furniture 9 960 67 14 80 Case Goods 12 936 67 19 23 Lighting 5 167 00 7 68 Accessories 15 496 25 23 03 Other 1 521 00 2 26 TOTAL 67 290 44 100 00 72 Page IDDCMS Using the EXPENSE amp CREDIT REGISTERS To Use the Advertising Expense Register From
12. NS Siver Miror Uter 2 15 11 Aurora 3 3 x 5 3 Rug SURYA Blue Paisley Rug RUG 695025 LL DB Wiggins Utter 1 15 11 5 Carpet 1 16 11 695029 LL DB Gonzalez Utter 2 15 11 695025 LL DB Wiggins 695033 LL DB Chapell 2 28 11 54 Page IDDCMS Processing PAYMENTS amp PAID INVOICES 55 Page To Process Down Payments and Paid Balances When a new sale is made wait three days before processing the payment as specified within the Sales Agreement e Goto the customer s Customer Profile See Searching the CMS 29 31 e Select the Job the payment is associated with by clicking the Job Number ipbcm client managament system New Customer Open Jobs 23 John Customer 123 W Smith St Everycity TX 75810 Designer Tony Landry Ready Jobs 15 Back Order 12 6 Day 123 123 1234 Night Cell Best Time Retail Sales 0 00 jcustomer email com Customer Since January 4 2011 Driving Directions Customer Notes New Job New Appointment Edit Profile Delete Customer Appointment Dates edit January 2 2011 view e You will be at the Item Editor click on Edit Job Quick Add Item Item Number Description Vendor Select Vendor v Date Ordered Not Ordered e Date Paid Ship to Check CC Contact Pre pay Amount Options Reference Number Color Retail Price Select Profile e 1 Date Received Invoice Nu
13. Open Jobs 19 Ready Jobs 15 Back Order 11 3 John Customer Day 123 123 12 jcustomer email com 123 W Smith St Night Customer Since TX 75810 Cell December 23 2010 Best Time Driving Directions Designer Lisa Landry Retail Sales 0 00 New Job New Appointment Edit Delete Customer Appointment Dates edit January 2 2011 delete Job No C rrent Past Jobs NOTE Alinkto Google Maps Driving Directions to the customer s home which you can print out for your customer s file is available in the Customer s Profile To view the Customer s Profile see Searching the CMS on page 30 32 30 Page client managament system New Customer Open Jobs 20 Ready Jobs 15 r 12 5 December 2010 lt lt Today gt Select User x E Tue Dec 21 2010 08 00 09 00 10 00 11 00 12 00 PM 01 00 PM 02 00 PM 03 00 PM 04 00 PM 05 00 PM Select date Updates Last updated December 13 2010 06 00 PM 07 00 PM 08 00 PM 09 00 PM 10 00 PM Searching the CMS e Click on Search 31 Page IDDCM client managament system New Customer Open Jobs 22 Ready Jobs 15 Back Order 11 5 Find Customer Find Customer using First Name Last Name e Address Find Customer e Phone Number Email Address Find by Job Number Find by Item Number Find Customer Find Customer e You can search the CMS by
14. commission to the decorator as you pay the first half and later for the second half balance in First Half Paid and Date Balance Paid under the COMMISSIONS heading 59 Page WEE Customer Name Job Number mace Sales Cost of Sales Page 1 of 1 Home Phone Business Phone Date of Contract Decorator 11 23 10 Dana Blaschko Zip Code Room 76016 Master Bedroom Personal Sho Description Item Color Qty Vendor gt Retail Est Date Date Inv Inv Date o Cost Ordered Rec d No Amt Pd 1 HR Personal 1 0 DDI DDI 125 00 0 00 11 23 10 11 23 10 0 0 Shopping 125 00 0 00 sheets duvet insert ceiling fan etc ontact Ref Stock Status Retail Estimated Actual Notes 125 00 125 00 Retail Totals 125 00 otal Cost 0 00 0 00 0 00 Gross Profit 125 00 125 00 Total Charges 125 00 ross Profit Deposit 125 00 E 100 00 _ 100 00 Date paid 2719 Commission 18 75 18 75 Balance 0 00 1151 Half 9 375 Date Pd Date Paid 11 24 10 Balance 9 375 Date e The decorator s commission is automatically calculated by the CMS based upon Profit Margin and can be viewed in the Sales Cost of Sales You can quickly see how much commission is owed a decorator on each job from this document As the invoices arrive the actual columns in the S COS will automatically adjust so that when the job is complete the Actua
15. have you lived in your home 2 What will you be looking to accomplish with our appointment 3 What rooms are your priorities and what type of products are you considering 200 characters max 4 What style of decorating do you prefer Have you visited decoratingden com to test for your style e 5 Do you have a definite color scheme 6 How will the room be used 7 Have you seen anything anywhere else you like 8 Have you purchased custom products before No e From Whom How long ago 9 Is there a special event or time issue we need to consider 10 During our appointment it is also important that I meet everyone who wil be involved with the decorating and financial decisions One of the great things about my business is that I can schedule our appointment when you are available Is there anyone else besides yourself that you would like to be involved in our appointment 11 As I mentioned earlier my initial consultation is complimentary and we wil be spending 1 to 2 hours together Which would you prefer a day or evening appointment Lock in the day and time e Ifyou are using the CMS to conduct your phone interviews o Complete the boxes in the above form and click Continue e Ifyou are not using the CMS to conduct your phone interviews o Click Continue 26 Page e Ifyou are using the CMS to conduct your pho e Ifyou are not using the CMS to conduct your phone interviews ipbcm client
16. p 54 55 for the job it will continue to show in the Due Balances list 69 Page To View the Appointment Register From this report you can keep track of the leads from a given month e Click on Appointment Register from the Reports Menu e Select the month you are interested in from the drop down box Appoinment Selection Appoinment Month 2011 February HTML fast PDF Color PDF Gray e Click HTML fast e From this report you can see O O O OO The appointments scheduled during the selected month Where each lead came from The sale amount from that lead The advertising dollars spent that month The calculated Cost Per Lead in terms of advertising dollars The Closing Percentage for the month The Average Sale for the month The Total Sales for the month Lead Appt Register Fr No Franchise Name State lonth Year 65678 orating Den Interiors ington TX 2010 7 FS dI P E ECH ty a Job Name Dec SST E 695024 Gonzalez L Landry 1 x 694950 N Milford Landry 1 695023 LL DB ls Landry 1 x 000000 5 59 L Landry 695050 LL DB L Landry Landry 695042 LL MS D Fricks Landry 695051 LL DB Gonzalez L Landry 695025 LL DB N Wiggins L Landry ZS 695052 LL DB E Landry 695054 LL DB Casey Landry 695053 LL DB Warner E ono o Qo x T 695027 LL MS Ledbetter 695028 LL MS P Fricks L Landry L Landry 6 7 695030
17. receive o TheOrder Forms and Fax Notifications will have the fax number of the vendor from the Vendor Profile printed at center top as shown on the next page e To Print o Press Ctrl P Choose your Printer o Click Print 41 Page SAMPLE ORDER FORMS FAST Decorating Den SSORY ORDER FORM Account Manufacturer Uttermost Co Address 3325 Grassy Hill Rd P O 558 City Rocky Mount VA 24151 Phone 1 800 678 5486 Fax 1 877 376 6777 Order Date 1 3 11 Franchise Owner Decorating Den Interiors 1205 Sturgeon Ct Suite 105 Arlington TX 76001 Phone 817 472 0067 Fax 817 557 6909 Ship to Decorating Den Interiors Address 1205 Sturgeon Ct Suite 105 City Arlington TX 76001 Phone 817 472 0067 Fax 817 557 6909 Customer PO Notify Receiver YES X 695023 LL DB 1205 Sturgeon Ct NO Sidemark Ledbetter Suite 105 Arlington TX 76001 QTY DESCRIPTION FINISH FABRIC GRADE OPTIONS COST TOTAL Twist 60 Twisted Lamp Black w Brown Shade 1 6790 ercelli 35 Blue eramic Lamp 1 513 1 Special Instructions PLEASE SEND A CONFIRMATION UPON RECEIVING THIS ORDER Check Check Amount Total 168 00 Contact 42 Page IDDCMS Checking in RECEIVED ITEMS IDDCM client managament system New Customer Open Jobs 22 Ready Jobs 15 Back Order 11 5 Find Customer Find Customer using e First Name Last Name e Address C
18. the Settings Menu p 6 Click on Expense Register This report shows a list of advertising costs over time The information from this Register is used by the CMS to determine your cost per lead in terms of advertising dollars To Enter an Advertising Expense Enter the Advertising Source in Payee Enter the total cost of the ad in Amount Select the appropriate category from the drop down box Select the Date Paid Add any memos regarding the ad Click Add Expense This information is automatically transferred to the Appointment Register and used to calculate cost per lead Ad Expense Register Payee Amount Category Date Paid Other v 1 4 11 v Memo Add Expense Amount Category 1 3 11 mansfield mirror 400 00 Paper 1 3 11 banta 2 500 00 Mail 11 17 10 Living Mag 1 400 00 Mag 11 17 10 Banta 2 300 00 Mail 11 17 10 Indulge Mag 250 00 Mag 11 17 10 Mirror 339 20 Paper 11 7 10 ref 13 00 Referral 11 6 10 web 15 00 web 11 4 10 Radio 10 00 Radio 11 1 10 tel 11 00 TV 11 1 10 mag 12 00 Mag 11 1 10 other 16 00 Other 11 1 10 pro 14 00 Prosp 11 1 10 Mail Flyers 1 00 Mail 11 1 10 hand flyer 2 00 Hand 11 1 10 Sem 3 00 Seminar 11 1 10 Color van 4 00 Van 11 1 10 yellow pages 5 00 Pages 11 1 10 show 6 00 Show 11 1 10 newspaper 7 00 Paper Next Page 74 Page To Use the Vendor Credit Register This is where you will enter credits for returns of products you have made to vendors or o
19. 0 0 00 0 00 0 00 0 00 0 00 0 00 0 00 2 091 00 697 00 0 00 0 00 0 00 0 00 nnn MARGIN 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 1 394 00 0 00 0 00 nnn 68 Page To View a Due Balances Report From this report you can see the Due Balances for your franchise which jobs a customer owes money on e Click on Due Balances from the Reports Menu e You can sort by Past Due Shows jobs which have been installed and a balance remains due Open Ready Shows jobs with a balance but that are either not ready or not installed All Jobs Combines both report e From this report you can see on which jobs a customer owes you money o The Job Number and Customer Name of each project with a balance due o The remaining balance on that project o The date that the project was marked complete The total outstanding balances due to your franchise Due Balances Show Past Due Open Ready All Jobs Job No Name Balance Completed 694937 LL DB MS Landry 3 022 78 695001 LL MS Stierhoff 3 645 16 694983 MS Pakulski 2 966 36 695015 LL MS Calhoon 322 84 HEADBOARD 2 Landry 129 38 695018 LL MS Manuel 5 417 72 695021 LL MS Wentroble 5 601 76 000000 LL MS Wentroble 304 56 695023 LL DB Ledbetter 1 088 36 000000 STOCK Ledbetter 1 302 48 695050 LL DB Landry 977 99 694982 MS Lewis 3 374 92 695025 LL DB Wiaains 1 333 68 Until you have filled in Deposit Date Paid and Date Balance Paid in the Edit Job page see
20. 18 87 Arlingtoi IE EC 917 909 1231 Fettinger 119 067 59 1 76016817 451 6603 214 674 7072 N 113 695 00 817 975 335 110 157 01 1 76013 817 226 8808 817 296 1689 mE 107 904 99 175034 972 370 7850 214 236 4066 amp Click Get Report with more fields This will show the address information for each customer Select left click and drag to select ALL of the customer information as well as the category titles Name Sales Address etc as shown above Right click and select Copy Open a blank Excel spreadsheet 78 Page Click the small arrow under the Paste butto General Conditional Formatting B s ES i 8 Format as Table gt E a E Cell Styles 3 Insert 3 Delete BE Format T Sort amp Find B Filter Select BB In the drop down menu that appears select Paste Special This box will pop up select Unicode Text and click OK 0 Paste Display as icon Paste link Inserts the contents of the Clipboard as a Unicode Text format Home Insert Layout Formulas _ Data Review View Acrobat x wv Wrap Text General B T Gr Calibri 43 Copy RU bus dun J Format Painter ut ae Merge amp Center E ET
21. ARGIN ON EACH JOB 9 Page See next page 10 Page Add User First Last User Name Password Max Commission User Level Decorator Add User To Add a New User Profile This is an employee that will have access to the CMS e Goto the Settings Menu at the top of the screen on the e Vendor Profiles Home page Add Edit e TECH e Under User Profiles Click on Add SS Edit e Use ti e Fill out the New User s Information o First Name e Franchise Settings Last Name e Export to CSV User Name you assign Password you assign User Level you assign Max Commission Fill this out ONLY for decorators who are not also owners Expense Register Credit Register e Click Add User NOTE IT IS IMPORTANT THAT YOU KEEP THE MAX COMMISSION UPDATED SO THAT THE CMS CAN CORRECTLY CALCULATE YOUR DECORATOR COMMISSIONS 11 Page Edit Users First Name Last Name John Doe User Name Password JDOE 1234 User Level Max Commission Decorator e pm Save Changes To Edit a User Profile Under User Profiles Click on Edit Edit Users Name User Name Password User Type Select the User you would like to edit edit John 1234 edit Doe John 1234 admin edit John 1234 Decorator Correct the selected User s Information edit Doe John 1234 Decorator Save Changes 12 Page Add Vendor Name Abbreviation
22. Address City State Province Zip Postal Code Phone Fax Contact Contact Phone Account Number Payment Method Order Method Billing Address City State Province Zip Postal Code Email Enter only if you want orders emailed to this vendor Notes Fax order to vendor To Add a New Vendor Profile A Vendor is any supplier that you use in your business e Goto the Settings Menu See page 6 e Under Vendor Profiles Click on Add Continued on next page 13 To Add a New Vendor Profile cont Fill out the New Vendor s Information Name Vendors Full Company Name Abbreviation What the vendor will appear as in your vendor list on the CMS max 10 characters Address City State Zip Fax amp Phone Make sure to keep these up to date as vendors report changes in their contact information Contact amp Contact Phone refers to the name and phone of your contact with that vendor If you have an account with this vendor you will with most vendors make sure to enter it here It simplifies order entries on their end and makes things move more quickly for you If not leave this space blank Payment Method Check Credit Net 30 days Net 15 days COD etc Order Method Fax Online Email Phone Notes for your use to save any notes regarding special procedures for ordering MAKE SURE TO CLICK YES ON FAX ORDER TO VENDOR below Notes IF YOU WANT THE ORDER TO PRINT FROM THE CMS F
23. Invoice Date Terms Net 30 Days Net 15 Days etc if applicable MARK ITEMS RECEIVED If you are only receiving the invoice and have not received the item do not check YES This box defaults to NO Click Apply to Marked Items ABOUT Next Invoice Different PO and Next Invoice Same PO are used to continue recording invoices either for different jobs Different PO OR for the same job Same PO but from a different vendor 62 Page IDDCMS Using the REPORTS MENU 770 client managament system 4 New Customer Open Jobs 20 Jobs 15 Back Order 12 3 ACCESSING REPORTS e Click on Reports December 2010 B A event Select User H Tue Dec 21 2010 RR es Updates Select date Last updated December 13 2010 Idea Forum e e This will take you to the Reports Menu see below lt IDDCMS F client managament system 4 New Customer Open Jobs 22 Ready Jobs 15 Back Order 12 6 Sales Report SCS Summary YTD Sales Report Vendor Sales Report Vendor Balance Report Due Balances Appointment Register Customer Sales Report Category Sales Report 64 Page To View a Sales Report This is a quick way to see an overview of your sales for the particular period of time e Click on Sales Report from the Reports Menu e You will be taken to the screen below where you can choose which month s Sales Report from the drop down box you
24. Item Notes Description Item Number Color Quantity Vendor Ship to Retail Price Each Estimated Cost Each Select Vendor Select Profile e 1 0 Date Ordered Date Received Invoice Number Invoice Amount Not Ordered 0 Date Paid Check CC Stock Status Back Order Date None Reference Number Category Grade Select Category e Pre pay Amount Options Taxable yes No Add Item Add Item amp Duplicate ty Item Description Vendor Inv No Entered edit 1 0 123456 Charcoal Item Name Description DDI delete Customer Home SCS Classic SCS Color SCS Grayscale Item Vendor Info Fax Notifications Order Forms Fast Order Forms Color Receive Invoice Edit Job e Select each of these buttons A new browser tab will open for each one from which you may print these pages for your customer s file The Sales Cost Of Sales shows an itemized list of each item s information from the Item Editor and Total Sales and Costs and Profit Margins The Order Forms Fast option creates a black and white copy of the order forms saving ink and helping to ensure a clear fax If you are ordering by fax you will fax these sheets to the vendors o Theltem Vendor Info page can be used as a quick reference copy for the status of each Job P O Merely check the box of each item as it is received and checked in on the CMS then you can see at a glance what items you are waiting to
25. MS D Lewis Smith 9 Willett Landry 9 695031 LL MS Gooch Landry 10 000000 LL MS Fricks L Landry 13 695032 LL DB tte L Landry 116 gt lt Nix ix R I ox x 695043 LL MS S Baca L Landry 16 200 695056 LL MS D Fricks L Landry 16 5892 695029 LL DB Gonzalez L Landry 16 6456 695044 LL MS J DeMott Landry 17 6667 695045 Keeling Landry 18 0 695033 LL DB D Chapell Landry 21 5973 695083 LL DB Gonzalez L Landry 23 0 Pakulski Smith 30 0 694982 MS Lewis IM Smith 6249 Total All Leadsj25 0 0 o o ojojo ofo 1 ofofo o o o 65696 Advertising Dollar o 1 0 Spent This Month Cost Per 0 65696 Monthly Summary Appts Completed 25 INo Sold osure erage Sale otal Sold 24 96 00 2737 35 65696 44 70 Page To View the Customer Sales Report This is a good way to view your customers ranked in order of cumulative sales for any particular period of time top 10 for the year top 200 to mail calendars to etc e Click on Customer Sales Report from the Reports Menu e Choose a Start and End Date from the drop down boxes Click Get Report e From this report you can see o Customer name Total sales for that period of time e Ifyou select Get Report With More Fields you can also see o
26. OR YOU TO FAX Click Add Vendor NOTE THIS INFORMATION WILL BE PRINTED AT THE TOP OF ALL FAXED ORDERS MAKE SURE TO TYPE EXACTLY AS YOU WANT YOUR PRINTED INFORMATION TO APPEAR 14 Page Archipelago Candles Address 1834 E 22nd Street State Province CA Phone 817 354 5195 Contact Janelle Casey Account Number Billing Address Same State Province Email vendor Notes Edit Vendor Abbreviation Archipelag City Los Angeles Zip Postal Code 90058 Fax Same Contact Phone Same Janelle Casey Payment Method Order Method Credit Card Fax City Zip Postal Code Enter only if you want orders emailed to this Fax order to vendor No Yes To Edit a Vendor Profile Under Vendor Profiles Click on Edit Select the Vendor you would like to edit Correct the selected Vendor s Information Save Changes 15 Page See next page 16 Page Add Shipping Profile Recipient Name Abbreviation Address Address 2 City State Province Zip Postal Code Phone Fax Fax notification to shipper 9 No Yes Notes Add Profile To Add a New Shipping Profile You will create a Shipping Profile for anyone you will have items shipped to drapery workrooms furniture receivers upholstery workrooms etc Continued on next page 17 Page Add a New Shipping Profile Goto the Settings Menu See page 6 e Under Shipping Profiles Click on Add
27. Page Input your Franchise Information 4 enter your Franchise Information e Click on the Settings Menu at the top of the screen December ans CR mmm RAT e This will take you to the Settings Menu shown 2 below e Click on Franchise Settings X e See next page for further instructions Last updated December 13 2010 Idea Forum e Vendor Profiles o Add o Edit e Shipping Profiles o Add o Edit e User Profiles o Add o e Franchise Settings e Export to CSV Expense Register Credit Register 8 Page Franchise Settings Franchise Name Franchise Number Decorating Den Interiors 00000 Address Address 2 1234 Your Street City State Province Zip Postal Code Your City XX 00000 Phone Fax 000 000 0000 000 000 0000 Email Forum Email List youremail decoratingde Yes No Choose Yes if you wish to be emailed every time a message is posted to the forum Tax Rate Credit Cost Charge Save Changes To Input Your Franchise Settings Fill in your Franchise Information into the form Email address required for forums YOUR Name Address Phone amp Fax Franchise Number and email Tax Rate This is the sales tax rate in YOUR city Credit Cost Charge This is the credit card fee charged by YOUR provider Save Changes NOTE IT 15 CRITICAL THAT BOTH YOUR TAX RATE AND CREDIT CARD COST CHARGE ARE KEPT UPDATED THESE VALUES AFFECT YOUR PROFIT M
28. Payment or Paid Balance Record a Commission Payment You Make to a Decorator Process Paid Invoices USING THE REPORTS MENU Using the Sales Report Using the SCS Summary Using the YTD Sales Report Using the Vendor Sales Report Using the Due Balances Report Using the Appointment Register Using the Customer Sales Report Using the Category Sales Report USING THE EXPENSE amp CREDIT REGISTERS Using the Advertising Expense Register Using the Vendor Credit Register CREATING MAIL MERGE LABELS FROM THE CMS DATABASE 4 Page IDDCMS Accessing the CLIENT MANAGEMENT SYSTEM 5 Page IDDCMS 4 client managament system New Customer Open Jobs 20 Ready Jobs 15 Back Order 12 5 December 2010 H Add Event Select User Ly lt 3 Today 06 00 07 00 EI 08 00 AM 09 00 AM Select date 10 00 AM Updates Last updated 11 00 December 13 2010 01 00 02 00 03 00 Idea Forum 04 00 PM 05 00 PM 06 00 PM 07 00 PM 08 00 PM 79 00 PM 10 00 PM ACCESSING THE CMS Open your preferred internet browser Go to www iddcms com 21 2010 KE HENCE E Login with your personal Login and Password obtained from Mike Stinson at Results Inc 719 689 3007 results rintuit com NOTE CLICKING ON THE HOME ICON AT THE TOP OF THE PAGE WILL TAKE YOU TO THIS SCREEN FROM ANYWHERE IN THE CMS 6 Page IDDCMS Setting up your CLIENT MANAGEMENT SYSTEM 7
29. S ON EVERY SALE FROM START TO FINISH PROCESS ORDERS NOTIFY RECEIVERS GENERATE ORDER FORMS ENTER DATA ONCE INTO S COS amp ORDERS GENERATED AUTOMATICALLY PRODUCE SALES COST OF SALES PRODUCE SALES REPORTS PRODUCE LEAD REGISTERS AUTOMATIC BACKORDER REMINDERS JOB COMPLETION NOTIFICATION SO YOU CAN SET UP INSTALLATION TRACK OWNER DECORATOR TEAM SALES TOTALS CALCULATE DECORATOR COMMISSIONS GENERATE DIRECTIONS MAP TO CUSTOMER S HOUSE WEB BASED SYSTEM CAN ACCESS ANYWHERE NO FEAR OF LOST DATA COST FIRST 30 DAYS FREE 250 SET UP FEE 100 PER MONTH CONTACT MIKE STINSON RESULTS INC W 719 689 3007 results rintuit com 3 Page 5 6 8 9 11 12 13 15 17 19 20 21 30 31 33 34 42 43 46 47 48 49 50 51 53 54 55 56 57 58 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 87 INDEX ACCESSING THE CMS SYSTEM SETTING UP YOUR CMS SYSTEM Inputting your Franchise Information Add a New User Profile amp Edit an Existing User Profile Add a New Vendor Profile amp Edit an Existing Vendor Profile Add a New Shipping Profile amp Edit an Existing Shipping Profile ADDING NEW CUSTOMERS amp JOBS Add a New Customer Searching the CMS Add a New Job for a Customer already entered into the CMS CHECKING IN RECEIVED ITEMS MONITORING OPEN amp READY JOBS Monitor an Open Job Monitor a Ready Job MONITORING BACK ORDERED ITEMS PROCESSING PAYMENTS amp PAID INVOICES Process a Down
30. Start Mail Merge We are making mailingllabels Select Labels Mailings Highlight Addr Merge Fields Bloc E Mail Messages Envelopes 82 Page Printer information Continuous feed printers DE Label information Label vendors Avery US Letter Label information Type Easy Peel Mailing Labels Fill Across Height 1 Page size e This box will pop up Select your Label Number found on box of labels that you purchased in the list and click OK Your document will be formatted for your Labels as shown below E z gt L L ht 24 Match Fields 424 Find Recipient Highlight Address Greeting Insert Merge Preview Fin st Merge Fields Block Line Field Update Labels Results 2 Auto Check for Errors 83 Page e Next click Select Recipients and Use Existing List e Here you will import your Excel Spreadsheet we made earlier Highlight Merge Fields Bloc R zients Recipient List KR New List 82 Select from Outlook Contacts Goto where you saved your Excel file Select it like I have selected mine below and click OPEN x Search Desktop D Organize New folder 2 Microsoft Office W System Folder System Folder Favorites IE Desktop Computer Network System Folder System Fo
31. aren t yet ready to purchase products trom Ido charge hourly design tee If the scope af your project amp arge and would require extensive design work an multiple rooms and Products I will typicaly ask for retainer Normally any houry fee or retainer I charge wil De applied to any product purchase you make 1 Tel Was Customer _ now long have you lived in your home 2 What wi you be boking to 3ccompien wth our appointment 3 What rooms are your priortiez and what type of products are you consicerng ___ 4 What style of decorating you prefer Have you Gecorstingden com to test tor your style No _ 5 Do you have definite color scheme G How wil the room be usec 7 Have you seen anything anywhere cke you like B Have you purchases custom products betore no From Whom long 3907 9 E there a event time we need to consider 10 During our appointment 6 abo important that 1 meet everyone who wil be involvec wth the decorating and financis ceckions One the great things abaut my business E that I can schedule our appointment when you are avaiisbie E there anyone eke besides yourse that you would lie to be involves in our appointment 11 As I mentioned carter my consutation complimentary we will be spending 1 to 2 hours together Which wouid you preter day or evening appointment 12 By the way have you considered t
32. ces p 53 60 Invoice Amount See Processing Payments and Invoices p 53 60 Date Paid See Processing Payments and Invoices p 53 60 Check CC See Processing Payments and Invoices p 53 60 Stock Status Fill this in if you called to check availability of stock from the vendor i e Available Discontinued 2 available etc Back Order Date If the item is back ordered select the back order date this will add the item to the Back Order list see p 51 52 Contact Who you spoke to when confirming availability with the Vendor Reference Number Vendor assigns this after order is placed Category Important for reporting your sales to DecoNet Your Options will be Soft Window Window Treatments including Draperies Cornices Valances and the Hardware Labor and Installation Costs of Each etc Window Blinds Woven Wood Shades and the Installation costs etc Bedcovering Bedding of all sorts Labor for Custom Bedding Floor Covering Rugs Tile Carpet etc Wall Covering Wallpapers Upholstered Furniture Anything Upholstered i e Sofas Upholstered Chairs Ottomans any associated Labor costs etc ase Goods Any furniture not upholstered i e Dressers Entertainment Consoles Buffets etc Lighting All Lamps and Installed Lighting Fixtures including Chandeliers Sconces Floor Lamps Table Lamps etc Accessories Art Floral Arrangements Vases Framing etc Other Services Referral Fees
33. ct the Item Vendor Info button e By selecting the Item Vendor Info button you can see an up to date status report of the items in this job and see which items have not been received 45 Page Item Vendor Info John Customer Job 123123 Date of Contract Jan 2 2011 Back Ship Order Vendor Qty Description Rec d 123456 Item Name Charcoal Description 1 0 DDI As you receive each item check the Rec d box for that item to the right of that item and then click Mark Received When the last item is checked in your job will move from the Open tab to the Ready tab We suggest you check in your labor and freight when you enter them into the CMS since you may not receive their invoices until after your installation If you don t check them in as you enter then the job will not show up as Ready and you won t be aware that you should schedule the installation For items which will be shipped to another receiver such as fabric going to a furniture manufacturer for a COM piece check in those items when you receive the invoice for them NOTE When you check in the last item you may have to click Mark Received a couple of times before the job will move to the Ready tab Please make sure that you do this otherwise you may not see your job displayed in Ready Jobs which would alert you that the job is ready to install 46 Page IDDCM Monitoring OPEN amp READY JOBS 47 Page 6 Dum oa co
34. dge 12 9 10 delete Trace and Debbra 8216 695027 LL MS Ledbetter Meadowbrook Dr 12 6 10 delete 695031 LL MS Jule Gooch Leaf 12 10 10 delete 2100 Newt 000000 LL MS Darcy Fricks 12 13 10 delete Ana Frank These are your currently active jobs that have not had every item checked in as received e From here you can select the job which you would like to see To open a job click on the Job Number in the far left column e Selecting the Job Number here will take you to the Item Editor from which you can navigate the job 49 Page Item Editor John Customer Job No 123123 Quick AddItem Notes Description Item Number Color Quantity Vendor Ship to Retail Price Each Estimated Cost Each Select Vendor Select Profile 1 0 Date Ordered Date Received Invoice Number Invoice Amount Not Ordered gt 0 Date Paid Check CC Stock Status Back Order Date None Contact Reference Number Category Grade Select Category v Pre pay Amount Options Taxable yes Add Item Add Item amp Duplicate Qty Item Description Vendor Inv No Entered edt 1 0 123456 Charcoal Item Name Description Kasmir delete Customer Home SCS Classic SCS Color SCS Grayscale Item Vendor Info Fax Notifications Order Forms Fast Order Forms Color Receive Invoice Edit Job Click on Item Vendor Info which will show you what Items are waiting to be checked
35. e sale size for that decorator YEAR TO DATE SALES 2010 CLOSE AVERAGE NAME APPTS SALES SALES SALE Sue 143 125 87 420 789 00 3366 31 Salesperson Sally Retail 45 39 86 92 536 00 2372 72 Top Seller 14 9 60 30 721 00 3413 44 Total for 202 173 77 544 046 00 3050 82 2010 67 Page To View a Vendor Sales Report This reports shows an overview of the business you have done with each Vendor over a particular time period Click on Vendor Sales Report from the Reports Menu You will be taken to the screen below where you can choose beginning and ending dates for the Vendor Sales Report you would like to view Vendor Sales Report Selection Begin Date Dec 1 2010 Date 4 2011 Click HTML fast This report shows sales amounts by vendor From this report you can see the YTD values for each Vendor o The retail amount per vendor o The wholesale cost per vendor The profit from sales per vendor VENDOR SALES REPORT Begin Date Dec1 2010 VENDOR A 1 Custom Crating A F Schmalzied AAA Cooper Transportaion Accent Tile Accents Beyond Inc Aldik Ambella Home Collection American Drew Archipelago Candles Ardinger Ariel Art Art amp Frame Warehouse Arteriors Austin Averitt Express T amp aa fc nnn End Date Jan4 2011 RETAIL COST 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 0
36. e to thoroughly describe the item Include the Item Name here The goal is A To give detailed information to the Vendor about the item style name etc B To aid the person who checks the item in when received in determining if the item they have is what you intended to order This will catch any errors in shipping packaging from the supplier and any errors in your ordering i e if you accidentally transposed two numbers in the item number ITEM EDITOR CONTINUED ON PAGES 35 36 36 Page O 0 Item Number Item Name Can include both numbers and letters Color This is where you enter item color or Finish Color for furniture orders Quantity You must enter a quantity Vendor Choose from the Vendors you entered previously in the drop down menu Ifthe Vendor etc you need is not there see Adding a Vendor Profile p 11 Ship to Choose from the Shipping Profiles you entered previously in the drop down menu Ifthe Vendor etc you need is not there see Adding a Shipping Profile 15 17 Retail Price Each Enter the retail price you charged for this item Estimated Cost Each This is the wholesale cost you anticipated when making the sale Date Ordered The date you will fax phone in or email your orders to the manufacturer at least 3 business days from the Date of Sale Date Received See Checking in Received Items p 41 44 Invoice Number See Processing Payments and Invoi
37. eference Number Category Grade Select v Pre pay Amount Options Taxable Q ves No edt 10 Add Item Add Item amp Duplicate iption Venar Inv No Entered 123456 Charcoal Item Name Description DDI Customer Home SCS Classic SCS Color SCS Grayscale Fax Notifications Order Forms Fast Order Forms Color Receive Invoice 61 Page Select the vendor whose invoice you are recording and preparing to Check the box next to all of the ite Record Choose a Vendor 1 Custom Crating Freight Liberty Furniture Uttermost Co Younger Furniture Select Items Item Qty Number Description Cost Sectional Left Arm Chaise 40x62x39 with 11 0 91062 Ylux Cushion and Connectors Installed 603 00 Contrast Pillows 7540C Sectional Right Arm Full Sofa 72x38x39 with Ylux Cushion and Connectors 666 00 Installed Contrast Pillows 7540C Sectional Corner Chair 38x38x39 with Ylux Cushion and Connectors Installed Contrast 406 00 Pillow 7540C Sectional Armless Full Sofa 64x38x39 with Ylux Cushion and Connectors 569 00 Installed Mark Items Received Yes Invoice Number Invoice Amunt Invoice Date Terms 1 13 2011 to Marked Items Invoice Different PO Next Invoice Same ESE Edit Job s on the invoice that you are paying Invoice Number Invoice Amount
38. he you wil be Investing in the project 2 Td appreckte t f you would d cuss prior to aur appointment Knowing your budget realy helps me you Pesce think t over and TI be happy to suggest some price ranges tor you to consider too How Goes that sounc 13 One thing I to Go when 1 meet 3 cient for the first time amp to take 15 20 minute tour of your home np wil me good sense of your and tuture decorating plans that be okay no Great looking forward to talking to you Adctional Notes Directions Appointment Day Sunday Date 1 2 11 Time 1 00 pm If you conduct you phone interviews using the CMS we recommend that you print a copy for your customer s file at the completion of entering any new customer into the CMS The Appointment Information Form you are taken to should look similar to the image above READ THROUGH THE FORM CAREFULLY TO ENSURE THAT EVERYTHING ESPECIALLY THE APPOINTMENT DATE AND TIME ARE RECORDED CORRECTLY If all of this information is correct you have successfully added your new customer to the CMS database In the future for each new job for this customer you will merely follow the instruction on page 32 40 29 Page e To make any changes to Customer information or appointment time go to the customer s Customer Profile see Searching the CMS on page 30 32 and click Edit Profile ipbcm client managament system New Customer
39. iDDCIm client management system Decorating Den Interiors CLIENT MANAGEMENT SYSTEM USER S MANUAL 1 Page iIDDCMS client management system WHAT IS THE CMS CMS stands for Client Management System IS COMPUTERIZED SYSTEM DEVELOPED BY TONY LANDRY IN 2005 FOR OUR OWN USE TONY AND A COMPUTER PROGRAMMER SPENT OVER 1000 HOURS DESIGNING A SYSTEM WE COULD USE TO TRACK OUR CUSTOMER S JOBS WE WISH WE WOULD HAVE HAD IT WHEN WE STARTED OUR BUSINESS WE HAD SO MANY REQUESTS BY OTHER OWNERS TO USE THE SYSTEM THAT WE WORKED WITH RESULTS TO MAKE IT AVAILABLE TO ALL FRANCHISE OWNERS LIFESAVER FOR AN EXPANDING BUSINESS OR ANY BUSINESS OWNER WHO WANTS TO BE ABLE TO TRACK ALL THEIR JOBS PAST AND PRESENT NO MORE PAPERWORK TRAILS WEB BASED SO NO FEAR OF SYSTEM CRASHING SEVERAL OWNERS ACROSS THE COUNTRY ARE USING THE SYSTEM NOW SAVES TIME AND ERRORS NO MORE HAND CALCULATING ALL THOSE TOTALS PERCENTAGES AND DECORATOR COMMISSIONS ONCE A SALE IS ENTERED INTO S COS THE CMS AUTOMATICALLY PULLS OUT ALL INFO NEEDED amp GENERATES ORDER FORMS TO FAX OR EMAIL YOU CAN ACCESS ALL OF YOUR CUSTOMER S JOBS amp CONTACT INFO FROM ANYWHERE YOU HAVE INTERNET ACCESS GREAT WHEN YOU TRAVEL ORWHEN YOU RE JUST AWAY FROM YOUR OFFICE AND YOU NEED TO LOOK UP A CLIENT S PHONE NUMBER OR CHECK STATUS ON A JOB SAVED US FROM HIRING AN ADDITIONAL EMPLOYEE 2 Page iIDDCMS client management system FEATURES TRACK JOB STATU
40. in In this example you can see that on this job you are waiting for Item 123456 from the vendor DDI Now you can look at your Vendor acknowledgements to see if you will be receiving the item soon or if you need to call the vendor to check on the status of your order If the item is back ordered it would show the B O Date in red in the Back Order column Item Vendor Info John Customer Job 123123 Date of Contract Jan 2 2011 Back Sip Order fo 123456 Item Name KAS Charcoal Description MIR Vendor Qty Item Description Rec d 1 0 50 Page To Monitor Ready Jobs e Click the Ready Jobs tab to see what jobs are currently Ready and waiting for installation Ready to Install Job No Name Address Complete Date 69488841 Nare amp Jadde 2200 Cains Ln 7 26 10 694891 LL MS Tammy Widup ST Lakehurst soun 694934 LL DB Sundee Miler 1205 Platte Dr 9 20 10 a Lisa Landry 10 6 10 Juli amp Michael 2703 Warner Shelterwood Ln 10 14 10 4 Angela amp Bill 3203 Sgt 695002 LL MS Kasko Pepper Ct 11 3 10 IL 2100 Newt E 695010 LL MS Darcy Fricks Pleso 11 11 10 Caroline amp Chris 1926 Royal 695015 LL MS Crest Dr 11 17 10 Trace and 82716 e Ifa job is displayed in the Ready Jobs tab every item has been received and checked in You can install this job at any time e After installation the job will continue to display Ready until every I
41. l Commission earned on the entire job will be shown and the 1st Half Commission which has been paid will be deducted from this amended total showing the Balance Second Half due to the decorator 60 Page To Process Invoices When you are paying a Vendor Invoice record that payment in the CMS e Once all invoices are entered final profit percentage can be determined and the decorator can receive the commission for the job See p 56 58 Go to the customer s Customer Profile See p 29 31 e Select the Job the invoice is associated with by clicking the Job Number client managament system New Customer Open Jobs 23 ipbcm Ready Jobs 15 Back Order 12 6 John Customer Day 123 123 1234 123 W Smith St Night Seen ge Everycity TX 75810 Cell E Best Time Driving Directions Designer Tony Landry Retail Sales 0 00 Customer Notes New Job New Appointment Edit Profile Delete Customer edit January 2 2011 view Job Curvent Past Jobs ry 4 2011 delete e You will be at the Item Editor click on Receive Invoice Description Vendor Ship to Item Number Each Quantity Estimated Cost Each Select Vendor Select Profile e 1 0 Date Ordered Date Received Invoice Wumber Invoice Amount Not Ordered e 0 Date Paid Check CC Stock Stats Back Order Date None S Contact R
42. l my new clients is start putting some ideas together before we meet Do you have time to answer a few questions about your home and lifestyle Great Interiors by Decorating Den is a really unique concept Let me give you a bit of information about how I work I come to your home a specially equipped ColorVan filled with samples for window treatments wallcovering floorcovering furniture and accessories and you can select everything in your own lighting and your existing furnishings at your convenience For every new client my initial consultation is always complimentary However if after our initial appointment you want additional design help and aren t yet ready to purchase products from me I do charge an hourly design fee And if the scope of your project is large and would require extensive design work on multiple rooms and products I will typically ask for a retainer Normally any hourly fee or retainer I charge will be applied to any product purchase you make This is the DDI Phone Interview You may choose to use the CMS to conduct your phone interviews If you are using the CMS to conduct your phone interviews o Youmay read directly from the screen during the call then click Continue If you are not using the CMS to conduct your phone interviews o Click Continue 25 Page IDDCM client managament system New Customer Open Jobs 19 Ready Jobs 15 Back Order 11 5 1 Tell me Mrs Mr Customer how long
43. lder J Downloads a gt Recent Places a G Contacts Shortcut Home files Shortcut 7j Libraries File folder 178KB B Documents DDSI 5 Handbook Home Network Hard Drive 4 Music Firefox Shortcut 179KB Pictures 4 Videos 84 e Click OK Open data source OLE DB Database Files Show all e Select the Sheet you were working on in Excel usually Sheet 1 and click OK Created Type 12 00 00 AM 12 00 00 AM TABLE Sheet2 12 00 00 AM 12 00 00 AM TABLE Sheet3 12 00 00 AM 12 00 00 AM TABLE J Fs row of data contains column headers pun LA 85 Page en h 23 Match Fields 2 Find Recipient lect Edit i Greeting Preview Merge to ients Recipient List 18 Update Labels Results Ar Auto Check for Errors Merge Adobe PDF Preview Results L oe acrobat Merge Next Record Next Record Next Record Next Record Next Record Next Record Next Record Next Record Next Record Next Record Next Record Next Record Click Address Block A box will open with a sample of what your labels will look like If the address shown in the box like this one on your screen looks ok formating wise click OK that box and click OK If not make any changes to the text S
44. lf View Lane Grand Prairie TX 75052 12 Andy amp Kim Milliorn 910 Walnut Falls Cir Mansfield TX 76063 13 Jana amp Tom Lewis 5616 S Archbridge Ct Arlington TX 76017 14 Ginger amp Tony Justice 2108 Castle View Rd Mansfield TX 76063 15 Holly Mitchamore 4 Pamela Ct Mansfield TX 76063 16 Alfred amp Maritia Keeling 5400 Rome Ct Arlington TX 76017 17 Kim and Eric Schwartz 600 Oak Ridge Trail Kennedale TX 76060 18 Terri Allen 2406 Green Park Dr Arlington TX 76017 19 Cindy amp Steve Wayne 3611 Wooded Creek Circle Arlington TX 76016 20 Connie amp Paul Meyer 6725 Zermatt Ct Colleyville TX 76034 21 Michele Bissonnette 1638 Lakewood Dr Holladay UT 84117 22 TNT Attn Jason DeMott 2100 Rd to Six Flags E Arlington TX 76011 23 Marylee Klug 3616 Wooded Creek Circle Dalworthington Gar TX 76016 24 Kelli amp Joshua Savering 716 Morningside Dr Mansfield 76063 25 Mercy Nkerbu 5005 Havenside Way Mansfield 76063 26 Dave and Connie Dietsch 4708 El Salvador Ct Arlington 76017 81 Page e Once you get to this point as shown 79 go through and check for misspellings As you see in my example one of the customer s addresses got entered with an un capitalized state abbreviation So I will need to fix that e Once you have fixed any errors save your Excel spreadsheet as something you will recognize 1 am naming mine Top 25 Customers Jan 06 Jan 11 e Open a blank document in Microsoft Word e Click on the Mailings Tab e Click on
45. lick New Job ipbcm client managament system New Customer Open Jobs 19 Ready Jobs 15 Back Order 11 5 Jdhn Customer Day 123 123 1234 jcustomer email com 128 W Smith St Night Customer Since TX 75810 Cel December 23 2010 Best Time Driving Directions Designer Lisa Landry Retail Sales 0 00 Customer Notes New Job New Appointment Edit Profile Delete Customer Appointment Dates Job No Current Past Jobs edit January 2 2011 delete IDDCM client managament system New Customer Open Jobs 19 Ready Jobs 15 Back Order 11 5 Assign to Appointment Assign job to existing appointment 1 2 OR Set appointment date 12 23 10 v Set This Date e Ifthere is an existing appointment assign the new job to that appointment e Ifnot select the Date of Sale for this job in the drop down box and click Set This Date 34 Page IDDCM client managament system New Customer Open Jobs 19 Ready Jobs 15 Back Order 11 5 Add New Job Job Number Date of Contract 123123 1 2 11 Room Master Bedroom Commissions First Half Paid Date Balance Paid Deposit Deposit 0 Date Paid Date Balance Paid Payment Method Credit Cash Notes EES e When you add a job you will fill out initially o Job Number Same as P O Number from the Sales Agreement o Date of Contract Date from the Sales Agreement o Room In this line you can be p
46. managament system New Customer Open Jobs 19 Ready Jobs 15 Back Order 11 5 12 By the way have you considered the amount you wil be investing in this project If no I d appreciate it if you would discuss it prior to our appointment Knowing your budget really helps me help you Please think it over and I l be happy to suggest some price ranges for you to consider too How does that sound 13 One thing I like to do when I meet a dent for the first time is to take a 15 20 minute tour of your home This wil give me a good sense of your lifestyle and future decorating plans Would that be okay No Great I m looking forward to talking to you Additional Notes 200 characters max Directions 200 characters max Appointment Date 1 2 11 Appointment Time 1 00 interviews Complete the boxes in the above form and clk Finish Directions this box is for unique notes that the ustomer may pass along to you cross streets time etc You will be given the opportunity later to Access Google maps and print actual driving directions Select the Appointment Date and Appointment Time that you set up with the customer and click Finish 27 Page NOTE THE INFORMATION FROM THE APPOINTMENT DATE AND TIME BOXES WILL AUTOMATICALLY BE ADDED TO YOUR CALENDAR ON THE CMS HOME PAGE iIDDCMS client managament system New Customer Open Jobs 19 Ready Jobs 15 Back Order 11 5 View Appointment Informa
47. mber Stock Status Category Select Category v Taxable ves Ono Job No Current Past Jobs NET 4 2011 Add Item Add Item amp Duplicate edit 1 0 123456 Charcoal Item Name Description DDI delete Quantity Estimated Cost Each 0 Invoice Amount 0 Back Order Date Customer Home SCS Classic 5 5 SCS Grayscale Item Vendor In Fax Notifications Order Forms Fast Order Forms Color Receive Invoice 56 Page Edit Job Job Number Date of Contract 123123 1 2 11 Room Master Bedroom Commissions First Half Paid Date Balance Paid Deposit Deposit Date Paid Date Balance Paid Payment Method Credit Card 90 Days Cash Check Notes Save Changes e When you receive a Down Payment is paid you will enter o Deposit Amount Example 2100 00 o Date Paid Example 1 23 11 o Payment Method o Notes Any unique information that you would like to record e When you receive a payment towards a Balance you will enter Date Balance Paid o Payment Method 57 Page To Record a Commission Payment You Make to a Decorator e Goto the customer s Customer Profile See p 29 31 e Select the Job the commission is associated with by clicking the Job Number ipbcm client managament system New Customer Open Jobs 23 Ready Jobs 15 Back Order 12 6 John C
48. ntage for each job you sold The actual profit percentage for each job you sold The average profit of all jobs in that time period 0 0 Sales Cost of Sales Summary Begin Date End Date Oct 14 2010 Oct 19 2010 gt Contact Estimated Estimated Estimated Actual Actual Actual Date Customer Retail Cost Profit Retail Cost Profit 10 14 10 94944 DB 3 265 00 1 474 95 54 83 3 265 00 1 331 95 59 21 Warner 10 18 10 ere 8 664 00 3 137 60 63 79 8 664 00 3 636 50 58 03 10 19 10 624923 LL DB 462090 235 26 49 08 46200 212 31 54 05 10 19 10 200000 LL DB 297 00 99 00 66 67 297 00 11071 62 72 Gonzalez 10 19 10 8232920 LL DB 7 700 00 2 542 13 66 99 7 700 00 2 976 56 61 34 Totals 20 388 00 7 488 94 63 27 20 388 00 8 268 03 59 45 66 Page To View a YTD Sales Report This report shows at a glance decorator sales statistics for any selected year e Click on YTD Sales Report from the Reports Menu e You will be taken to the screen below where you can choose which year s Sales Report from the drop down box you would like to view Year to Date Sales Report Selection Report Year 2011 v HTML fast PDF Color PDF Gray e Click HTML fast e From this report you can see the YTD values for each decorator The number of appointments that decorator went on The number of sales that decorator made o The closing percentage for that decorator The total amount of sales for that decorator Theaverag
49. nvoice has been received and paid including those from your installers e Once all payments are received and processed see p 53 60 and decorator commissions are paid you may check that job Complete and click the Mark Complete button at the bottom of the page o This will archive the job into the CMS database It will be accessible from the customer s Customer Profile page or by searching for the Job Number 51 Page See next page 52 Page IDDCMS Monitoring BACK ORDERED ITEMS To Monitor Back Ordered Items Click on the Back Order tab IDDCM client managament system New Customer Open Jobs 20 Ready Jobs 15 Back Order 12 5 December 2010 H Add Event Select User X H Tue Dec 21 2010 Select date Updates Last updated December 13 2010 Idea Forum This brings you a list of everything that you have ordered that is Back Ordered In this list you can see the date the Vendor is due to have the item available and what customer and PO Job Number each item belongs to Back Orders PO Item Vendor B O Date Horse Sculpture Austn 5 1 10 Fern White Bouquet Utter 5 14 10 Moss Topiary Utter 5 14 10 Orchid Vase Utter 5 14 10 Swags from Kasmir with 694982 MS Lewis Trim Option for Living Kasmr 12 23 10 Room Oval Cambria Jar Brown Glazed Jar with Lid Additional Carpet Needed 695042 LL MS Fricks After Installer s Carpet Measure for Vaultroom Bicycle Coat Rack Freewheel Coat Rack
50. or choose DDI In the Retail Price enter For example a 50 coupon would be entered as 50 00 In Estimated Cost enter 00 00 Date Ordered and Date Received enter the Date of Sale Category choose Other Click Add Item NEGATIVE AMOUNTS WILL BE DISPLAYED ON YOUR SALES COST OF SALES AS SUCH 50 00 50 00 38 Page Check Sales Agreement amp Sales Cost Of Sales for matching totals Item Editor John Customer Job No 123123 Quick Add Item Notes Description Item Number Color Quantity Vendor _ Ship to Retail Price Each _ Estimated Cost Each Select Vendor Select Profile e 1 0 Date Ordered Date Received Invoice Number Invoice Amount Not Ordered v 0 Date Paid Check CC Stock Status Back Order Date None Contact _ Reference Number Category Grade Select Category v Pre pay Amount Options Taxable yes Ono Add Item Add Item amp Duplicate Oty i Vendor Inv No Entered edit 1 0 123456 Charcoal Item Name Description DDI delete Customer Home SCS Color SCS Grayscale Item Vendor Info Fax Notifications Order Forms Fast Order Forms Color Receive Invoice Edit Job 39 Page Check Sales Agreement amp Sales Cost Of Sales for matching totals cont If the totals do not match go through each line item checking for what you might have missed entered incorrectly Print This Page Sales Cost of Sales Page 1 of
51. pecify address elements Insert recipient s name in this format Josh Josh Randall Jr Josh Q Randall Jr Joshua Mansfield TX 76063 0 Randall Jr Insert company name V Insert postal address Never include the country region in the address C Always include the country region in the address Only include country region if different than united States Fields to identify the correct address elements from your mailing list 1f items in your address block are missing or out of order use Match V Format address according to the destination country region NOTE IF YOU WISH TO REMOVE SOMEONE FROM YOUR MAIL MERGE LIST IN THE FUTURE CLICK EDIT RECIPIENT LIST AND UNCHECK THE BOX NEXT TO THEIR NAME CLICK OK 86 Page e Click Update Labels Microsoft Wort 2 i Finish amp Merge to Merge Adobe PDF Finish Acrobat Fable Tools Yocumentz Mailings ob dg Start Mail Select Edit Highlight Address Greeting Insert Merge Merge Recipients Recipient List Merge Fields Block Line Field Start Mail Merge Write amp Insert Fields Find Recipient Preview _ sults 3v Auto Check for Errors 1 Obdate Labels e Click Preview Results e Ifthe labels are satisfactory click Finish and Merge Print Documents
52. r Sales Report Vendor Balance Report Due Balances Appointment Register Customer Sales Report Category Sales Report Select date Updates Last updated December 13 2010 Idea Forum 77 Page Use the Start Date End Date and No of Records boxes to manipulate which customers you would like to be included in the list For example let s say you want to send a coupon to your top 25 customers and you want to include anyone who has purchased something in the past five years into that pool o You would set the Start Date at Jan 1 2006 and the end date at today or in this case Jan 1 2011 o You would set the No of Records to 25 because you only want to send out 25 coupons NOTE You could set the No of Records as high as you want even high enough to include all of your customers if you wanted to send a mailer to everyone Om 4 client managament system New Customer Open Jobs 18 Ready Jobs 18 Back Order 10 5 Start Date End Date No of records 1 vf 1 v 2006 v 1 v 10 v 201 v 25 Get Report Get Report with more fields 08 ooo Phone NN Aansfield 3309 Abbe Roa Nate amp Jacki Pe SE Ze UAE e jackiewillett termbilling con Willett X4761201817 261 903 817 821 320 jebbraled yahoo com 6001 129 402 00 Mew EER 603 682 0283 Nick 469 387 7054 Deidra 8 Georg 125 7
53. r mailing list Yes No Day Phone Evening Phone Cell Phone 123 123 1234 Email Address Best Time to Call Client jcustomer email com Would you like to receive our monthly email Decorating Tips newsletter Yes 9 Add Customer e out as much information as you on this form You can leave fields blank if necessary Click Add Customer when complete NOTE MAKE SURE THAT YOU TYPE EVERYTHING ON THIS PAGE WITH THE CORRECT CAPITALIZATION PUNCTUATION AND ABBREVIATIONS YOU WILL LATER BE ABLE TO USE THIS INFORMATION TO EXPORT TO A MICROSOFT MAIL MERGE TO PRINT MAILING LABELS 23 Page IDDCM client managament system New Customer Open Jobs 19 Ready Jobs 15 Back Order 11 5 Set Appointment What prompted you to contact Interiors by Decorating Den today He M Mai Flyer ihid ColorVan Show papel Radio ER Referral Prosp D Web Site Other Explain Continue New Job Skip Appointment Interview This is the first question of the DDI Phone Interview page e Choose an option and click Continue NOTE IT IS VERY IMPORTANT THAT YOU AT LEAST ANSWER THIS QUESTION WHEN ENTERING YOUR NEW CUSTOMER INTO THE CMS IF YOU DO THE CMS CAN HELP YOU TO TRACK THE EFFECTIVENESS OF YOUR ADVERTISING DOLLAR 24 Page iDDCMS 3 client managament system New Customer Open Jobs 19 Ready Jobs 15 Back Order 11 5 One of the things I like to do with al
54. retty descriptive which is useful if your client is decorating their room in stages i e Master Bedroom could also be Master Bedroom Bedding and Window Treatments OR Master Bedroom Rug and Consulting o Payment Method e The rest of the boxes will be filled out as payments are processed and profit percentages are determined See p 53 60 e Click Add Job 35 Page ipbcm client managament system New Customer Open Jobs 20 Ready Jobs 15 Back Order 11 5 Item Editor John Customer Job No 123123 Quick Add Item Notes Description Item Number Color Quantity Vendor Ship to Retail Price Each Estimated Cost Each Select Vendor Select Profile v 1 0 Date Ordered Date Received Invoice Number Invoice Amount Not Ordered v 0 Date Paid Check CC Stock Status Back Order Date None Contact Reference Number Category Grade Select Category v Pre pay Amount Options Taxable ves 7 Add Item Add Item amp Duplicate Customer Home SCS Classic SCS Color SCS Grayscale Item Vendor Info Fax Notifications Order Forms Fast Order Forms Color Receive Invoice Edit Job ITEM EDITOR You will use the Item Editor to add each item you sell including labor installation and freight if you are going to receive a separate invoice for freight When entering an item fill out as many as necessary to make a clear order form o Description This box has spac
55. tion Clicking Finish takes you to this screen To view the data you just entered click View appointment Information a new tab will open with the Appointment Information Form 28 Page Customer customer Are you an our mailing INTERIORS vet by Decoraliry Ven Name John Customer Address 123 W Smth St Appointment Information Cty st frov__T zip Postal Code 73810 Daytime Prone 123 123 1234 Evening Phone m _ Cel Phone MM Best time to contact you Ema jcustomeritemsi com Would you ie to aur monthly Decorating Tips newsletter Ove DI No zal Taken De Time For Decorator T Landry 12 23 10 2 30 PM L Landry What prompted you t contact Decorating Den today Referral Une of the things 1 Eke to Go with all my new cients E start putting some ices together before we Do you Nave time to answer few questens about your home anc Ifeztyle Great Decorating Den Interiors 3 resily unique concept Let me give you DE information sdout how I work I came to your home in equipped Coiorvan with samples for window treatments walcovering Moorcovenng turniture and accessories you can everything E your own lighting anc your exeting fturnishings 3t your convenience For every new cient my conzukston is always complimentary However f after our nitisi you want sddfional design anc
56. ustomer Phone Number e Emai Xddre Find by Job Number Find by Item Number Find Customer Find Customer To Check in an Item Click on the Search Menu at the top of the screen on the Home page Type the Item Number into the Find by Item Numbers box and click Find Customer OR Type the order Sidemark into the Find Customer search box and click Find Customer The Search Results will be displayed example below Select the correct customer there may be numerous results if more the one customer ordered the same item IDDCM client managament system New Customer Open Jobs 22 Ready Jobs 16 Back Order 12 6 Job No Name Address 7553 Customer John 123 W Smith St 44 Page Item Editor John Customer Job No 123123 Quick Add Item Notes Description Item Number Color Quantity Vendor Ship to Each _ Estimated Cost Each Select Vendor Select Profile e 1 0 Date Ordered Date Received _ Invoice Number Invoice Amount Not Ordered e 0 Date Paid Check CC Stock Status _ Back Order Date None Contact Reference Number Category Grade Select Category v Pre pay Amount X Options Taxable ves Ono Oty Vendor Inv No Entered edit 1 0 123456 Charcoal Item Name Description DDI delete SCS Grayscale _Item Vendor Info Fax Notifications Order Forms Fast Order Forms Color e You will be taken to the Item Editor page for that job Sele
57. ustomer Day 123 123 1234 jcustomer email com 123 W Smith St Night d pu E iy TX 75810 Cell january eme Bad Time Driving Directions Designer Tony Landry Retail Sales 0 00 Customer Notes NewJob New Appointment Edit Profile Delete Customer Appointment Dates edit January 2 2011 view Pel rar Job No Cvrrent Past Jobs mm ary 4 2011 delete e You will be at the Item Editor click on Edit Job Item Editor Job 23123 Quick Add Ite Notes Description Item Number Color Quantity Vendor Ship to Retail Pri Each Estimated Cost Each Select Vendor Select Profile v 1 0 Date Ordered Date Received Invoice Numb amp Invoice Amount Not Ordered v 0 Date Paid Check CC Stock Status Back Order Date None v Contact Reference Number Category prade Select Category v Pre pay Amount Options _ Taxable ves Add Item Add Item amp Duplicate Qty Vendor Inv Entered edt 1 0 123456 Charcoal Item Name Description DDI delete Fax Notifications Order Forms Fast Order Forms Color Receive Invoice Edit Job 58 Page Edit Job Job Number Date of Contract 123123 1 2 11 v Room Master Bedroom Commissions First Half Paid Date Balance Paid Deposit Date Paid Date Balance Paid Payment Method D Credit Card 90 Days Cash Check Notes Save Changes e Record the date of payment of
58. verpayments made to vendors e From the Settings Menu p 6 e Click on Credit Register To Add a Vendor Credit Credit Register e Choose the Vendor from the drop down box Vendor Amount Choose Vendor v e Enter the total amount of the di credit in the Amount box Date Credit Memo 1 4 11 e Select the Date the credit was awarded e Enter the reason for the credit in the Credit Memo box Date Vendor Amount 8 23 07 I C T 162 88 4208449 01 delete e Click Add Credit 11 2 06 TaylorK 63 00 Per Carole delete 10 3 06 Waverly 76 99 delete 8 28 06 Ariel 27 32 80856 delete We suggest you periodically review this register to request that those credit are applied on future orders with that vendor 75 Page IDDCM Creating MAIL MERGE LABELS To Create Mail Merge Labels You can use the customer information you have entered into the CMS to quickly and easily create mailing labels for your customers Go to the Customer Sales Report 65 e Click on the Reports Menu e Click on Customer Sales Report IDDCM client managament system client managament system New Customer Open Jobs 20 Ready Jobs 15 Back Order 12 5 New Customer Open Jobs 22 December 2010 Add Event Select User Dec 21 2010 Ready Jobs 15 Back Order 12 6 Today gt gt Time Subject Dec Sales Report SCS Summary YTD Sales Report Vendo
59. would like to view e After selecting the month Click HTML fast Sales Report Selection Report Month 2011 Januay v HTML fast PDF Color PDF Gray e This report shows each sale made in the selected month ordered chronologically e From this report you can see o The breakdown of product category totals for each sale soft window etc o The product category totals for the entire month are shown in the bottom row of the table Your average sales amount The number of appointments you went on The number of sales you made Franchise Begin e End E Month Year INTERIORS January 2011 No 65678 by Decorating Den Name Decorating Den Interiors City State Province Zip Postal Code Month ly Sa les 1205 Sturgeon Ct Arlington TX 76001 Report December February 65 Page To View a SCS Sales Cost of Sales Summary This is a great way to quickly assess your profit margins for a particular time periord e Click on SCS Summary from the Reports Menu e You will be taken to the screen below where you can choose beginning and ending dates for the data you would like to view e Click Get Report e This report shows each sale made in the selected time period ordered chronologically e From this report you can see The estimated retail for each job you sold The actual retail for each job you sold The estimated cost for each job you sold The actual cost for each job you sold The estimated profit perce

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