sales messages - real green customer access pointcustomer.realgreen.com/helpfilestutorials/21-sales...
TRANSCRIPT
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Sales Messages
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“Sales Messages” can be printed on…
Regular Invoices “Large Note” InvoicesLegal-Sized Statements
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They can be used to sell
Or inform
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The can be either text or contain graphics
To include graphics, go into Word
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You can design your own
Or use (and edit) one in your \LA3\Templates directory.
If you edit one we gave you, you must rename your file. The original will get overwritten with update cd’s.
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As we will see in a moment,
You can insert a price and even a discounted price in the message. This document should accommodate them.
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When creating one, you need to consider what form it will be used on
The area on regular invoices is higher than it is wide. The area on large-note invoices and legal-sized statements is wider than it is tall.
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We will need to copy it
Go to
Edit – Select All
Edit - Copy
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Go into Lawn Assistant
Got to
Print Menu –
Invoice/Statement Message Gallery
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Add a Record
Name it, then choose “Message Object”.
Even if you have only text, you may still wish to compose it in Word to take advantage of different fonts, sizes, italics, underlines, etc.
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Click inside the “Message Object” box
Click on Edit Menu –
Paste Special –
Picture (Metafile)
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You will now see our graphic
If this is a plain text message only, just type it and you may wish to include a “title”.
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There are other settings
What service are you trying to sell? The message will not print for customers who already have that service this season.
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What price chart to use?
This will get the size from the main customer page
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You can give a second, “Special” price
These choices come from your “Discount and Surcharge”
financial parameters
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Where should these prices print?
“14” lines will print the price(s) at the bottom of a regular invoice message box. Try 10 for Large Note Invoices and 12 for Statements
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You can print a customer acceptance
The text and “Sale” price will print on the remittance portion of an invoice or statement, along
with a checkbox for them to indicate acceptance
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There will be one parameter to set
Go to
Data –
Company Parameters –
Company/Branch Setup
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Hit Edit, and choose the Default Message
(there is not currently a default message for statements)
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Now to print on invoices ….
Notice that “Sales Message 1” is the Default setting from our parameters
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Something new…….
If a customer already has the job you are trying to sell with Message 1, it will print Message 2. If they have the services for both 1 and 2, it will print Message 3Although there is not a “Default 2” or 3 in
parameters, the invoice module will remember your picks here and use them next time
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Let’s preview a Regular invoice
Notice that there is a little room at the top. This is to print the Program, Round or Job Notes to the Customer (from Program/Job page)
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Close-up of Message
Note the Regular and Discounted Prices
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Close up of “Large Note”Invoice with Message
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And, just like on the Regular Invoice
The checkbox, text and price print just below the bottom perforation
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Now for Statements!
Every setting you need is under “Options”
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You will see your settings from “General Setup” parameters
To use messages, you MUST use the “Legal” format
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Just like with invoices,
You have “alternate”messages
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Let’s preview a Statement
Notice the different dimensions of the message box?
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Quick Commercial for Real Green -There are new
settings installed to make it easy for you to can upload your
statement information to us and we can print them for you (saving you money and time)
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Let’s preview how one would look
Same information, just set up a little different
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This is what shows through the window envelope