Your problems which we've solved this summer
Problem: I have sales people who receive commission on the accounts they secure. How can I produce a report which details turnover by Sales Executive?
Solution: 1) Edit the customer's account and add the Sales Executive's initials to the account (at the bottom of the details screen). When you come to export your invoices to Sage, ensure the option 'Nominal\Invoice Title\Sales Exec report' is checked. Once the report is produced, the values will be on the last page of the printout.
Solution: 1) Edit the customer's account and add the Sales Executive's initials to the account (at the bottom of the details screen). When you come to export your invoices to Sage, ensure the option 'Nominal\Invoice Title\Sales Exec report' is checked. Once the report is produced, the values will be on the last page of the printout.
Problem:When invoices are produced, we sometimes realise we have forgotten to put order numbers or references on the booking. Currently a credit note has to be produced and the booking re-entered and invoiced in order to correct the problem. Is there an easier way to resolve this?
Solution: The following fields on the booking can now be changed after a booking has been invoiced or paid:
Comments
Ask for
Order No
Booked By
C.Note
C.Code
P.Order
Packages
Booking Notes (F5)
This will allow you to correct minor errors or omissions on invoices/statements. Note: Your booking screen titles may be different'
Solution: The following fields on the booking can now be changed after a booking has been invoiced or paid:
Comments
Ask for
Order No
Booked By
C.Note
C.Code
P.Order
Packages
Booking Notes (F5)
This will allow you to correct minor errors or omissions on invoices/statements. Note: Your booking screen titles may be different'
Things we're working on this summer
We're beginning the development of digital POD signature capture system. For more details call us or see www.motivitymobile.com64 bit Purge released - System purge for 64 bit Windows OS (Vista and Windows 7) released