Archive: March, 2017

Offer Coupons to Your Customers with InOrder

Coupons, promotions codes, sales, and special offers are proven ways to significantly influence purchases. Consumers will even use them to plan what they buy, where they will buy it, and when.

With InOrder ERP, you can add special offers to your InOrder Marketing Promotions. Define general perpetual use and once-per-customer coupon codes that can be used with your promotion for a fixed amount off, a free item, or promotional shipping.

InOrder ERP Promotions

Use InOrder’s Coupons and Offers Processing with the InOrder Marketing Module for the following functionality:

  • Link no charge or discounted line items to promotions.
  • Offer continuity series for customer sign-up.
  • Add Buy-One-Get-One items to the order whenever another specific item is added to the order. This feature can also be used for Buy-One-Get-Two, Buy-X-Get-X, or even Buy-X-Get-1 offers.
  • Add line items to an order when any item from a category or list of inventory items has been ordered.
  • Offer promotional shipping charges, such as free or fixed price shipping. These offers may be tied to requirements such as ordering specific items or items from a product group.
  • Use coupon items as triggers for the above offers.
  • Add fixed price discount coupons to orders.
  • Set up offers as single use per customer, single use per order, Buy-One-Get-One, or Buy-X-Get-X.

Contact us to schedule a free demo to see InOrder’s Coupons and Offers Processing in action.

 

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What to Look for When Selecting the Perfect ERP Vendor

Selecting a vendor is as important as selecting an ERP system. ERP vendors must be experts in their field and, to an extent, yours. They must also be professional and available when you need them, and provide clear communication to keep you informed of important changes. Here are important things to consider about potential vendors when evaluating ERP systems.

  • What is the implementation process? Is there a dedicated Project Manager who is readily available? The implementation of an ERP System is a large undertaking that needs careful planning with the proper time and resources allocated to avoid surprises during Go-Live. Since this is not something your company does on a periodic basis, a number of unknowns could end up causing you a lot of unnecessary problems and expense. Be sure the vendor has plenty of experience.
  • What is the vendor’s availability for support? This indicates how responsive the vendor will be when you have questions or need assistance. How often is the system upgraded and what is involved? It is important that your system always has the latest updates for security and functionality – without disrupting your business.
  • What about references? Request them and follow up on them. Reviews for vendors are as important as they are when shopping online. Experience with your industry is a plus.
  • What types of communication are provided? Notices of updates are important for security and training, as well as details about what’s in each update. General information about the system is always helpful, and of course, documentation on how to use the system is a must. It is beneficial to you when the vendor is actively in touch and keeping you informed.

Make sure you can work with the vendor to get what is important to your business within a specific time-frame. Top-notch support is key. It takes commitment – not only during implementation, but for the life of the system.

To help with a smooth implementation, follow these tips from things we’ve learned over the years. And when you’re ready to check out ERP systems, contact us for a free demo of InOrder.

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Easily Manage and Modify HTML Content on your Web Site with InOrder

The InOrder Content Management Module enhances the eCommerce Module, allowing you to manage and regularly modify HTML content on your web site.

You can define “snippets” of HTML to easily create buttons and shortcuts for non-technical users to update and manage shopping cart content for inventory items sold on the web.

In addition, you can track, store, and display more information about each product on the Web, rename more field labels, and access an unlimited number of super-sized user-defined fields for inventory items and inventory hierarchy groups.

Following is a list of examples of how you can use the InOrder Content Management Module to easily control content on your web pages.

  • Manage / regularly modify HTML content on your web site.
  • Create and manage HTML shortcut buttons in the InOrder HTML Editor so non-technical users can update your website.
  • Add a link to the website.
  • Add formatting to text, such as bold or other styles and attributes, on your web pages.
  • Easily embed dynamic images and videos on your web page.
  • Create banners or content sections that appear on the website whenever you turn them on, and disappear when you turn them off through the InOrder interface.
  • Manage content on your home page, static policy pages, product hierarchy or inventory page content through the InOrder interface.
  • Create snippets of common HTML to edit inventory fields or your web pages.

Easily define the Snippet button and prompts.

InOrder ERP Define Snippet Button

The HTML Snippet is available for inventory items.

InOrder ERP Inventory Snippet Button

Add as many other buttons like this as you wish, there is no limit. You can even re-sequence them to put the important buttons at the top.

InOrder ERP Sample Snippet

The Edit HTML option opens a window to edit HTML for a user-defined field.

InOrder ERP Edit Snippet

When the snippet button is clicked, the prompts are displayed to the user, who provides the requested information.

InOrder ERP Insert Snippet

When the user completes the requested information, it is placed on the website for the inventory item.

InOrder ERP Completed Snippet

Contact us for a free demo of the InOrder Content Management Module.

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5 Tips for eCommerce Implementation

Few people like change, but when something isn’t working as needed, it might have to go. This is true for cars, computers, phones, and even systems that drive your business. Shopping is just one step in the process of replacing a new eCommerce Platform. Once you find it, the real work begins. Here are 5 tips to help you stay focused for success.

 

  • Identify your objectives and tasks, and assign a unique priority to each task. This helps to quickly identify which tasks must be completed before others, and which can wait until the next phase, if necessary. This is especially helpful if time is tight.

 

  • Identify individuals responsible for each task, and assign those responsibilities to each of them. Identify deadlines for decisions and make clear the consequences of not meeting those deadlines. It’s also a good idea to assign one person to communicate between all parties involved, to avoid any misunderstanding or miscommunication between those indirectly involved and those directly involved in the project.

 

  • Make a schedule for the project that includes each task you identified. Include time for unexpected work or delays. (Our white paper “Ten Tips for a Successful ERP Implementation” recommends 25%.) As the project moves along, monitor the progress of each item on the schedule. If anything is not completed on time, find out the reason for the delay, and make sure it is corrected so it can get back on target. If a new task is discovered during the project, assign it its own priority and adjust your schedule accordingly, or begin a new list for tasks that can wait until the next phase. Remember that you included time in your budget for unexpected work and delays, so use it if necessary, or add to it if an item is completed in less than the time originally scheduled. Regularly notify everyone involved of the progress.

 

  • Focus on the objectives and reasons for the upgrade. As you make progress, it might be necessary to maintain a “punch list” of important items or requests that have been identified since the project began.

At this point, it might be appropriate to re-assign individuals and their responsibilities, as determined by your new list. Again, assign a priority and make a schedule for each item on the new list. Check the progress of each item, and update the list/schedule as appropriate. As with your first schedule, regularly notify everyone involved of the progress.

 

  • Help your staff understand the benefits of the new system, both to them and to the company. Before implementation, give them time to accept the new system and become comfortable with it. Identify any new processes, new responsibilities, and questions about the new system. Document them, and train your staff. Make sure everyone involved knows the processes, their responsibilities in those processes, and how to accomplish them with the new system.

Change doesn’t have to be painful, especially when it’s needed to help improve your system. Keeping sight of priorities, staying organized, and clear communication are key elements for successfully growing your business.

Contact us for a free demo to see how InOrder’s eCommerce platform can help your business.

 

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