Category: InOrder Tips and Tricks

Resolutions – Customization that You Control with InOrder ERP

Resolutions aren’t just promises you make to yourself. With InOrder, resolutions handle complex relationships using a set of parameters. They represent exceptions to your standard rules and override other related settings. You can set up rules to derive a value based on any criteria supported by programming.

For example, sometimes, certain types of inventory items cannot be shipped to certain countries. You simply define a Resolution Code and Description…

InOrderResolutionsDefinition

… then add supporting fields to select the criteria to use – in this case, specifying the inventory items that cannot be shipped to the specific countries. A column is created for each of your criteria fields and the output value. By configuring various permutations of your criteria fields, you may specify unique output values that will be resolved when those criteria are met. You may also specify a default or “catch-all” case for criteria by choosing *ALL* for any cases that do not meet a specific case.

ResolutionsResolution

When a Resolution is evaluated, the entries are checked for a match from the top down. The first match found sends an output value to the window being used. This allows you to set up any derivation hierarchy that you require, providing the columns that you wish to evaluate are available in your resolution definition.

When an order is placed for these products to these countries, it is automatically canceled with a notification message.

Contact us for more information about using Resolutions with InOrder.

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Useful Articles for Your Business

Nothing beats showing your potential customers how your product works.  Adding video increases sales, lowers cart abandonment, and helps you stand apart from your competition.

Increase web store sales with how-to videos

Do you know what your customers expect from you? A study by IBM explores customer expectations, and this article discusses what it means for your business.

Are Your Customer-Facing Systems and People Meeting Expectations?

You won’t use drones to fulfill orders, but are they right for your warehouse?

Drones and Robots in the Warehouse

Shoppers want to know what they’re buying before they buy it. They want to know if they’ll like a product, how it works, and what others think about it. They also want to know about you.

Embrace your Comparison Shoppers

 

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4 Ways to Retain Customers with InOrder

We know how hard it can be to attract new customers, which makes it so important to keep your current customers. Not losing customers can be as easy as sending Email messages to keep in touch.

  • When a customer first makes contact, start at the beginning of the relationship with a welcome message as soon as an account is created or after the first purchase. The customer reached out to you with that purchase – acknowledge it and say thank you. Offer to be available for help when you’re needed.
  • After each purchase, ask for a review of both the shopping experience and the product. This lets the customer know that you still care even after the sale. Make sure the product was received and the customer is happy with it. Ask for a referral to a friend, offering a discount or coupon for the favor.
  • If a customer hasn’t ordered in awhile, simply reach out again with an Email – this time, offering a discount may provide a smart incentive for additional purchases.

Using InOrder’s List Creation features, send messages often enough to control the quantity of results, and use promotions or campaigns to control the frequency of messages.

InOrder ERP Email for Customer Retention

  • Remember to recover any abandoned carts. When customers (and potential customers) leave items in their carts, messages with links to the carts can help guide shoppers to checkout. A series of 2-3 messages at specific intervals provides subtle reminders that keep you in mind.

 

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Does Your ERP Software Embrace Your Comparison Shoppers?

People research products. As shoppers, we check out all our options. We gather information about what’s available, we read reviews, and then we decide where to shop.

Shoppers want to know what they’re buying before they buy it. They want to know if they’ll like a product, how it works, and what others think about it. They also want to know about you. They need to know that their information is safe with you and that their purchases will arrive quickly and without incident. They look for opinions before they shop, while they’re shopping, and when they’re finished, they tell others all about the product and their shopping experience.

Motivate shoppers to use your website for researching your products and make it easy for them to buy from you by providing what they need.

Build confidence and trust

Add a social aspect to your website that keeps your shoppers involved. Keep them engaged with Ratings, Reviews, Comments, and Q&A. Reply to feedback, add comments to a thread, encourage questions, and offer suggestions.

InOrder ERP Ratings and ReviewsFurther engage your customers with the InOrder Email Communications Enhancement. Thank them for their purchases, and invite them to rate the products they purchased or add their comments.

Set up a page of FAQs about your products, with answers for information purposes. You can also provide a place for your customers to ask questions with answers contributed by your experts or other customers.

With full control over feedback, you can allow customers to post directly to your website, or you can approve or edit reviews and comments before publishing them.

Increase participation

Interact with your shoppers and help keep them involved in the shopping experience.

InOrder Product QAYou can even create a community where shoppers can share information and ideas about your products. There are many ways to encourage participation in your web store community. Here are some examples:

If you sell parts for antique cars, you can start a thread about local car shows and invite customers to post pictures of their cars with your parts.

If you sell fishing equipment, you can define a forum about fishing equipment and start a thread about fishing lures. Or, explain different types of fishing poles and what type of fishing each are used for, such as ice fishing, or salmon fishing, etc. Invite customers to post pictures of fish they caught with your products.

Forums, FAQs, and other community pages can be created at the category level, or they can be created at the product level so you can have details specific to a product.

Rather than outsource these features, implement them with InOrder’s built-in functions that tie your products with reviews and your customers, keeping the details all in one place so you don’t have to maintain it in separate systems. All this participation also contributes to your search content. When shoppers search for reviews and find your site in their search results, your website has a better chance of being seen. Shouldn’t your website be the one they go to for trusted information – and final purchase – when making informed decisions?

Good ERP Systems have everything you need to run your business. From ordering your inventory, to setting up your web store, to taking and processing orders, to paying your bills, and so much more. Make sure you’re using it to its fullest potential – and to yours.

For more information about InOrder, contact Morse Data Corporation.

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Add Your Brand to Your Boxes to Encourage Your Customers to Shop

Packing materials are not things you think about every day. But if you ship orders, you have to consider how important they are to your customers. You have to think about boxes, padding, packing tape, and other supplies to take your merchandise safely to your customers. You need to make sure your packing materials keep your merchandise clean and protect it from damage that may occur from the environment outside the box. Packing is serious business when you ship orders, and it can considerably add to the cost of the merchandise.

One concept to consider in packing materials is advertising. Inserts and catalInOrder ERP on Boxogs are great, but using packing materials to encourage your customers to place more orders is brilliance. There are many ideas, such as printing pictures of items you sell with taglines.  Because of the expense, it might be worth discussing a cost-sharing arrangement with your vendors to purchase boxes printed with their logo. Likewise, vendors might consider printing boxes with their logos and making them available to their distributors.

Often, when I get a package delivered in a plain, unmarked box or simple padded envelope, I see missed opportunities. That unmarked box, which traveled from who-knows-where, could have been broadcasting the brands it carried all along the delivery route. Sometimes, though, when I get a package delivered, I see evidence of a smart business that took advantage of a great opportunity!  

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Provide Quality Service and Optimize Selling Opportunities with InOrder

InOrder’s Outbound Sales Call Center is perfect if you spend your days talking to customers. It is fully integrated with other InOrder modules, including Inventory Management and eCommerce, to provide quality service and optimize selling opportunities.

The InOrder Outbound Sales Call Center provides a list of prospects and customers to call. This list may be generated manually, or automatically using a selection from the House prospect list. You can display calls for past, current, and/or future dates.

InOrder ERP Outbound Sales Call ListThe Current Call Window is used to take or place calls with Prospects and Customers. Among its many valuable features is the option to set reminders on your Outlook calendar for scheduled calls by simply clicking a checkbox.

InOrder ERP Outbound Sales Schedule CallEvery pending call in the Call List specifies a target call date and time. When you select a call to be made and do not get through or agree to call the customer back at a later time, you can update the Call List by clicking the “Snooze Call” button. This pop-up window gathers the information to be used for re-scheduling this call.

InOrder ERP Outbound Sales Call LaterFrom the Current Call window, you can also access customer address and purchase information, call and Timeline details, schedule calls, enter an order or a credit, enter a catalog request, or send a fax, mail, or Email using one of the Microsoft .dot templates.

For more information, contact us for a free demo or call us at 888-667-7332.

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InOrder Quick Tip – Moving Toolbars

InOrder gives each individual user flexibility to move toolbars to different parts of the window. Did you know you can also turn a toolbar on or off, or show text on the toolbar with the icons

Simply right-click on the toolbar and make your selection.

Toolbars are reset when you exit InOrder.

InOrder ERP Toolbar Tip

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InOrder ERP Quick Tip – Find all Royalty Contracts with the Same Item

When you need to know which royalty contracts have a specific item, simply search Royalty Lookup.

  1. Click Item # in the Search By area.
  2. Enter the Item #.
  3. Click Go.

InOrder ERP Royalty Lookup Item

 

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InOrder ERP Quick Tip – Copy Details to Spreadsheet

To allow users to quickly get deposit batch details to a spreadsheet, a copy/paste function is available on the Details tab of the [Deposit Batch] window. To copy the details, use the copy shortcut (CTRL+C) or click the Copy button on the InOrder toolbar.

Copy Deposit Batch in InOrderThen paste (CTRL+V) the details into the spreadsheet.

Paste Deposit Batch Tip in InOrder

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Extend Your Store Credit to Point of Sale with InOrder ERP

Have you ever seen an old western movie with a customer shopping in the town store, and the customer gets to the register and says “Put it on my account?” They didn’t use debit cards or credit cards, but they were probably customers with good credit and a store credit account.

If you extend credit to your customers, you can bring a piece of that old world charm to your store with InOrder’s Point of Sale module. Simply use the “Pay Later” option, and the receipt prints. For returns, this feature sends the balance to A/R as a credit.

InOrder ERP POS Pay Later OptionInOrder tracks the customer’s credit limit for you and only allows this for customers with good credit and enough unused amount on their credit limit to cover the order total. InOrder also makes sure your customer service rep has the appropriate privilege to access this feature. With this feature, you get old world charm and customer service with the latest ERP technology.

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Morse Data Corporation
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Toll Free: (888) 667-7332
Phone: (603) 742-2500
Fax: (603) 742-8178
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