Daily Archives: January 12, 2013

Tip #114 – A Better Mouse Trap


Tip #114
A Better Mouse Trap

A lot of you know that flowerSoft allows you to print a report showing inactive clients, as well as print a letter to send those inactive clients.

In the past, however, flowerSoft assumed that an inactive client was anyone who had purchased from you before but had not purchased after a certain date.

For example, you could ask flowerSoft to give you a list of all customers in your system who had not purchased since 01/01/2011 or any other date of your choosing.

While this works, it gave you a lot of names because, as we all know, some customers come in once and you never hear from them again.

Your goal, however, should be to keep good customers and to find out why they are not purchasing flowers from you any more.

In order to be able to produce a list of inactive “good” customers, flowerSoft will now ask you to provide the minimum number of orders a customer must have placed in the prior 12 months in order to qualify as an inactive “good” customer.

For example, you can ask flowerSoft to print a list of all customers who have not purchased from you since 12/31/2011 who also had made at least 3 purchases in the previous 12 months.

This will refine the number of customers selected in the report to only those who you truly care about keeping as active customers.

Here are some visuals for you.

Go to the Manager’s menu and select the Reports option.  From there, select Client Reports.

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Tip #113 – Recurring (Standing) Orders “Gotcha”


Tip #113
Recurring Orders ‘Gotcha’

I’ve been getting and answering this question at least once a year for the past 20 years, so I guess it is time to put in the blog as a “gotcha’.

This is the question I get and not necessarily from newbies, some pretty knowledgable users have asked it too:

“How come when I try to set up this order as a recurring order, no matter  how many times I try to tell flowerSoft that I want to repeat the order every month, flowerSoft will not let me and keeps saying that is going to repeat the order once a year?”

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Well, this is one of those times when flowerSoft ‘thinks’ you are making a mistake and will not let you, no matter how hard you try to make it.

If this has happened to you or if it ever does happen to you, check the order’s occasion.  I’ll bet you the occasion is either BIRTHDAY, ANNIVERSARY or HOLIDAY.

Those occasions usually only come around once a year and flowerSoft will not allow you to change the frequency, no matter how hard you try.

But what if you do know better than flowerSoft, and you and your customer want to repeat this order every month even though the occasion reads Birthday?

Do you see the prompt at the bottom of the screen that reads Press F8 to Access Calendar?  Try it.  This is what you’ll get:

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See that prompt “A – Allow Me to Change Recurring Order Frequency”?  That prompt only comes up when the order you are trying to make recurring has either a birthday, anniversary or holiday occasion.  OK, go ahead and hit A.  What happens?  This happens…

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flowerSoft now lets you select whichever  frequency you want to use, including the ‘specific dates” frequency.

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Make sure you select the correct starting date, as flowerSoft will still show the date that the first order would have taken place if the frequency was still once a year.

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So, there you have it.  flowerSoft will allow you to be ‘wrong’ if you really want to. 🙂