Tip #123 – Using Account Groups


Tip #123
Using Account Groups

When you add a new customer into flowerSoft, you have the option of assigning a group code to the account.
Group codes were originally conceived to allow you to separate different customers within the same account type.
For example, customers with an account type of “Professional” can be subdivided into separate groups of like professional accounts.
With groups, you can separate the lawyers, from the accountants, from the doctors. from the real-estate firms and from the dentists.
So if you ever wanted to do a mailing just to lawyers, you could just select the professional account type and then the “law” group.
That was the original purpose of groups. However, throughout the years I’ve seen florists use groups in very imaginative ways.

One such way was by a long-time flowerSoft customer who wanted to keep track of sales going to funeral homes.
Since funeral homes are neither customers nor recipients, there was no readily available flowerSoft report that he could use to get the report he wanted.
He did know that there was a report available that would give him what he was looking for.

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He then made sure that every customer that called with an order going to a funeral home had a group code which would tie the sale to a particular funeral home.
So every time a customer called with an order going to the ABC Funeral Home, the made sure that in the customer profile that customer had ABC as the group code.
If another customer called with an order going to the XYZ Funeral Home, he would get XYZ as his group code.  You get the idea.
Now he could ask flowerSoft for a report showing sales by customer group and get the data he needed.

Another flowerSoft user wanted to keep track of sales generated by a certain designer.
My recommendation to her was to mark all new customers that came to purchase at the shop because of this designer, with a unique group code.
Then, she can generate a report for any time period showing purchases by customers with that specific group code.

Group codes are limited to 3 alpha-numeric characters.  That does not seem like much, but you can generate 42,875 different group codes with those 3 characters.

There are many different ways to use group codes.  If you are currently using group codes to extract certain information from flowerSoft, please share them with us.

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