Thanks to Larry of Flowerworks in beautiful Lincoln, Nebraska for discovering this bug
A bug was recently introduced with the 2015 version of flowerSoft that affects the discount option in flowerSoft.
The bug does not let you get out of the discount screen (if you are applying one) unless you hit the <Esc> key.
The bug has been fixed and will be uploaded into your system as soon as possible.
Here is the link to the original post.
For those of you who experienced credit card approval problems yesterday for a short period of time, it was not flowerSoft’s fault. J
More amazing is how many calls I got in that short period of time. You guys must be busy!
Preferred Method of Payment
As you all know, when entering a new order for a customer with a “house” account, flowerSoft defaults to the ON ACCOUNT method of payment when entering the method of payment field.
By that I mean that the ON ACCOUNT method of payment is highlighted and you either hit <Enter> to select it or move the highlight to a different method of payment.
With the 2015 version, flowerSoft will give you the option to select a “preferred” method of payment for customers with “house” accounts.
This means that flowerSoft will not automatically default to the ON ACCOUNT method of payment when entering the field.
You can only select a “preferred” method of payment for “house” accounts. As of now, the only other method of payment allowed as a “preferred” method of payment is credit card.
Basically this feature is allowing you to guide your customer towards using a credit card to pay for the purchase instead of charging it to his or her “house” account.
Above we see the profile record of a “house” account customer, indicated by the “N” in the Cash Only? Field and the $5,000.00 credit limit.
Notice the new field on the screen “PMOP” which will tell flowerSoft if a method of payment other than ON ACCOUNT should be highlighted when first going into the method of payment field.
As you can see, the highlight is on CREDIT CARD instead of on the ON ACCOUNT method of payment.
The idea for this new feature came to us from Cris Bandle of Owens Flower Shop in Lawrence, KS.
Thank you, Cris.
If Your Hard Drive Should Ever Fail…
Which is almost guaranteed to happen, no matter how old your computer is.
As you may or may not know, we recommend using Gillware Inc. if you want to do remote backups.
If you do decide to use them, you will have to tell them you are using flowerSoft and they will call us to get the exact location of your data.
However, since most of you are not doing this, there is another service they offer should your hard drive ever fail and you do not have a good backup to do a restore, not only of the flowerSoft data but everything in the drive.
Please watch the videos.
Starting with the 2015 version, flowerSoft will allow you to compose your own dunning messages using Word and then send them out using Word’s mail merge.
Here is how:
- Extract the client records that should receive the dunning notice.
- Answer “Yes” to the next question.
- Select the number of days a customer’s account must be past due.
- You will have the option of sending the dunning notices to all the accounts selected or just some of them.
- Normally you would answer “Yes” to the question above but if you answer “No” flowerSoft will give you the opportunity to select the accounts to receive the dunning notices.
- Once you are finished with your selection, flowerSoft will start exporting the selected accounts to a file called pasedue.csv which will be placed in your \FSROOT\EXPORT folder.
- flowerSoft will give you the opportunity to look at the exported accounts before you send the letter out. If you see any accounts that you would like to exclude from the mailing, simply delete them for the pastdue.csv file.
- Once the accounts have been selected, it is time to compose your dunning notice. flowerSoft will provide a sample dunning notice, which you can modify to your liking.
For instructions on how to mail merge your Word documents with the extracted flowerSoft data, refer to Tip #214
This new option will work with options #1 and #2 of the Dunning Notices menu.
However, if you choose option #1 – Dunning Notices (Plain Paper) remember to add your shop’s name and address to the top of the letter.
Julia Laird of Centerville Florist in Centerville, Tennessee for discovering a seldom-encountered flowerSoft bug. When you cancel out of an order, flowerSoft saves the invoice number for future use. This prevents having gaps in the numbering of invoices. Since this is done mostly on new orders , there is nothing more to do, just save the invoice number for future use. However, when transferring incoming wire service orders, if the order is refused and you delete the record, flowerSoft would save the invoice number for future use but was not deleting any special or designer instructions linked to that order via its invoice number. This could result in a totally different invoice showing the designer instructions for the incoming order that had been refused. I’ve corrected the oversight and when you get your version of flowerSoft Silver 2015 that bug will not be there, thanks to Julia.
A Benefit of Using the Obits Feature
If you send occasion reminders, and you most certainly should, one of your concerns might be sending a reminder to celebrate and occasion for a person that has passed away.
If you use the obits feature, and you should, this concern should be mitigated as flowerSoft will check the obits records before selecting an occasion reminder.
The reason flowerSoft gives you a choice about sending the reminder is that obits records do not have the deceased’s address, so the reminder may be for somebody else.
Paying ON ACCOUNT Orders
When you receive a payment for an order that was entered with an ON ACCOUNT method of payment, DO NOT change the method of payment on the order. Simply pay it through the A/R module using the method of payment provided by the customer.
Remember that if the method of payment is by check, the reference number will be the check number.
If the method of payment is by credit card, just enter CC in the reference number field. flowerSoft will provide a unique number after the CC.
The same goes for a CASH method of payment. Just enter CA in the reference number field.
Credits to an account should have CR in the reference number field. Debits should start with DB. Again, flowerSoft will provide unique numbers after the first 2 letters.
Never, ever, ever use the same reference number for 2 different payments. Ever.
In other words, never enter CHECK or CK or CASH or CCARD and reference numbers.