Daily Archives: March 26, 2015

Who is Cris Bandle?


Since I added that post about flowerSoft support, I’ve had several inquiries as to who Cris Bandle is.

Cris Bandle is an extremely bright individual and an experienced flowerSoft user.
She is the manager of Owens Flower Shop in Lawrence, KS.
She has been using flowerSoft for the past 8 years and has been the source of several new features and improvements to flowerSoft in that period of time.

In addition, Cris’ husband Jeff, is a very talented programmer that has been responsible for several of flowerSoft’s latest features, such as the Dove Plus interface and the Cayan (Merchant Warehouse) interface among others.
He is currently working on an interface with FSN, which should be available in a couple of months.

I’ve been lucky to have Cris accept a role in providing support to flowerSoft customers in need.
Cris will not be able to provide technical support right know, those must come to me for the time being, but she should be able to handle any operational questions you may have.

Since she runs a very successful flower shop on a daily basis, she is really more qualified than I am to answer any questions about how to do things in flowerSoft.
I am not saying that she knows every thing there is to know about flowerSoft, but she knows a heck of a lot.

I am also not saying to start calling her and not me for support.  She is there just so that there will be someone else to contact in case I am not available.  I am sure she will do a fine job, probably better than me. 🙂

I will also give Cris access to this blog so that she can post on subjects relevant to the daily running of a flower shop.

Here is the happy couple…

Cris and Jeff Bandle

Tip #255 – Discount Coupons


Tip #255
Discount Coupons

Some of you like to offer discount coupons to entice existing customers to purchase from you.
Or you may want to get new customers into your store by offering a new customer discount.
You place an ad on your local paper, print flyers and post cards or send emails out.
Whichever way you offer these discount coupons, I am sure you would like to know if they are effective or a waste of your time and money.

Here is how to keep track of the discount coupons you have offered and have been redeemed.

Start by going into the Marketing menu.

Let’s add a new discount coupon to the database…

Give the discount coupon a code and a description.
Select the ad source to be credited if the coupon is redeemed.
Add an expiration date to the coupon. This can be far into the future, like 12/31/9999, if you do not want it to expire.
Give it either a Dollar value or a percentage off the product amount.

That is it. You are all set to start using this discount coupon.

How do you use the discount coupon?
Well, if you want your customers to know about it you will have to advertise it in some way.
Newspaper, flyers, emails, post cards, radio ad, store sign.
You can choose any means to let your customers know but make sure you credit the correct ad source is you want flowerSoft to keep track of this.

Now, once you are entering the order into flowerSoft and the customer informs you that they want to redeem the coupon, how do you do it?

Here is how…

Once you get to the tax rate field, you can hit the F8 key to bring up the discount coupon popup.

Upon pressing F8, flowerSoft will display the discount popup for you to fill.

Enter the discount coupon code and flowerSoft will then pop up this message…

If you verify that it is the correct discount coupon, flowerSoft will calculate the discount and ask you for confirmation again…

Remember that if you are using a percent, it is only off the product amount. Delivery, relay and sales tax amounts are not included in the calculation.

So now you have recorded the redemption of a discount coupon.

Later on, whenever you want, you can pull a report showing you the stats for all your discount coupons.

The discount coupon will also feed the ad source of the order, so you can later on get a report like this…

 

Tip #254 – When Your Customer Requires a Purchase Order…


Tip #254
When Your Customer Requires a Purchase Order…

If you have a customer that requires you get a purchase order each time they order something, you must tell flowerSoft of this requirement.

Here is how you do it.

Go into the customer’s profile record, updated and enter a Y in the P.O. field…

You don’t really have to update the record

Instead of hitting U to update it, you can just hit P and select the purchase order option. This acts as a toggle switch on the field.

If the field is not set to Y, it will set it to Y. If it is set to Y, it will set it to N.

The next time the customer orders from you, flowerSoft will inform you that…

and then it will ask you for…

Which it will then place on the statement description field of the order…

Unfortunately, this is not a searchable field, so you will not be able to use an index to find an order with a certain p.o. number.

However, you can bring up the client’s orders by account number, do a browse and load a browse called “statement description”, which will show you the p.o. number if one exists.