Create custom messages for all your transaction documents.
>>Detail
These custom messages can include your business terms.i.e 50% Deposit Required,Quotes are valid for a period of 7 days etc.Custom messages allow you and your customers to trade effectively.You can include your banking details to make doing business with you easy for your customers.In some regions you are required by law to include your terms of service in your transactional documents.
This article will tell you how to create a campaign.Your marketing department works hand in hand with your a sales department is to come up with a marketing campaigns.The purpose of a marketing campaign is to develop leads for the sales department. Leads that are generated are associated with a certain campaign and they can be tracked in the future to see how successful the marketing effort was.
Creating Campaigns
>>Details
There are a number of steps to creating a campaign effectively.
Select your Campaign Reference,Status and Type of Campaign and the Frequency of the campaign.This can always be changed at a later date by editing it to change the frequency by extending the campaign period.
Fill in your description and the objective of your campaign.What are the goals and targets of your campaign? What do you intend to achieve in the period in which your campaign will run?
Input your targeted impressions,your budget,the actual cost,your expected cost and expected revenue in the period.Assign the campaign to a campaign manager / team leader.
Promotions
Promotions help you to increase and loyalize your customer base.Your clients and customers become more willing to purchase from you during this periods,increasing revenue and sales.It also builds brand loyalty.
>>Details
Creating Campaigns
>>Details
There are a number of steps to creating a campaign effectively.
Creating a Campaign |
Select your Campaign Reference,Status and Type of Campaign and the Frequency of the campaign.This can always be changed at a later date by editing it to change the frequency by extending the campaign period.
Targets and Goals of Your Campaign |
Budgeting |
Promotions
Promotions help you to increase and loyalize your customer base.Your clients and customers become more willing to purchase from you during this periods,increasing revenue and sales.It also builds brand loyalty.
>>Details
- Creating a promotion entails you filling in out the basic information in relation to your promotion in the different tabs.
General Tab |
- Enter the frequency, the type of promotion method,the period which the promotion will run as well as the start date and end date of the promotion.
Description Tab |
- Projecting your costs and budget is key to having a successful promotion.
Other Tab |
A warehouse or store might be a different physical location where you have inventory kept or it might be a supplier warehouse in the case of drop shipping.Your business needs to be able to know the availability of stock at this different locations,allowing you to track inventory at any given time meet the demand for present orders and back orders.
This is a powerful tool that allows you to manage inventory items across multiple locations,warehouses,stores,branches.
Using our Warehouse Transfers feature you can move goods / products between your different warehouses seamlessly.
Perform stock take on all your inventory holdings at all your warehouses ,monitor stock levels for convenient identification of stock items.
This is a powerful tool that allows you to manage inventory items across multiple locations,warehouses,stores,branches.
Using our Warehouse Transfers feature you can move goods / products between your different warehouses seamlessly.
Perform stock take on all your inventory holdings at all your warehouses ,monitor stock levels for convenient identification of stock items.
Payment Types
Splitting Payment Types
Splitting payments from one customer across multiple invoices.Making balancing the books must easier and posting payments on the customers account.
Splitting Payments |
You can view your Customer History straight from the payments window.Ensure you allocated the amounts to the right invoices etc.
Customer History - Splitting Payments |