| |
IRIS Exchequer
Enterprise remote Handheld Orders via MiniSell
ComTek
Accounts have written a link between the award winning IRIS
Enterprise product and MiniSell. Mini sell will allow
your field sales reps to become more effective in their daily tasks, and from
this promote profitability and reduce business costs.
The
application platform is any handheld PC (PDA) utilising Pocket PC 2003 or
Windows Mobile 5:
|
|
|
Overview
Specification
Videos
Manual
|
|
|
|
Orders
can be taken by reps while visiting a customer, or exhibitions, and sent through
to your IRIS Enterprise accounts software for processing through the SOP module. Data can be captured via barcode scanner,
data listings or manual input.
The
system gives the remote
 |
Handheld
CRM system, with diary etc. |
|
Account
information for each reps own accounts, including:
|
Outstanding
orders |
|
Outstanding
financial transactions |
|
Order/transactional
history |
|
|
Stock
levels for a location |
|
Customer
Price Matrix |
|
The
ability to take orders, either through manual input or using bar code scanning
|
Orders
can either be imported as a live order or as a quote for
verification |
|
For more information on
the MiniSell Product Click here
or
ring for more information 01945 464854. Quotes
on request.
System
Specification
The
interface system will consist of one program, which will serve two functions:
Export
function
This
will, at the times specified in the “Settings.xml” file export the IRIS
Enterprise data to the MiniSell Databridge program, via MiniSend.
Which in turn passes any changes to the MiniSell handheld devices.
Information exported:
|
Account
information
|
|
Transaction
history
|
|
Outstanding
Orders/Invoices
|
|
Stock
information, and stock levels for ONE or more location
|
|
Price
matrix (see Discount Price Matrix note) + Price Bands A-H
|
Import
function
New
MiniSell Transactions are imported into IRIS Enterprise, using the data files
created by MiniSell Databridge. The import program will run MiniFetch,
every 30 mins, to fetch any new MiniSell Transactions sitting on the MiniSell
server. These will be imported into IRIS Enterprise as either SOR,SIN or
SQU’s and optionally with hold status or with TagNo set, as stated in the
“Settings.xml” file.
All
items imported are listed in the “import1.log” file, this lists the prices,
discounts and GP% of each line. If the transaction total in IRIS
Enterprise differs from the MiniSell total this will high lighted in this file.
It is good practise to monitor this file which summarises all imported data.
At
present Mini-Sell Credit notes will not be implemented.
Therefore
this program must be running at all times, and will manage all communication
between the MiniSell server and IRIS Enterprise.
Log
Files
The
system will log all errors, major operations, and an audit of the transactions
imported into IRIS Enterprise. Any transactions, which fail to import,
will be moved to a “FAILED” folder and an e-mail can be sent to two e-mail
addresses alerting them of the problem.
Settings
A
“Settings.xml” configuration file will allow access to system settings and
all operations will be logged to a log file.
Configuration
options include:
|
Ability
to set OLE Company |
|
Data
can be exported 5 times a day, at specified hour |
|
Specify
the active period (times system will check for new MiniSell Orders) |
|
Errors
can be e-mailed to administrator (internet access required) |
|
Turn
on/off, Transaction History, and define the number days of history |
|
MiniSell
Orders to go into IRIS Enterprise, as Order, Invoice or as Quote.
Quotes can be used for Testing, since they can be removed in IRIS
Enterprise. |
|
Transactions
can be imported on hold status or with a TagNo set |
|
Set
main stock location, if IRIS Enterprise locations are turned on |
|
Have
the facility to add bespoke field mappings, as and when requested by user
(including General/Dated Notes) |
|
Publish
Price Bands to A-H ON/OFF |
|
Publish
ReOrder Price, Cost Price or nothing |
|
Publish
Customer Margin for last two years to customer record |
|
Specify
additional stock location levels to publish. MiniSell defaults to
the main location, which can be overridden on each order line |
Points
to consider:
The
following restrictions, or points, should be considered when implementing the
MiniSell system.
Important:
Since IRIS Enterprise allows many different permutations of pricing; the
customer should thoroughly test the system, using their price matrix before
going live.
Company:
|
Each
MiniSell handheld will work with one IRIS Enterprise Company only.
|
Account:
|
Rep
code can be stored in any of the user fields, Area or Tag number
|
|
Each
delivery address is set-up as an account, using the “InvoiceTo” field
to link to head office
|
|
Will
NOT export the contacts in the IRIS Enterprise Contacts Plug-in
|
|
Discount
matrix entries for stock groups, can only be specified once in a branch of
the IRIS Enterprise stock tree.
ACCOUNT
MATRIX discount entries must be unique at group level !!!
|
|
If
on account on query, or over credit limit, then imported transactions will
be on imported as on hold
|
Stock:
|
Locations
are automatically exported if customers are assigned a rep
|
|
Multiple
Packs, not implemented
|
|
IRIS
Enterprise Stock tree should be organised to two levels only
|
Level
1 – “MiniSell Category”, code must be 5 chars only.
|
|
Level
2 – “MiniSell Product Group”, code must be 15 chars only.
Enterprise is 16.
|
|
Note : Stock Group codes can be edited in IRIS Enterprise within seconds
|
If
Stock tree is over two levels, then any level lower than level 2 will be
treated as if at level 2
|
|
Does
not export “Discontinued” stock items
|
|
No
check is made for negative stock
|
Transaction
|
Many
of the MiniSell additional fields on the Order window can be mapped to
Exchequer Transactions fields. I.e. User fields or Notes lines
|
Currency
|
Euros
can be handled by setting the Account to Euros and then specifying Euro
price as a band prices within the stock record.
|
IRIS
Enterprise Lookup Plug-in, will not be implemented. Any lookups can
be set-up and maintained in MiniSell DataBridge software manually
Discount
Price Matrix
The
system will allow Customer Price bands A-H, and the following.
|
A
Special price for a customer, for stock item
(if for group should be specified on level above stock item)
|
|
Percentage
discount applied to a band price for a customer, for stock item
or group
(if for group should be specified on level above stock item)
|
|
Qty
breaks on a stock item
|
Set
Qty prices will ignore any discount expressed on the Customer
“Default” Tabs
|
|
It
is advisable to test
|
|
|
Margin/Markup on cost price, this is implemented but:
|
On Account record:
|
If applied to a stock group, then creates a lot of data since the interface has to calculate the price of each stock item, for each account, to send to MiniSell |
|
|
On stock record:
|
Only works if account either has no default price band applied or on Band A |
|
For each currency published, the data is replicated
|
|
|
Not
implemented:
|
Special
Qty break prices for a specific customer.
|
|
Effective
Dates (???) |
|
Serial/Batch
numbers |
|
Multi
Bin
|
Data
in MiniSell
Account
|
If
specified, on IRIS account records, the delivery address will appear in
“Proprietors address” in MiniSell
|
|
MiniSell
Notes1 = Account status + Total Order Committed value
|
|
MiniSell
Notes2 = This year and Last year margin (can be turned on/off in
settings.xml)
|
|
Can
map IRIS Enterprise account user fields, and Trader terms, to MiniSell
GenericCode3/4 and Freetype1/2 for customer specific use
(including top 4 lines of Dated/General Notes)
|
Stock
|
The
MiniSell stock description will only contain first 60 characters. However
when transactions are imported into IRIS Enterprise full stock
descriptions will be displayed as normal.
|
|
MiniSell
Freetype1-5 fields will contain all of the stock description
|
|
Freetype6-7
can contain free stock figures for various locations
|
|
Can
map IRIS Enterprise stock user fields, to MiniSell GenericCode5/6 and
Freetype1-8
|
Transaction
|
Many
of the MiniSell fields can be mapped to IRIS Enterprise Transaction Header
fields or Notes Lines for extra flexibility.
|
|
Processed
orders will be moved to FAILED/ARCHIVE directories
|
|
Optionally:
Location can be overridden by selecting a location in MiniSell
GenericCode2 on order each line
|
|
All
stock descriptions are read from IRIS Enterprise, any edited descriptions
in MiniSell will be ignored
|
|
MiniSell
FreeTypeFields1-3 can be mapped to bring in General/Dated Notes or extra
lines on Transaction
|
Requirements
|
Program
installed on net work |
|
Access
to internet |
|
IRIS
Enterprise installed on PC |
|
MiniCopy
installed and setup (Provided with MiniSell) |
|
Windows
2000+ |
Videos
about the System
Optimised
pricing
The
Pricing Matrix can be published as MiniSell price lists if, Price
discounts are set against an account beginning with "#", then
copied to other accounts with the same "Account Type" in IRIS Enterprise.
These accounts MUST HAVE:
-
Currency
1
-
THE
SAME PRICE BAND as the stock <Sales_Price_Band> tag in settings
(default A)
Using
this pricing structure will result in less data sent to MiniSell
|
|
