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9:00 AM PST | POMeSYS Host: Sales Order and POMeSYS Remote In this webinar, we cover the basics of using POMeSYS-Host’s SO and Remote modules. We cover the following topics:
- Adding and editing items and customers
- Maintaining remote product catalog for customers’ use
- Creating and editing recurring order and order template files
- How customers enter and edit wholesale orders based on order files
- How customers edit recurring order files
- Generating recurring orders
- Editing and entering orders
- Importing orders from the Remote module to the Host module
- Overview of creating production reports from orders
- Printing and emailing orders to customers
- Make after delivery adjustments to orders
- Converting orders to invoices
- How customers initiate RMAs
- How customers view and pay open invoices
- How customers view statements
- Reporting wastage [for your own outlets]
Wednesday 9:00 AM PST | POMeSYS Host: Accounts ReceivableIn this webinar, we cover the basics of using POMeSYS-Host’s AR module. We cover the following topics:
- Viewing and managing accounts receivable
- Printing/emailing invoices and statements
- Entering check or cash payments
- Charging credit cards on file
- Apply payments and credits
- Viewing Sales Analysis reports
12:00 Noon PST | POMeSYS Host: Inventory Control, Costing, and Raw Materials ManagementThis webinar will discuss POMeSYS-Host’s ICC module. We cover the following topics:
- Creating and editing recipes
- Making inventory adjustments
- Creating and managing ingredients
- Costing items
- Managing packing materials
- Creating Vendors
- Creating Purchase Orders
- Receiving Purchase Orders
Thurs 9:00 AM PST | POMeSYS Host: ADVANCED Sales Order Entry and Production ReportingIn this webinar, we cover the advanced features of using POMeSYS-Host’s SO module. We will not be covering any topics in our basic Sales Order Webinar. Please review the following topics and note which interest you most:
- Quickly enter new orders using the numeric keypad and right arrow key to mimic desktop-based data entry.
- Quickly change routes and sequences for one day’s deliveries, in case a driver does not show up.
- Combine (consolidate) orders into one for a single customer to make entry of payments easier.
- Print packing labels, item barcode labels, and customer mailing labels.
- Print weekly order guides for customers who do not use the Remote module.
- Add or remove items from recurring orders or order templates for all customers or a group of customers en masse.
- Send notifications to one, some, or all of your customers.
- Create and use miscellaneous codes for items and customers to group them in certain beneficial ways.
- Create and use Order Confirmation codes to send texts to customers who have not ordered yet and/or to display on screen their phone numbers and a link to enter an order instantly.
- Create and assign bake shifts to customers and print production reports by bake shifts.
- Print a customer’s UPC (Universal Product Code) instead of your product IDs when printing an invoice to that customer.
- Set upper and lower limits for quantities that may be ordered for each item.
Wednesday 9:00 AM PST | POMeSYS Host: Advanced Accounts ReceivableIn this webinar, we cover the advanced features of using POMeSYS-Host’s AR module. We will not be covering any topics in our basic Accounts Receivable Webinar. Please review the following topics and note which interest you most:
- Set up variable pricing mechanisms using pricing levels, pricing tables, and special pricing.
- Change all or certain price levels of multiple items, change all or certain pricing tables for customers, or make changes to new item pricing effective (applied) at a future date.
- Assign a finance charge percent to a customer and post charges to their account.
- Set up credit card/ACH payment processing and add CC/banking information to the customer file.
- Set up salespersons, assign them to customers, and assign a commission percentage.
- Set up commissions per route based on a general amount, by item category, by customer, or by item.
- Set up drivers as contractors who purchase goods from you and resell to their own customers.
- Run the profitability analysis report to find which customers or which items are your most and least profitable.
- Export invoices to other accounting software, such as QuickBooks Desktop or QuickBooks Online.
- View Ranking metrics to compare your AR to Sales ratio with all other users to see if your business is within the norm.
- Create and assign territories to customers for sales tax purposes and run reports to show total taxes owed.
- Adjust an invoice to automatically reduce the balance owed for a particular invoice.
- Create a debit memo and post it to an invoice to increase the amount owed.
Thursday 9:00 AM PST | POMeSYS Host: Advanced Inventory Costing and ControlIn this webinar, we cover the advanced features of using POMeSYS-Host’s ICC module. We will not be covering any topics in our basic Sales Order Webinar. Please review the following topics and note which interest you most:
- Customize the following Host settings:
- Automatically generate lot numbers for “fresh” items.
- Based on capacity of mixers, determine the formula to be used in determining number and size of batch mixes.
- Create and maintain multiple warehouses for inventory management.
- Create and maintain item templates and use such templates for purchase orders, production lists, and inventory management. These templates can also be copied to empty recurring orders and order templates.
- Customize the following in the item file:
- Set a Re-bake point for each ingredient in order that the program would determine what needs to be re-ordered.
- Set if a finished item is sliced to help the packers do their job properly.
- Set if item is packaged to help packers do their job properly.
- Set the quantity for an item per box, bag, or tray to help packers do their job properly.
- Create ‘starter doughs’ and properly assign them to other recipe files.
- Run a recipe report that shows detailed instructions and component quantities.
- Run a “What is used where” report that shows the path any ingredient takes to reach finished goods.
- Print physical inventory checklist sheets to help count inventory.
- Print and view costs for all or certain types items.
- Based on your estimate of overhead and desired profit margin, let the program calculate the selling price of each item. Conversely, based on the selling price of each item, let the program calculate your % of overhead and profit margin.
- Create database of locations for stocking inventory. Such locations would be physical locations such as freezers, refrigerators, shelving, or cabinets.