April 2013 SpruceNEWS - Spruce Computer Systems
Transcription
April 2013 SpruceNEWS - Spruce Computer Systems
Happy Spring! H ELPING S PRUCE C USTOMERS M AKE P ROFITABLE T ECHNOLOGY D ECISIONS Volume 27, Issue 1 April, 2013 ‘Software simply designed to click’ When it clicked for this customer that SpruceWare.NET is the right software for her business We asked Kim Keepers, Owner of Argonne Lumber & Supply, (Argonne, WI) the following questions about her decision to use SpruceWare.NET, and the benefits that her business has seen as a result: 1.) When did it “click” for you that SpruceWare.NET is the right software for your company? Before transitioning to SpruceWare.NET we were using a Do it Best Point of Sale program. After learning that this program would no longer be available, we began researching software tailored for the Lumber and Building Materials Industry. The more we researched, the clearer it became that SpruceWare.NET is not only a Point of Sale system, but is the complete business management solution we were looking for. 2.) What features of the software are most useful and important to your business? SpruceWare.NET’s Purchase Order capabilities have been extremely useful to us. In particular, being able to see the linkage of every transaction has been helpful to our business in so many different ways. 3.) What improvements have you seen in your business as a result of switching to .NET? Since we began using SpruceWare.NET the biggest improvement we have seen to our business is the reduction in inventory shortages, as a result of utilizing SpruceWare.NET’s inventory control features. Spruce allows us to track items on a daily basis and provides the opportunity to catch errors almost before they happen. Our employees would be lost without the features offered within SpruceWare.NET. Inside this issue: Software simply designed to click 1 Customer Testimonial Letter from the President 1 Synergy within SpruceWare.NET Cloud Recovery & Backup Letter from the President Maximize efficiency by combining the use of SpruceWare.NET features Synergy: The interaction of elements that when combined produce a total effect that is greater than the sum of the individual elements, contributions. me give you an example of three different software modules that when working in concert will create a sum greater than the individual parts. efficiencies, reduced paperwork and the ability to inquire as to the status of a delivery. The status inquiry is limited to those who have access to a workstation, and the “Delivered” status must be As anyone using the SpruceDelivery Dispatch, Spruce completed manually or by scanning Ware.NET software suite is aware, AnyWare (Mobile) and Dashboard the Delivery Manifest when the it is loaded with tools to help build are good cases. If you are using the truck returns. Signatures must also efficiencies within your business. Delivery Dispatch software in the be picked up by scanning the signed What you may not be aware of is normal course of business to set documents when they are back in how by combining the use of a up your loads, assign trucks and the office. If the Spruce AnyWare number of these tools you can schedule your deliveries, you are Mobile App is added to the mix greatly increase the benefit. Let deriving benefit from the increased (Cont. on Page 4) SpruceNews Volume 27, Issue 1 • April, 2013 2 Important questions to ask yourself Employee Snapshot 2 Special feature: Then and Now New SpruceWare.NET customers 3 Welcome to .NET! Spruce AnyWare Delivers 3 More than your average app T & T from R & D 4 New column you won’t want to miss! Save the Date! 4 User Conference 2013 Dashboard Newsletter Measuring and evaluating add-ons Page 1 5—7 Harland Technology Services reminds you to ask yourself these important questions... Is my backup process reliable? What if I don’t have access to my data? What if we experience a disaster (fire, flood, tornado?) How long can I “afford” to be down? Business continuity and disaster recovery (BC/ DR) is a top priority for small and mid-sized businesses. When it comes to BC/DR small and mid sized businesses (SMBs) are most concerned with the following: Protecting databases (68%)* Safeguarding e-mail (45%)* Backing up accounting data (39%)* Protecting network services (36%)* Unfortunately, many SMBs have ignored basic safeguards of proper business continuity and disaster recovery. These companies are at greater risk when network operations are disrupted or a disaster strikes. Cloud Recovery Service, from Harland Technology Services will help you protect your business in three ways: Backup and Restore: Your data is stored on an onsite appliance for fast backup and restore, and is also securely replicated offsite. Business Continuity & Cloud Recovery: In the event of a server outage, you can run servers on the onsite appliance with a single click until the new hardware is repaired. Disaster Recovery: Your data is protected in the event of fire, flood, theft, sabotage, hardware failure or natural disaster in a secure offsite datacenter. In the event of a disaster, a fully loaded appliance with business data and system information is shipped to your site or a temporary location as soon as it is needed. Let Harland Technology Services relieve the burden of unreliable backup routines while providing a cost effective business continuity and disaster recovery plan that protects your business. For additional information please contact Marla Miller at [email protected], or at 1-800-228-3628 ext. 3269. * Source: Forrester Global IT Budgets, and Emerging Technology Survey, June 2011. Marshall Gero and Earl Rounds were honored in December for their 40th Anniversary with Curtis Lumber! Congratulations to Marshall and Earl on their careers thus far, and more year’s to come. Social(.NET)work ‘Like’ us on Facebook to receive the latest Spruce updates, customer news, participate in contests and much more! Name: Joe Mroczka movie he watched was Rio. He has a 5 year Tenure with Spruce: 9 years old son and 2 year old daughter, so all he ever Education and Prior Work Experience: Joe has a B.S. in Computer Information Systems from The College of Saint Rose in Albany, NY. Prior to working with Spruce Joe developed a Point Of Sale Application for a restaurant & consists of browsing online technology and Then: Joe rocking a news websites. One of Joe’s favorite quotes: ponytail in his 1996 high school yearbook Track and Field Photo. “That scared the CRAP out of me!” - Joe’s 5 year old son after being spooked by a noise. bar, which is still being used 13 years later. Joe Hobbies and interests: In his time outside of work Joe enjoys pitching in a fast pitch softball says the best job he ever had (we’re sure he means other than Spruce…) was as a paperboy. league, boating, and spending time with his Main Duties at Spruce: Mobile software family on the Great Sacandaga Lake. development, Email & Faxing and various Interesting, Misc. info.: Throughout high school and college Joe played guitar in Heavy SpruceWare.NET development projects. Last good movie you saw, book you read, quote you heard: Joe admits that the last SpruceNews Volume 27, Issue 1 • April, 2013 Then and Now: gets to watch is cartoons! Joe’s daily reading Metal bands, but is now self proclaimed “pretty Now: Joe enjoying boating on the Great Sacandaga Lake while representing his love for the Yankees (or maybe hiding a ponytail?) lame.” Page 2 Spruce AnyWare Delivers More than your average app Given a choice, you’d rather work smarter than harder. The Spruce AnyWare mobile app lets you do just that. Just because it’s called an App and runs on your business, let’s talk about the additional Delivery smartphone or tablet doesn't mean it fits in the Dispatch capabilities available to you with Spruce same category as the other apps currently taking AnyWare. Newly added Delivery Dispatch up space on your mobile device. Spruce AnyWare features provide your drivers the ability to track is a mobile application, but should be thought of their deliveries by load manifest, utilize GPS more accurately as an extension of your Spruce- mapping and directions from directly within the Ware.NET software — minus the extension cord. app, capture customer signatures online or offline Automatically update physical inventory status, get proof of delivery with remote signature capture, and more. It’s a pretty smart way to work. Click the icon to see Spruce AnyWare in action: and record proof of delivery in real-time. These When making the decision whether or not to smart new features allow your smartphone to be move into the unknown world of Spruce AnyWare, an office away from the office, and will dramatically let’s focus on two things you already do know: 1.) increase efficiency by decreasing the number of SpruceWare.NET is a complete business tasks needed to be completed upon return. management solution, and 2.) your business does not function completely within the walls of your Now, we couldn't let the drivers be the only ones store or your lumber yard. Because a large to have all the fun! While drivers are out making percentage of your business activity takes place their deliveries and impressing customers with on-the-go as your drivers are making deliveries to their mobile efficiency, back at the office customers and traveling to job sites, it only makes Management can utilize Delivery Dispatch features sense to utilize your business management within .NET such as viewing and zooming in on the software during these interactions as well. current location of all trucks, tracking each load individually and querying individual tracking With the power of Spruce AnyWare in your positions. employees hands, time sensitive tasks such as And then download it here: creating and finalizing customer orders, retrieving Spruce AnyWare is not just an app; It’s another store totals, printing tags and labels and completing essential component of the complete Sprucephysical inventory can all be accomplished from Ware.NET solution. Implementing Spruce the jobsite and before even returning to the office. AnyWare is as simple as it is smart. And we promise, there will still be more than enough room Now that we’ve moved past thinking of Spruce on your smart phone or tablet for Angry Birds and AnyWare as just another mobile app, and moved all the other useful apps you’ve already got on on to thinking of it as an extension of there! SpruceWare.NET into the mobile aspects of your Welcome to our newest SpruceWare.NET users: Congratulations to the following companies that recently went live on SpruceWare.NET: Evergreen Wood Products—Etna, WY Bedford Stone & Masonry Supply Corp. HomCo Lumber & Hardware Hardel Do it Best Builders Center—Olympia, WA Blue Ridge Supply Johnson Lumber Co. Carl’s Building Supply, Inc. Liverpool Lumber Co. Inc. Chittenango Lumber Co. Old Monroe Lumber Co. Inc. Evergreen Wood Products, Inc. Scott’s Building Center Fraco, Inc. Seekamp Lumber Intermountain Wood Products—Salt Lake City, UT Nashville Lumber—Nashville, TN Oostburg Lumber Co—Oostburg, WI Parkes Lumber Co—Lawrenceburg, TN SpruceNews Volume 27, Issue 1 • April, 2013 Henry Poor Lumber Page 3 Letter from the President (Cont. from Page 1) SpruceNews is published by Spruce Computer Systems. © 2012. All rights reserved. Spruce Computer Systems 9 Cornell Road Phone: 800-SPRUCE1 Fax: 518-783-6685 Social(.NET)work with us the benefits multiply. As material is dropped on the jobsite an electronic signature, and if desired, a photo of the material on the ground can be captured on the mobile device. The signature and photo can then be linked to the original document in the SpruceWare.NET system. In addition, as the signature is captured the status of the delivery is then automatically updated as “Delivered” in the Delivery module. Anyone with a mobile device running Spruce AnyWare has the Spruce is proud to work with Joe Ehle of Liverpool capability of viewing the delivery status of orders directly from that device. The GPS capability in the mobile device will also allow for tracking of the truck’s location through the mapping utility in the Delivery module. If you are using the On Time and In Full (OTIF) feature in the Delivery module there is a new pie chart that indicates the percentages of OTIF deliveries and those that were not delivered OTIF, categorized by reason. Now, add Dashboard to the equation and you have some real power. There is a new set of Dashboard charts available that will track Delivered dollars and gross margin by day, drill down to the same by truck, and will also drill down to dollars and gross margin by Delivery Route. All three of the modules work seamlessly together to give you more than each would on its own. Synergy! Sincerely, T&T from R&D Tips and Tricks courtesy of our Research & Development team! Consider this new column your be used on the item prompt to number it is not necessary to trusty cheat sheet of time saving retrieve any SO items found in key in all 10 digits. If it is a Lumber Company whose tips, tricks and shortcuts within invoices. ‘Word1%Word2’ on a numeric document number, you father, Harry Ehle, was SpruceWare.NET! Our Research description search will cause a posthumously named Central New York Retail only need to key in the last & Development team has pattern match on any description significant (non-zero) digits. compiled this list to help you where word1 is followed Leading zeros will be inserted to work even more efficiently on somewhere by word2. round out the last six, and common tasks within .NET. We 2. Commonly referenced main know your time is very valuable, and utility transactions can be pattern matching will occur for and even the smallest changes bookmarked under favorites. selection list. can add up to a significant time The user can rename and 5. If you generate a selection list Congratulations also to savings when used regularly. re-order the list which allows for of things like accounts, items, Andy Brown of Brown Let’s begin with these five easier navigation between forms etc. the ‘Next’ function key will tips: which span applications. bring the next selection into the Lumber Dealer Association’s 2012 Lumber Person of the year! Lumber Company who was the yymm to generate a 1. Where appropriate and appointed chairman of the 3. Highlighting a range of rows form without having to refer supported, the SQL wildcard retrieved to the grid in the back to the list. You can always Construction Suppliers character (%) can be used to document utility form can be re-display the list by clicking on search item numbers, brought into the viewer all at the down arrow and use cursor descriptions, etc. For example, one time via the function key. keys to move around in the list SO% in the document utility can 4. When entering any document for repositioning. Association! 2013 Annual User Conference — Save the Date! This year’s User Conference will take place from Tuesday, November 19th—Thursday, November 21st! Your input is being taken into strong consideration for the location of this year’s conference. Click here to answer our 3 poll questions on Facebook about potential locations for the conference. While you’re there, don’t forget to ‘Like’ Us to receive the latest User Conference information! SpruceNews Volume 27, Issue 1 • April, 2013 Page 4 Dashboard Newsletter By Wendy Hitchcock—R&D Department I have this interesting book called Gross Margin by Bill Lee. It was given out at a Spruce User Conference years ago. He has 26 factors that affect your bottom line. Here is one of his ideas from the book that I put into a chart that addresses add-on selling. He points out the benefits of add-ons are two-fold. First, if a person walks in for the loss leader items, you certainly want to tack on as many high margin items as well. Second, from a customer service point of view, you don’t want them to forget something and have to come back. Or worse, pick up the missing item somewhere else. The first chart in the screen print below lists how many one line invoices were written in a week’s time by salesperson. Clicking on salesperson leads to a second chart, which identifies the single items sold. What could have been sold in addition to any of these items? One way to find out is to look at previous invoices containing the item and see what else was sold. Clicking on a sku in the second chart will present a third chart that summarizes all the merchandise that appeared on an invoice with the item in question over the past 6 months. Past results are not a guarantee of future results but it is a place to start. For example, when I clicked on wood pellets, frequently chips, candy and soda were also sold. I guess people are cold and hungry. Now that you have identified potential add-ons you can add them to messages, which appear during invoice processing. In item maintenance click on Common, Codes and set up a message code to remind the salesperson of add-ons during checkout. If 1 dollar was added to each of the invoices written that week, that would be an extra $786/wk, $40,872/yr. But one extra dollar is rather conservative and you get the idea. If you have upgraded to Release 8, but do not see the dashboard icon on the Point Of Sale or Inventory menu, give me a call at 1-800-SPRUCE1 (777-7231) ext. 152 and I’ll install the files needed. Please contact me with questions or suggestions: [email protected] SpruceNews Volume 27, Issue 1 • April, 2013 Page 5 Dashboard Newsletter By Wendy Hitchcock—R&D Department Other ideas from his book included: Getting out of the markup rut. If many of your products are arbitrarily set at a 25, 33 or 50% markup because that’s easy, you may be leaving money on the table. Are salespeople able to sell the same special order item for different prices? Make sure everyone is pricing special order items to maximize margin. Don’t discount unnecessarily. A chart could sum up all the line item discounts being given so you know how frequently they are being given and to what extent. Any of these ideas can be made into a dashboard. If any of these interest you or you have an idea of your own, please let me know! SpruceNews Volume 27, Issue 1 • April, 2013 Page 6 Dashboard Newsletter By Wendy Hitchcock—R&D Department AR Monitoring This chart, made in collaboration with training, will be up on the website soon. It adds up all of the activity that should hit the AR account in GL and compares to what actually is in the journals for the date range to see if AR and GL are staying in sync. Are you getting the dreaded “Cannot Navigate to Web Page” Error? If you are, there is a simple fix. Either Java was updated, or you might need an adjustment to the router to allow traffic to get through. Please give me a call or email and it can quickly be remedied. I am going to be speaking at the iDashboard conference in May about Spruce’s partnership with iDashboards. If you have any testimonials, any creative implementations, I’d love to work them into my presentation. Please contact me with questions or suggestions: [email protected] SpruceNews Volume 27, Issue 1 • April, 2013 Page 7