SellWise User Group. Thursday, January 12, Presenters. Will Atkinson, President CAP/Sellwise Don Day, Team Lead, Shared Services

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1 SellWise User Group Thursday, January 12, 2017 Presenters Will Atkinson, President CAP/Sellwise Don Day, Team Lead, Shared Services

2 User Group Topics New Backup Process CAP Backup SellWise Version Pro 8, not Pro 9 Purging inventory Installation scheduling, 45 days. Receipt configuration/settings Using Specific Item Messages Most common CAP Service calls Updates

3 Backing Up SellWise Do you have a data backup policy at your council? Are you backing up your SW directory daily? Do you have an odd looking zip drive Are you using multiple thumb drives? Is it really being backed up, securely?

4 Backing up SellWise New (added cost) service available Scheduled backup daily Creates an encrypted file stored securely to the cloud Reviewed daily for success by CAP CAP will restore your system if you have a failure Stay Tuned for Availability SOON!

5 SellWise Version Councils should be on SellWise Pro 8 This version has the special BSA features There is a version Pro 9 for non BSA customers Only download software at:

6 Purging inventory From time to time Councils may decide to delete items from their inventory Examples: old items, inactive camps, etc. Use the following steps to delete (purge) inventory items

7 Purging inventory Small Groups of items should be deleted manually. Select the item to be deleted and View Details At the bottom of the Item Detail you can either Change an item or Delete

8 Purging inventory

9 Purging Inventory This does not permanently delete the item, so sales history, etc. is retained. It will no longer show in lookups or purchase orders. Items that have been sold or received in the past, and then manually deleted can be restored. Item numbers CANNOT be reused.

10 Purging Inventory To review deleted items or restore items select Custom Lists from the main Inventory screen. Then select Deleted Items and press Accept. This shows a sortable list of deleted items. You may either Undelete selected items, or you can select Purge to fully remove them from your inventory and history

11 Purging Inventory

12 Purging Inventory If you need to purge large groups of old inventory for any reason, please make a detailed list of those items and contact CAP Support for assistance with a mass purge.

13 New SellWise installations If you need new equipment or want to add your camp, please call CAP at or e mail bsaorders@capretail.com to receive an order form. For new sites/installations, you will be required to schedule your installation. Please read the form carefully! 45 day suggested lead time.

14 Modifying Your receipts Here are some tweaks you can do to your receipts: Add a logo. Do you want your council logo on your receipts? Custom messages to customers Add a barcode for easily scanning returns Show Unit Account Balance Random Customer Surveys

15 Modifying Your Receipts Go to the SellWise ToolBar, then Help, then Configuration, then Invoices and Receipts. Set Print Receipt # as BarCode to YES Restart the POS for the changes to take effect

16 Item Specific Messages Add messages to help sell related merchandise. Recommend useful items Increase sales Tell customers about upcoming events or promos

17 Item Specific Messages

18 Upsell Messages

19 Common CAP Service Calls User lockouts General Ledger questions Configuration questions.

20 Updates How to ask Questions of the presenters Inventory myth Where this presentation will be online Customer Service Survey

21 If you have questions: 1. Look for horizontal bars at top right of your screen 2. Click on the bars and a chat window opens 3. Type in your question and hit enter to send

22 Have you done your weekly inventory? Inventory is a weekly process Check five to ten different items each week Choose five to ten items and count total inventory on the shelf, in the back room, etc Write the inventory counts on a piece of paper Open Inventory Checker from Options in SW

23 Customer Service Surveys CAP Software is continually trying to improve your customer experience BRIEF customer satisfaction survey link on every closed ticket Average score in 2016 was 3.3 out of 4 Tell us how we re doing! We re LISTENING and we CARE

24 SAMPLE SURVEY

25 Slides and recording posted on scouting.org/financeimpact Look on the Council Fiscal Management Tab, then look at the bottom left for Sellwise Support/User Group link

26 QUESTIONS! Next Meeting Thursday, February 16 10:00 am CST 2:00 pm CST

SellWise User Group. Thursday, May 18, Presenters. Will Atkinson, President CAP/Sellwise Don Day, Team Lead, Shared Services

SellWise User Group. Thursday, May 18, Presenters. Will Atkinson, President CAP/Sellwise Don Day, Team Lead, Shared Services SellWise User Group Thursday, May 18, 2017 Presenters Will Atkinson, President CAP/Sellwise Don Day, Team Lead, Shared Services User Group Topics New Backup Process CAP Backup is LIVE! Changes to HCOM