increasing your sales with mds tsh user meeting june 11, 2012

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Increasing Your Sales with MDS TSH User Meeting June 11, 2012

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Page 1: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Increasing Your Sales with MDS

TSH User Meeting

June 11, 2012

Page 2: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Overview- MDS Sales Tools

Direct FulfillmentConsignments to CustomerMemorized Orders/Standing OrdersShip Complete/Invoice Complete/Monthly BillingTargeting Potential SalesProspect TrackingEmail Blasting

Page 3: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Allows you to ship to your customer’s customersCustom forms & labels with your customer’s logo and packing documents

Direct Fulfillment

Page 4: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Selecting Ship To Location

Scott Medical is doing direct fulfillment for their customer. By selecting that customers ship to location in order entry, MDS will print packing documents as though the shipment came from Scott.

Scott G Medical is doing direct fulfillment for their customer John Smith. By selecting that customer’s ship to location in order entry, MDS will print packing documents as though the shipment came from Scott Medical.

Page 5: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Selecting template of shipping label

In setting up the packing documents, TSH will create the template for the shipping forms. You will then only have to select the template for that Ship to location Maintenance.

Page 6: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Drop shipping for your Customer with their Packing Slip

Page 7: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Packing Slip

Page 8: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Consignments to Customer

Allows you to place merchandise in your customer’s hands for sale Tracks what is still in your customer’s hands until sold or returnedAutomatic Billing when you are notified of end-user sale

Page 9: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Order Entry for Consignment

Page 10: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Help for setting Return Date

Page 11: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Consignment Inquiry by Item

Page 12: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Consignment Detail Inquiry

Page 13: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Completing the Consignment

Page 14: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Identify the Items sold or returned

Page 15: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Invoicing goods used

Page 16: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Open Consignments

Page 17: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Recurring Sales/ Memorized Orders

Customers who order on a regular basis- obtain list for internal salesperson to call and obtain ordersShows which items have previously been boughtFlexible assignment of re-order cycle

Page 18: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Creating A Recurring Order

Page 19: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Memorized Orders

By utilizing the fields above, you can easily identify the orders you are looking for by narrowing your search.

By changing the conversion flag to Y, the quote will be converted to an order.

The function keys allow for easy conversion to orders. The insert key allows for new Memorized order to be added on the fly.

Page 20: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Standing Orders With Pending Dates

Page 21: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Setting up Shipping and Invoicing options

Ship CompleteInvoice CompleteMonthly Billing

Page 22: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Setting Up Ship Complete

Page 23: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Once ship complete is selected, MDS will not allow the order to ship until all items ordered are available to ship.

Utilizing Ship Complete

Page 24: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Ship Complete Report

Page 25: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Invoice Complete feature

Scott G Medical does not want multiple invoices on his orders. By Selecting the Invoice complete option, Scott G Medical will only get one invoice per order.MDS offers reporting tools so you can keep track of orders that have shipped, but have not yet been billed.

Page 26: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Invoice Complete

This option can be set in the customer file or selected on an individual order.

Page 27: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Monthly Billing

MDS offers your customers the option of getting all their invoices at the end of the period. The invoices can be printed with an end of period consolidated statement.Invoices are created during the period, but the printing is suppressed. At month end the statement prints with all invoices behind it.

Page 28: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Setting up Monthly Billing

Page 29: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Monthly Billing Info at Order Entry

Monthly billing allows the entry of a Department and/or Requisition number. This can be used to generate custom reports.

Page 30: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Monthly Billing Invoice

Page 31: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Selecting Customers to Print Invoices

Page 32: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Prints Statement Plus All Invoices for the Period Selected

Page 33: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Targeting Potential Sales

Missing Sales Inactive Customers Similar Customers and what they have purchased

Page 34: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Missing Sales Report selection

Page 35: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Missing Sales Report

We can see products that our customers have bought from us previously and have not done so in the past 6 months. Do you want to know why?

Page 36: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Inactive Customers by Sales Rep

Page 37: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

How can I find out what my customers want?

MDS can group like customers together.If we know what similar customers are buying, this customer should also be buying.Direct your sales efforts by using this information .

Page 38: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Associating Customers with a Class

Page 39: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Similar Potential Sales

Page 40: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Selecting a Specific Sales Rep

Page 41: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Selecting Specific Products

Page 42: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Products that similar Customers have purchased

Page 43: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Prospect/Customer Tracking

Tracking Sales Efforts through Drill DownAssigning prospects and follow-up datesTracking Sales efforts Executive inquiry

Page 44: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Prospect Selection

Page 45: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Prospect File Detail

The Prospect CRM allows for entry of notes and follow up information

By using the function key Quote, a new quote can be generated. To review existing quotes use quote Inq, will bring you to the next screen.

Page 46: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Quote Inquiry

Page 47: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Executive Inquiry Track Sales Calls

Page 48: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Executive Inquiry Sales by Rep

Page 49: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Email Blasting

How to create a BlastCreating Contact ListAdding notes to all contactsSetting Follow-up Dates

Page 50: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Creating a List

Page 51: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Help in Creating Email

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Information for body of blast

Save the document as an HTML document

Page 53: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Template to Fill Contact Information from Prospect File

Page 54: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Acquiring Attachment

Page 55: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Complete Blast to Send

Page 56: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Blast E-mail Example

Page 57: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Adding a note to all selected Prospects

Page 58: Increasing Your Sales with MDS TSH User Meeting June 11, 2012

Thank You

Questions and Answers?