The NEW SNA Masonry Management System - Version #3
ORDER PROCESSING SYSTEM
THE ORDER PROCESSING SYSTEM contains a series of 'tabs' of information relevant to your job. Whilst there might appear to be lots of data to cope with, actually very little of it is essential so you may choose to ignore it if you wish.
The first tab contains the following features:-
All correspondence can be sent to the Customer, Grave / Lair owner or Cemetery. You have the choice of Viewing, Creating a PDF, Printing or Emailing to the addressee.
You can view an example Letter or Jobcard by clicking in the letter or Jobcard area above.
The JOB DETAILS Screen
THE JOB DETAILS SCREEN operates similar to a spreadsheet in that you can enter up to 30 lines of text at 60 characters per line. You may price any line you wish, select an analysis code (which can create a link to Sage) and then apply an individual line discount if required.
You are able to move lines up / down and insert or delete lines as required.
The panel on the right offers a summary of all the key figures of the order. You can also calculate the insurance from the Stoneguard table and either add it to the job or offer as an extra.
Bottom left of the screen is where you can select the appropriate fee/s
On the bottom right you can attach up to two layout doduments. If these are saved in .jpg format they can be embedded into your documents. Click here or on the Layout section above for an example document
The INSCRIPTION Screen
THE INSCRIPTION SCREEN is where you enter the details of your inscription. You can either type this in or import it from an email or your letter cutting software. Once you have imported the inscription, select a type and style of lettering, which you can setup and amend yourself.
The system will count the number of letters at the touch of a button, and apply the cost per letter in order to arrive at the overall inscription cost. For more detailed inscriptions you can use the 'Multi-line' facility which allows you to cost your lettering per line.
You are able to enter the details of the existing inscription for reference, and you also have an area where you can type detailed inscription notes which can appear on your jobcard if required.
Once entered you can either print the inscription, or email it to the customer for reference.
You are able to pre-determine characters you don't charge for, and also the number of free letters (if you offer them)
The FINANCIAL SUMMARY Screen
THE FINANCIAL SUMMARY SCREEN offers you a quick view of all the financial elements of your order. Once the job is complete, you can enter the order costs and thus arrive at the profit of the job.
The bottom of the screen allows the calculation of the commissions if applicable.
The ACCOUNTS POSTING Screen
THE ACCOUNTS POSTING SCREEN is broken down into individual sections as follows :-
If you make a mistake, you can simply reverse (undo) the entry.
You have various print options including...
The CONTACTS MANAGEMENT Screen
THE CONTACT MANAGER SCREEN allows all users of the software to record the details of all conversations held with customers. You can record..
You may diary a follow-up to the conversation entering details of what you must do and what you need to discuss. These follow-ups will be tracked in the optional contact manager.
The Customer Database Screen
THE CUSTOMER DATABASE SCREEN is fully accessable from all modules of the system. This comes in very handy if you wish to make a quick change to any of the details or even select / create a different customer.
You can store the following details:-
The Photos Screen
THE PHOTOS SCREEN allows you to add as many photos from the job as you wish..
You can store the following details:-
The pictures can be printed or emailed to your customer. The printout / email will also have the notes and heading. It is also possible to merge the pictures into a document / jobcard.
The Job Schedule Screen - Schedule Look up
THE JOB SCHEDULE SCREEN allows you to create a list of jobs that need to be done in order to make the order complete on time. There is a standard schedule system which allows you to group lists of jobs relating to a certain type of order together.
The above screen illustrates how this works
The Job Schedule Screen
It allows you to create a list of jobs that need to be done in order to make the order complete on time. Each job has the following componants:-
Job to be Done By - You can select a member of the business to do the job
Details of Job - You may enter details of the job here
The above can be saved and will constantly give you a real time picture of what needs to be done. You can see an overview of all the schedules in the system Scheduler (See Schedule page)
The matrix on the right gives a view of all the jobs or just the jobs that have yet to be done (the default)
You can also print lists of jobs to be done.
The Cemetery Database Screen
THE CEMETERY DATABASE SCREEN allows you to view or edit any of the details of the Cemetery.
The Cemetery Database is split into the following areas:-
The Cemetery Database is accessable from all the main modules in the system