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HI Cathie,

The reason you cannot delete some items in your inventory is because it would cause underlying problems in other screens.  For example the order screen in which the allocation occurred would crash if it couldn't find the allocation.  Likewise for returns and also some reports.  This is why we have the hide checkbox. 

Mark is working on a more effective way to control the inventory stock on hand by adding an archive feature.  The idea is that you could archive out old data or just purge it.  It is on his TODO list.....

With the automatic free gift, sometimes these products already have a product code associated with them (as you can sometimes buy these separately) and other times we may have to create a code for them.  These items would not be allocated to your inventory as they go directly to the customer.

Hope that helps.

Cheers,

Kerryn   

HI Cathie,

There are a couple of quick ways to do a check of this.  In the quickview menu, if you click 'Only Show Customers with an Order', you can quickly check any customers who have not had their payment checked off.  Also, in the 'Campaign List', you can quickly manage any customer's who have not completed their orders.  It is a quick an easy way to check if everyone's order has been completed.

Cheers,

Kerryn   

Hi. I have had a few problems (entirely my fault) because sometimes I miss receipting a customers payment and it gets added on to their next order.  I thought a good idea would be a prompt when you enter an order where is an amount outstanding, saying something like....this customer has an amount outstanding do you need to receipt a payment....

Thanks
Cathie

Hi.  I use this feature quite a bit, but I don't have a lot of inventory stock so most of the information regarding my stock is stored in my head.  When an item is ordered and I know I have it I just change the entered to inventory but it CRM creates an listing for the product, I would prefer not to have a long list of products in my inventory that I don't have is there any way around this, also I don't seem to be able to delete all of them some I can.  Also with an free gift attached to a product/s, if I enter it and select automatic free gift I take it that the product is not uploaded to Avon's website ?? There is an free gift in C17 of the colour cosmetic organiser so would I enter that as "automatic free gift" with just a made up code for it, but again I would prefer not to have it in my inventory.

Thank you

Cathie

okay, thank you
Cathie

Thanks for the help worked well

Jayne

Yes May have done that, deleted all inventory as it was a bit of a schomozzle. and created a new inventory list which is working well, so yes i understand why now, (i just seem to open those all the time)LOL.

Hi Jayne,

Sorry about that.  There are some details that relate to your license information.  To change these details:

1. Use this link to go to the MY AVONCRM section of the website http://www.avoncrm.com.au/myavoncrm.php.
2. If prompted to login use your customer number.
3. Once logged in click the "CHANGE MY DETAILS" menu option on the left hand side.
4. Change your details and click "Save Changes"
5. Start AvonCRM and select select the Help > Load License menu option within AvonCRM.
6. In the dialog confirm that your customer number and email address is correct.  If you are changing your email address you will need to change it here as well.
7. Click OK to download the updated details over the internet.

Cheers,

Kerryn 

Sorry tryed that my surname is in a greyed area so i cann't change it

Jayne

Hi Jayne,

In 'File', "Properties', under Representative are your personal details.  You can use/change your name here.

Cheers,

Kerryn