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User Conference 2011. Welcome!. Team Sports Breakout. Presenter: Jeff Weaver. Team Sports. Major Topics To Be Covered In This Presentation. Advanced Team Sporting Good Functions Sales Order Features Hold for PO# Bill Complete Embellishments Line Item Routing Player Paks User Setup

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  1. User Conference 2011 Welcome! Team Sports Breakout Presenter: Jeff Weaver

  2. Team Sports Major Topics To Be Covered In This Presentation • Advanced Team Sporting Good Functions • Sales Order Features • Hold for PO# • Bill Complete • Embellishments • Line Item Routing • Player Paks • User Setup • Web Ordering • Order Processing on Celerant

  3. Team Sports Hold for PO#

  4. Team Sports Hold For PO# • Able to default based off the Customer • Account Tab > Require PO# on All Purchases • Affects of HFPO • Invoice Printout – Message “ Holding for P.O.” • Statement – Does not print on Customer’s Open Item Statement until the PO# is assigned • A/R Aged Trial Balance – Will Print, but does not age until a PO# is Assigned • Able to Search for Sales Orders and Invoices setup as HFPO • Applying a PO# and Changing Invoice Date

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  14. Team Sports Bill Complete

  15. Team Sports Bill Complete • Able to default based off the Customer • Account Tab > Invoice Only When is Complete • Affects of Bill Complete • Partial Shipment – Does Not Print Invoices • Completed Shipment – Only One Invoice Will Print • Statement – Does not print on Customer’s Open Item Statement until all the Merchandise is Shipped • A/R Aged Trial Balance – Will Print, but does not age until completely shipped • Invoice Date is the date of the last shipment that completes the order

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  20. Team Sports Embellishments

  21. Team Sports Embellishments • Inventory Setup • Blank Item – Must be created and assigned the appropriate Custom Group • Example: T-Shirt, Sweatshirt, etc. • Service Item – Non-Inventoried Item must be created in order to assign to the Custom Elements of Embellishments • Example: One Color Screen, Two Color Screen, etc.

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  24. Team Sports Embellishments • Embellishment Setup • Custom Work – Group of available items to select that are linked to blank items (Screening, Embroidery, etc.) • Custom Detail – Available entry options linked to the service item (Color Selection, Location, Comments) • Custom Element – Non-Inventoried service item linked to Custom Work and assigned to Custom Details • Custom Group – Available Custom Elements grouped together to assign to blank items (Shirt may offer screening and embroidery)

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  26. Team Sports Embellishments • Sales Order Entry – POS > Sales Orders • Create a Sales Order • Enter the Blank Item on the Sales Order • Select the “Embellishments” button on the right • Select the Custom Work that is being requested • Select the Item that will be added to the sales order • Enter the required fields available and/or any comments

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  32. Team Sports Line Item Routing

  33. Team Sports Line Item Routing • Pre-Set User Defined Operations • Misc. Categories > Sales Orders > Routing Operations • Select the desired item on the Sales Order and select “Routing” button on the right - Lists current Routing Entries • Add Routing Entry • Operation - Selection • Location and User ID – Open Text Fields • Date In/Out – Selection • Qty In/Out – User Entry

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  39. Team Sports Player Pak

  40. Team Sports Player Pak • Setup • Create a Customer for the Organization being offered the Player Pak (School, League, etc.) • Enter a Club ID which will be issued to the Team Members ordering merchandise • Define a Pricing Code with the available Items the Team Members will be able to purchase on the Player Pak • Assign the Pricing Code to the Organization Customer (Parent Customer)

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  46. Team Sports Player Pak • Web Ordering • The Team Member will log onto the Player Pak Website with the Club ID assigned to the Organization Customer • Only those Items assigned to the Price Code that is linked to the Organization Customer will appear • Team Members will create an account, which will create the customer as a Child Customer to the Organization for ease of processing • Team Members will enter their payment method relieving a coach/booster from collecting payments

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