Suggestion: RMS New Customer Issue

Posted by DRS Support on March 4, 2008, 9:14 am

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While Microsoft will continue to improve the base RMS product, the
same holds true for add-ins. For example our new release of V.I.P. Zone
includes targeted mailing list extraction and automated address validation.

We have clients with less than five thousand customers who say V.I.P. Zone
paid for itself in just a few months. Your ROI depends on several factors.
- How often do you add new customers?
- How often do you send out direct mail, statements, postcards, etc.?
- How fast can your cashiers type in valid addresses?
- How many bad or incomplete addresses have been collected?

There is a direct return on mailing costs (address validation mean zero
returns). Plus an indirect return on labor savings at the cash counter
(faster entry, get it right the first time, address corrections,
auto-capitalization, form control, etc.).

If you trap customer information for direct mail purposes, V.I.P. Zone will
benefit your store. You cashiers will also appreciate how much faster they
can enter new accounts or correct existing entries.

Digital Retail Solutions
www.digitalretailer.com/RMSaddins -- v1.x and 2.x compliant
Trial downloads -- www.digitalretailer.com/trial
Search this newsgroup -- http://tinyurl.com/2lmk4w

>I will say that I tried VIP Zone and it is awesome. If I had a larger

>store, or chain of stores I would have definitly bought it.

> Craig

>> Our V.I.P. Zone add-in operates like you describe and includes merge

>> duplicate accounts, automatic reverse number lookup, USPS address

>> correction, control over new entry form, quick search, and lots more. A

>> mouse is not required but enables right-click options to shortcuts.

>> Otherwise use hot keys such as Ctrl-W to list all customers with open

>> Workorders, or F9 to display driving directions to customer address.

>> Download a 30 day trial: www.digitalretailer.com/trial.htm

>> Greg

>> Digital Retail Solutions

>> "Save a million keystrokes."

>>> RMS (any version)

>>>

>>> When the 'Find Customer' form first comes up, the cursor is in the right

>>> place and simply typing and hitting <ENTER> brings up a list. If you

>>> can

>>> find the customer in the list, you can simply select them by using the

>>> arrow

>>> keys (or mouse) and hit <ENTER> to set the customer for the new

>>> transaction.

>>>

>>> If the customer is not in the database and a new customer is required,

>>> RMS

>>> falls flat on its face.

>>>

>>> SUGGESTION: If a New customer is generated at POS, that customer should

>>> AT

>>> LEAST become the selected customer in the Find Customer form when you

>>> click

>>> OK to close the customer properties form. AT BEST, clicking New on the

>>> Find

>>> Customer form would close the Find Customer form, open the New Customer

>>> form

>>> and the new customer would immediately become the active customer for

>>> the

>>> new

>>> transaction when OK is clicked.

>>>

>>> A cash register should not require a mouse!

>>>

>>> I am merging and/or deleting duplicate customer accounts on a regular

>>> basis.

>>> Nine times out of ten, the account numbers are sequential and the first

>>> account created has no activity--because the cashier forgot to search

>>> for

>>> the

>>> customer they had just created.

>>>

>>> Yes, my cashiers know better. No, this does not excuse poor design.

>>>

>>> Vote for me!

>>>

>>> Tom

>>> --

>>> Stop fishing for e-mail

>>>

>>> ----------------

>>> This post is a suggestion for Microsoft, and Microsoft responds to the

>>> suggestions with the most votes. To vote for this suggestion, click the

>>> "I

>>> Agree" button in the message pane. If you do not see the button, follow

>>> this

>>> link to open the suggestion in the Microsoft Web-based Newsreader and

>>> then

>>> click "I Agree" in the message pane.

>>>

http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=602a282f-fc38-4204-804e-b2408c6f44a6&dg=microsoft.public.pos

Posted by Mickie on August 10, 2007, 6:30 pm

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And now it costs even more because you had to buy new licenses with 2.0 to
catch up with the number of computers you have.

# licenses/lanes=cost

Nothing against you greg, but----
Why can't the program just work normally without an add-in. Come on! Making
a new customer is something you have to do EVERY DAY and almost every
TRANSACTION.

Does MS *really* believe that the OVERWHELMING MAJORITY of a business'
customer are repeat?

Mickie

"Greg [DRS]" wrote:

> Our V.I.P. Zone add-in operates like you describe and includes merge

> duplicate accounts, automatic reverse number lookup, USPS address

> correction, control over new entry form, quick search, and lots more. A

> mouse is not required but enables right-click options to shortcuts.

> Otherwise use hot keys such as Ctrl-W to list all customers with open

> Workorders, or F9 to display driving directions to customer address.

> Download a 30 day trial: www.digitalretailer.com/trial.htm

> Greg

> Digital Retail Solutions

> "Save a million keystrokes."

> > RMS (any version)

> >

> > When the 'Find Customer' form first comes up, the cursor is in the right

> > place and simply typing and hitting <ENTER> brings up a list. If you can

> > find the customer in the list, you can simply select them by using the

> > arrow

> > keys (or mouse) and hit <ENTER> to set the customer for the new

> > transaction.

> >

> > If the customer is not in the database and a new customer is required, RMS

> > falls flat on its face.

> >

> > SUGGESTION: If a New customer is generated at POS, that customer should

> > AT

> > LEAST become the selected customer in the Find Customer form when you

> > click

> > OK to close the customer properties form. AT BEST, clicking New on the

> > Find

> > Customer form would close the Find Customer form, open the New Customer

> > form

> > and the new customer would immediately become the active customer for the

> > new

> > transaction when OK is clicked.

> >

> > A cash register should not require a mouse!

> >

> > I am merging and/or deleting duplicate customer accounts on a regular

> > basis.

> > Nine times out of ten, the account numbers are sequential and the first

> > account created has no activity--because the cashier forgot to search for

> > the

> > customer they had just created.

> >

> > Yes, my cashiers know better. No, this does not excuse poor design.

> >

> > Vote for me!

> >

> > Tom

> > --

> > Stop fishing for e-mail

> >

> > ----------------

> > This post is a suggestion for Microsoft, and Microsoft responds to the

> > suggestions with the most votes. To vote for this suggestion, click the "I

> > Agree" button in the message pane. If you do not see the button, follow

> > this

> > link to open the suggestion in the Microsoft Web-based Newsreader and then

> > click "I Agree" in the message pane.

> >

http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=602a282f-fc38-4204-804e-b2408c6f44a6&dg=microsoft.public.pos

Posted by Craig on August 10, 2007, 7:04 pm

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Agreed, however I wouldn't hold your breathe until RMS has address
verification :-) I think it comes down to just having the basics built into
the base RMS product to hold down the programming costs. My little store
doesn't really need all the little extra things VIP Zone does and I wouldn't
want to pay extra for RMS to have it. Not saying it wouldn't be nice to have
it, I just wouldn't want to pay more to have it included. In my opinion
that's one of the really good features of RMS. There are a lot of add-ons
available to improve the base product if you want them. Let's face it, if
they were included with RMS it would cost a lot more. So adding them on
brings the overall cost of the software in line with what you would pay with
all the extras included. Some of them I need, most I don't so I just pay for
the ones I want.
Craig

> And now it costs even more because you had to buy new licenses with 2.0 to

> catch up with the number of computers you have.

> # licenses/lanes=cost

> Nothing against you greg, but----

> Why can't the program just work normally without an add-in. Come on!

> Making

> a new customer is something you have to do EVERY DAY and almost every

> TRANSACTION.

> Does MS *really* believe that the OVERWHELMING MAJORITY of a business'

> customer are repeat?

> Mickie

> "Greg [DRS]" wrote:

>> Our V.I.P. Zone add-in operates like you describe and includes merge

>> duplicate accounts, automatic reverse number lookup, USPS address

>> correction, control over new entry form, quick search, and lots more. A

>> mouse is not required but enables right-click options to shortcuts.

>> Otherwise use hot keys such as Ctrl-W to list all customers with open

>> Workorders, or F9 to display driving directions to customer address.

>> Download a 30 day trial: www.digitalretailer.com/trial.htm

>> Greg

>> Digital Retail Solutions

>> "Save a million keystrokes."

>> > RMS (any version)

>> >

>> > When the 'Find Customer' form first comes up, the cursor is in the

>> > right

>> > place and simply typing and hitting <ENTER> brings up a list. If you

>> > can

>> > find the customer in the list, you can simply select them by using the

>> > arrow

>> > keys (or mouse) and hit <ENTER> to set the customer for the new

>> > transaction.

>> >

>> > If the customer is not in the database and a new customer is required,

>> > RMS

>> > falls flat on its face.

>> >

>> > SUGGESTION: If a New customer is generated at POS, that customer

>> > should

>> > AT

>> > LEAST become the selected customer in the Find Customer form when you

>> > click

>> > OK to close the customer properties form. AT BEST, clicking New on the

>> > Find

>> > Customer form would close the Find Customer form, open the New Customer

>> > form

>> > and the new customer would immediately become the active customer for

>> > the

>> > new

>> > transaction when OK is clicked.

>> >

>> > A cash register should not require a mouse!

>> >

>> > I am merging and/or deleting duplicate customer accounts on a regular

>> > basis.

>> > Nine times out of ten, the account numbers are sequential and the first

>> > account created has no activity--because the cashier forgot to search

>> > for

>> > the

>> > customer they had just created.

>> >

>> > Yes, my cashiers know better. No, this does not excuse poor design.

>> >

>> > Vote for me!

>> >

>> > Tom

>> > --

>> > Stop fishing for e-mail

>> >

>> > ----------------

>> > This post is a suggestion for Microsoft, and Microsoft responds to the

>> > suggestions with the most votes. To vote for this suggestion, click the

>> > "I

>> > Agree" button in the message pane. If you do not see the button, follow

>> > this

>> > link to open the suggestion in the Microsoft Web-based Newsreader and

>> > then

>> > click "I Agree" in the message pane.

>> >

http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=602a282f-fc38-4204-804e-b2408c6f44a6&dg=microsoft.public.pos

Posted by Greg [DRS] on August 11, 2007, 11:05 am

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If you less than 10,000 customers, turn off Find and use Lookup.
Searches will be faster and new customers will be selected by default.

Go to Manager, File, Configuration, options, Customer options.
Make sure 'Always display Find' is not enabled.
Also go to General options and make sure 'Don't remember list sorts' is not
enabled.
Now try a customer search in POS or Manager. This setup is faster and easier
for most employees and Find is one click away if you need it.

The same holds true for items.
If you have 10,000 SKUs or so, turn off Find under Item options and use
Lookup instead.
This is especially true if you create matrix, lot matrix, or assemblies.
If you enable Find for item searches, you'll never see your matrix class
entries or assemblies in list views.

Greg

> And now it costs even more because you had to buy new licenses with 2.0 to

> catch up with the number of computers you have.

> # licenses/lanes=cost

> Nothing against you greg, but----

> Why can't the program just work normally without an add-in. Come on!

> Making

> a new customer is something you have to do EVERY DAY and almost every

> TRANSACTION.

> Does MS *really* believe that the OVERWHELMING MAJORITY of a business'

> customer are repeat?

> Mickie

> "Greg [DRS]" wrote:

>> Our V.I.P. Zone add-in operates like you describe and includes merge

>> duplicate accounts, automatic reverse number lookup, USPS address

>> correction, control over new entry form, quick search, and lots more. A

>> mouse is not required but enables right-click options to shortcuts.

>> Otherwise use hot keys such as Ctrl-W to list all customers with open

>> Workorders, or F9 to display driving directions to customer address.

>> Download a 30 day trial: www.digitalretailer.com/trial.htm

>> Greg

>> Digital Retail Solutions

>> "Save a million keystrokes."

>> > RMS (any version)

>> >

>> > When the 'Find Customer' form first comes up, the cursor is in the

>> > right

>> > place and simply typing and hitting <ENTER> brings up a list. If you

>> > can

>> > find the customer in the list, you can simply select them by using the

>> > arrow

>> > keys (or mouse) and hit <ENTER> to set the customer for the new

>> > transaction.

>> >

>> > If the customer is not in the database and a new customer is required,

>> > RMS

>> > falls flat on its face.

>> >

>> > SUGGESTION: If a New customer is generated at POS, that customer

>> > should

>> > AT

>> > LEAST become the selected customer in the Find Customer form when you

>> > click

>> > OK to close the customer properties form. AT BEST, clicking New on the

>> > Find

>> > Customer form would close the Find Customer form, open the New Customer

>> > form

>> > and the new customer would immediately become the active customer for

>> > the

>> > new

>> > transaction when OK is clicked.

>> >

>> > A cash register should not require a mouse!

>> >

>> > I am merging and/or deleting duplicate customer accounts on a regular

>> > basis.

>> > Nine times out of ten, the account numbers are sequential and the first

>> > account created has no activity--because the cashier forgot to search

>> > for

>> > the

>> > customer they had just created.

>> >

>> > Yes, my cashiers know better. No, this does not excuse poor design.

>> >

>> > Vote for me!

>> >

>> > Tom

>> > --

>> > Stop fishing for e-mail

>> >

>> > ----------------

>> > This post is a suggestion for Microsoft, and Microsoft responds to the

>> > suggestions with the most votes. To vote for this suggestion, click the

>> > "I

>> > Agree" button in the message pane. If you do not see the button, follow

>> > this

>> > link to open the suggestion in the Microsoft Web-based Newsreader and

>> > then

>> > click "I Agree" in the message pane.

>> >

http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=602a282f-fc38-4204-804e-b2408c6f44a6&dg=microsoft.public.pos