Upsells and

Nature Notes

Upsells and

Nature Notes

Sales Messages

Sales messages can be

printed on regular invoices,

large-note invoices and

legal size statements.

These areas can also be

used to inform…

Sales Messages

(continued)Invoice sales messages can either be plain

text or they can contain graphics.

To add graphics we

will have to use

Microsoft Word.

You can design your own

Or use (and edit) one in

your \LA3\Templates

directory.

If you edit one we gave you, you

must rename your file. The

original will get overwritten with

update CD’s or web updates.

Sales Messages

(continued)

As you will soon see, you can add both regular price AND discount

price to this document. Or you can setup the document for the LA3

generated pricing information.

The area on Regular

Invoices is higher than

it is wide. The area on

Large-note Invoices

and legal-sized

Statements is wider

than it is tall.

PLEASE NOTE!

Sales Messages

(continued)

To get your custom

message into LA3.

Go to:

Edit - Select All

Edit - Copy

Now switch to or open LA3.

Go to:

Print - Invoice/Statement

Message Gallery

Sales Messages

(continued)

Name it, then choose

“Message Object”.

Even if you have only

text, you may still wish

to compose it in Word

to take advantage of

different fonts, sizes,

italics, underlines, etc.

Click “Add New Record”

Sales Messages

(continued)

Click on Edit Menu – Paste

Special then Picture (Metafile)

You have to “click” in the

empty “Message Object”

box to select it.

Sales Messages

(continued)

You should now see your

graphic in the message

object window.

If your making a plain text

message, after you type

your message, you should

consider putting in a title.

Sales Messages

(continued)

What service are you trying to sell? The message will not print for customers

who already have that service this season.

Sales Messages

(continued)

The price chart you select will use the size

from the main customer screen.

Sales Messages

(continued)

These choices come from the

“Discounts/Surcharge” tab in your

Financial parameters

Sales Messages

(continued)

“14” lines will print the price(s) at the bottom of

a regular Invoice Message box. Try “10” for

Large Note Invoices and “12” for Statements

Sales Messages

(continued)

The Check Box Text and “Sale” price will

print on the remittance portion of an Invoice

or Statement, along with a checkbox for

them to indicate acceptance.

Sales Messages

(continued)

Now we should set the default invoice message

Open Data, Company Parameter’s, Company/Branch Info

and select the default invoice message you would like

Sales Messages

(continued)

Notice that “Sales

Message 1” is the

default setting from

our parameters

Now, on to printing invoices.

Sales Messages

(continued)

If a Customer already

has the Service you are

trying to sell with

Message 1, it will print

Message 2. If they have

the Services for both 1

and 2, it will print

Message 3

Although there is not a Default 2 or 3 in

parameters, the Invoice module will remember

your picks here and use them next time

Sales Messages

(continued)

Note the Regular and Discounted Prices

Let’s preview a regular invoice…

Sales Messages

(continued)

Preview of a large-note invoice

Sales Messages

(continued)

Just like on a regular

invoice, this check box

and text will print at the

top of the remit slip

Sales Messages

(continued)

Moving on to statements

You will start by opening

the statement “Options”

To use sales messages you

MUST use the LEGAL format

Sales Messages

(continued)

Just like invoices…

You can select

alternate invoice

messages for

your statements

Sales Messages

(continued)

Preview your statements…

Notice the change to the dimensions?

Sales Messages

(continued)

Nature Notes

Nature Nature

Notes and Notes and

Info/Upsell Info/Upsell

LettersLetters

Nature Notes are tall, thin and fit three to a page (8.5” x 11”)

Customer information

and pricing are added

during generation, so

we only need to

design the text and

graphics.

We only

need to

design one

of the panels

You can design your own, or edit one

you have in \LA3\Templates

If you edit one we gave you, you must rename your file. The

original will get overwritten with update cd’s or web updates.

We will have to

use Microsoft

Word again

Under File - Page Setup:

We recommend setting the

left margin to 1.25” and the

right to 2.5”

When creating your own…

Customer information

prints at the top

In LA3, you will determine

where pricing information prints

Save room…

Although you can tell LA3

to print your company

logo, you may wish to

include it in your Word

document, where you can

place it anywhere you

want.

Don’t forget your logo!

Click on :

Edit - Select all

Edit - Copy

Now we have to copy this document…

Go to Data - Customer Parameters - Letter Setup

Then choose “Info/Upsell”

and “Special Features”

Add a new record…

And select “Letter Object” (because we are inserting our Word graphic, instead of typing text)

We also need to indicate that this

is a “Nature Note”

We need to click inside the Letter Object box

Then go to

the Edit

Menu and

click on:

Then “Picture (Metafile)”

Your graphic will

appear

Now, let’s look at the pricing

and printing options

If you want to include a price,

choose the price table

Also indicate if you wish to show a

second, discounted price.

We need to

select where

the price(s)

print

And what text

precedes the prices

What service are you trying to sell?

We don’t want to sell this

service to customers who

already have it!

The last two selections …

How far down should the

customer information print?

(usually leave this blank)

Print Company Logo? Since

we inserted it into our graphic,

we do not need to check this

The other two formats …Requires small right/left margins and room

at top for the address (and at bottom for

the “form”). Use blank lines as place

holders instead of large margins.

What if there are no graphics?

Choose “Plain Text Letter”

and start typing your text

Pricing options are similar to what we

saw earlier

But no text accompanying

the prices (because we

will type it within our letter)

Right-click where you want to include the

pricing information

You can include regular price, discounted price and

discount amount.

There are four ways to print

Nature Notes – Info/Upsell

Letters:1) From their own Menu Option

2) From a Customer’s Contact Screen

3) Exporting from Reports

4) Generating with Invoices

1) From the Menu

Go to:

Print

Letters

Info/Upsell Letters

Choose the “Letter” you want and the setup

information from parameters appears, available for

you to change (this print run only)

You will need to decide which address to print. If you are mailing

this, you will probably want the Billing Address.

Enter the account numbers of the customers you

wish to receive this letter

And now you are ready to print or preview

(When generating Nature Notes,

you may wish to enter customers

in multiple of threes)

In viewing the letter,

Notice the three places

where we inserted

pricing information

2) From the Customer

ScreenGo to the “Contact” tab

Then, in the “Letters” section, choose “Info/Upsell”,

then hit the “New Record” button

You will be brought to the same screen we saw

earlier

Just choose which letter and

you will be ready to print

3) Exporting from

Reports As an example, let’s

go to the Sales Report

Note: this export will

only work when the

report is run in detail,

no summaries or

totals only

After previewing to make sure you have the right

customers, hit “Export”

The Export Options screen will appearIn “Export Type”, select “Info/Upsell”

You will need to indicate which letter you

are printing

After you hit “OK”

here and on the

report screen,

they will start

printing.

(no previews)

Note:Just like other report

print, preview or export

options, you can set this

up as a “Favorite”

4) With Invoices

Choose your regular invoice selections, as usual

In the lower right series of checkboxes,

Check “Nature Notes” or

“Info/Upsell Letter”

Just select which letter or

note to print and hit “Enter”

Now Info/Upsell

Letter will be

checked.

Let’s preview a Nature Note

Notice three to a pageCustomer

information

prints at the top

Pricing information

prints in the area

we determined in

parameters

They will print in the same order as the

invoices

This will make it

easy for your

technicians to

collate

Remember, since this is an “Upsell”, not all

customers who get invoices will get Notes

Of course, you will print on the blank side of

Nature Notes

The pre-printed

information will

be on the other

side of the

Nature Note

New Feature!

Lets look at a large note invoice