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Close more Sales with Spire.

One of the most effective tools found in Spire is the power of filters. If you aren’t using these yet, now is the time to start. Using Filters and User Defined Fields, you can create your own modified Sales Pipeline, giving you the opportunity to stay on top of your upcoming sales opportunities.

How to create a Sales Pipeline using Filters:

  • Open Sales Orders
  • Add a new User Defined tab to the Sales Orders with the following:
  • (see instructions here)
  • Once you are back into the Sales Module, click <Filters>
  • Choose “Type” =  Quote
  • Next, select columns you wish to see: (right click on a column header to choose)
    • Order No
    • Customer No
    • Customer Name
    • Customer Phone number
    • Order Date
    • Required Date (this can act as your projected closing date)
    • Total Ordered
    • User Defined file – Notes
    • User Defined File – Last Contacted
  • Click the down arrow beside <Filters> and then <Save Preset as…> and whether you want it to be just for yourself or for everyone in the company. Call it “Sales Pipeline” and check <Show in module list> and <Save column state>

Sort your column by required date, and see what sales are coming close to your projected sales date. By highlighting these customers and clicking Mail Merge you can remind them about your upcoming promotion that is about to end.

Export your filtered list to Excel and calculate how much you are expecting and when (remember we used the required date as a projection closing date).

There are endless ways of using the filters in Spire; this is just one!
Here are few more ideas to get you started:

  • Inventory requires ordering – Filter = ‘Suggested Qty” is not equal to 0
  • Inventory not sold in 2 years – _Filter = _“This Years Units” is 0 + “Last Years Units” is 0. Then set the “Match if” to All
  • AR over 120 days – Filter = “Over 120” is not 0
  • Sales Order with margin less than X – Filter = “GP %(Average) is less than X
  • Purchase orders received in full – _Filter – _ “Remaining Amount” is 0

For more information on Filters, contact us at support@tri-tech.com and we’ll be happy to help!

Grow your Business with Integrated Business Management Software

The rapid pace of growth at many small and mid-sized businesses often leaves no time to consider how various software packages are supposed to work together. New software is added as needed, most of the time from entirely different vendors. Unfortunately, this siloed approach to software setup can lead to a lot of headaches down the road, including higher costs, lost productivity, and less insight into how well a business is actually performing.

The challenges of a siloed software system

The problem is that many small and mid-sized companies naturally revert to a collection of different software packages. They typically start out with basic accounting software, and then decide to add advanced software, such as inventory management or sales management software, on an as-needed approach.

This approach might work in the short-term, but over the longer term, this very inefficient silo architecture (in which the different software packages have a hard time integrating with each other) leads to a number of challenges, including wasted employee productivity, lack of real-time visibility into operating results, and extra costs (both in terms of time and financial resources) due to the need for integration.

Advantages of using an integrated business management software system

Now contrast this approach to that of an integrated business management software system, such as Spire. With an integrated system, you are able to streamline operations because all the various functionality is designed to work together. Instead of buying software on an a-la-carte basis, you are buying one integrated system that works great from the very start. As small and mid-sized firms are finding out, there are two big advantages of using an integrated business management software system.

First and most importantly, an integrated system enables much greater automation of routine business processes, everything from order management and fulfillment, to invoicing and expense approval. Data and information from one business function (such as sales management) can be very easily combined with data and information from another business function (such as inventory control). This makes things much easier for the team in accounting, which doesn’t have to worry about tracking down data across multiple software databases.

Secondly, an integrated software system improves visibility into the real-time operation of your business. In today’s real-time business environment, customers expect to know the current status of an order immediately, and members of the management team often want to put together reports on the fly. If you are using a siloed approach, this is almost impossible. But with an integrated system, you can quickly gain access to any key numbers or data that you need.

Grow your business with TriTech

At the end of the day, opting for an integrated business management software system like Spire is all about preparing your business for the next cycle of growth. Being able to manage business processes more efficiently can lead to lower costs, higher revenue and greater overall profitability.

Contact us today and ask how we can help you grow your business.

Don’t have Lot Control? You may be at Risk

Having greater visibility into your warehouse business operations is no longer a “nice-to-have” in the world of business – it’s now a “must-have.” In fact, not having lot control in your warehouse could be a huge risk, leading to increased costs, lower profitability, and unexpected breakdowns in your supply chain. If your business ever faces an emergency recall situation – such as a food product that has been contaminated and needs to be recalled, you’ll be glad that you have a software-based warehouse management system to find the exact product you need at exactly the right time to avoid any serious consequences.

The core feature of any warehouse management system is lot control. Every piece of inventory that has ever passed through your warehouses comes with a unique tracking ID code that assigns it to a lot. These identifying characteristics can include ingredients or materials in the product, or factors such as color, expiration date or place of origin. The more you know about each lot, the easier it is to track down exactly what you need. If you are currently doing this manually, then you are at a real disadvantage to your competitors who have automated the entire process and can check on the status of lots within minutes.

Another example where automated lot control is an advantage is if, for example, you are working in an industry where product expiration dates matter. The last thing you want is for older items to sit in a warehouse too long. With automated software, you can mitigate this problem, ensuring that older lots make their way into your distribution chain in a timely matter before it’s too late. This will impact your bottom line immediately.

And, finally, there’s the matter of product differentiation. In certain industries, lots are differentiated not by product expiration dates, but by factors like color, shape or size. You want to make sure that you are shipping the right colors (or shade of the right colors) to the right customers. This can prevent you from sending last year’s make or model to a new customer.

In dealing with these hypothetical situations, lot control in the warehouse is key. Lot control will give you greater visibility into your business operations, lower your costs, streamline your operations, and give you the ability to increase throughput in your supply chain. And the most effective path to reach these goals is a software-based warehouse management system with built-in lot control, such as Spire. In both everyday and emergency recall situations, lot control will give you the peace of mind of knowing that any situation in your warehouse can be handled quickly and efficiently.