Advisors wish list for SAM

[desmorse]

Mike,
for personal time, I book a fit in my own name - I am after all a customer. If I then don't need it, I close the fit down as unsuccessful and it releases the time back for leads.

I use this for Hillarys meetings, as the date invariably changes at least once.

Must use fit or service call, not appointment, as appointments don't release the availability in the same way.

[thelloydgang]

Hi All

I sometimes leave a quote with just rough measuring.......if I feel customer timewasting or if I'd rather Alan went back to check. If the customer decides to go ahead then we need to remeasure before order put thru.

Is there anywhere on SAM that "remeasure before sale" can be inputted that the will flag up to the quotes team.

I always used to put this in the instructions box on paper orders. But now I always have to reinforce to the customer not to place the order direct with Head office without us coming back to remeasure. Having to ring the quotes team each time is time consuming and sometimes I forget!

Just waiting for one quote to slip thru the net!!

Karen

[BlindWizard]

I do the same booking fits in my own name - does the job.

bvm agree a screen that's like rob config screen would be useful.

Would be nice to have warning screen at end with a few logical check warnings that only come up if could be a mistake eg

You have 7 white headrails and 1 beige headrail
You have 7 89mm vet and 1 127mm vet
You have 8 verticals with 2 fabric types
You have 7 luxury headrails and 1 deluxe
Same for robs (brackets, barrels, reverse roll etc)and romans ( 6 deluxe and 1 standard)
etc

If the order is for all different blinds you can just click ok but l think majorityof orders the same type of blind is the same config. other than different fabrics.

Agree Kevin if very respective to ideas, shame others in Hillary aren't like him.

Have discussed with him adding location field in quick entry so can see which blind is which when you have multiple bedrooms, doing a conserv etc. I know can you work left to right and see blind number but that is open to error.

[BlindWizard]

thelloydgang
About 6 months ago I spoke to Kevin about this suggesting it flagged the quote in sap so that it couldn't be converted. Kevin said he thought it would be good to do but sap would need a change. (sap being the head office software). He thought longterm would be done.

I now use the quick entry screen to collect rough measurements, check stock availability and do pricing. Then I copy as much detail as I want onto a paper order then cancel the sam quote and mark it as a paper quote.

Now that we have the quick entry screen and don't have to enter all the details I would have thought an easier thing to have (not requiring change to sap) would be to add a print facility before you close order (as can't close order with only part info). This would mean you don't have to enter all the control info etc. At present it would mean after you printed the quote you would have to cancel the quote and lose the details but print own copy and it's as good as copying the details onto a paper order without the work.

How about it Kevin ??

[gloryboy]

thelloydgang said:

Hi All

I sometimes leave a quote with just rough measuring.......if I feel customer timewasting or if I'd rather Alan went back to check. If the customer decides to go ahead then we need to remeasure before order put thru.

Is there anywhere on SAM that "remeasure before sale" can be inputted that the will flag up to the quotes team.

I always used to put this in the instructions box on paper orders. But now I always have to reinforce to the customer not to place the order direct with Head office without us coming back to remeasure. Having to ring the quotes team each time is time consuming and sometimes I forget!

Just waiting for one quote to slip thru the net!!



i believe that if you type in your comments in the instructions for the first blind on the order quotes dept will spot them.


Karen

[greenpesto]

I'd like to see:

1.
The 'price' page display/type-face in larger print

2.
Larger print overall on every page.
This could be achieved by using SAM in Landscape Mode e.g. turning SAM 90' degrees.

3.
25mm Venetian bracket on 2nd option page with drop down menu to select Standard or 35mm Ven brackets.

4.
As already stated - to be able to access diary via SAM to take out or add in availability.

5.
More drop down options for locations e.g. W.C. ( if not in Bathroom ), or Cloakroom, En-suite, Utility, etc.

6.
Ability to generate a new customer that is not on the SAM 'polling list'.

7.
Fitting date in 'Bold' print on printer paper.

8.
Area on customers printed copy to automatically display Advisors contact telephone numbers.

9.
Ability to over-ride discounts/offers.

10.
Ability to load pricing before offering discounts.
( This is usual practice in any/most Sales environments with the exception of large retail shops ).

11.
To be able to print off any details agreed with customer, e.g.
'Customer to remove curtain track' or 'Full coverage of window cannot be guaranteed' or 'Additional discounts given. No further discounts can be made on late production of Vouchers'. etc.

[desmorse]

thelloydgang said:

Hi All

I sometimes leave a quote with just rough measuring.......if I feel customer timewasting or if I'd rather Alan went back to check. If the customer decides to go ahead then we need to remeasure before order put thru.

Is there anywhere on SAM that "remeasure before sale" can be inputted that the will flag up to the quotes team.

I always used to put this in the instructions box on paper orders. But now I always have to reinforce to the customer not to place the order direct with Head office without us coming back to remeasure. Having to ring the quotes team each time is time consuming and sometimes I forget!

Just waiting for one quote to slip thru the net!!

Karen

Karen,
I believe adding a note to the first blind flags this up. You might want to double check this with HO first though

[thelloydgang]

Thanks guys for helping with the remeasuring required indicated on SAM!

Have noticed something else quirky about SAM today too.

When a customer only orders some of the blinds and the rest are put thru as a quote, the quote is sent to head office straight away and it doesn't hold it. Just something to be aware of.

I've had that problem today where I put thru an order for the new wood venetians on SAM with the intention of transfering the details onto paper order for correct colour etc when I got home then to delete the quote. But the quote had already been sent.

Here's looking forward to a nice weekend with no thought of blinds, apart from this forum!!

Karen

[euroweb]

thelloydgang said:

Hi All

I sometimes leave a quote with just rough measuring.......if I feel customer timewasting or if I'd rather Alan went back to check. If the customer decides to go ahead then we need to remeasure before order put thru.

Is there anywhere on SAM that "remeasure before sale" can be inputted that the will flag up to the quotes team.

I always used to put this in the instructions box on paper orders. But now I always have to reinforce to the customer not to place the order direct with Head office without us coming back to remeasure. Having to ring the quotes team each time is time consuming and sometimes I forget!

Just waiting for one quote to slip thru the net!!

Karen

Hi All

I have also spoken to Kevin about this. The way for the moment is to put a note on the first blind in the instructions as aparently this is displayed on the top of the screen when the quotes team open up the quote.

Kevin is certainly considering the idea of a simple 'check' box for us to click which would signal to quotes either not to follow up at all, or that a remeasure would be required if converted.

Cheers

[lesroman]

HI. I reg use blind comment box for this. I.E. many times take order for con but floor not down so comment that that one blind be held until correct sizes issued to HQ.

Also use it for Velux. Again just use norm roller screen input normal sizes that give correct price and then in comments box put in a request to make blind but as a velux and show the Velux code.

worked more or less every time and when it hasent it,s because they have missed the special instruction.

hope this helps